DSP BlackRock Small and Mid Cap Fund and Futures Trading Tips

Fund Snap Shot & Benefits

DSP Blackrock Small and Mid Cap Fund is an Open ended equity growth scheme primarily seeking to generate long term capital appreciation from a portfolio substantially constituted of equity and equity related securities which are not part of top 100 stocks by market capitalization. From time to time, the Investment Manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction.

Investment Option

  • It is an Open-Ended scheme the minimum investment is Rs. 5,000
  • Minimum Additional Investment: 1,000/-
  • Systematic Investment Plan {S.I.P} Rs. 5,00/-

Load Structure

Entry load – Nil

Exit load: 1% if redeemed within 12 months from the date of allotment.

This Fund Offers Investment in Growth, Dividend, Dividend Re-Investment Options

Funding Structure:

. As below we can seen they investment as per companies wise

01 Ipca Laboratories Health Care 6.76%
02 Persistent Systems Technology 6.10%
03 Tata Communications Communication 5.90%
04 Cmc Technology 4.94%
05 Arvind Textiles 4.93%
06 ING Vysya Bank Financial 4.06%
07 Bayer CropScience Diversified 4.05%
08 Britannia Industries FMCG 3.81%
09 Eicher Motors Automobile 3.53%
10 Unichem Laboratories Healthcare 3.22%

 We can see ALLOCATION OF FUNDS IN SECTOIAL WISE {as on 13 31 Jan’2014}.

01

Software

11.91%

02

Pharmacy

11.88%

03

Finance

8.41%

04

Consumer Goods

8.90%

05

Banking

6.61%

06

Textiles

6.53%

07

Automotives

6.40%

08

Telecom

590%

09

Pesticides

4.05%

10

Transportation

4.02%

Fund Returns

Small Cap and Mid Cap Funds Moves as per market moment. As well compare to Large Cap risk ratio is high, but investors should maintain their portfolio in this type funds for long terms will give good returns those who invest in growth option in this fund benefits see below

  • Past 5 Years the fund given returns: 26.45%
  • Past 3 Years the fund given returns: 6.35%
  • Past 1 Year the fund given returns: 6.63%
  • Investment from 2006 to till today date fund given returns: 9.77%

Investing thorough Systematic Investment Plan (SIP) of Rs. 2000 from 1 January 2007 till we invest today Rs.1,72,000 on average you get 2,57,905.80. If we Invest Rs. 10,000 as on 5 years back now the roof value will be Rs. 32,330.67. Our Advise is that Investors who will take risk those can invest for best returns in this fund more than 5 years.

Fund Details

Date of Announce: 14 November ’2006

Fund Manager:  Vinit Sambre Since July 2012; Apoorva Shah Since 2008

Nav: Growth Option: 19.705; Dividend Option: 13.849 {As Per 21 Feb’2014}

Fund Type: Open-Ended

Bench Mark: Cnx Midcap

Color Code: Brown

Risk Grade: Above Average

Return Grade: Above Average

Amount in Funding: Rs. 972.79 Crores {As on 31 January’2014}

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Reminder:

Risk in Mutual Funds is preferred as below

(BLUE) Investors recognize that their principal will be at low risk.

(YELLOW) Investors recognize that their principal will be at medium risk.

(BROWN) Investors recognize that their principal will be at high risk.

Franklin India High Growth Companies Mutual Fund and Intraday Tips

Fund Snap Shot & Benefits

An open-end diversified equity fund that seeks to achieve capital appreciation through investments in Indian companies/sectors with high growth rates or potential.

Investment Option

  • It is an Open-Ended scheme the minimum investment is Rs. 5,000
  • Systematic Investment Plan {S.I.P} Rs. 5,00/-

Load Structure

Entry load – Nil

Exit load: 1% if units are redeemed / switched-out within 1 year from the date of allotment.

This Fund Offers Investment in Growth, Dividend, Dividend Re-Investment Options.

