Skip to main content

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

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 write to us at

PrajnaCapital [at] Gmail [dot] Com

OR

Leave a missed Call on 94 8300 8300

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

Invest Mutual Funds Online

Invest Any Mutual Fund Online

Download Mutual Fund Application Forms from all AMCs

Popular posts from this blog

Post Office Deposits Interest Rates

Best SIP Funds to Invest Online   SIPs are Best Investments when Stock Market is high volatile. Invest in Best Mutual Fund SIPs and get good returns over a period of time. Know Top SIP Funds to Invest Save Tax Get Rich For further information on Top SIP Mutual Funds contact  Save Tax Get Rich on 94 8300 8300 OR You can write to us at Invest [at] SaveTaxGetRich [dot] Com

Tax Slabs 2012

Slab 1 Upto Rs 1.6 Lacs Tax Rate NIL for Men; Upto Rs 1.9 Lacs Tax Rate NIL for Women; Upto Rs 2.4 Lacs Tax Rate NIL for Senior Citizen; Slab 2 Rs 1.6 Lacs to Rs 5 Lacs Tax Rate 10% Slab 3 Rs 5 Lacs to Rs 8 Lacs Tax Rate 20% Slab 4 Rs 8 Lacs onwards Tax Rate 30%   --------------------------------------------- Invest in Tax Saving Mutual Funds ( ELSS Mutual Funds ) to upto Rs 1 lakh and Save tax under Section 80C.   Invest Tax Saving Mutual Funds Online Tax Saving Mutual Funds Online These links can be used to Purchase Mutual Funds Online that are regular also (Investment, non-tax saving)   Download Tax Saving Mutual Fund Application Forms from all AMCs Download Tax Saving Mutual Fund Applications   These Application Forms can be used for buying regular mutual funds also   Some of the best Tax Saving Mutual Funds available ( ELSS Mutual Funds ) HDFC TaxSaver ICICI Prudential Tax Plan DSP BlackRock Tax Saver Fund Birla Sun Life Tax Relief '96 R

How Tax Deducted at Source (TDS) works?

    THE tax season is here. And if you are an employee you can't blame your employer for deducting large chunks of money from your salary towards tax deducted at source ( TDS ), which he is legally obliged to do. Your bank will also deduct some percentage from your FD interest of Rs 10,000 or more towards TDS! So what is this TDS all about? How is it computed? Are there any changes this year? Read on... What is TDS? TDS reduces your taxable income and could even provide tax relief! The TDS collections account for 40 percent of the total taxes collected in the country. As the name suggests TDS is the amount of tax that is deducted at source in certain types of income . The TDS thus collected is deposited in the Government treasury within a specified time. How is it computed? Some of the types of income where TDS is applicable include salary, interest, rental fee, interest on securities, insurance commission, dividends from shares and UTI/Mutual Funds, commission and brokerage

Modern day balanced mutual fund approach

Buy Gold Mutual Funds Invest Mutual Funds Online Download Tax Saving Mutual Fund Application Forms Call 0 94 8300 8300 (India)   In reality, most balanced funds have a strong tilt towards equity instead of a mix of equity and debt THERE are various types of mutual funds available to investors with specific features. Often investors have a particular idea about a specific type of funds in terms of their features and risks, but that is not what is actually available. Therefore, it is necessary for an investor to understand the actual position before picking up a fund. This requires some work on the part of the investor. One example can be the situation with balanced funds. Name is not representative: One of the first things that an investor has to understand is that the name of the fund is often not representative of its investment pattern. The name often represents only the aim of the fund, and not what it actually is.

Investment Strategy for Low Risk Investors

    Invest in Best Debt Funds Online   These financial strategies can help optimise the returns from safe investments   There are many reasons why investors prefer to be safe than sorry. Some of them can't stom ach the volatility that comes with stock investments. Others may have had a bad experience, which is why they want to stay away . The risk profile of an individual is determined by a combination of factors (see chart). Based on the factors that determine risk appetite, we have developed a risk tolerance test (see below). If your score puts you in the low-risk segment, here are some tips for you to optimise your returns. GO FOR TAX EFFICIENT INVESTMENTS Bank deposits are all-time favourites of those seeking low-risk instruments.They are easy to understand, widely available and anyone with a bank account can open one. Thanks to Netbanking, they also do not require paperwork. But bank deposits are tax inefficient because the interest earned is added to your income and taxed
Related Posts Plugin for WordPress, Blogger...
Invest in Tax Saving Mutual Funds Download Any Applications
Transact Mutual Funds Online Invest Online
Buy Gold Mutual Funds Invest Now