Tata Pure Equity Fund - Mutual Fund Insight Magazine
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With predictability as its middle name; Tata Pure Equity has been consistently rated between 3 and 4 star in the Value Research ratings for the last ten years. The fund has outperformed the benchmark almost every year in the last decade, that too with a low risk score.
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saving and investment yearbook 2015
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
Your Pay Cheque has nothing to do with your retirement savings
Small savings and investments help in accumulating for your Retirement corpus. Investing in equity mutual funds will help your money grow faster. START Investing early and STAY INVESTED in equity investments for a long time to gain the power of compounding.
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Recommended
saving and investment yearbook 2015
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
Your Pay Cheque has nothing to do with your retirement savings
Small savings and investments help in accumulating for your Retirement corpus. Investing in equity mutual funds will help your money grow faster. START Investing early and STAY INVESTED in equity investments for a long time to gain the power of compounding.
Why your PF is not enough for Retirement
As our expenses increase, Retirement expenses also will be higher than we think. It is never too late to Start Investing for your Retirement Expenses. A Provident Fund will save, but don't rely only on a Provident Fund investment. Diversify your money into different Investment avenues, like a Mutual Fund which helps to bridge the savings gap.
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8 factors Influencing your Asset Allocation - such as Risk appetite of an individual, Returns expectancy, Horizon of your investments, Starting early, Regulating your expenses, Cutting down on your liabilities, etc.
6 Reasons why Asset Allocation Helps meet Future Needs
An Asset Allocation helps in providing the right investment mix, takes care of Volatility, Assists in your saving needs while enjoying the benefits of staying invested for the right amount of time.
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Let me narrate an interesting analogy to you all today.
On a lazy Sunday night you and your family are relaxing on a couch watching your favorite TV show.
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At least your friendly neighbor becomes your savior and saves you from embarrassment.
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Look forward to your valuable feedback at professor@tataamc.com
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Today’s lesson on GST attempts to simplify this concept for you.
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One of the most popular questions when it comes to buying a car is 'Kitna deti hai’? (What is the mileage of the car?)
Fuel efficiency of the car is calculated as the distance travelled per unit volume of fuel consumed. During heavy traffic the mileage of your car will be less as compared to empty roads. It all depends on the distance covered per litre of fuel consumed. Therefore, the distance travelled is a major factor defining the fuel efficiency of a car.
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More from Prof. Simply Simple
Understanding e-wallet
Till about a decade ago, we stood in long queues to withdraw cash from a bank and then waited painfully in other queues to pay our utility bills.
With the advent of credit and debit cards many of our cash related problems got simpler. The internet allowed us to pay bills at the click of a button.
Today there is a big buzz around ‘e-wallet’ and talk of the death of cash payment. Now it is possible to leave your wallet at home and get through a typical day with the help of a digital wallet, thanks to the revolutionary technologies we are seeing as we advance to a cashless world.
Today’s lesson by Prof. Simply Simple attempts to explain you the concept of ‘e-wallet’.
Understanding Greece Crisis
We all know Greece is in deep trouble after defaulting on its debt to the International Monetary Fund. Many Greeks blame the austerity measures for much of the country’s continuing problems. The leftist Syriza party rode to power this year promising to renegotiate the bailout.
The Greek economy is shrinking. At such times one of the tools available with government is to tinker with the currency. Unfortunately the Greeks cannot do so because they share their currency with other nations of the EURO region.
Today’s lesson by Prof. Simply Simple attempts to explain you the story of ‘Greece Crisis’ using an interesting analogy.
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Mutual Fund Insight Review: With bond prices turning out to be almost as unpredictable as stocks, making the right forecasts on interest rate direction has been quite a difficult task. But this fund has managed it well, earning its good returns mainly through rightly timed duration calls on its portfolio.
Fund Pick: Tata Balanced Mutual Fund - CRISIL Research
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We are pleased to share the third edition of the CIO Newsletter.
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Call money
Let me narrate an interesting analogy to you all today.
On a lazy Sunday night you and your family are relaxing on a couch watching your favorite TV show.
Suddenly, someone rings your door bell. You open the door and it’s your long distance relatives who have made a surprise visit.
While you can’t show your displeasure but you still welcome them and offer a cup of tea or coffee. However, your wife whispers to you that there is no milk at home and all the neighborhood shops would be closed.
So, now you are left with no option but knock your neighbor’s door to borrow some milk for your guests with an intention to return it next day once the shop reopens.
