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MF Investment Help
Tracked by: 0 Boarder
Dear Memebers,
Please check my complete poftfolio in Mutual Funds:
Name - Date 1st Invested - Mode - Total Investment - Value on 01-12-2008
AIG World Gold Fund (G) - 13-Aug-08 - Lump-Sum - 5000 - 3844.92
Birla Sun Life Equity Fund (G) - 3-Mar-08 - 1 SIP - Stopped - 1000 - 513.43
Birla Sun Life Frontline Equity Fund (G) - Regular - 3K Monthly - 25000 - 18293.88
Birla Sun Life Tax Relief 96 - Regular - Lump-Sum - 35000 - 12575.79
DSPBR India T.I.G.E.R. Fund - Regular Plan (G) - 01-Jan-08 - Lump-Sum - 25000 - 9118.51
DSPBR Equity Fund - Regular Plan (G) - 03-Mar-08 - One SIP - Stopped - 1000 - 606.12
DSPBR World Gold Fund (G) - 13-Aug-08 - Lump-Sum - 5000 - 3920.67
DSPBRTax Saver Fund (G) - 10-Mar-08 - Lump-Sum - 5000 - 2792.75
DWS Investment Opportunity Fund (G) - 05-Aug-08 - 2 SIP - Stopped - 2000 - 1201.98
Franklin India Bluechip Fund (G) - 03-Mar-08 - 1K Monthly - 5000 - 3754.09
HDFC Growth Fund-Growth - 15-Sep-08 - 2K VIP Monthly - 11003 - 9152.28
HDFC Prudence Fund (G) - 01-Jan-08 - 3K Monthly - 30000 - 17234.99
HDFC Tax Saver (G) - 01-Jan-08 - Lump-Sum - 25000 - 10816.61
HDFC Top 200 Fund (G) - Since March - 3K Monthly - 19000 - 14323.88
HSBC Equity Fund (G) - 3-Mar-08 - 1 SIP - Stopped - 1000 - 589.74
ICICI Pru Infrastructure Fund (G) - Regular - 3K Monthly - 23000 - 15388.24
Kotak Opportunities Fund (G) - Since April - 1K Monthly - 9000 - 5918.2
Reliance Banking Fund (G) - 15-Sep-08 - 2K VIP Monthly - 10679 - 9128.87
Reliance Diversified Power Sector Fund - Retail Plan (G) - 23-Jan-08 - Lump-Sum - 25000 - 12390.18
Reliance Growth Fund - Retail Plan (G) - 23-Jan-08 - 2K Monthly - 32000 - 17790.59
Reliance Growth Fund - Retail Plan (G) - 01-Sep-08 - 2K SIP+Insure Monthly - 6000 - 4374.3
Reliance Natural Resources Fund (G) - 23-Jan-08 - Lump-Sum - 25000 - 13372.14
Reliance Regular Savings Fund - Equity Option - 10-Mar-08 - Lump-Sum - 5000 - 2624.25
Reliance Vision Fund - Retail Plan (G) - 23-Jan-08 - Lump-Sum - 25000 - 12684.16
SBI Magnum Comma Fund (G) - 9-June-08 - Lump-Sum - 5000 - 2731.06
SBI Magnum Contra Fund (G) - 9-June-08 - Lump-Sum - 14000 - 9051.21
SBI Magnum Global Fund (G) - 01-Jan-08 - Lump-Sum - 25000 - 7361.97
SBI Magnum Tax Gain Scheme (G) - 01-Jan-08 - Lump-Sum - 25000 - 10059.65
Sundaram BNP Paribas Capex Opportunities Fund (G) - 01-Jan-08 - Lump-Sum - 25000 - 8660.76
Sundaram BNP Paribas Select Focus - Retail Plan (G) - 31-July-08 - 1 SIP - Stopped - 1000 - 667.33
Sundaram BNP Paribas Select Midcap (G) - 3-Mar-08 - 1 SIP - Stopped - 1000 - 494.94
Tata Balanced Fund (G) - 10-June-08 - Lump-Sum - 5000 - 3194.29
Tata Infrastructure Fund (G) - 01-Jan-08 - Lump-Sum - 25000 - 9438.81
Please suggest to make over my portfolio, since next month few funds will complete 1 year of investment and I can switch without any exit load.
Secondly, if you suggest switch, then please tell if it`s better to switch all units together or STP is better?
Thirdly, while switching, I will like to switch to Dividend Option only (as I always noticed the suggestion from our experinced boarders).
Thanks and regards,
Mohammad Idris ...
