Mirae midcap funds invest in emerging or mid-cap companies
which could benefit from strong growth and P/E rerating, Know more and invest in midcap funds by Mirae Asset now!
This document provides information on investing in Equity Linked Savings Schemes (ELSS), a type of mutual fund that allows tax deductions under Section 80C. ELSS funds invest primarily in equities and provide tax-free capital gains after three years. They offer benefits like tax savings up to Rs. 2 lakhs, higher returns potential than other savings instruments, and wealth creation over the long run. The document analyzes the performance of sample ELSS funds and provides tips for selecting funds based on factors like credit ratings, fund size, risk level, and past returns. It also offers recommended ELSS funds for different age groups.
Our work demands often leave us with little or no time to spend with the family. This routine can lead to unwarranted stress and fatigue.
Both work and family are the cornerstones of life, neither of which can be ignored. That is why we need to strike a right balance between work and personal life to lead a happy and a healthier life.
Balancing both aspects of your life means you have to give yourself equally so that one will not suffer at the expense of the other. In the long run, the joy, happiness and fulfilment derived from both are worth the effort.
Investing in balanced funds (also known as Hybrid funds) is not much different. Similar to work-life balance, balanced funds are here to give us the best of both worlds.
Today’s lesson by Prof. Simply Simple attempts to explain the importance of balanced funds.
Look forward to your valuable feedback at professor@tataamc.com
While planning for investing in tax savings instruments, you should be focusing on your portfolio asset allocation rather than safety of returns or recent past performance.
Right Horizons Equity - capital protection portfolio ProductRachna Rego
The document summarizes the Right Horizons Capital Protection Portfolio, which aims to provide double digit returns that beat inflation while protecting capital. It does this by investing 80% in highly rated fixed income securities and up to 20% in equities through ETFs. The portfolio focuses on liquidity, diversity of durations and businesses, and only invests in companies with strong financials and credit ratings. It is recommended for a 24 month investment horizon.
ELSS (Equity Linked Savings Scheme) is a mutual fund product that allows tax savings under section 80C while investing in equities. It has a lock-in period of just 3 years. ELSS provides higher potential returns compared to other tax saving instruments like PPF and offers tax benefits like tax-free dividends and no long-term capital gains tax. Investing in ELSS up to Rs. 1 lakh can help save up to Rs. 33,660 in taxes annually. Equities have consistently outperformed other asset classes like bank deposits, gold, and inflation in India over the long run. India offers a growth opportunity with its strong economic growth and growing corporate profitability. ELSS provides investors access to
This document provides information on investing in Equity Linked Savings Schemes (ELSS), a type of mutual fund that allows tax deductions under Section 80C. ELSS funds invest primarily in equities and provide tax-free capital gains after three years. They offer benefits like tax savings up to Rs. 2 lakhs, higher returns potential than other savings instruments, and wealth creation over the long run. The document analyzes the performance of sample ELSS funds and provides tips for selecting funds based on factors like credit ratings, fund size, risk level, and past returns. It also offers recommended ELSS funds for different age groups.
Our work demands often leave us with little or no time to spend with the family. This routine can lead to unwarranted stress and fatigue.
Both work and family are the cornerstones of life, neither of which can be ignored. That is why we need to strike a right balance between work and personal life to lead a happy and a healthier life.
Balancing both aspects of your life means you have to give yourself equally so that one will not suffer at the expense of the other. In the long run, the joy, happiness and fulfilment derived from both are worth the effort.
Investing in balanced funds (also known as Hybrid funds) is not much different. Similar to work-life balance, balanced funds are here to give us the best of both worlds.
Today’s lesson by Prof. Simply Simple attempts to explain the importance of balanced funds.
Look forward to your valuable feedback at professor@tataamc.com
While planning for investing in tax savings instruments, you should be focusing on your portfolio asset allocation rather than safety of returns or recent past performance.
Right Horizons Equity - capital protection portfolio ProductRachna Rego
The document summarizes the Right Horizons Capital Protection Portfolio, which aims to provide double digit returns that beat inflation while protecting capital. It does this by investing 80% in highly rated fixed income securities and up to 20% in equities through ETFs. The portfolio focuses on liquidity, diversity of durations and businesses, and only invests in companies with strong financials and credit ratings. It is recommended for a 24 month investment horizon.
ELSS (Equity Linked Savings Scheme) is a mutual fund product that allows tax savings under section 80C while investing in equities. It has a lock-in period of just 3 years. ELSS provides higher potential returns compared to other tax saving instruments like PPF and offers tax benefits like tax-free dividends and no long-term capital gains tax. Investing in ELSS up to Rs. 1 lakh can help save up to Rs. 33,660 in taxes annually. Equities have consistently outperformed other asset classes like bank deposits, gold, and inflation in India over the long run. India offers a growth opportunity with its strong economic growth and growing corporate profitability. ELSS provides investors access to
Balanced funds invest in a mix of both equities and debt securities. This mix allows balanced funds to generate long-term growth through equity investments while providing stability through fixed income investments. Balanced funds are suitable for first-time equity investors, investors with a low risk appetite, and those who do not want to manage multiple funds. Benefits of balanced funds include built-in risk management through diversification, automatic rebalancing of the portfolio, potential for better risk-adjusted returns, and regular income through dividend payouts. Three suggested balanced funds are Tata Balanced Fund, HDFC Balanced Fund, and ICICI Prudential Balanced Advantage Fund.
