| Post a Message | Explore Forums | Browse Stock Messages | Hot Discussions | Top rated Messages | Top Boarders | |
|
|
|
MF Investment Help
Tracked by: 1 Boarder
Dear jith, from the data posted by U, it `ll be advisable on ur part to invest ur money for such short durations in Gilt Funds of shorter duration.
As the interest rates r decreasing, the returns of gilt funds `ll be higher & at the same time safe too.
U may invest in following funds from ur I-direct acct.
IPru Gilt Treasury
IPru Gilt Treasury PF
Magnum Gilt Short Term
Tata GSF Short maturity
Thanks
Ashal...
In reply to:
Debt Fund & Lequid Funds
Posted by :
jith
I want to park my money about 2 Lakhs for 2-6 months(I have a Demat Acc. with ICICI direct). What is the Good option to get better returns. How good is to invest in Debt Fund & Lequid Funds. Please suggest a few funds also Please give me a picture of its tax implications.
Jith, Palakkad, Kerala
Tracked by: 0 Boarder
Lot of leverage is going out of the market
We need to see whether we can use the Indian mutual fund industry not for providing tax arbitrage alone.
Chairman C.B. Bhave says the Securities and Exchange Board of India is looking into the issue of matching the maturity of fixed maturity plans with that of the underlying assets
...
In reply to:
Mkts seeing foundation for next bull run: Tata MF
Posted by :
MMB Messenger
Ved Prakash Chaturvedi, MD, Tata Mutual Fund, feels the seeds of the next bull run are being put in place. "All good things which ultimately lay the foundation of a long-term bull market are happening now. It is at least six-nine months away.”
Tracked by: 0 Boarder
DEAR MIK,
Please Decrease the number of Funds.
Redeem following Funds
Reliance VISION Fund
SBI Magnum Global Fund
Invest this amount in HDFC Growth Fund.
Discontinue Further SIP in Following Funds Retain Existing Investment for 1 year & then Review again..
HDFC Prudence Fund
Reliance Growth Fund ( Continue SIP Insure )
Continue SIP in Large Cap Oriented Funds.
Switch Sundaram Select Midcap Fund & Sundaram Capex Fund to Sundaram Select Focus Fund.
Switch DSPBR T.I.G.E.R. Fund to DSPBR Equity Fund.
P.C.Sharma.
...
In reply to:
My Portfolio in Mutual Funds
Posted by :
m_i_khilji
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
Tracked by: 0 Boarder
which is the best MF to buy now on short term(6 mnths) basis???...
Tracked by: 1 Boarder
I want to park my money about 2 Lakhs for 2-6 months(I have a Demat Acc. with ICICI direct). What is the Good option to get better returns. How good is to invest in Debt Fund & Lequid Funds. Please suggest a few funds also Please give me a picture of its tax implications.
Jith, Palakkad, Kerala...
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: 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.
| ||||||||
Poll
Udayan's Market Outlook
![]() |
Will mkts continue to trade +ve post Mumbai terror? | |
| ||
| Udayan Mukherjee, Stocks Editor, TV18 | ||
Popular Boarders 7days| 122 | |
| 118 | |
| 79 | |



Offline