In reply to:
My Portfolio in Mutual Funds
Posted by :
m_i_khilji
Name - Date 1st Invested - Mode - Total Investment - Value on 01-12-2008
AIG World Gold Fund (G) - 13-Aug-08 - Lump-Sum - 5000 - 3844.92
Birla Sun Life Equity Fund (G) - 3-Mar-08 - 1 SIP - Stopped - 1000 - 513.43
Birla Sun Life Frontline Equity Fund (G) - Regular - 3K Monthly - 25000 - 18293.88
Birla Sun Life Tax Relief 96 - Regular - Lump-Sum - 35000 - 12575.79
DSPBR India T.I.G.E.R. Fund - Regular Plan (G) - 01-Jan-08 - Lump-Sum - 25000 - 9118.51
DSPBR Equity Fund - Regular Plan (G) - 03-Mar-08 - One SIP - Stopped - 1000 - 606.12
DSPBR World Gold Fund (G) - 13-Aug-08 - Lump-Sum - 5000 - 3920.67
DSPBRTax Saver Fund (G) - 10-Mar-08 - Lump-Sum - 5000 - 2792.75
DWS Investment Opportunity Fund (G) - 05-Aug-08 - 2 SIP - Stopped - 2000 - 1201.98
Franklin India Bluechip Fund (G) - 03-Mar-08 - 1K Monthly - 5000 - 3754.09
HDFC Growth Fund-Growth - 15-Sep-08 - 2K VIP Monthly - 11003 - 9152.28
HDFC Prudence Fund (G) - 01-Jan-08 - 3K Monthly - 30000 - 17234.99
HDFC Tax Saver (G) - 01-Jan-08 - Lump-Sum - 25000 - 10816.61
HDFC Top 200 Fund (G) - Since March - 3K Monthly - 19000 - 14323.88
HSBC Equity Fund (G) - 3-Mar-08 - 1 SIP - Stopped - 1000 - 589.74
ICICI Pru Infrastructure Fund (G) - Regular - 3K Monthly - 23000 - 15388.24
Kotak Opportunities Fund (G) - Since April - 1K Monthly - 9000 - 5918.2
Reliance Banking Fund (G) - 15-Sep-08 - 2K VIP Monthly - 10679 - 9128.87
Reliance Diversified Power Sector Fund - Retail Plan (G) - 23-Jan-08 - Lump-Sum - 25000 - 12390.18
Reliance Growth Fund - Retail Plan (G) - 23-Jan-08 - 2K Monthly - 32000 - 17790.59
Reliance Growth Fund - Retail Plan (G) - 01-Sep-08 - 2K SIP+Insure Monthly - 6000 - 4374.3
Reliance Natural Resources Fund (G) - 23-Jan-08 - Lump-Sum - 25000 - 13372.14
Reliance Regular Savings Fund - Equity Option - 10-Mar-08 - Lump-Sum - 5000 - 2624.25
Reliance Vision Fund - Retail Plan (G) - 23-Jan-08 - Lump-Sum - 25000 - 12684.16
SBI Magnum Comma Fund (G) - 9-June-08 - Lump-Sum - 5000 - 2731.06
SBI Magnum Contra Fund (G) - 9-June-08 - Lump-Sum - 14000 - 9051.21
SBI Magnum Global Fund (G) - 01-Jan-08 - Lump-Sum - 25000 - 7361.97
SBI Magnum Tax Gain Scheme (G) - 01-Jan-08 - Lump-Sum - 25000 - 10059.65
Sundaram BNP Paribas Capex Opportunities Fund (G) - 01-Jan-08 - Lump-Sum - 25000 - 8660.76
Sundaram BNP Paribas Select Focus - Retail Plan (G) - 31-July-08 - 1 SIP - Stopped - 1000 - 667.33
Sundaram BNP Paribas Select Midcap (G) - 3-Mar-08 - 1 SIP - Stopped - 1000 - 494.94
Tata Balanced Fund (G) - 10-June-08 - Lump-Sum - 5000 - 3194.29
Tata Infrastructure Fund (G) - 01-Jan-08 - Lump-Sum - 25000 - 9438.81
Please suggest to make over my portfolio, since next month few funds will complete 1 year of investment and I can switch without any exit load.
Secondly, if you suggest switch, then please tell if it`s better to switch all units together or STP is better?
Thirdly, while switching, I will like to switch to Dividend Option only (as I always noticed the suggestion from our experinced boarders).
