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Friday, September 22, 2017

Wealth Creation through SIP




Shape your wealth through SIP

Shape your wealth through SIP

SIP Introduction

Whichever way you choose to invest your money to create wealth, one thing is for sure, the sooner you start the better off you will be. Once your investment returns start compounding year after year, you will really start to see the effect it has on your wealth creation activities.

Uncertainty is the basic nature of stock markets. Time and again, the markets have proved investors wrong by showing their unpredictable nature. This impact is most crushing on retail investors. Is it possible to ride on the stock market volatility, without getting hurt? Yes, it is! For this two simple principles need to be followed religiously.

1: Stay invested for long term.

2: Adopt a systematic and regular approach towards investment.


SIP in mutual funds is one approach which lets the investors follow the two basic principles of investing at one go.


Benefits of SIP

  • Monthly contribution: Investing at one go proves to be a burden on the pockets of investors. On the other hand, monthly investment in small amounts is more feasible for them. SIP provides this benefit to retail investors, wherein they can invest a part of their monthly savings regularly. The initial investment amount may be as low as Rs.500.


  • Systematic approach: SIP helps in investing consistently in a disciplined manner and further it helps in compounding returns as well.


  • Rupee-cost averaging: Any market witnesses ups and downs over a period. The best investment approach to be followed in such cases is a SIP. Here, irrespective of the NAV movement an investor acquires more units compared to a one time investor. Successively, this means higher gains. The following table illustrates the same.


Month NAV (Rs.) Amount invested in SIP (Rs.) Units allotted Amount invested in lump sum Units allotted in lump sum investment
1 10 5000 500.00 25000 2500
2 8 5000 625.00 - -
3 10 5000 500.00 - -
4 12 5000 416.67 - -
5 10 5000 500.00 - -
Total - 25000 2541.67 25000 2500


 SIP approach lets the investor to buy more units when the prices are low, thereby bringing down the average cost for the investors.

  • Timing the market approach : Consider three cases. Sehwag invests Rs.5,000 at the index level on the first day of every month. Dhoni, being lucky, invests the same amount at the lowest value of the index every month; and Kaif, unfortunately invests the same amount but at the highest level of the index during that month.
Investment made Sehwag (indifferent) Dhoni (most lucky) Kaif (unlucky)
BSE Sensex returns 11.42% 11.34% 9.93%

Note: An investment of Rs.5,000 is made monthly for a period of 5 years (July'12 to June'17). Returns are XIRR of investments.

The returns in the above three cases differ by a very small margin, showing that while investing for long term, it doesn't really matter whether you are investing at market peaks or market lows.

Hence time in the market is more important than timing the market. Investing through SIP frees you from timing the market because over a long horizon, SIP investment evens out the market ups and downs.





Invest Rs 1,50,000 and Save Tax up to Rs 46,350 under Section 80C. Get Great Returns by Investing in Best Performing ELSS Funds. Save Tax Get Rich

Top 10 Tax Saver Mutual Funds for 2017 - 2018

Best 10 ELSS Mutual Funds to Invest in India for 2017

1. DSP BlackRock Tax Saver Fund

2. Tata India Tax Savings Fund 

3. Birla Sun Life Tax Relief 96

4. Sundaram Diversified Equity Fund

5. ICICI Prudential Long Term Equity Fund

6. Invesco India Tax Plan

7. Franklin India TaxShield 

8. Reliance Tax Saver (ELSS) Fund

9. BNP Paribas Long Term Equity Fund

10. Axis Tax Saver Fund


Invest in Best Performing 2017 Tax Saver Mutual Funds Online

Invest Best Tax Saver Mutual Funds Online

Download Top Tax Saver Mutual Funds Application Forms


For further information contact SaveTaxGetRich on 94 8300 8300

OR

You can write to us at

Invest [at] SaveTaxGetRich [dot] Com

OR

Call us on 94 8300 8300


Axis Corporate Debt Opportunities Fund


Axis Corporate Debt Opportunities Fund is an open ended debt scheme investing in corporate debt securities with a typical average maturity range of 6 months to 18 months.

With allocation in AAA: 50% +/-5%  and Non-AAA: 50%.