Investing involves setting aside a portion of monthly cashflow and allocating it to instruments like fixed deposits, mutual funds, stocks, bonds, etc. to achieve goals like retirement, travel, or large purchases. The document provides tips on prerequisites for investing like insurance, determining goals and risk tolerance, and how to allocate assets based on age and risk level. It recommends index funds for beginner investors, noting the Indian Nifty 50 has averaged 13.4% annual returns over 20 years. Finally, it cautions that past returns may not continue and advises continuing monthly investments even during market downturns for long term growth.
The presentation covers all the details about Reliance AMC. It gives an investor a clear overview about the given AMC. The presentation covers the the most relevant topics of Reliance Mutual Fund that an investor wants to know, like - SWOT Analysis, Investment philosophy, types of funds along with the top performing funds of the AMC, the experience of the investors and the team which comprises of the management team as well as the team of fund mangers.
This document summarizes a presentation given by Finerva, a financial planning company, to the staff of INS Agrani. The presentation addressed common myths and misconceptions around personal financial management. It showed that investments with risk can provide good returns over time, and retirement planning is important since pension may not cover expenses. Small regular investments can make one a crorepati, not just a large lump sum. The company aims to educate people on achieving financial freedom through long-term wealth creation and risk management strategies.
Investment strategy role of professionalsCA K Raghu
The document discusses investment planning and strategies for professionals in India. It notes that India has a growing middle class, large English-speaking population, and is the largest democracy and fastest growing major economy. It recommends that professionals provide value-added investment planning and strategy services to clients. It outlines various investment options and their features, risks, and benefits. It proposes a 5-point investment strategy including investing in tax-saving funds, large cap funds, restructuring portfolios, curbing enthusiasm, and getting sound advice.
- Capital protection funds are a type of closed-ended hybrid mutual fund that aims to provide capital protection through investments in fixed income securities while also providing potential returns from equity investments.
- The fund invests majority of assets in highly rated fixed income instruments to guarantee return of capital at maturity. The remaining amount is invested in equities to enhance overall returns.
- Sundaram Mutual Fund has launched the Sundaram Capital Protection Oriented Fund Series 2, a 3 year close-ended fund that aims to invest over 80% in fixed income to guarantee capital and the rest in equities to boost potential returns.
Tata Launches Focused Equity Fund - Should You Invest or Avoid?Myinvestmentideas.com
This document summarizes a blog post reviewing the Tata Focused Equity Fund new fund offer (NFO). It provides details on the features of the fund such as it being an open-ended multi-cap equity scheme investing in a maximum of 30 stocks across market capitalizations. It will open for subscription from November 15-29, 2019. The document discusses the fund's investment objective, eligible investors, fund manager, benchmark, asset allocation and performance of comparable multi-cap funds. While the focused approach may provide benefits, the writer suggests investing in established multi-cap funds due to the new fund's uncertain future performance.
Savings and Investment
01. Savings Bank Account
02. Bank Fixed Deposit
03. Company Deposits
04. Bank Recurring Deposit
05. Post Office Recurring Deposit
06. Post Office Term Deposit
07. Public Provident Fund
08. National Savings Certificate
09. Kisan Vikas Patra
10. Sukanya Samriddhi Yojana
11. Senior Citizen Savings Scheme
12. Post Office Monthly Income Scheme
13. RBI Savings Bond
14. Capital Gain Tax Exemption Bond or 54 EC Bonds
15. Rajiv Gandhi Equity Savings Scheme
16. Inflation Indexed Bonds
17. Mutual Funds
18. Stocks and Equity
19. National Pension System
20. Unit Linked Insurance Plans Protection
21. Health Insurance
22. Life Insurance
23. Annuity
Income Tax
24. Income Tax Planning
25. Tax Planning Strategies
As Indians, we are generally risk averse towards our investments. We believe that our money should be protected at any cost and there should be no risk involved. Hence, we agree to settle down for investments that seem to offer a guaranteed return which in reality does not beat inflation and hence devalues the money in the long term.
Franklin India Bluechip fund - Invest in Mutual funds with Franklin Templetonfranklintempletonindiaa
HDFC Bank Ltd., Infosys Ltd., and ICICI Bank Ltd. made up the top three holdings of the Franklin India Bluechip Fund as of December 31, 2018, comprising over 20% of total assets. The fund predominantly invests in large cap Indian companies with long track records and industry leadership. It has delivered consistent dividends over the last 20 years and aims to provide long term capital appreciation through a diversified portfolio of blue chip stocks.
