Download Tax Saving Mutual Fund Application Forms
Invest In Tax Saving Mutual Funds Online
Leave a missed Call on
94 8300 8300
This lack of confidence could arise of out their bleak understanding of equity as an asset class. It is apt to mention here, that equities is a suitable investment for long term wealth creation. One should ride the short-term volatility with patience in order to benefit from the potential capital appreciation in the long-term.
Now with equity markets perched at record highs, certain segment of investors must be waking up to realize that they have been bereft of the upside so far. It may be a prudent strategy to add flavor of balanced funds. These funds seek to capture upside by increasing allocation to equity when the markets are declining, and limits downside by reducing exposure to equities when markets are risingcompletely reverse of what retail investors normally do.
ICICI Prudential Balanced Advantage fund is an interesting offering in this space. Also for Investors who do not wish to take too much risk, but wish to have exposure into equities, balanced funds are a good way forward. These funds are less volatile, and when the markets fall, they are less hurt than others.
Adherence to asset allocation model
Investing in balanced funds, offers the benefits of asset allocation model in a single structure. Adhering to asset allocation, spreads investments across more than one asset class thereby reducing risks and moderating the effect of an individual asset class on the overall portfolio performance. It also instils discipline in investing and helps avoid the tendency to redeem at market bottoms and invest at market tops.
However, managing debt and equity separately could be a tedious task involving churning costs, tax implications and expertise. Further, one may not be able to tactically adjust allocations to market movements. Balanced funds offer the growth of equity and the stability of debt. This diversification protects the portfolio from downside risks if either equity or debt enters a bearish phase.
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
Download Mutual Fund Application Forms from all AMCs
Download Mutual Any Fund Application Forms
---------------------------------------------
Best Performing Mutual Funds
- Largecap Funds Invest Online
- DSP BlackRock Top 100 Fund
- ICICI Prudential Focused Blue Chip Fund
- Franklin India Bluechip
- ICICI Prudential Top 100 Fund
B. Large and Midcap Funds Invest Online
- ICICI Prudential Dynamic Plan
- HDFC Top 200 Fund
- UTI Dividend Yield Fund
- Birla Sun Life Front Line Equity Fund
- Franklin India Prima
C. Mid and SmallCap Funds Invest Online
- Reliance Equity Opportunities Fund
- DSP BlackRock Small & Midcap Fund
- Sundaram Select Midcap
- IDFC Premier Equity Fund
- Birla Sun Life Dividend Yield Plus
- SBI Emerging Businesses Fund
- HDFC Mid-Cap Opportunities Fund
- ICICI Prudential Discovery Fund
D. Small and MicroCap Funds Invest Online
- DSP BlackRock MicroCap Fund
- Franklin India Smaller Companies
E. Sector Funds Invest Online
- Reliance Banking Fund
- Reliance Banking Fund
- ICICI Prudential Banking and Financial Services Fund
F. Tax Saver Mutual Funds Invest Online
1. ICICI Prudential Tax Plan
2. HDFC Taxsaver
- DSP BlackRock Tax Saver Fund
- Reliance Tax Saver (ELSS) Fund
G. Gold Mutual Funds Invest Online
- Relaince Gold Savings Fund
- ICICI Prudential Regular Gold Savings Fund
- HDFC Gold Fund
- Birla Sun Life Gold
H. International funds Invest Online
1. Birla Sun Life International Equity Plan A
2. DSP BlackRock US Flexible Equity
3. FT India Feeder Franklin US Opportunities
4. ICICI Prudential US Bluechip Equity
5. Motilal Oswal MOSt Shares NASDAQ-100 ETF