At least your friendly neighbor becomes your savior and saves you from embarrassment.
Today’s lesson by Prof. Simply Simple TM attempts to simplify the concept of ‘Call Money’ for you.
Read the attached PPT lesson for more understanding.
Look forward to your valuable feedback at professor@tataamc.com
How A Prof & A Potato Are Selling Units And Tractors
This news article appeared in Business Line newspapers on 4th December, 2014.
Understanding Cyclical Stocks
As individual we all experience ups and downs in our personal and professional life. Sometimes even an emotional roller coaster ride that you can't quite imagine.
But the ones who show resilience and patience are the ones who can overcome with flying colours.
In the same way, as the economy goes through numerous ups and downs so does some companies and sectors. These companies who move in tandem to business cycles (expansion or recession) are termed as cyclical stocks.
Today’s lesson by Prof. Simply Simple TM attempts to simplify the term cyclical stocks for you.
Look forward to your valuable feedback at professor@tataamc.com
Tata Balanced Fund - Review by the Hindu Business Line
With overheated stock markets, a measure of debt can help balance out the equity risk. Equity-oriented balanced funds serve this purpose, and among the top in this category is the Tata Balanced Fund.
CIO Newsletter - Second Edition
The fundamental theme of the newsletter remains the same -- to dive deeper into economic issues that affect our investors. However to keep it interesting, the analysis has been kept at a macro level without getting into minute details.
We received encouraging feedback on the inaugural issue and we have used the same to improve this edition.
We hope you find the newsletter interesting.
Understanding Balanced Funds
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
Understanding Goods & Services Tax (GST)
The debate over the implementation of Goods and Services Tax (GST) has been tiresomely long.
GST is a critical reform in spurring growth in the Indian economy.
When it is introduced, GST is expected to make the tax system simpler and will also help in increased compliance, boost tax revenues, reduce the tax outflow in the hands of the consumers and make exports competitive. The new government will hopefully set forth a roadmap for the implementation of GST soon.
Today’s lesson on GST attempts to simplify this concept for you.
Understanding Cheque Truncation System (CTS)
CTS stands for "Cheque Truncation System". It is a cheque clearing system undertaken by the Reserve Bank of India (RBI) for faster clearing of cheques.
CIO Newsletter - July 2014
The newsletter aims to give you an insight into key issues, both global and local, and will be published on a quarterly basis.
The articles are crisply written, carefully researched and thought-provoking. We hope you find the newsletter interesting.
Understanding 'LIBOR'
LIBOR serves as a benchmark that gives an indication of the rate at which banks can borrow from London interbank market for a given period of time.
Here is a presentation which will help you to understand the term 'LIBOR'.
Understanding Demographic Dividend
We keep hearing that India will become a Super Power country some day because of its demographic dividend.
What exactly is this demographic dividend? Here's a lesson ‘Demographic Dividend’ that attempts to simplify this interesting concept for you.
Hybrid Funds May Be A Good Bet For Risk-averse Investors
Economic Times has done an informative piece on close-ended schemes titled, ‘Hybrid funds: Potential bet for risk-averse investors’ on 18th June 2014.
The story highlights the perspectives of key fund managers of various fund houses including us.
Mr. Rupesh Patel from Tata Asset Management has quoted stating his views on significance of such schemes in current scenario and its investment outcome.
Understanding Earnings per Share
One of the most popular questions when it comes to buying a car is 'Kitna deti hai’? (What is the mileage of the car?)
Fuel efficiency of the car is calculated as the distance travelled per unit volume of fuel consumed. During heavy traffic the mileage of your car will be less as compared to empty roads. It all depends on the distance covered per litre of fuel consumed. Therefore, the distance travelled is a major factor defining the fuel efficiency of a car.
Better fuel efficiency would mean higher savings while poor fuel efficiency would mean higher expenses.
Here's a lesson on ‘Earnings Per Share’ that draws a similar analogy to fuel efficiency
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Fund Pick: Tata Balanced Mutual Fund - CRISIL Research
Fund Pick: Tata Balanced Mutual Fund - CRISIL Research
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How A Prof & A Potato Are Selling Units And Tractors
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Tata Balanced Fund - Review by the Hindu Business Line
Hybrid Funds May Be A Good Bet For Risk-averse Investors
Hybrid Funds May Be A Good Bet For Risk-averse Investors