SBI Emerging Business Fund: An Equity Mutual Fund Scheme - Nov 17SBI Mutual Fund
SBI Emerging Business Fund focuses on emerging businesses and invests in companies that are considered emergent. It has the flexibility to invests across market caps. SBI Emerging Business Fund may invests into large, mid and/or small cap stocks in any proportion based on the market conditions making the most of various market phases. Visit SBI Mutual Fund to know more this fund at https://www.sbimf.com/en-us/equity-schemes/sbi-emerging-businesses-fund
How SPY investing works is just like buying individual stocks except that you are investing in the 500 largest publicly traded US companies.
https://youtu.be/aJt5YIf0Gto
The document provides information about the HDFC Retirement Savings Fund, which offers three investment plans to help investors plan for retirement. It discusses the need for retirement planning, benefits of starting early, importance of asset allocation and diversification, and the role different asset classes can play. The fund seeks to generate a pension corpus through long-term investments in equity, debt and money market instruments based on the investor's risk profile and retirement goals. Key details about the three plans, investment strategy, lock-in period and tax benefits are also summarized.
1) Retail investors are fleeing both the stock market and mutual funds, with a record number of folios being closed since the start of 2013.
2) Before redeeming investments, investors should keep exit loads, taxes, and lock-in periods in mind. For mutual funds, short-term capital gains are taxed at 15% if sold within a year.
3) For systematic investment plans and closed-ended funds like ELSS, each installment has a one year lock-in, so it may take two years to redeem without taxes. Stocks sold within a year also incur a 15% short-term capital gains tax.
Strategies for positive returns in volatile marketsnetwealthInvest
Part of Netwealth's portfolio construction webinar series - ST Wong from Prime Value presented to an audience on 14th June 2016 on the topic of absolute investing.
The document provides an overview of the Aditya Birla Sun Life Tax Relief 96 Fund, an equity linked savings scheme (ELSS) offered by Aditya Birla Sun Life Mutual Fund. It details the fund's objectives, portfolio, past performance and management. The fund predominantly invests in large cap stocks across sectors like financials and healthcare. It has outperformed its benchmark and category average over 5, 7 and 10 year periods. The minimum investment amount is Rs. 500 with a 3 year lock-in period for tax saving benefits under Section 80C.
Mirae asset midcap fund product presentation 2019 VijayKumarK40
An Open Ended Equity Scheme Predominantly investing in Mid Cap Stocks.The investment objective is to generate long term capital appreciation by investing in a portfolio of predominantly Midcap Stocks.
There is no assurance that the investment objective of the Scheme will be realized.
*Investment Framework of Mirae Asset Midcap fund *
Invest Predominantly (>65%) in Mid Cap companies (101-250th Company in terms of Full Market Cap).
The fund may also participate in other Indian Equities based on factors like relative valuations , Liquidity and market sentiments .
Aim to build a portfolio of companies having robust business models which have the potential to grow into tomorrow’s large caps.
Diversified portfolio with participation across sectors
Bottom-up approach –driven by value investing in growth oriented businesses.
Fund Manager : Mr.Ankit Jain
Benchmark : Nifty Midcap 100 Index (TRI)
Mirae Asset Midcap Fund is suitable for investors who are seeking
– More opportunities to identify inefficiencies in an Under researched market space.
– Higher Alpha in Midcap as early identification has possibly twin Advantages of (a) higher Earnings growth and (b) potential P/E Expansion .
SBI Emerging Business Fund: An Equity Mutual Fund Scheme - Sep 17SBI Mutual Fund
SBI Emerging Business Fund focuses on emerging businesses and invests in companies that are considered emergent. It has the flexibility to invests across market caps. SBI Emerging Business Fund may invests into large, mid and/or small cap stocks in any proportion based on the market conditions making the most of various market phases. Visit SBI Mutual Fund to know more this fund at https://www.sbimf.com/en-us/equity-schemes/sbi-emerging-businesses-fund
Balanced funds invest in a mix of both equities and debt securities. This mix allows balanced funds to generate long-term growth through equity investments while providing stability through fixed income investments. Balanced funds are suitable for first-time equity investors, investors with a low risk appetite, and those who do not want to manage multiple funds. Benefits of balanced funds include built-in risk management through diversification, automatic rebalancing of the portfolio, potential for better risk-adjusted returns, and regular income through dividend payouts. Three suggested balanced funds are Tata Balanced Fund, HDFC Balanced Fund, and ICICI Prudential Balanced Advantage Fund.
Investing involves setting aside a portion of monthly cashflow and allocating it to instruments like fixed deposits, mutual funds, stocks, bonds, etc. to achieve goals like retirement, travel, or large purchases. The document provides tips on prerequisites for investing like insurance, determining goals and risk tolerance, and how to allocate assets based on age and risk level. It recommends index funds for beginner investors, noting the Indian Nifty 50 has averaged 13.4% annual returns over 20 years. Finally, it cautions that past returns may not continue and advises continuing monthly investments even during market downturns for long term growth.
