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| Posted: 22 Dec 2015 02:57 AM PST FRANKLIN INDIA PRIMA FUND - Invest Online This fund's long-term track record seems ordinary, however, its performance has seen a remarkable improvement in recent years. This is primarily because of the fund's deft handling by its current manager, who took over in 2008. The fund has since outperformed its benchmark and peers every year. The fund manager displays a preference for high quality businesses with impeccable corporate governance standards. Its low exposure to small-cap stocks is also a reflection of this quality bias. While the fund has not exactly scorched the performance charts, the consistency in outperformance and a benign risk profile makes it a relatively dependable proposition in the highly erratic midand small-cap segment.  Best Tax Saver Mutual Funds 2016 or ELSS Mutual Funds for 20156
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 - 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 Download Mutual Fund Application Forms from all AMCs | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Posted: 21 Dec 2015 11:13 PM PST BSL MNC – Fund for all seasons
The moment you hear about a focused theme funds; you fear it to be subjected to excessive price fluctuation, an investment suitable only for certain economic cycles and targeted to investors with high risk appetite. While, yes these traits indeed are true to the category, but BSL MNC Fund – an offering from the BSL fund house is an exception to these traits and scores gold in all areas – a Fund for all seasons.
Where does the fund invest?
As the name suggests, portfolio of the MNC fund is loaded with pure quality MNC companies. Stocks of the companies whose products & services are used very widely and brands which are household names form part of the portfolio. The biggest advantage of MNCs is their transparency in terms of management, cash flow, balance sheet and an absence of corporate governance issues.. in short "Strong Trusted brands". Key Highlights - Avoids sectors like Real Estate, Infra and PSUs which have a damaged reputation & investor confidence. - Higher exposure to consumption driven themes like FMCG, Pharma, consumer durable, hotels etc. - Some of popular names that you will instantly associate with are Maruti, Gillette, Bata shoes, Colgate, Unilever etc.
Maximizing upside in Bull Markets, Minimizing Downside in Bear markets… Fund for all seasons!!.
As investors we make a mistake chasing funds which have given superlative returns in bull market, however many leaders of bull market are many a times laggards of bear markets and thus over a complete market cycle tend to deteriorate investor wealth. Superlative performance can be delivered by many in a bull market, but minimizing the loss is a rare skill and is of utmost importance. BSL MNC fund has displayed this trait. A fund that has maximized your returns in rising markets and minimized your losses in falling markets.
The table below showcases the consistency of BSL MNC fund across market cycles. In all of the below shown market cycles BSL MNC fund has managed to keep itself away from being a laggard, whereas benchmark indices and thematic indices have atleast once been a laggard.
Source: Morningstar Direct
Low Risk, High Return – Now does that not defy the core investment theory?
As we are taught by academicians; if you want high returns, you need to take extra risk. However past records of BSL MNC fund, that to over a sizeable history, has defied this theory. Over a 5 year and 10 year period, BSL MNC Fund rewards its investors with superlative returns (CAGR returns), at the same time, the fund has been subjected to least amount of volatility (measured by standard deviation).
Returns as on May 2015, Source: Morningstar Direct
A fund which has never given negative returns over a 5 year period.. That too with minimum return equivalent to any fixed return investment
Returns as on May 2015, Source: MFI
BSL MNC Fund Report card – An All-rounder
Note: The above report card is a relative comparison. A cross against a particular category does not mean that fund in respective category does not provide the feature on standalone basis. Best Tax Saver Mutual Funds 2016 or ELSS Mutual Funds for 2016
1. BNP Paribas Long Term Equity Fund 2. Axis Tax Saver Fund 3. IDFC Tax Advantage (ELSS) Fund 4. ICICI Prudential Long Term Equity Fund 5. Religare Tax Plan 6. Franklin India TaxShield 7. DSP BlackRock Tax Saver Fund 8. Birla Sun Life Tax Relief 96 9. Reliance Tax Saver (ELSS) Fund 10. HDFC TaxSaver
Invest Rs 1,50,000 and Save Tax under Section 80C. Get Good Returns by Investing in ELSS Mutual Funds Online
Invest in Tax Saver Mutual Funds Online 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 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Tax Free Bonds Capital Gains / Loss Posted: 21 Dec 2015 10:23 PM PST Short term capital gains are added to the income and taxed as per the Income Tax slab applicable to the investor Tax-free bonds typically come with a lock-in period of 10 to 20 years. The amount invested in these bonds are not returned before the end of the lock-in period. However, these bonds are listed on stock exchanges and investors can sell them on exchanges if they want to exit early. The gains, if any, on sale of these bonds would be taxed as capital gains. If the bonds are sold before three years, the gains would be treated as short term capital gains. Short term capital gains are added to the income and taxed as per the Income Tax slab applicable to the investor. If investments are sold after three years, the gains qualify for long term capital gains tax of 20 per cent with indexation benefit. Long term capital loss arising out of sale of assets can be set off against long term capital gains arising from sale of any asset. However, long term capital loss from sale of shares and mutual funds where Securities Transaction Tax (STT) is paid can't be set off against any other capital gains. Long term capital loss can be carried forward for eight years. Best Tax Saver Mutual Funds 2016 or ELSS Mutual Funds for 2016
1. BNP Paribas Long Term Equity Fund 2. Axis Tax Saver Fund 3. IDFC Tax Advantage (ELSS) Fund 4. ICICI Prudential Long Term Equity Fund 5. Religare Tax Plan 6. Franklin India TaxShield 7. DSP BlackRock Tax Saver Fund 8. Birla Sun Life Tax Relief 96 9. Reliance Tax Saver (ELSS) Fund 10. HDFC TaxSaver
Invest Rs 1,50,000 and Save Tax under Section 80C. Get Good Returns by Investing in ELSS Mutual Funds Online
Invest in Tax Saver Mutual Funds Online 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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