Funding Structure:

This Fund Invests 90.93% in Equity Market. The Fund Allocation In Corporate Companies 27.51%, Large Caps 18.76% in Mid Caps 36.73% and Small Caps 14.84%, Cash/Call 9.01% and in Debt markets 0.07%. As below we can seen they investment as per top holding companies wise as on 31 Dec’2013

01 Icici Bank 7.95%
02 Bharti Airtel 6.54%
03 Mind Tree 5.62%
04 Amara Raja Batt 4.86%
05 Pidilite Ind 4.70%
06 Dr. Reddy Labs 4.40%
07 Wipro 4.05%
08 Maruti Suzuki 3.66%
09 Indus Ind Bank 3.24%
10 Axis Bank 3.14%

Sectoral Allocation as on 31.12.2013 Banking & Financial Services 23.31%,Information Technology 13.59%, Pharmaceuticals 12.02%, Telecommunication 8.97%,Cement & Constructions 5.98%, Consumer Durables 4.24%, Rest Others 15.42%.

Fund Returns

In this fund invests Equity long term investments gives much risk factor and also gives better returns.  The Investments in Growth Option we can seen the Returns as below

  • Past 5 Years the fund given returns: 21.64%
  • Past 3 Years the fund given returns: 5.31%
  • Past 2 Years the fund given returns: 24.70%
  • Past 1 Year the fund given returns: 9.22%
  • As per 52 weeks the fund recorded Highest NAV recorded for this fund is 15.95
  • The Lowest NAV recorded for this fund is 12.69.

Investors those who are invested Rs. 5,000/- from the announce of the fund at present Rs. 3,00,000 Ps As per 31 Dec’2013 the value will be Rs. 4,24,514 it given almost 13.85% in hand. If we invest Rs. 10,000 Ps. Past five years back at present Rs. 29,971.06 Ps in the hand.

This Fund gives better returns investors those who invest in Equity Diversified funds choosing for investment more than 5 years. Those who are investing in mutual funds at present for variation can choose these type funds.

Fund Details

Date of Announce: 29 June 2009

Fund Manager: Mr. K N Sivasubramanium, Mr. Roshi Jain

Nav: Growth Option: 15.67; Dividend Option: 13.68 {As Per 24 Janury’2014}

Fund Type: open-Ended

Guidelines: Cnx 500

Amount in Funding: Rs. 517.85 Crores {As on 31 Dec’2013}

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Reminder:

Risk in Mutual Funds is preferred as below

(BLUE) Investors recognize that their principal will be at low risk.

(YELLOW) Investors recognize that their principal will be at medium risk.

(BROWN) Investors recognize that their principal will be at high risk.

RELIGARE INVESCO EQUITY FUND

Fund Snap Shot & Benefits

Religare Invesco Equity Fund is a Scheme is to generate To generate long term capital growth from a focused portfolio of predominantly equity and equity related securities.

Investment Option

  • It is an Open-Ended scheme the minimum investment is Rs. 5,000 {Multiples of Rs. 1/- thereafter}
  • Systematic Investment Plan {S.I.P} Rs. 5,00/-

Load Structure

Entry load – Nil

Exit load: 1% If Exit before 12 months from date of allotment.

This Fund Offers Investment in Growth, Dividend, Dividend Re-Investment Options

Funding Structure:

Religare Invesco Equity Fund try to invest in all companies, but it gives major role to large caps. It maintains portfolio investment not less than 15 companies not more than 30 companies. If seen in Sectorial wise maximum they invest 10. It should try to invest in every company not less than 2%  As below we can seen they investment as per companies wise as per 31 October 2013.

01 JK Bank 8.21%
02 Tata Steel 7.90%
03 Grasim Industries 7.56%
04 Zee Entertainment 7.14%
05 Maruti Suzuki 6.43%
06 Tech Mahindra 5.21%
07 Wipro 4.89%
08 Hdfc Bank 4.76%
09 Biocon 4.31%
10 Tata Motors 4.03%

We can see ALLOCATION OF FUNDS IN SECTOIAL WISE {as on 31 October’2013}.