Thanks and regards,
Mohammad Idris 
Tracked by: 0 Boarder
Name - Date 1st Invested - Mode - Total Investment - Value on 01-12-2008
AIG World Gold Fund (G) - 13-Aug-08 - Lump-Sum - 5000 - 3844.92
Birla Sun Life Equity Fund (G) - 3-Mar-08 - 1 SIP - Stopped - 1000 - 513.43
Birla Sun Life Frontline Equity Fund (G) - Regular - 3K Monthly - 25000 - 18293.88
Birla Sun Life Tax Relief 96 - Regular - Lump-Sum - 35000 - 12575.79
DSPBR India T.I.G.E.R. Fund - Regular Plan (G) - 01-Jan-08 - Lump-Sum - 25000 - 9118.51
DSPBR Equity Fund - Regular Plan (G) - 03-Mar-08 - One SIP - Stopped - 1000 - 606.12
DSPBR World Gold Fund (G) - 13-Aug-08 - Lump-Sum - 5000 - 3920.67
DSPBRTax Saver Fund (G) - 10-Mar-08 - Lump-Sum - 5000 - 2792.75
DWS Investment Opportunity Fund (G) - 05-Aug-08 - 2 SIP - Stopped - 2000 - 1201.98
Franklin India Bluechip Fund (G) - 03-Mar-08 - 1K Monthly - 5000 - 3754.09
HDFC Growth Fund-Growth - 15-Sep-08 - 2K VIP Monthly - 11003 - 9152.28
HDFC Prudence Fund (G) - 01-Jan-08 - 3K Monthly - 30000 - 17234.99
HDFC Tax Saver (G) - 01-Jan-08 - Lump-Sum - 25000 - 10816.61
HDFC Top 200 Fund (G) - Since March - 3K Monthly - 19000 - 14323.88
HSBC Equity Fund (G) - 3-Mar-08 - 1 SIP - Stopped - 1000 - 589.74
ICICI Pru Infrastructure Fund (G) - Regular - 3K Monthly - 23000 - 15388.24
Kotak Opportunities Fund (G) - Since April - 1K Monthly - 9000 - 5918.2
Reliance Banking Fund (G) - 15-Sep-08 - 2K VIP Monthly - 10679 - 9128.87
Reliance Diversified Power Sector Fund - Retail Plan (G) - 23-Jan-08 - Lump-Sum - 25000 - 12390.18
Reliance Growth Fund - Retail Plan (G) - 23-Jan-08 - 2K Monthly - 32000 - 17790.59
Reliance Growth Fund - Retail Plan (G) - 01-Sep-08 - 2K SIP+Insure Monthly - 6000 - 4374.3
Reliance Natural Resources Fund (G) - 23-Jan-08 - Lump-Sum - 25000 - 13372.14
Reliance Regular Savings Fund - Equity Option - 10-Mar-08 - Lump-Sum - 5000 - 2624.25
Reliance Vision Fund - Retail Plan (G) - 23-Jan-08 - Lump-Sum - 25000 - 12684.16
SBI Magnum Comma Fund (G) - 9-June-08 - Lump-Sum - 5000 - 2731.06
SBI Magnum Contra Fund (G) - 9-June-08 - Lump-Sum - 14000 - 9051.21
SBI Magnum Global Fund (G) - 01-Jan-08 - Lump-Sum - 25000 - 7361.97
SBI Magnum Tax Gain Scheme (G) - 01-Jan-08 - Lump-Sum - 25000 - 10059.65
Sundaram BNP Paribas Capex Opportunities Fund (G) - 01-Jan-08 - Lump-Sum - 25000 - 8660.76
Sundaram BNP Paribas Select Focus - Retail Plan (G) - 31-July-08 - 1 SIP - Stopped - 1000 - 667.33
Sundaram BNP Paribas Select Midcap (G) - 3-Mar-08 - 1 SIP - Stopped - 1000 - 494.94
Tata Balanced Fund (G) - 10-June-08 - Lump-Sum - 5000 - 3194.29
Tata Infrastructure Fund (G) - 01-Jan-08 - Lump-Sum - 25000 - 9438.81
Please suggest to make over my portfolio, since next month few funds will complete 1 year of investment and I can switch without any exit load.
Secondly, if you suggest switch, then please tell if it`s better to switch all units together or STP is better?
Thirdly, while switching, I will like to switch to Dividend Option only (as I always noticed the suggestion from our experinced boarders).
Thanks and regards,
Mohammad Idris...
Can I invest in Icici prudential Infrastructure fund (Regular)dividend Plan & Dsp Blackrock Top 100 Equity Fund - Dividend Plan? Pls Guide me -...
In reply to:
MFs` concerns eased in November
Posted by :
MMB Messenger
The crisis in the mutual fund industry seems to have eased. CNBC-TV18 has learnt that the Sebi Chairman assessed their liquidity situation last evening.
Tracked by: 0 Boarder
The crisis in the mutual fund industry seems to have eased. CNBC-TV18 has learnt that the Sebi Chairman assessed their liquidity situation last evening. ...
Tracked by: 1 Boarder
Where can I buy copy of Invest The Happionaire Way in America? Please help really want to read this book.
Can In(dot)com deliver here?
Thanks. ...
In reply to:
Strike gold in times of financial crisis
Posted by : MMB Messenger
There is gloom and depression all over; but these times provide some of the best opportunities to create wealth.
Tracked by: 0 Boarder
Both of you are wrong. NRIs who are U.S. based cannot invest in some funds like AIG / Templeton which have an U.S. connection. ...
In reply to:
Investing in MF (SIP) from USA
Posted by : Guest
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.
Tracked by: 0 Boarder
Dear dsvas,
STARKID is just name of SIP - cum - Insurance Scheme.
Name of Fund is KOTAK - 30 ( Large Cap Oriented fund with 90-100 Allocation to Equity)
P.C.Sharma
...
In reply to:
Childrens Education
Posted by :
dsvas
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.
Tracked by: 0 Boarder
Dear dsvas,
I fully Agree. If somebody Invest in Equity fund for 10 years,he may start STP from Equity Fund to Liquid Fund after 7 yers to safeguard againt Major Declines.
P.C.Sharma...
In reply to:
Childrens Education
Posted by : dsvas
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.
Tracked by: 1 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]
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