 
Invest Rs 1,50,000 and Save Tax up to Rs 46,350 under Section 80C. Get Great Returns by Investing in Best Performing ELSS Funds. Save Tax Get Rich

Top 10 Tax Saver Mutual Funds for 2017 - 2018

Best 10 ELSS Mutual Funds to Invest in India for 2017

1. DSP BlackRock Tax Saver Fund

2. Tata India Tax Savings Fund 

3. Birla Sun Life Tax Relief 96

4. Sundaram Diversified Equity Fund

5. ICICI Prudential Long Term Equity Fund

6. Invesco India Tax Plan

7. Franklin India TaxShield 

8. Reliance Tax Saver (ELSS) Fund

9. BNP Paribas Long Term Equity Fund

10. Axis Tax Saver Fund


Invest in Best Performing 2017 Tax Saver Mutual Funds Online

Invest Best Tax Saver Mutual Funds Online

Download Top Tax Saver Mutual Funds Application Forms


For further information contact SaveTaxGetRich on 94 8300 8300

OR

You can write to us at

Invest [at] SaveTaxGetRich [dot] Com

OR

Call us on 94 8300 8300

Thursday, September 21, 2017

Aditya Birla SunLife Balanced Advantage Fund

With the equity markets scaling new peaks, there is likely to be increased volatility in the short to medium horizon. Investors seeking solutions that aim to provide reasonable returns even in volatile markets and decent participation in bullish markets. In such challenging times, we recommend investing in BSL Balanced Advantage Fund as it will help investors through this volatile phase in equity markets too while seeking to provide stable compounding over a longer period.

 

BSL Balanced Advantage Fund Portfolio Update:

The portfolio (as of July 2017) is diversified across sectors and well positioned to benefit from volatility and generate reasonable returns over medium to long term. The portfolio is currently focusses on sectors like;

 

§  Banking & Financials - Prefer Pvt. Banks, Selective Corporate lenders & NBFCs with growth outlook and profitability

§  Consumer Non-Durables/Auto - 7th pay commission pay outs, government focus to double rural income, good monsoon all this augur well for the sectors

§  Oil & Gas – Strong refining margins & accomodative government policy bodes well for the sector

§  Metals - Supply demand situation improving due to supply rationalization

 

On fixed income side the fund has taken an exposure of around 17% to high quality corporate debt which offers attractive yields.

 

The net equity exposure for the fund as of July 2017 was 38.84% and the AUM size with 1900+ crores.

 

Aditya Birla SunLife Balanced Advantage Fund Performance Update:

 

 

§  Dynamic asset allocation strategy has helped deliver consistently over medium to long term

§  The fund delivered 6.5% vis-a-vis market (Nifty 50) posting around 11.5% returns over last six months period, the under performance in the   

     short term over the broader market and its peers was largely contributed due to conservative Net equity exposure in the portfolio

 

§  The average net equity exposure in the portfolio over the same period has been sub 40% levels, thereby avoiding the volatility that markets 

     have seen off late

You can Start Daily SIPs






Invest Rs 1,50,000 and Save Tax up to Rs 46,350 under Section 80C. Get Great Returns by Investing in Best Performing ELSS Funds. Save Tax Get Rich

Top 10 Tax Saver Mutual Funds for 2017 - 2018

Best 10 ELSS Mutual Funds to Invest in India for 2017

1. DSP BlackRock Tax Saver Fund

2. Tata India Tax Savings Fund 

3. Birla Sun Life Tax Relief 96

4. Sundaram Diversified Equity Fund

5. ICICI Prudential Long Term Equity Fund

6. Invesco India Tax Plan

7. Franklin India TaxShield 

8. Reliance Tax Saver (ELSS) Fund

9. BNP Paribas Long Term Equity Fund

10. Axis Tax Saver Fund


Invest in Best Performing 2017 Tax Saver Mutual Funds Online

Invest Best Tax Saver Mutual Funds Online

Download Top Tax Saver Mutual Funds Application Forms


For further information contact SaveTaxGetRich on 94 8300 8300

OR

You can write to us at

Invest [at] SaveTaxGetRich [dot] Com

OR

Call us on 94 8300 8300

Aditya Birla Sun Life Resurgent India Fund Series

Aditya Birla Sun Life Resurgent India Fund Series Online



In 2018, the world economy is expected to grow at 3.6%*whereas India is expected to grow at a faster rate of 7.6%, which is much higher than the growth rate of developed and emerging economies.

