Prajna Capital - An Investment Guide

 Sundaram Select Focus   Sundaram Select Focus launched in July 2002 is a concentrated Large Cap fund with a 13 year track record. The fund is a portfolio of Bluechips that invests in few themes and not more than 50 stocks at any point in time. Top 10 Holdings as on June 30 th 2015 carry more than 40% weightage and consist of the following stocks:-   HDFC Bank - 7.4% Infosys - 6.8% Reliance Industries - 6.4% ICICI Bank - 5.4% TCS - 4.9% Larsen & Toubro - 4.6% State Bank of India - 3.8% Axis Bank - 3.6% HDFC - 3.2% Bharti Airtel - 2.4% The illustration below shows the outperformance of Sundaram Select Focus vis-a-vis its Benchmark (CNX Nifty) since launch. A Fund Performance - Key Highlights Sundaram Select Focus Delivered an Annualised return of 21.7% since launch, Vs. its benchmark (CNX Nifty) 18.2% since launch. An Investment of Rs. 10,000 at launch is now Rs 1.26 Lakhs. As SIP of Rs 1000 a month since incepti...

    The fund's ability to ride out prolonged bear phases is yet to be tested IDBI Top 100 , a large-cap-oriented fund, has a short track record of just over three years. But during this period, the fund has been nimble on its feet, be it stock choices or sector preferences. Over the three-year period, it has earned a return of about 25 per cent, beating its category average by a margin of 6 percentage points. It has also outperformed its benchmark, the CNX 100 index, by a comfortable margin over one and three-year timeframes. Investors in the fund can continue to hold their units. Performance and strategy A 'Top 100' tag normally means that a fund would predominantly invest in the top 100 stocks by market capitalisation. In other words, it has a mandate to focus on large-cap stocks (stocks with market capitalisation of ₹ 10,000 crore and above). IDBI Top 100 has remained faithful to large-caps to a 'T'. Since it...

 Birla Mutual Fund   has decided to change the name of   Birla Sun Life Gilt Plus - Regular Plan   to Birla Sun Life Constant Maturity 10 Year Gilt Fund. The change will be effective from August 6, 2015.   The fund house has also decided to revise the exit load of   Birla Sun Life Enhanced Arbitrage Fund   to 0.50% if redeemed within 30 days from the date of allotment.   Presently it is 0.50% if redeeemed with 90 days from the date of allotment. The change will be effective from August 3, 2015. 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 ...

 Tata Mutual Fund   has decided to merge   Tata MIP Plus Fund   with Tata Retirement Savings Fund - Conservative Plan , with effect from August 28, 2015.   Investors of   Tata MIP Plus Fund   can redeem / switch out units from July 29, 2015 to August 27, 2015 without paying any exit load. 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 answe...

  The scheme will actively manage a portfolio of good quality corporate debt as well as Money Market Instruments so as to provide reasonable returns and liquidity to the Unit holders.   In a category where most funds pride themselves on actively managing both duration and credit, this fund takes a more passive approach to earn higher yields. It relies mainly on accrual rather than duration calls to make its returns. Having said this, the fund's view on interest rates is bullish and it expects benign global demand conditions and lower prices of crude oil and commodities to support lower inflation. It believes there is scope for a further fall in interest rates. This is a consistent performer in the income category, beating both its benchmark and category in eight of the last ten years. The underperformance has mainly come during the most bullish phases in the rate cycle and reflects the fund's low portfolio maturity. Average maturity has fluctuated a bit over the years, movi...

  Birla Sun Life Mutual Fund   has announced dividend under the following schemes: Scheme Dividend ( R /unit) Birla SL New Millennium-D 2 Birla SL Enhanced Arbitrage -D 0.067 Birla SL Enhanced Arbitrage Direct-D 0.067     The record date has been fixed as July 31, 2015. 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 wr...

  International funds can help you diversify your portfolio & shield against poor performance of Indian companies, markets or the rupee   We do recommend international funds to our investors as they help you diversify your portfolio and shield against poor performance of Indian companies, markets or the rupee. Indian markets won't be the best-performing markets at all times and there may be phases when other stock markets beat Indian equities. Having an international fund in your portfolio will thus de-risk your investment and provide you with global exposure   You can acquire international exposure in three ways: First, by buying funds that invest 65 per cent of their portfolios in Indian stocks and the rest globally. In this case you will enjoy the tax breaks available to domestic equity funds. Templeton India Equity Income   or   Birla Sun Life International Equity Fund   are the funds that follow this approach. Second, you can invest in a feeder fund playing on a region o...