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MF Investment Help
Tracked by: 0 Boarder
Dear akar,
All of your Investments are in Better Performing Funds.
Templeton Equity Fund deserves Investment on following Merits inspite of its Average Performance.
LOWEST P.E. & P.B. of Shares invested.
App.20-30% investment in Foreign Equity is Better Diversification.
Long Reputation of Fund Manager & Fund House.
If you want High Returns,this fund is not of that TYPE.
If you are Confortable with above Average Returns with more Diversification & Lesser RISK, you may continue SIP in this Fund.
I am not Discontinuing my SIP in this Fund For Time Being inspite of Recent Decline.
You may Discontinue SIP when Market starts going up or you are not Comfortable with this Fund.
P.C.Sharma
...
In reply to:
How is Templeton India Eq. Income doing?
Posted by :
akar
Is it worth continuing SIP of my 3.5% of asset allocation in MF?
My idea behind the investiment is to have a Global exposure in my portfolio. If it`s not worth, where do you suggest redirecting this % of investment.
My other allocations are
Large Cap - 68% (HDFC Top 200, DSP BR Top 100, Sundaram Select Focus)
Mid Cap - 12% (Rel. Growth)
Sectoral - 4.5% (ICICI Infra)
Debt - 12% (Kotak Flexi Debt)
Thanks
Anand 
Tracked by: 0 Boarder
You can invest in SIP`s of HDFC MF, Birla Sun Life MF, DSP BlackRock MF. Ask citibank how to submit you PAN card they would help you....
In reply to:
Investing in MF (SIP) from USA
Posted by :
Guest
Hi All, I need help. I need to know how to invest in MF through SIP from USA? I have Suvitha account in Citi Bank in India. Will it be possible to buy through the account? How will i be able to submit the Pan Card details? Or do i need to get the NRE account? Please suggest in detail about this. Iam new to this and need help. Is this the right time to start MF(SIP)?Any particular fund?Please kindly suggest.Thank you so much.
Tracked by: 0 Boarder
This is so stupid and ignorant answer that I am shocked you feel qualified to even open your mouth. When you have nohing useful or correct to say, silence is golden. BTW, all and any NRI can buy MF in India....
In reply to:
Investing in MF (SIP) from USA
Posted by : 250778
Hi
NRI`s from US and Canada cannot invest in MF/Equitied in India
Regards
Tracked by: 0 Boarder
As my knowledge goes, all NRI`s are equal. They can invest in mutual funds and equities just like other NRI`s.
Regards
...
In reply to:
Investing in MF (SIP) from USA
Posted by : 250778
Hi
NRI`s from US and Canada cannot invest in MF/Equitied in India
Regards
Tracked by: 0 Boarder
ELSS doing badly for last 3 years Can U tell why?? Is it advisable to invest in ELSS for income tax rebate...
you want that invested money after 10 years. why do you go to children funds which are less equity below 50% (debt). in 10 years of time horizon you may go to equity fund schmes. they give much return than children schemes.but you must exit in correct time. i expect that pcs pune also agree with me....
In reply to:
Childrens Education
Posted by : pratyush1909
I have 2 sons, 8 years old (Twins). In another 10 years time, they would be entering college. I seek your advice on how to invest Rs. 2500/- each (Total Rs.5000/-) per month so that I may get the maximium possible corpus at that time. Which Mutual Fund schemes should I look at with that time frame in mind?
if we choose the mutual fund scheme which is well performed in the bearmarket. every fund is well performed in the bull market.but the best fund is one whcih is well performed in the bearmarket also. how is select a good? here is some parameters to choose a good fund.it will help you.
1. standard deviation.