The presentation covers all the details about Reliance AMC. It gives an investor a clear overview about the given AMC. The presentation covers the the most relevant topics of Reliance Mutual Fund that an investor wants to know, like - SWOT Analysis, Investment philosophy, types of funds along with the top performing funds of the AMC, the experience of the investors and the team which comprises of the management team as well as the team of fund mangers.
This document summarizes a presentation given by Finerva, a financial planning company, to the staff of INS Agrani. The presentation addressed common myths and misconceptions around personal financial management. It showed that investments with risk can provide good returns over time, and retirement planning is important since pension may not cover expenses. Small regular investments can make one a crorepati, not just a large lump sum. The company aims to educate people on achieving financial freedom through long-term wealth creation and risk management strategies.
Investment strategy role of professionalsCA K Raghu
The document discusses investment planning and strategies for professionals in India. It notes that India has a growing middle class, large English-speaking population, and is the largest democracy and fastest growing major economy. It recommends that professionals provide value-added investment planning and strategy services to clients. It outlines various investment options and their features, risks, and benefits. It proposes a 5-point investment strategy including investing in tax-saving funds, large cap funds, restructuring portfolios, curbing enthusiasm, and getting sound advice.
- Capital protection funds are a type of closed-ended hybrid mutual fund that aims to provide capital protection through investments in fixed income securities while also providing potential returns from equity investments.
- The fund invests majority of assets in highly rated fixed income instruments to guarantee return of capital at maturity. The remaining amount is invested in equities to enhance overall returns.
- Sundaram Mutual Fund has launched the Sundaram Capital Protection Oriented Fund Series 2, a 3 year close-ended fund that aims to invest over 80% in fixed income to guarantee capital and the rest in equities to boost potential returns.
Tata Launches Focused Equity Fund - Should You Invest or Avoid?Myinvestmentideas.com
This document summarizes a blog post reviewing the Tata Focused Equity Fund new fund offer (NFO). It provides details on the features of the fund such as it being an open-ended multi-cap equity scheme investing in a maximum of 30 stocks across market capitalizations. It will open for subscription from November 15-29, 2019. The document discusses the fund's investment objective, eligible investors, fund manager, benchmark, asset allocation and performance of comparable multi-cap funds. While the focused approach may provide benefits, the writer suggests investing in established multi-cap funds due to the new fund's uncertain future performance.
Savings and Investment
01. Savings Bank Account
02. Bank Fixed Deposit
03. Company Deposits
04. Bank Recurring Deposit
05. Post Office Recurring Deposit
06. Post Office Term Deposit
07. Public Provident Fund
08. National Savings Certificate
09. Kisan Vikas Patra
10. Sukanya Samriddhi Yojana
11. Senior Citizen Savings Scheme
12. Post Office Monthly Income Scheme
13. RBI Savings Bond
14. Capital Gain Tax Exemption Bond or 54 EC Bonds
15. Rajiv Gandhi Equity Savings Scheme
16. Inflation Indexed Bonds
17. Mutual Funds
18. Stocks and Equity
19. National Pension System
20. Unit Linked Insurance Plans Protection
21. Health Insurance
22. Life Insurance
23. Annuity
Income Tax
24. Income Tax Planning
25. Tax Planning Strategies
As Indians, we are generally risk averse towards our investments. We believe that our money should be protected at any cost and there should be no risk involved. Hence, we agree to settle down for investments that seem to offer a guaranteed return which in reality does not beat inflation and hence devalues the money in the long term.
Franklin India Bluechip fund - Invest in Mutual funds with Franklin Templetonfranklintempletonindiaa
HDFC Bank Ltd., Infosys Ltd., and ICICI Bank Ltd. made up the top three holdings of the Franklin India Bluechip Fund as of December 31, 2018, comprising over 20% of total assets. The fund predominantly invests in large cap Indian companies with long track records and industry leadership. It has delivered consistent dividends over the last 20 years and aims to provide long term capital appreciation through a diversified portfolio of blue chip stocks.
SBI Emerging Business Fund: An Equity Mutual Fund Scheme - Nov 17SBI Mutual Fund
SBI Emerging Business Fund focuses on emerging businesses and invests in companies that are considered emergent. It has the flexibility to invests across market caps. SBI Emerging Business Fund may invests into large, mid and/or small cap stocks in any proportion based on the market conditions making the most of various market phases. Visit SBI Mutual Fund to know more this fund at https://www.sbimf.com/en-us/equity-schemes/sbi-emerging-businesses-fund
How SPY investing works is just like buying individual stocks except that you are investing in the 500 largest publicly traded US companies.
https://youtu.be/aJt5YIf0Gto
The document provides information about the HDFC Retirement Savings Fund, which offers three investment plans to help investors plan for retirement. It discusses the need for retirement planning, benefits of starting early, importance of asset allocation and diversification, and the role different asset classes can play. The fund seeks to generate a pension corpus through long-term investments in equity, debt and money market instruments based on the investor's risk profile and retirement goals. Key details about the three plans, investment strategy, lock-in period and tax benefits are also summarized.
