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Thursday, July 2, 2015

Prajna Capital

Franklin India Prima Plus Fund - Invest Online

Posted: 02 Jul 2015 04:37 AM PDT

Franklin India Prima Plus Fund

The scheme aims to provide growth of capital and regular dividend from a portfolio of equity, debt and money market instruments and focussing on wealth creating companies across all sectors and market cap ranges

If you are looking for consistency, it is hard to beat Franklin India Prima Plus. The fund has lagged behind its benchmark only in three of the last 19 years. It has been solidly lodged at a 4-star rating for the last ten years.

Strategy: The fund usually maintains a fixed allocation between large-, mid- and small-cap stocks. It tends to be overweight on mid and small caps relative to the category. In recent months, it has retained 55-65 per cent of its portfolio in large-cap stocks, 25-35 per cent in mid caps and the remaining in small caps. The fund invests in wealth-creating companies whose competitive advantages are likely to translate into superior return on capital. In recent months the fund has pruned small-cap exposure in the favour of mid caps. The fund tends to lean towards growth rather than value and avoids companies with governance issues.

Performance: The fund has outperformed its category by a margin of 10.6 per cent in the last one year. Three-year and 5-year returns are also ahead of the category by 4.4 and 3.7 per cent, respectively. The fund is a consistent benchmark beater, ahead of its index by over 6 per cent over 5-, 7- and 10- year time frames. The fund has seen relatively few manager changes in the last 19 years.

What we don't like: The fund tends to maintain a steady-state allocation between large, mid and small caps. Why invest: The fund's track record of consistent outperformance over three market cycles and stable management team make it a great fund for conservative investors.

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

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

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Reliance Quant Plus Fund - Invest Online

Posted: 01 Jul 2015 08:01 PM PDT

Reliance Quant Plus Fund ("The Fund") an open ended equity scheme aim to generate capital appreciation through investment in equity and equity related instruments. The scheme seeks to generate capital appreciation by investing in an active portfolio of stocks selected from the CNX Nifty on the basis of a mathematical model.

Current Investment Philosophy :

	Reliance Quant Plus is an actively managed investment fund that approaches the stock selection process based on a proprietary system-based model.
	It provides the investors with a twin advantage of stock selection process based on quantitative model and the fund manager's expertise leading to active fund management.
	The model would shortlist 15-20 CNX Nifty stocks through a screening mechanism at pre-determined intervals, i.e. on weekly basis.
	Stocks are selected based on parameters like valuation, earnings, price, momentum and quality, thus, giving leverage to diversify risks and returns in such a volatile situation.
	Final selection of stocks and weightage allocation is a composite effort of the fund manager and the quantitative model.

Dividend Declaration - Reliance Quant Plus Fund
Name of the Scheme	Dividend Per Unit (Re/Unit)*	NAV as on June 17, 2015 (Re/Unit)
Reliance Quant Plus Fund - Dividend Plan	4.2000	14.4495

*As reduced by the amount of applicable statutory levy.

Face Value of Rs.10/- per unit. Record Date: June 24, 2015

Pursuant to dividend distribution, NAV of the scheme would fall to the extent of payout and statutory levy (if any)

The dividend payout will be to the extent of above mentioned dividend per unit or to the extent of available distributable surplus, as on the Record Date mentioned above, whichever is lower.

For units in demat form: Dividend will be paid to those Unit holders/Benefi cial Owners whose names appear in the statement of benefi cial owners maintained by the Depositories under dividend option of the Scheme as on record date.

All Unit holders under the Dividend Option of the above mentioned Scheme, whose names appear on the register of unit holders on the aforesaid record date, will be entitled to receive the dividend.