Presenting, Aditya Birla Sun Life Resurgent India Fund – Series 5 (A close ended Equity Scheme) that aims to tap in the potential of these growing sectors by investing primarily in equity and equity related securities that are likely to benefit from the recovery in the India economy. The 3 themes for India's economic resurgence revolves around Infra Spend, GST & Affordable Housing.



Invest Rs 1,50,000 and Save Tax up to Rs 46,350 under Section 80C. Get Great Returns by Investing in Best Performing ELSS Funds. Save Tax Get Rich

For further information contact SaveTaxGetRich on 94 8300 8300

OR

You can write to us at

Invest [at] SaveTaxGetRich [dot] Com

OR

Call us on 94 8300 8300


Wednesday, September 20, 2017

Start Investing in SIPs

Make a small beginning for a bright future with SIP Investments





Invest Rs 1,50,000 and Save Tax up to Rs 46,350 under Section 80C. Get Great Returns by Investing in Best Performing ELSS Funds. Save Tax Get Rich

Top 10 Tax Saver Mutual Funds for 2017 - 2018

Best 10 ELSS Mutual Funds to Invest in India for 2017

1. DSP BlackRock Tax Saver Fund

2. Tata India Tax Savings Fund 

3. Birla Sun Life Tax Relief 96

4. Sundaram Diversified Equity Fund

5. ICICI Prudential Long Term Equity Fund

6. Invesco India Tax Plan

7. Franklin India TaxShield 

8. Reliance Tax Saver (ELSS) Fund

9. BNP Paribas Long Term Equity Fund

10. Axis Tax Saver Fund


Invest in Best Performing 2017 Tax Saver Mutual Funds Online

Invest Best Tax Saver Mutual Funds Online

Download Top Tax Saver Mutual Funds Application Forms


For further information contact SaveTaxGetRich on 94 8300 8300

OR

You can write to us at

Invest [at] SaveTaxGetRich [dot] Com

OR

Call us on 94 8300 8300



Check before Investing in MF NFO

Don't check and don't invest. There is nothing better than having some evidence. However, once the fund house gets older you can check who they are, where they come from, who will manage your money and what is their approach. You also need to ask yourself if it is something you are not getting elsewhere.



Invest Mutual Funds Online

Tuesday, September 19, 2017

HDFC Mid-Cap Opportunities Fund






Performance - Regular Plan - Growth Option NAV as on 30th June, 2017 51.741
  Period Scheme Returns (%) Benchmark Returns (%) # Additional Benchmark Returns (%) ## Value of Investment of () 10,000
        Scheme () Benchmark
()#
Additional Benchmark
()##
  Last 1 Year 28.63 28.32 14.88 12,863 12,832 11,488
  Last 3 Years 20.95 16.89 7.74 17,703 15,977 12,509
  Last 5 Years 26.26 19.23 12.50 32,129 24,116 18,036
  Since Inception 17.82 11.74 8.36 51,741 30,426 22,353
^Past performance may or may not be sustained in the future. Returns greater than 1 year period are compounded annualized (CAGR). Load is not taken into consideraiton for computation of performance. #Nifty Free Float Midcap 100 Index ##NIFTY 50 Index. Inception Date: June 25, 2007. The Scheme is managed by Mr. Chirag Setalvad since inception. Different plans viz. Regular Plan and Direct Plan have a different expense structure. The expenses of the Direct Plan under the Scheme will be lower to the extent of the distribution expenses / commission charged in the Regular Plan.
 
SIP Performance - Regular Plan - Growth Option
  Since Inception 10 year SIP 5 year SIP
Total Amount Invested () 12,10,000 12,00,000 6,00,000
Market Value as on June 30, 2017 () 40,31,981.28 39,80,240.28 11,57,994.13
Market Value of SIP in Benchmark# () 27,36,896.93 27,06,470.56 10,19,959.52
Returns (Annualised) (%) 22.57 22.69 26.67
Benchmark Returns (Annualised) (%) # 15.46 15.54 21.38


Assuming Rs.10,000 invested systematically on the first Business day of every month over a period of time. cAGR returns are computed after accounting for the cash flow by using XIRR method (investment internal rate of return). Load is not taken into consideration for computation of performance. The above investment simulation is for illustrative purposes only and should not be construed as a promise on minimum returns and safeguard of capital. The AMC / Mutual Fund is not guaranteeing or promising or forecasting any returns. #Nifty Free Float Midcap 100 Index.


