Thursday, September 1, 2016

Prajna Capital

Prajna Capital


UTI Wealth Builder Fund

Posted: 01 Sep 2016 04:54 AM PDT

UTI Wealth Builder Fund Online

The UTI Wealth Builder Fund aims to achieve long-term capital appreciation by investing predominantly in a diversified portfolio of equity related instruments along with investments in Gold ETFs, Debt and Money Market instruments. However, since more than 90% of the variation in the return is determined by asset allocation, there can be no assurance that the investment objective of the scheme will be achieved.




UTI Wealth Builder Fund Snapshot:
 
Name of the scheme
 UTI Wealth Builder Fund
  
Date of inception
 November 19, 2008.
  
Asset Allocation
 Equity & equity related instruments: Min 65% - Max 100% (high risk) Debt & Money Market Instruments: Min 0% - Max 35% (low to medium risk) Gold ETFs: Min 0% - Max 35% (high risk)
  
Fund Manager
 V Srivatsa
  
Options / Plans Available
  Growth, Dividend Payout & Dividend Reinvestment option (Retail & Direct Plan)
Default Option – Growth Option
Minimum Application Amount Rs. 5,000/- and in multiples of Re. 1/- thereafter subsequent minimum investment of Rs. 1000/- and in multiples of Re.1/- thereafter
  
Special Products
  Systematic Investment Plan (SIP)/ Micro SIP
Systematic Transfer Investment Plan (STRIP)
Systematic Withdrawal Plan (SWP)
Dividend Transfer Plan (DTP)
  
Load
 Entry Load (as % of NAV): NIL Exit Load (as % of NAV): less than 1 year – 1% greater than or equal to one year – Nil
 

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Invest Rs 1,50,000 and Save Tax under Section 80C. Get Great Returns by Investing in Best Performing ELSS Mutual Funds

Top 10 Tax Saver Mutual Funds to invest in India for 2016

Best 10 ELSS Mutual Funds in india for 2016

1. BNP Paribas Long Term Equity Fund

2. Axis Tax Saver Fund

3. Religare Tax Plan

4. DSP BlackRock Tax Saver Fund

5. Franklin India TaxShield

6. ICICI Prudential Long Term Equity Fund

7. IDFC Tax Advantage (ELSS) Fund

8. Birla Sun Life Tax Relief 96

9. Reliance Tax Saver (ELSS) Fund

10. Birla Sun Life Tax Plan

Invest in Best Performing 2016 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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DHFL Pramerica Fixed Duration Fund Series

Posted: 01 Sep 2016 04:24 AM PDT


DHFL Pramerica has launched a Fixed Duration Fund Series 33. It is a closed-ended fixed income scheme which will close on 18 August. The minimum subscription amount is `5,000 and in multiples of `1,000 after that. The objective of the scheme is to generate income by investing in debt and money market instruments.



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Invest Rs 1,50,000 and Save Tax under Section 80C. Get Great Returns by Investing in Best Performing ELSS Mutual Funds

Top 10 Tax Saver Mutual Funds to invest in India for 2016

Best 10 ELSS Mutual Funds in india for 2016

1. BNP Paribas Long Term Equity Fund

2. Axis Tax Saver Fund

3. Religare Tax Plan

4. DSP BlackRock Tax Saver Fund

5. Franklin India TaxShield

6. ICICI Prudential Long Term Equity Fund

7. IDFC Tax Advantage (ELSS) Fund

8. Birla Sun Life Tax Relief 96

9. Reliance Tax Saver (ELSS) Fund

10. Birla Sun Life Tax Plan

Invest in Best Performing 2016 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

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

HDFC Mid-Cap Opportunities Fund Online

Posted: 01 Sep 2016 12:30 AM PDT

Invest HDFC Mid-Cap Opportunities Fund Online
 
The aim of the fund is to generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of mid- and small-cap companies.
 
 
 

Great in bear markets and good in bull markets - that, in short, sums up the track record of this fund. Consistency in performance has helped it retain a four- or five-star rating since 2010. Usually parking about 75 per cent in mid-cap companies, it has the flexibility to invest up to 25 per cent in large-cap companies. Its philosophy is to invest in businesses with good fundamental attributes and that are run by sensible managements. The style is growth at a reasonable price, with the fund filtering companies that are growing at about 15-20 per cent with good cash-flow generation and an acceptable return on equity.

 

After a good show in 2013-14, the fund's returns have been slightly below the benchmark and the category in 2015. This is probably a reflection of its conservative choices in overheated markets. But it has beaten its benchmark over three-, five- and seven-year periods by double-digit margins. It has lower exposure than peers to large and small caps. What stands out in its yearly returns is its ability to weather any kind of bear market. In 2008, 2011 and 2013, this was a rare mid-cap fund to contain losses to levels far lower than peers as and the benchmark. The fund has delivered muted participation in bull markets though, mostly just about matching the benchmark. Tactical calls to raise its large-cap allocations have proved spot on. The good performance has seen its corpus exceed R10,000 crore in 2015.

 

This is a good choice if you want higher returns that mid caps can provide, without undue shocks in choppy markets.

-----------------------------------------------
Invest Rs 1,50,000 and Save Tax under Section 80C. Get Great Returns by Investing in Best Performing ELSS Mutual Funds

Top 10 Tax Saving Mutual Funds to invest in India for 2016

Best 10 ELSS Mutual Funds in india for 2016

1. BNP Paribas Long Term Equity Fund

2. Axis Tax Saver Fund

3. Franklin India TaxShield

4. ICICI Prudential Long Term Equity Fund

5. IDFC Tax Advantage (ELSS) Fund

6. Birla Sun Life Tax Relief 96

7. DSP BlackRock Tax Saver Fund

8. Reliance Tax Saver (ELSS) Fund

9. Religare Tax Plan

10. Birla Sun Life Tax Plan

Invest in Best Performing 2016 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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