1) Retail investors are fleeing both the stock market and mutual funds, with a record number of folios being closed since the start of 2013.
2) Before redeeming investments, investors should keep exit loads, taxes, and lock-in periods in mind. For mutual funds, short-term capital gains are taxed at 15% if sold within a year.
3) For systematic investment plans and closed-ended funds like ELSS, each installment has a one year lock-in, so it may take two years to redeem without taxes. Stocks sold within a year also incur a 15% short-term capital gains tax.
Strategies for positive returns in volatile marketsnetwealthInvest
Part of Netwealth's portfolio construction webinar series - ST Wong from Prime Value presented to an audience on 14th June 2016 on the topic of absolute investing.
The document provides an overview of the Aditya Birla Sun Life Tax Relief 96 Fund, an equity linked savings scheme (ELSS) offered by Aditya Birla Sun Life Mutual Fund. It details the fund's objectives, portfolio, past performance and management. The fund predominantly invests in large cap stocks across sectors like financials and healthcare. It has outperformed its benchmark and category average over 5, 7 and 10 year periods. The minimum investment amount is Rs. 500 with a 3 year lock-in period for tax saving benefits under Section 80C.
Mirae asset midcap fund product presentation 2019 VijayKumarK40
An Open Ended Equity Scheme Predominantly investing in Mid Cap Stocks.The investment objective is to generate long term capital appreciation by investing in a portfolio of predominantly Midcap Stocks.
There is no assurance that the investment objective of the Scheme will be realized.
*Investment Framework of Mirae Asset Midcap fund *
Invest Predominantly (>65%) in Mid Cap companies (101-250th Company in terms of Full Market Cap).
The fund may also participate in other Indian Equities based on factors like relative valuations , Liquidity and market sentiments .
Aim to build a portfolio of companies having robust business models which have the potential to grow into tomorrow’s large caps.
Diversified portfolio with participation across sectors
Bottom-up approach –driven by value investing in growth oriented businesses.
Fund Manager : Mr.Ankit Jain
Benchmark : Nifty Midcap 100 Index (TRI)
Mirae Asset Midcap Fund is suitable for investors who are seeking
– More opportunities to identify inefficiencies in an Under researched market space.
– Higher Alpha in Midcap as early identification has possibly twin Advantages of (a) higher Earnings growth and (b) potential P/E Expansion .
SBI Emerging Business Fund: An Equity Mutual Fund Scheme - Sep 17SBI Mutual Fund
SBI Emerging Business Fund focuses on emerging businesses and invests in companies that are considered emergent. It has the flexibility to invests across market caps. SBI Emerging Business Fund may invests into large, mid and/or small cap stocks in any proportion based on the market conditions making the most of various market phases. Visit SBI Mutual Fund to know more this fund at https://www.sbimf.com/en-us/equity-schemes/sbi-emerging-businesses-fund
Edelweiss Mid Cap Fund Details | Edelweiss MFJuneRobert1
Edelweiss midcap fund seeks to generate capital appreciation from a diversified portfolio investment in midcap companies. To invest in mid cap mutual funds visit Edelweiss MF today.
This document provides an overview of HDFC Mutual Fund's product suite as of October 2018. It discusses HDFC AMC, their investment philosophies for equities and debt, and categories of schemes offered including equity schemes, hybrid schemes, debt schemes, and other schemes. Details are provided on several open-ended equity schemes like HDFC Equity Fund, HDFC Top 100 Fund, HDFC Mid Cap Opportunities Fund, and HDFC Infrastructure Fund, outlining their investment objectives, strategies, and key facts.
Looking for investment in small cap funds then L&T emerging businesses fund will be the best choice you will make. Before investing your money know about this scheme in detail with the help of this presentation.
This document provides information about systematic investment plans (SIPs) and their benefits for long-term wealth creation and beating inflation. It discusses how SIPs allow regular investing in mutual funds to take advantage of rupee cost averaging and compounding returns. The document recommends choosing an equity mutual fund and investing a fixed amount each month for at least 10-20 years to benefit from SIPs and achieve long-term goals like retirement. It includes illustrations of how even small monthly investments can grow into large sums over time through the power of compounding returns.
IL&FS Investment Managers (IIML) is an asset management company focused on the private equity industry in India. The document recommends buying shares of IIML, outlines a two-phase accumulation strategy, and presents the investment thesis that IIML has a unique business model in the growing Indian private equity industry that does not require capital for growth and pays high dividends. IIML manages over $3.2 billion in assets across sectors like infrastructure and real estate and has experience through multiple economic cycles.
ICICI Prudential Dividend Yield Equity Fund - One Pagericiciprumf
This document discusses dividend yield and dividend yield equity funds. It defines dividend yield as the annual dividend per share divided by the share price, expressed as a percentage. It notes that dividends are an important source of total return for investors. The document also describes the characteristics of companies that pay dividends, including more stable business models and management that is more accountable. It provides information on an open-ended equity fund that aims to invest in stocks with above-average dividend yields and identifies high-quality companies with a proven record of paying and growing dividends.