01

Banking /Finance

19.68%

02

Information Technology

13.05%

03

Automotive

10.47%

04

Media & Entertainment

10.29%

05

Metals & Mining

7.90%

06

Conglomerates

7.58%

07

Pharmaceuticals

7.48%

08

Oil & Gas

6.89%

09

Telecommunication

2.94%

Fund Returns

This fund is purely equity mutual fund we can expect best returns in long term investment as well risk ratio is also high. As per Religare Invesco Equity Fund Risk Ratio is less. Those who invest in growth option in this fund benefits see below

  • Past 5 Years the fund given returns: 19.97%
  • Past 3 Years the fund given returns: 5.57%
  • Past 1 Year the fund given returns: 13.52%
  • As per 52 weeks NAV Highest NAV recorded for this fund is 15.54
  • The Lowest NAV recorded for this fund is 13.37.

Investing thorough Systematic Investment Plan (SIP) of Rs. 2000 from November 2007 till we invest today Rs.1,46,000 on average. This Mutual Fund Information as per 31 Nov‘2013 you get amount as per market value {NAV} Rs. 2,08,304.80 Ps.

Fund Details

Date of Announce: 04 October 2007

Fund Manager:  Vetri Subramaniam

Nav: Growth Option: 15.45; Dividend Option: 15.44 {As Per 29 Nov’2013}

Fund Type: Open-Ended

Guidelines: S&P BSE 100

Amount in Funding: Rs. 17 Crores {As on 30 September’2013}

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Reminder:

Risk in Mutual Funds is preferred as below

(BLUE) Investors recognize that their principal will be at low risk.

(YELLOW) Investors recognize that their principal will be at medium risk.

(BROWN) Investors recognize that their principal will be at high risk.

UTI EQUITY FUND

Fund Snap Shot & Benefits

Uti Equity Fund is a Scheme to invest at least 80% of its funds in equity and equity related instrument with medium to high risk profile and up to 20% in debt and money market instruments with low to medium risk profile.

Investment Option

  • It is an Open-Ended scheme the minimum investment is Rs. 5,000 {Multiples of Rs. 1/- thereafter}
  • Systematic Investment Plan {S.I.P} Rs. 5,00/-

Load Structure

Entry load – Nil

Exit load: 1% If Exit before 12 months.

This Fund Offers Investment in Growth, Dividend, Dividend Re-Investment Options

Funding Structure:

Uti Equity Fund Starts with time lock period on May 1992 named as Master Gain Funs-92, Later 1997 it converts to Open-Ended Scheme and renamed as Uti Equity Fund. As below we can seen they investment as per companies wise

01 Tcs 6.61%
02 Infosyis 6.11%
03 Itc 5.87%
04 Reliance 5.36%
05 Hdfc Bank 4.40%
06 Sun Pharma 4.07%
07 Icici Bank 3.63%
08 Bharti Airtel 3.20%
09 Nestle 2.58%
10 Wipro 2.51%

We can see ALLOCATION OF FUNDS IN SECTOIAL WISE {as on 30 Sep’2013}.

01

Automobile

8.86%

02

Capital Goods

12.87%

03

Cement

6.31%

04

Pharmaceuticals

10.94%

05

Energy

13.82%

06

Information & Technology

18.75%

07

Finance

14.31%

08

Cash/Call

2.90%

Fund Returns

This fund is purely equity mutual fund we can expect best returns in long term investment. As Uti Equity Fund low to medium risk indicates Brown Color. Those who invest in growth option for a period of 5 years gives good benefits in this fund portfolio as see below

  • From Fund Stating Date to till today the fund given returns: 15.77%
  • Past 5 Years the fund given returns: 21.7%
  • Past 3 Years the fund given returns: 3.3%
  • Past 1 Year the fund given returns: 7.5%
  • As per 52 weeks NAV on 04 January’2013 the fund recorded Highest NAV recorded for this fund is 63.36
  • The Lowest NAV recorded for this fund is 50.79 as on 04 June’2012.