 
This product is suitable for investors who are seeking *
 
  • capital appreciation over long term

  • investment predominantly in equity and equity related instruments of Small and Mid Cap companies

Riskometer
moderate high risk





Invest Rs 1,50,000 and Save Tax upto Rs 46,350 under Section 80C. Get Great Returns by Investing in Best Performing ELSS Funds

Top 10 Tax Saver Mutual Funds for 2017 - 2018

Best 10 ELSS Mutual Funds to invest in India for 2017

1. DSP BlackRock Tax Saver Fund

2. Invesco India Tax Plan

3. Tata India Tax Savings Fund

4. ICICI Prudential Long Term Equity Fund

5. Birla Sun Life Tax Relief 96

6. Franklin India TaxShield 

7. Reliance Tax Saver (ELSS) Fund

8. BNP Paribas Long Term Equity Fund

9. Axis Tax Saver Fund

10. Birla Sun Life Tax Plan



Invest in Best Performing 2017 Tax Saver Mutual Funds Online

Invest Best Tax Saver Mutual Funds Online

Download Top Tax Saver Mutual Funds Application Forms


For further information contact SaveTaxGetRich on 94 8300 8300


OR

You can write to us at

Invest [at] SaveTaxGetRich [dot] Com

OR

Call us on 94 8300 8300

Monday, September 18, 2017

Power of Compounding in Investments


Power of Compounding in Investments

Unleash the Power of Compounding

Invest Rs 1,50,000 and Save Tax up to Rs 46,350 under Section 80C. Get Great Returns by Investing in Best Performing ELSS Funds. Save Tax Get Rich

Top 10 Tax Saver Mutual Funds for 2017 - 2018

Best 10 ELSS Mutual Funds to Invest in India for 2017

1. DSP BlackRock Tax Saver Fund

2. Tata India Tax Savings Fund 

3. Birla Sun Life Tax Relief 96

4. ICICI Prudential Long Term Equity Fund

5. Invesco India Tax Plan

6. Franklin India TaxShield 

7. Reliance Tax Saver (ELSS) Fund

8. BNP Paribas Long Term Equity Fund

9. Axis Tax Saver Fund

10. Sundaram Diversified Equity Fund



Invest in Best Performing 2017 Tax Saver Mutual Funds Online

Invest Best Tax Saver Mutual Funds Online

Download Top Tax Saver Mutual Funds Application Forms


For further information contact SaveTaxGetRich on 94 8300 8300

OR

You can write to us at

Invest [at] SaveTaxGetRich [dot] Com

OR

Call us on 94 8300 8300

IDFC Dynamic Equity Fund




Invest Rs 1,50,000 and Save Tax up to Rs 46,350 under Section 80C. Get Great Returns by Investing in Best Performing ELSS Funds. Save Tax Get Rich

Top 10 Tax Saver Mutual Funds for 2017 - 2018

Best 10 ELSS Mutual Funds to Invest in India for 2017

1. DSP BlackRock Tax Saver Fund

2. Tata India Tax Savings Fund 

3. Birla Sun Life Tax Relief 96

4. Sundaram Diversified Equity Fund

5. ICICI Prudential Long Term Equity Fund

6. Invesco India Tax Plan

7. Franklin India TaxShield 

8. Reliance Tax Saver (ELSS) Fund

9. BNP Paribas Long Term Equity Fund

10. Axis Tax Saver Fund


Invest in Best Performing 2017 Tax Saver Mutual Funds Online

Invest Best Tax Saver Mutual Funds Online

Download Top Tax Saver Mutual Funds Application Forms


For further information contact SaveTaxGetRich on 94 8300 8300

OR

You can write to us at

Invest [at] SaveTaxGetRich [dot] Com

OR

Call us on 94 8300 8300

Invest in Tax Saving Mutual Funds Download Any Applications
Transact Mutual Funds Online Invest Online
Buy Gold Mutual Funds Invest Now
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