Top Ten Mutual Funds fl.pptx OF INDIA BYphotolabjsd
The document provides information about top performing mutual funds in India over the last ten years. It discusses the investment philosophy, portfolio composition, and management of some of the top funds such as Nippon India Small Cap Fund, Mirae Asset Emerging Bluechip Fund, and Quant Small Cap Fund. These funds have outperformed due to their focus on small/mid-cap stocks, experienced fund managers, and diversified portfolios. The document also lists the top ten mutual funds by 10-year returns, led by Nippon India Small Cap Fund at 36.43% returns.
1) The document discusses a study on the risk-return profile of mutual funds in India, specifically looking at funds offered by SBI Mutual Fund.
2) It analyzes 10 SBI mutual fund schemes using various risk metrics like beta, Sharpe ratio, Treynor ratio, and Jensen ratio to evaluate their performance over 5 years.
3) The results show that SBI Focused Equity Fund had the lowest risk as measured by beta and highest returns as measured by Sharpe, Treynor, and Jensen ratios, indicating it performed better than other funds in managing risk and return.
SBI Magnum Equity Fund: An Equity Mutual Fund Scheme - Nov 17SBI Mutual Fund
- SBI Magnum Equity Fund is a focused large cap equity fund that invests in 25-40 stocks following a top-down investment approach.
- As of October 2017, its top holdings were in financial, energy, and IT sectors, with HDFC Bank, Reliance Industries, and ICICI Bank as the top individual stocks.
- The fund is managed by SBI Funds Management, India's largest asset manager, with over Rs. 1.68 lakh crore in assets under management.
Who we are
Established in 1984, We, RKFS, offer the best financial services to put the client first. We are an independent company in the financial consultancy sector, which aims to provide consultancy and the best guidance to every client to invest in creating a future with financial freedom for the client and their family and provide customized client services as per the requirement.
Invest in creating wealth and protecting your future.
In today's world, creating wealth for us and the future generation is essential. We at R K Financial Services Group (RKFS Group) truly believe in creating wealth for the present and future. Our target is to provide the best professional solution with a personal touch to each client.
With over 3.5 decades of experience in the financial sector, we are a one-stop shop for all your financial & investment management solutions delivered with the most personalized & professional attitude and transparent & ethical business practices.
Demat account is of paramount importance because the entire financial system of managing, trading, and investing in the stock market in India is now digital. Thus, Demat and trading accounts are the essential thing of the moment for providing users with an effortless experience. The same Demat account can be used for investments in stocks, a Demat account for mutual funds, a Demat account for bonds, and a Demat account for insurance in electronic form. This account helps the investor keep their investments in order and provides an easy way to purchase or sell any product they wish to trade in. A Demat account can be more than an account that holds securities. With the help of digitisation, it can contribute to transparency in the market and provide better regulation.
Mutual Funds Investments
A mutual fund is an investment product where funds from numerous investors are invested and actively managed by an expert fund manager. The fund manager can put this pooled amount to invest in stocks, bonds, gold, or any blend of these.
Contribute through Lumpsum and SIP
Low exchange cost
Enhancement of portfolio
Liquidity and Tax reductions
Increased chance of effective money management
www.rkfs.org
Explore The Basics of Mutual Funds Online at Mirae AssetShreya Paliwal
Understand the basics, benefits, and investment strategies to make informed decisions & grow your wealth. Know complete details about mutual funds at Mirae Asset.
https://www.miraeassetmf.co.in/
- The document discusses the current geopolitical instability and conflicts happening globally and their impact on financial markets. It specifically mentions the impact on the Indian equity market in the form of a 2.5% fall in the Nifty 50 index last month driven mainly by selling from foreign investors.
- It recommends that investors in the current environment should allocate major portions of their investments to multi-asset or dynamic allocation funds for diversification. Specific sectors like MNC stocks, telecom, transport and logistics are also mentioned as suitable areas for equity exposure.
- Flexi cap funds are highlighted as an ideal option under the current situation as they provide exposure to large, mid and small cap stocks across the market capitalization spectrum for
FIRST, RUSSIA – UKRAINE AND NOW IT’S ISRAEL –
HAMAS! WHAT IS LYING AHEAD FOR INDIAN MARKET ?
Investment
Gyan Market Indicators
Inspiring Investment Story
SBI Magnum Multicap Fund: An Open-Ended Equity Mutual Fund Scheme - Nov 17SBI Mutual Fund
SBI Magnum Multicap Fund invests across various market caps and sectors for long-term capital appreciation. This fund invests 50-90% in large cap, 10-40% in midcap and 0-10% in small cap. SBI Magnum Multicap Fund is ideal for investors looking for capital appreciation with a long term investment horizon. Know more about this mutual fund at https://www.sbimf.com/en-us/equity-schemes/sbi-magnum-multicap-fund
- DSP Small Cap Fund is an open-ended equity scheme predominantly investing in small cap stocks, with an investment horizon of over 5 years.