Investing thorough Systematic Investment Plan (SIP) of Rs. 2000 from October 2003 till we invest today Rs.2,42,000 on average. Today He got 4,77,055 in Hand.

Fund Details

Date of Announce: 18 May’1992

Fund Manager:  Mr. Anoop Bhaskar

Nav: Growth Option: 64.27; Dividend Option: 55.35 {As Per 25 Oct’2013}

Fund Type: Open-Ended

Bench Mark: S&P BSE 100

Amount in Funding: Rs. 2,225.85 Crores {As on 30 September’2013}

For More Details on Mutual Funds Investments visit us www.profitkrishna.com

Reminder:

Risk in Mutual Funds is preferred as below

(BLUE) Investors recognize that their principal will be at low risk.

(YELLOW) Investors recognize that their principal will be at medium risk.

(BROWN) Investors recognize that their principal will be at high risk.

Birla Sun Life MNC Mutual Fund

Fund Snap Shot & Benefits

An open-ended growth scheme with the objective to achieve long-term growth of capital at relatively moderate levels of risk by making investments in securities of multi-national companies through a research based investment approach.

Investment Option

  • It is an Open-Ended scheme the minimum investment is Rs. 5,000 {Multiples of Rs. 1/- thereafter}
  • Systematic Investment Plan {S.I.P} Rs. 5,00/-

Load Structure

Entry load – Nil

Exit load: 1% If Exit before 12 months.

This Fund Offers Investment in Growth, Dividend, Dividend Re-Investment Options

Funding Structure:

As per Fund Principles they invest in companies those who are making business in other countries stands for volatility is given first priority for investmets. As below we can seen they investment as per companies wise

01 Bayer Corp Science 8.20%
02 Icra 7.56%
03 Hul 6.88%
04 ING Vysya Bank 8.30%
05 Honeywell Auto machine 5.75%
06 Crisil 5.17%
07 Maruti Suzuki 4.68%
08 Oracle Fin Service 3.52%
09 Pfizer 3.28%
10 Bosh 5.00%

We can see ALLOCATION OF FUNDS IN SECTORAL WISE {as on 30 Sep’2013}.

01

Consumer Non-Durables

15.04%

02

Automotive

13.20%

03

Miscellaneous

12.73%

04

Chemicals

12.62%

05

Pharmaceuticals

10.82%

06

Banking & Financial Services

8.30%

07

Engineering and Capital Goods

7.79%

08

Telecommunication

5.75%

09

Information Technology

3.79%

10

Tobacco

3.18%

11

Cement & Construction

3.04%

12

Food & Beverages

2.51%

13

Services

.85%

14

Utilities

0.26%

15

Cash/Call

0.56

16

Net Receivable/Payable

-0.44

Fund Returns

This Fund Purely Invest in Small, mid cap segments. Investors those who invest in this fund can wait for long term for good returns. Those who invest in growth option in this fund benefits see below

  • From Fund Stating Date to till today the fund given returns: 20.15%
  • Past 5 Years the fund given returns: 24.74%
  • Past 3 Years the fund given returns: 6.41%
  • Past 1 Year the fund given returns: 3.87%
  • As per 52 this fund recorded Highest NAV recorded for this fund is 269.85
  • The Lowest NAV recorded for this fund is 235.76

Investing thorough Systematic Investment Plan (SIP) of Rs. 2000 from October 2000 till we invest today Rs.3, 14,000 on average. This Mutual Fund Information as per 18 October’2013 you get 12, 13,484.72 Ps  those who have invested Rs. 10,000 past 10 years back. Those who having Rs. 62, 7997.89 PS in their portfolio. Investors those who are investing in mutual funds from past years can check this fund also. Risk factor is high in this fund those who are investing newly can see the fund portfolios before investing.