2. beeta
3. r square
4. sharp ratio
5. sortino ratio
6. treynor ratio
7. jenson`s alpha. in addttion to these the fund size, the fund manger`s performance.
if the s.d is greater value then the risk is greater and it indicates the volatality of the fund.
beeta would indicates the volatality against the bench mark index. if beeta is greater than 1 means the fund is more volatile than bench mark index.
r square is describes the level of association between funds volatality and market risk.
high high sharp ratio indicates lower risk and lower sharp ratio indicates higher risk.
sortino ratio considers only the down side volatality.
treynor is grater value indicates the better the funds performance.
positive alpha suggest strong performance and negative alpha suggest weak performance.
see all these parameters and choose a good fund. don`t depend on others to choose a fund. take your own decession.o.k bye.,
dsvas...
In reply to:
How To Track MFs?
Posted by :
morningdew
How To Track MFs?
Investing in your chosen mutual fund (MF) schemes is just half the job done. You also need to track your investments to get an idea of their real value
What to Track
Things like performance, fund’s pedigree, fund manager movements and activities are just some of the things you need to keep a track of. Not daily, but periodically and consistently.
How to Track Factsheets
Factsheets contain vital statistics of your scheme such as its performance compared to its benchmark index, portfolio and credit quality. Some MFs also regularly send newsletters to investors. Most MFs send factsheets every month to agents, as sending to all investors every month is expensive.
Half-yearly Reports
All MFs have to publicly disclose half-yearly results and portfolios twice a year. These results are published in national newspapers. These contain half-yearly financial results as well scheme portfolios of all the schemes of an MF. You may skip the financial results as most of it is verbose and technical and go straight to your scheme’s performance and portfolio.
Annual Report
If you’ve missed the half-yearly results in newspapers then MFs are mandated to courier annual results to all their unitholders. Typically, the annual result that has been mailed to you would contain details of only your scheme. Again, skip the financial results if you can’t make a head or tail of it and jump straight to performance and portfolio.
Newspapers and Websites
Financial newspaper carry new asset values (NAVs) of all schemes daily (general newspapers carry selective schemes’ details). Latest NAVs can also be seen on the website .amfiindia. com. MF websites also have daily updated NAVs and scheme details. Websites of several independent financial advisors are also useful.;
[BY KAYEZAD E. ADAJANIA-outlook]
Is it worth continuing SIP of my 3.5% of asset allocation in MF?
My idea behind the investiment is to have a Global exposure in my portfolio. If it`s not worth, where do you suggest redirecting this % of investment.
My other allocations are
Large Cap - 68% (HDFC Top 200, DSP BR Top 100, Sundaram Select Focus)
Mid Cap - 12% (Rel. Growth)
Sectoral - 4.5% (ICICI Infra)
Debt - 12% (Kotak Flexi Debt)
Thanks
Anand...
Tracked by: 0 Boarder
How To Track MFs?
Investing in your chosen mutual fund (MF) schemes is just half the job done. You also need to track your investments to get an idea of their real value
What to Track
Things like performance, fund’s pedigree, fund manager movements and activities are just some of the things you need to keep a track of. Not daily, but periodically and consistently.
How to Track Factsheets
Factsheets contain vital statistics of your scheme such as its performance compared to its benchmark index, portfolio and credit quality. Some MFs also regularly send newsletters to investors. Most MFs send factsheets every month to agents, as sending to all investors every month is expensive.
Half-yearly Reports
All MFs have to publicly disclose half-yearly results and portfolios twice a year. These results are published in national newspapers. These contain half-yearly financial results as well scheme portfolios of all the schemes of an MF. You may skip the financial results as most of it is verbose and technical and go straight to your scheme’s performance and portfolio.
Annual Report
If you’ve missed the half-yearly results in newspapers then MFs are mandated to courier annual results to all their unitholders. Typically, the annual result that has been mailed to you would contain details of only your scheme. Again, skip the financial results if you can’t make a head or tail of it and jump straight to performance and portfolio.