- Small cap stocks typically have high risks and volatility, but may provide higher returns over the long run if able to successfully transition to mid and large caps. Active management is important for small caps due to low research coverage and risks.
- DSP Small Cap Fund has outperformed its benchmark and category average over the long term due to its focus on microcap stocks and experience with active management in small caps. However, short term performance can be volatile.
- DSP Small Cap Fund is an open-ended equity scheme predominantly investing in small cap stocks, with an investment horizon of over 5 years.
- Small cap stocks typically have high risks and volatility, but may provide higher returns over the long run if able to identify multi-bagger stocks. Active management is important for small caps due to low liquidity and research.
- DSP Small Cap Fund has outperformed its benchmark over long periods due to its focus on microcap stocks and active management, though short-term performance can be volatile.
The document provides an overview of the DSP Flexi Cap Fund, a flexi cap mutual fund that invests across large, mid, and small cap stocks without limits. The fund aims to invest in quality businesses with good growth prospects using a core plus tactical approach. It maintains a portfolio of 50-70 stocks with about 75-80% in core structural themes and 20-25% in tactical opportunities. The fund is managed by an experienced team led by Atul Bhole using a research-driven framework focusing on business strength, management quality, and growth prospects. Long-term performance shows the fund has outperformed its benchmark Nifty 500 index with better risk-adjusted returns over 1, 3, 5, and 10-
Similar to Mirae Asset Midcap Fund: Investment Framework & Other Features Explained | Mirae Asset (20)
Mirae Asset Fixed Maturity Plan: Asset Allocation & Fund Features Explained |...nareshtipnis
Mirae Asset Fixed Maturity Plan Series III is a close-ended income fund for investors seeking low-interest-rate sensitivity and better tax benefits. Invest in Mirae Asset Fixed Maturity Plan now!
Short Term Funds: Mirae Asset Short Term Fund Meaning & Features Explained | ...nareshtipnis
Short term debt funds by Mirae Asset invests in money market and debt instruments with Macaulay duration of 1 to 3 years. Know more and invest in Mirae Asset short term fund now!
Mirae healthcare fund is an open-ended equity scheme that invests in healthcare and other allied sectors to capture growth from these sectors. Invest in Mirae healthcare mutual fund now!
Mirae Asset Tax Saver Fund: Investment Framework & Other Features Explained |...nareshtipnis
Tax saver fund by Mirae Asset invests in equity and equity related instruments to generate good returns along with tax savings under Section 80C of Income Tax Act. Invest in Mirae tax saver fund now!
Understanding the Term "Tracking Error" and its Significance nareshtipnis
The document discusses tracking error, which is a measure of how closely a mutual fund's returns match the returns of the index it aims to track. Tracking error occurs when various factors like fund expenses, cash holdings, and corporate actions cause the fund's holdings to deviate slightly from the index. The lower a fund's tracking error, the closer its returns are to the target index, meaning it is better achieving its objective. Investors should consider tracking error when choosing between index funds aiming to replicate the same benchmark index.
IMPACT Silver is a pure silver zinc producer with over $260 million in revenue since 2008 and a large 100% owned 210km Mexico land package - 2024 catalysts includes new 14% grade zinc Plomosas mine and 20,000m of fully funded exploration drilling.
Event Report - SAP Sapphire 2024 Orlando - lots of innovation and old challengesHolger Mueller
Holger Mueller of Constellation Research shares his key takeaways from SAP's Sapphire confernece, held in Orlando, June 3rd till 5th 2024, in the Orange Convention Center.
Discover timeless style with the 2022 Vintage Roman Numerals Men's Ring. Crafted from premium stainless steel, this 6mm wide ring embodies elegance and durability. Perfect as a gift, it seamlessly blends classic Roman numeral detailing with modern sophistication, making it an ideal accessory for any occasion.
https://rb.gy/usj1a2
LA HUG - Video Testimonials with Chynna Morgan - June 2024Lital Barkan
Have you ever heard that user-generated content or video testimonials can take your brand to the next level? We will explore how you can effectively use video testimonials to leverage and boost your sales, content strategy, and increase your CRM data.🤯
We will dig deeper into:
1. How to capture video testimonials that convert from your audience 🎥
2. How to leverage your testimonials to boost your sales 💲
3. How you can capture more CRM data to understand your audience better through video testimonials. 📊
The 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdfthesiliconleaders
In the recent edition, The 10 Most Influential Leaders Guiding Corporate Evolution, 2024, The Silicon Leaders magazine gladly features Dejan Štancer, President of the Global Chamber of Business Leaders (GCBL), along with other leaders.
buy old yahoo accounts buy yahoo accountsSusan Laney
As a business owner, I understand the importance of having a strong online presence and leveraging various digital platforms to reach and engage with your target audience. One often overlooked yet highly valuable asset in this regard is the humble Yahoo account. While many may perceive Yahoo as a relic of the past, the truth is that these accounts still hold immense potential for businesses of all sizes.
