Tuesday, June 2, 2015

Prajna Capital

Prajna Capital


Axis Hybrid Fund - Series 24

Posted: 02 Jun 2015 05:12 AM PDT

 Axis Hybrid Fund - Series 24
 POCKET TWO BENEFITS WITH A SINGLE INVESTMENT

Best Tax Saver Mutual Funds or ELSS Mutual Funds for 2015

1.ICICI Prudential Tax Plan

2.Reliance Tax Saver (ELSS) Fund

3.HDFC TaxSaver

4.DSP BlackRock Tax Saver Fund

5.Religare Tax Plan

6.Franklin India TaxShield

7.Canara Robeco Equity Tax Saver

8.IDFC Tax Advantage (ELSS) Fund

9.Axis Tax Saver Fund

10.BNP Paribas Long Term Equity Fund

You can invest Rs 1,50,000 and Save Tax under Section 80C by investing in Mutual Funds

Invest in Tax Saver Mutual Funds Online -

Invest Online

Download Application Forms

For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call

---------------------------------------------

Leave your comment with mail ID and we will answer them

OR

You can write to us at

PrajnaCapital [at] Gmail [dot] Com

OR

Leave a missed Call on 94 8300 8300

---------------------------------------------

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Edelweiss ELSS Fund - Invest Online

Posted: 02 Jun 2015 02:06 AM PDT

 Edelweiss ELSS Fund - Invest Online
 

As on 29-05-2015

 

 

 

 

 

 

 

 

 

 

 

Scheme Name

Returns*

1 Day

7 Day

14 Day

1 Month

3 Month

6 Month

1 Year

2 Year

3 Year

5 Year

Since Inception

Edelweiss ELSS Fund(G)

-0.14

-0.03

2.25

4.33

0.83

8.25

33.68

27.66

25.58

16.06

22.03

Average

-0.11

-0.61

1.38

1.92

-2.90

2.36

27.83

29.20

25.41

14.36

17.05

Median

-0.14

-0.76

1.45

2.00

-2.80

1.39

26.43

28.64

25.04

14.33

16.09

Minimum

-0.37

-1.86

-0.15

0.07

-6.15

-4.03

9.14

23.02

19.11

4.86

2.12

Best Tax Saver Mutual Funds or ELSS Mutual Funds for 2015

1.ICICI Prudential Tax Plan

2.Reliance Tax Saver (ELSS) Fund

3.HDFC TaxSaver

4.DSP BlackRock Tax Saver Fund

5.Religare Tax Plan

6.Franklin India TaxShield

7.Canara Robeco Equity Tax Saver

8.IDFC Tax Advantage (ELSS) Fund

9.Axis Tax Saver Fund

10.BNP Paribas Long Term Equity Fund

You can invest Rs 1,50,000 and Save Tax under Section 80C by investing in Mutual Funds

Invest in Tax Saver Mutual Funds Online -

Invest Online

Download Application Forms

For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call

---------------------------------------------

Leave your comment with mail ID and we will answer them

OR

You can write to us at

PrajnaCapital [at] Gmail [dot] Com

OR

Leave a missed Call on 94 8300 8300

---------------------------------------------

Invest Mutual Funds Online

Invest Any Mutual Fund Online

Download Mutual Fund Application Forms from all AMCs

Birla Sun Life 95 Fund - Invest Online

Posted: 01 Jun 2015 10:27 AM PDT

The fund seeks to achieve long-term capital appreciation and current income from a balanced portfolio with a target allocation of 60% equity, 40% debt and money market securities

This fund (earlier called Alliance 95) is one of the oldest balanced funds. It has a track record of beating the indices in nine of the last ten years and its peers in eight out of ten years. The fund has outperformed its benchmark by 8 per cent in the last three years and by 5.6 per cent in the last five years on an annualised basis.

Strategy: The fund usually parks 65-75 per cent of the portfolio in equities with the balance in debt. The equity portion (at 73 per cent in end February 2015) tends to be multi-cap. The fixed income portion is managed for higher yields rather than duration calls, with a mix of gilts, corporate bonds and money market securities. The current modified duration is 3.9 years, with a yield to maturity of 8.68 per cent. The fund practises a dynamic allocation model for equities within the available leeway. The equity allocation was kept low from 2011 until November 2013 and has since climbed as valuations became attractive. According to February data, the fund's equity portion was overweight in financial, technology, automobile and healthcare sectors.

Performance: Its outperformance has been particularly large in the last one year, with the returns at 50.8 per cent. This is well ahead of the benchmark return of 27 per cent and the peer group return of 43.3 per cent.

The fund's tendency to rebalance the equity-debt mix based on markets and the flexi-cap approach have contributed not just to high returns but also to low-risk levels in the fund. On the debt portion too, risks are contained through moderate duration.

What we don't like: The fund has high levels of equity allocation in the current market, which could expose it to downside during a correction.

Why invest? Actively managed debt as well equity portions make this a good fund for an investor who would like to put his asset allocation on autopilot.

Best Tax Saver Mutual Funds or ELSS Mutual Funds for 2015

1.ICICI Prudential Tax Plan

2.Reliance Tax Saver (ELSS) Fund

3.HDFC TaxSaver

4.DSP BlackRock Tax Saver Fund

5.Religare Tax Plan

6.Franklin India TaxShield

7.Canara Robeco Equity Tax Saver

8.IDFC Tax Advantage (ELSS) Fund

9.Axis Tax Saver Fund

10.BNP Paribas Long Term Equity Fund

You can invest Rs 1,50,000 and Save Tax under Section 80C by investing in Mutual Funds

Invest in Tax Saver Mutual Funds Online -

Invest Online

Download Application Forms

For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call

---------------------------------------------

Leave your comment with mail ID and we will answer them

OR

You can write to us at

PrajnaCapital [at] Gmail [dot] Com

OR

Leave a missed Call on 94 8300 8300

---------------------------------------------

Invest Mutual Funds Online

Invest Any Mutual Fund Online

Download Mutual Fund Application Forms from all AMCs

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