Newspapers and Websites
Financial newspaper carry new asset values (NAVs) of all schemes daily (general newspapers carry selective schemes’ details). Latest NAVs can also be seen on the website .amfiindia. com. MF websites also have daily updated NAVs and scheme details. Websites of several independent financial advisors are also useful.;
[BY KAYEZAD E. ADAJANIA-outlook]
...
Tracked by: 0 Boarder
DearGuest,
Your Present Age should be Less than 45 Years.
Your Age should not be more than 50 years in KOTAK SIP & 55 Years in Relance SIP at the Time of Last SIP Installment.
You have to Sign a GOOD HEALTH Declaration Form, Declaring that you are not suffering fom any Serious ILLNESS Presently.
Performance of KOTAK 30 Fund & Reliance Growth Fund is GOOD and Consistant during Last 10 years.
Inurer will pay the Remaining Installments of SIP in case of Death of Insured Person. In Reliance Tax Saving Fund, Nominee will get Double of Remaining Unpaid Amount.
This is Best Option with FREE Insurance.
P.C.Sharma
...
In reply to:
Childrens Education
Posted by : Guest
Is there not some restrictions ,nay some objections, for the mutual funds to offer risk cover in the mutual fund schemes?
Sir, please clarify the point to me and oblige.
sl
Tracked by: 0 Boarder
Hi
NRI`s from US and Canada cannot invest in MF/Equitied in India
Regards...
In reply to:
Investing in MF (SIP) from USA
Posted by : Guest
Hi All, I need help. I need to know how to invest in MF through SIP from USA? I have Suvitha account in Citi Bank in India. Will it be possible to buy through the account? How will i be able to submit the Pan Card details? Or do i need to get the NRE account? Please suggest in detail about this. Iam new to this and need help. Is this the right time to start MF(SIP)?Any particular fund?Please kindly suggest.Thank you so much.
Tracked by: 0 Boarder
Hi,
It is a regular fund, not an ETF. (Sometime back I had read an interview of somebody from Benchmark saying that it is very difficult to manage an ETF with 500 stocks in the portfolio... ETFs work well with smaller number of stocks).
How to invest - Details are given in the Benchmark site... Google for *Benchmark funds India* and you can get to the site. The NFO closes on Dec 15 but will be available for investment from Jan 09 onwards. SIP available....
In reply to:
Benchmark`s new CNX 500 index fund
Posted by : eavi
You are right.
We should thank benchmark for being innovative.
I expected them to launch a S&P CNX 200 before 500.
I am not sure whether this is a ETF or a regular fund?
How to invest in thsi fund?
Whether this fund can be bought in icici direct/citibank etc?
Regards
RP
Tracked by: 0 Boarder
i have some share (20) in rel.petro and 15 in petronet lng. should i buy additional shares of them and should i hold without buying...
Tracked by: 0 Boarder
You are right.
We should thank benchmark for being innovative.
I expected them to launch a S&P CNX 200 before 500.
I am not sure whether this is a ETF or a regular fund?
How to invest in thsi fund?
Whether this fund can be bought in icici direct/citibank etc?
Regards
RP
...
In reply to:
Benchmark`s new CNX 500 index fund
Posted by : ashok_n
Benchmark has a NFO of a new index fund based on S&P CNX 500 fund. What is the opinion of experienced boarders regarding this?
Seeing that most of the *star* fund managers keep jumping companies and it becomes difficult to track fund performance, isn`t it a good strategy to invest in an index fund (i.e without fund management risks)?
Till now we only had Sensex and Nifty 50 based index funds. Benchmark has to be thanked to bring out a more diversified broader index fund.
Tracked by: 0 Boarder
Benchmark has a NFO of a new index fund based on S&P CNX 500 fund. What is the opinion of experienced boarders regarding this?
Seeing that most of the *star* fund managers keep jumping companies and it becomes difficult to track fund performance, isn`t it a good strategy to invest in an index fund (i.e without fund management risks)?
Till now we only had Sensex and Nifty 50 based index funds. Benchmark has to be thanked to bring out a more diversified broader index fund....
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