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Tuesday, September 1, 2015

BNP Paribas Equity Fund - Invest Online

 


Investment Objective:
 
The investment objective of the Scheme is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities. The Scheme will invest in a range of companies, with a bias towards large & medium market capitalization companies.
 
Key Highlights:
 
Ø  The scheme's exposure to Large Cap is 81%, Mid Cap is 19% and Small Cap is nil.
 
Ø  The Investment is spread across 19 sectors out of which top 3 sectors contributing 45.16% of net assets.
 
Ø  The Portfolio Construct has allocation to off benchmark stocks to generate alpha.
 
Ø  We have increased exposure to private sector banks, cements, Telecom, pharmaceuticals, while reducing exposure to software sectors,

       metal/mining sectors & capital goods.
 
Ø  Investments in equity 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 20, 2015

 

 

Compounded Annualized  % (Point to Point)

Scheme Name

1 Month

2 Months

3 Months

6 Month

9 Month

YTD

1 Year

2 Years

3 Year

5 Years

Axis Equity Fund(G)

5.3158

4.0562

3.7863

0.1502

12.9870

3.6251

17.3268

24.7500

24.2968

12.8487

Birla SL Frontline Equity Fund(G)

5.2176

3.8213

3.9043

2.5985

17.3134

7.6095

21.2900

30.4520

26.4553

15.0098

BNP Paribas Equity Fund(G)

6.8626

6.1342

5.1372

7.7467

20.8333

13.2490

28.9762

33.3005

27.4745

17.3959

Franklin India Bluechip Fund(G)

4.7760

3.6201

4.7633

3.8801

16.0878

8.9660

23.5163

26.2656

20.6268

13.0011

HDFC Equity Fund(G)

5.0423

3.0511

1.7388

-0.6644

9.5032

2.7374

13.6169

33.6420

23.0731

13.1662

ICICI Pru Focused BlueChip Eq Fund-Reg(G)

4.7652

2.8337

2.9040

0.6684

12.3881

5.2043

17.2332

27.2461

23.2441

15.0142

Mirae Asset India Opportunities Fund-Reg(G)

6.0839

5.2468

5.3548

4.4197

18.1352

9.1882

25.3587

36.3092

28.2286

17.1236

Reliance Top 200 Fund(G)

6.1880

4.6320

4.6237

2.8753

18.7428

7.5485

25.6438

36.4776

25.9054

15.0703

SBI BlueChip Fund-Reg(G)

5.6377

5.4695

4.6399

7.9847

21.9742

12.1284

28.2349

33.0295

28.2555

15.3463

SBI Magnum Equity Fund-Reg(G)

5.4575

4.2210

3.7997

2.7783

16.9723

7.3177

22.3186

27.3215

21.9329

13.1137

UTI Opportunities Fund(G)

4.4611

0.5267

1.2320

-1.8724

9.5239

2.5837

14.9177

23.5742

20.3668

14.7867

CNX Nifty Index

4.6019

2.1393

1.8389

-1.0597

9.1892

3.8725

12.1887

19.4265

18.2355

9.8878

 

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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Invest Online

Download Application Forms

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

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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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Leave a missed Call on

94 8300 8300

 


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

Leave a missed Call on 94 8300 8300

Leave your comment with mail ID and we will answer them

OR

You can write back to us at

PrajnaCapital [at] Gmail [dot] Com

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

Invest Mutual Funds Online

Invest Any Mutual Fund Online

Download Mutual Fund Application Forms from all AMCs

Download Mutual Any Fund Application Forms

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