Industrial Tech SW: Category Renewal and CreationChristian Dahlen
Every industrial revolution has created a new set of categories and a new set of players.
Multiple new technologies have emerged, but Samsara and C3.ai are only two companies which have gone public so far.
Manufacturing startups constitute the largest pipeline share of unicorns and IPO candidates in the SF Bay Area, and software startups dominate in Germany.
Zodiac Signs and Food Preferences_ What Your Sign Says About Your Tastemy Pandit
Know what your zodiac sign says about your taste in food! Explore how the 12 zodiac signs influence your culinary preferences with insights from MyPandit. Dive into astrology and flavors!
SATTA MATKA SATTA FAST RESULT KALYAN TOP MATKA RESULT KALYAN SATTA MATKA FAST RESULT MILAN RATAN RAJDHANI MAIN BAZAR MATKA FAST TIPS RESULT MATKA CHART JODI CHART PANEL CHART FREE FIX GAME SATTAMATKA ! MATKA MOBI SATTA 143 spboss.in TOP NO1 RESULT FULL RATE MATKA ONLINE GAME PLAY BY APP SPBOSS
Best practices for project execution and deliveryCLIVE MINCHIN
A select set of project management best practices to keep your project on-track, on-cost and aligned to scope. Many firms have don't have the necessary skills, diligence, methods and oversight of their projects; this leads to slippage, higher costs and longer timeframes. Often firms have a history of projects that simply failed to move the needle. These best practices will help your firm avoid these pitfalls but they require fortitude to apply.
Dpboss Matka Guessing Satta Matta Matka Kalyan Chart Satta Matka
Mirae Asset Midcap Fund: Investment Framework & Other Features Explained | Mirae Asset
1. AIM FOR
WEALTH
CREATION
Mirae Asset Mid Cap Fund
Mirae Asset Mid Cap Fund aims to invest in high quality mid cap companies,
which have the potential to be tomorrow's large caps. The fund aims to identify emerging companies
which could benefit from strong earnings growth and P/E rerating.
Invest in
Here’s why you should consider investing:
Mid Cap: An open ended scheme predominantly investing in mid cap stocks
AYBELARGE TOMORROW
MID TODAY,
SCAN HERE
TO KNOW MORE
Invest atleast 65% in
mid cap companies
Seeks to benefit from Alpha Generation
potential of mid cap companies`
2. THE MID CAP FUND ADVANTAGE
Mid Cap stocks, as measured by the Nifty Mid Cap 150 TRI Index, have outperformed both large and small caps.
IDEAL INVESTOR PROFILE
Goal:
Aim for
Wealth Creation
Risk Profile:
Aggressive
Investment Time
Horizon:
5+ Years
Allotment Date:
29th
July, 2019
Benchmark:
Nifty Mid Cap 100 Index (TRI)
Fund Manager:
Mr. Ankit Jain
(Since Inception)
Plans and Options:
Regular Plan and Direct Plan with
Growth Option and Dividend
Option (Payout & Re-investment)
`
SIP Amount:
Monthly and Quarterly:
`1,000/- (multiples of
`1/- thereafter),
minimum 5 installments
INVESTMENT DETAILS
INVESTMENT FRAMEWORK
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Mirae Asset Mid Cap Fund is suitable for investors who are seeking#
• To generate long term capital appreciation/income
• Investments predominantly in equity and equity related securities of
mid cap companies
#
Investors should consult their financial advisers if they are not clear about the suitability of the product.
Riskometer
Investors understand that their principal
will be at Moderately High Risk
PRODUCT LABELLING
Low
Modera
tely Low
Moderate
Moderate
ly
High
High
Low High
73.1
76.8
58.8
20
40
60
80
100
Apr-05 Dec-19
Nifty 100 TRI Nifty Mid Cap 150 TRI Nifty Small Cap 250 TRI
Invest predominantly (>65%) in Mid Cap companies*
Participate in other Indian equities based
on factors like relative valuation, liquidity
and market sentiments.
Aim to build a portfolio of companies with
robust business models and the potential to
become tomorrow’s Large Caps.
(`inthousands)
10
Source: Bloomberg. Data as of 31st
December, 2019, data from 1st
April 2005 to 31st
December 2019.
As compiled by AMFI, as on 31st
December, 2019. *Classification as per SEBI circular (SEBI/HO/IMD/DF3/CIR/P/2017/114) dated
6th
October, 2017, the universe of ‘Mid Cap’ shall consist of 101st
to 250th
company in terms of full market capitalisation.
customercare@miraeasset.com1800-2090-777(Toll Free) Mon-Sat: 9 am- 6 pm Contact your financial advisor for details
Minimum Investment Amount:
`5,000/- and in multiples of `1/-
thereafter. Minimum Additional
Application Amount: `1,000/- per
application and in multiple of `1/-
thereafter