Fund Details

Date of Announce: 18 December’1999

Fund Manager:  Mr. Ajay Garg

Nav: Growth Option: 261.93; Dividend Option: 83.25 {As Per 18 Oct’2013}

Fund Type: Open-Ended

Benchmark: CNX MNC

Amount in Funding: Rs. 382.64 Crores {As on 30 Sep’2013}

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Reminder:

Risk in Mutual Funds is preferred as below

(BLUE) Investors recognize that their principal will be at low risk.

(YELLOW) Investors recognize that their principal will be at medium risk.

(BROWN) Investors recognize that their principal will be at high risk.

Tata Balance Fund

Fund Snap Shot & Benefits

Tata Balanced Fund is an investment objective of the scheme is to provide income distribution and or medium to long term capital gains while at all times emphasizing the importance of capital appreciation.

Investment Option

  • It is an Open-Ended scheme the minimum investment is Rs. 5,000
  • Systematic Investment Plan {S.I.P} Rs. 5,00/-

Load Structure

Entry load – Nil

Exit load: 1% If Exit before 12 months.

This Fund Offers Investment in Growth, Dividend, Dividend Re-Investment Options.

Funding Structure:

The Fund invests in 65-75 percent in Equity and rest 25-35 percent allocates in Debt, Money Market. As below we can seen they investment as per companies wise

01 Hcl Tech 4.55%
02 Itc 4.36%
03 Tcs 3.88%
04 Hdfc 3.61%
05 Hdfc Bank 3.53%
06 Idea Cellular 3.51%
07 United Spirits 3.42%
08 Sun Pharma 3.33%
09 Bajaj Finance 2.34%
10 Lupin 2.05%

Rest of Companies they invest 40.30%. Debt Government Securities they invest 11.21%, Non-Convertible Debentures/Bonds they invest 5.71%, Money Market Instruments 6.07%.Rest 2.13% kept in Cash/Call. See as Setoral Allocation: 13.39% for Information Technology,13.48% for Banking/Finance,9.48% Pharmaceuticals,6.07% Automative,5.12% Oil&Gas,4.87% Telecom,4.36% Tobacco,3.60% Engineering & Capital Goods, 3.42% Food & Beverages, 2.99% Media & Entertainment, 2.78% Consumer Non-Durables, 2.26% Cement and Construction and rest others.

Fund Returns

In this fund long term investments gives less low risk factor and also gives better returns.  The Investments in Growth Option we can seen the Returns as below

  • From Fund Stating Date to till today the fund given returns: 15.53%
  • Past 5 Years the fund given returns: 14.79%
  • Past 3 Years the fund given returns: 4.31%
  • Past 1 Year the fund given returns: 3.46%
  • As per 52 weeks NAV on 17 May’2013 the fund recorded Highest NAV recorded for this fund is 100.72
  • The Lowest NAV recorded for this fund is 88.65 as on 28 August’2013.

Investors those who are invested Rs. 10,000/- from the announce of te fund at present Rs. 53,774.03 Ps in hand. Investing thorough Systematic Investment Plan (SIP) of Rs. 2000 from 05 October ‘2005 till today the investment is Rs.2, 40,000. He can get 5,045.89 Units the investment amount as per market value {NAV} Rs. 4,97,676.13 Ps.

This Fund gives better returns investors those who invest in Equity, Debit markets for long term investments mode.

Fund Details

Date of Announce: 08 October’1995

Fund Manager:  Mr. Atul Bhole/Murthy Nagarajan

Nav: Growth Option: 98.63; Dividend Option: 53.39 {As Per 04 October’2013}

Fund Type: Hybrid;Equity Related

Guidelines: Crisil Balance Fund

Amount in Funding: Rs. 562.98 Crores {As on 30 June’2013}

For More Details on Mutual Fund Investments visit us profitkrishna Advisory Services

Reminder:

Risk in Mutual Funds is preferred as below

(BLUE) Investors recognize that their principal will be at low risk.

(YELLOW) Investors recognize that their principal will be at medium risk.

(BROWN) Investors recognize that their principal will be at high risk.

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