Tuesday, July 21, 2015

Prajna Capital

Prajna Capital


Kotak Corporate Bond Fund

Posted: 21 Jul 2015 04:51 AM PDT

 The scheme seeks to generate income largely through a focus on investments in corporate debt securities.
 

Indian investors often like to invest in corporate FDs for higher returns. But some of these FDs can be quite risky. Kotak Corporate Bond Fund allows investors to acquire a diversified exposure to corporate bonds from different sectors such as NBFCs, banks and manufacturing, while also selecting companies of high credit quality.

The fund has been a consistent but middle-of-the-road performer in the income-fund category. Both five- and seven-year returns beat the category but by a thin margin. The fund has distinguished itself in its category through good risk containment, both on the credit and duration side, in volatile debt markets. Due to moderate maturity, it suffered lower losses than many peers during the sudden spike in interest rates in May-August 2013. It manages the concentration risk by sticking to not just individual security caps but also in-house sector caps in its portfolio.

The average duration of the portfolio has generally ranged between 4.5 and eight years. Given that it holds a bullish view on bond prices, the average maturity of the portfolio has risen from 4.5 to eight years in the last one year to March 2015.

With a largely AAA portfolio, the fund suffers from minimal credit risk. But given that AAA corporate bonds are likely to offer muted returns, this fund is not for investors keen to take aggressive corporate bond bets for a high yield.

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 Mutual Fund dividend

Posted: 21 Jul 2015 02:41 AM PDT

 Birla Sun Life Pure Value Fund & Birla Sun Life Top 100 Fund
 

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

DSP BlackRock Mutual Fund exit load

Posted: 20 Jul 2015 07:55 PM PDT

 

The DSP BlackRock Mutual fund house has also has decided to change the exit load of following schemes with effect from August 01, 2015:

Scheme NameExisting Exit LoadNew Exit Load
DSPBR Focus 251% if redeemed with in 24 months from the date of allotment1% if redeemed with in 12 months from the date of allotment
DSPBR India T.I.G.E.R. Fund1% if redeemed with in 24 months from the date of allotment1% if redeemed with in 12 months from the date of allotment
DSPBR Micro Cap1% if redeemed with in 24 months from the date of allotment1% if redeemed with in 12 months from the date of allotment
DSPBR World Gold Fund1% if redeemed with in 24 months from the date of allotment1% if redeemed with in 12 months from the date of allotment
DSPBR World Energy Fund1% if redeemed with in 24 months from the date of allotment1% if redeemed with in 12 months from the date of allotment
DSPBR World Mining Fund1% if redeemed with in 24 months from the date of allotment1% if redeemed with in 12 months from the date of allotment
DSPBR World Agriculture Fund1% if redeemed with in 24 months from the date of allotment1% if redeemed with in 12 months from the date of allotment
DSPBR US Flexible Equity1% if redeemed with in 24 months from the date of allotment1% if redeemed with in 12 months from the date of allotment
DSPBR Global Allocation Fund1% if redeemed with in 24 months from the date of allotment1% if redeemed with in 12 months from the date of allotment
DSPBR Small & Mid Cap Fund1% if redeemed with in 18 months from the date of allotment1% if redeemed with in 12 months from the date of allotment
DSPBR MIP Fund2% if redeemed with in 12 months
1% if redeemed after 12 months but before 24 months
0.50% if redeemed after 24 months but before 36 months.
1% if redeemed with in 12 months from the date of allotment
DSPBR Dynamic Asset Allocation Fund1% if redeemed with in 1 year and 0.50% if redeemed after 1 year but before 2 years.1% if redeemed with in 12 months from the date of allotment

The fund house has also decided to charge no exit load for switch of units from regular/institutional to direct plan and vice versa with in the same scheme of the fund with effect from August 01, 2015.

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

No comments:

Post a Comment