Tuesday, October 6, 2015

Prajna Capital

Prajna Capital


BNP Paribas Midcap Fund

Posted: 06 Oct 2015 05:09 AM PDT

 

 

Investment objective:

 

The investment objective of the Scheme is to seek to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in the middle and small capitalization segment, defined as "Future Leaders". The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial flair.

 

 

Key Highlights:

 

Ø  The scheme's exposure to Large Cap is 34%, Mid Cap is 56% and Small Cap is 10%.
 
Ø  The Investment is spread across 20 sectors out of which top 3 sectors contributing 35.60% of net assets.
 
Ø  The Portfolio Construct has allocation to off benchmark stocks to generate alpha.
 
Ø  We continue to remain positive Private sector banks, Telecom, Healthcare. Remain underweight on Metals, PSU Banks, Auto, IT and Energy.
 
Ø  Investments in Midcap tends to give better risk adjusted returns over a long term horizon & investors should not worry of short term fluctuations in prices.



Top 10 holdings as on 30thJune 2015

 

 

Performance Comparison:

 

Report as on July 23, 2015

 

 

Compounded Annualized  % (Point to Point)

Scheme Name

NAV

1 Month

2 Months

3 Months

6 Month

9 Month

YTD

1 Year

2 Years

3 Year

5 Years

BNP Paribas Mid Cap Fund(G)

26.1800

6.8833

9.0470

10.2177

10.3989

27.0442

17.1941

38.6359

49.9714

37.0243

22.2262

Canara Rob Emerg Eq Fund-Reg(G)

62.4700

5.8993

7.0792

6.5495

7.2815

27.2820

12.2148

39.9418

61.2684

38.6846

22.6994

HDFC Mid-Cap Opportunities Fund(G)

38.4590

1.9997

2.8508

3.6938

3.1570

20.2520

6.5553

31.6864

48.0590

33.0983

20.8794

ICICI Pru Value Discovery Fund-Reg(G)

117.8400

2.3361

2.7197

4.1265

3.7141

17.9225

9.1212

27.7121

50.6244

33.5430

20.0323

IDFC Premier Equity Fund-Reg(G)

75.5098

4.1260

2.2725

3.5820

6.2987

22.8391

11.9520

31.7710

41.6583

32.1635

19.1815

Sundaram S.M.I.L.E Fund(G)

72.9916

7.6604

6.3737

3.1456

4.7554

24.4249

7.7577

44.2450

63.2944

35.8660

16.4485

UTI Mid Cap Fund(G)

82.6532

5.1027

4.8100

4.6471

6.3692

20.9317

9.5705

39.6379

58.9453

39.6323

20.6908

CNX Midcap

13687.0000

4.5755

4.5683

6.2099

5.0027

18.7809

8.7664

24.9971

35.9213

23.7183

10.1899

 

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

Axis Bank Secure+

Posted: 06 Oct 2015 04:11 AM PDT

 Axis Bank has unveiled Secure+, a new EMV chip-based debit card. It allows cardholders to block all cards in their wallets with one call. It covers hotel and flight expenses in case of loss of ticket and wallet within the country.

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

Canara Rob Emerging Equity

Posted: 06 Oct 2015 03:14 AM PDT

 

Canara Rob Emerging Equity

A diversified equity mutual fund that has been performing consistently over past few years. It has been scoring well on robust stock picking skills.

 

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