Wednesday , 20 June 2018
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Author Archives: wealth18

Rites Limited IPO – Analysis, Details, Review, Opening Date, Issue Price, Allotment Status, Listing

Last updated : 20th June, 2018 Update:   Retail quota over-subscribed 1.64 times. Qualified institutional buyers (QIBs) quota was subscribed at 2%, non-institutional investors 19%  RITES Limited, a wholly owned government company is planning to divest 12.6%  through its IPO opened on 20th June 2018.   Issue Details of RITES LIMITED IPO:    IPO Open:  20th June – 22nd June 2018 Issue Price band: Rs 180 – Rs 185  (Discount of Rs.6/- per Equity Share for Retail Individual bidders and Eligible Employees category) Issue Size:  Rs 466 crore approx Market lot:  80 shares Minimum Investment: 80 shares  Max Investment for Retail ... Read More »

Best Performing International Funds & Arbitrage Funds – 2018

Last updated : 20th June, 2018In my previous post, I have listed the best Performing Equity Funds ( Large Cap , Midcap/ Small Cap, Diversified Funds), balanced Funds, Debt Funds & Gold Funds. Now ion this post, we are mainly looking for best performing Equity Sector Funds, International Funds as well as Arbitrage funds. Read my post – Best Mutual Funds to invest – Top performing Mutual Funds in India Equity Mutual Funds – Sector / Thematic Please note that Sector Funds invest in particular sector and involves higher risk as compared to Diversified funds. Sector specific risks exist in ... Read More »

Best Top Performing Sector or Thematic Equity funds – 2018

Last updated : 20th June, 2018 When you have invested in other Equity funds, like Large, Midcap, Diversified Equity funds etc, you can consider allocating some funds to any sector specific or Thematic funds. As the name suggests, these funds invests in share of specific industry (e.g. pharma) or specific theme (i.e. infrastructure) etc. These funds have higher risk as compared to diversified Equity funds, so you should allocate 10-15% of your Equity portfolio to such funds (depending on your risk profile) Some of the best performing Sector / Thematic Funds are as follows for investment in 2018     Annualised ... Read More »

Mutual Funds hit “Sell” button on these MidCap and Small Cap Stocks

Last updated : 19th June, 2018 Midcap and SmallCap has not been performing very well this year. Many of the Mutual funds houses have exited several midcap and smallcap stocks over the past quarter.  Check you hold any of these stocks in your portfolio and then you can take a more informed view:   BNP Paribas Asset Management key exits:  Shankara Building Products, Bharti Infratel, Galaxy Surfactants and Inox Leisure.   HSBC Asset management exited 23 stocks   Axis Mutual Fund key exits:  Shankara Building Products, Canfin Homes, Apollo Tyres, Ajanta Pharma, RBL Bank   Canara Robeco Asset Management Key exits:  SH Kelkar, Parag ... Read More »

Best ELSS Tax Saving Mutual funds for Investment in 2018

Last updated : 20th June, 2018 Equity Linked Savings Scheme (ELSS) Mutual Funds are one of the popular 80C tax saving options for savvy investors.  Read – Other Tax Saving Options u/s 80C Quick Overview of ELSS Funds ELSS is a diversified equity mutual fund which has a majority of the corpus invested in equities. There is a lock in period of 3 years from the date of investment. You can remain invested even after 3 years and can withdraw anytime after that lockin. Returns are based on returns from Equity Markets.  Returns from ELSS Schemes are tax free. Based ... Read More »

Best ELSS Tax Saving Mutual funds to invest in 2018 – Top Performing

Last updated : 17th June, 2018 Equity Linked Savings Scheme (ELSS) Mutual Funds are one of the popular 80C tax saving options for savvy investors. Quick Overview of ELSS Funds ELSS is a diversified equity mutual fund which has a majority of the corpus invested in equities. There is a lock in period of 3 years from the date of investment. You can remain invested even after 3 years and can withdraw anytime after that lockin. Returns are based on returns from Equity Markets.  Returns from ELSS Schemes are tax free. Based on previous returns, some of the funds has ... Read More »

Rakesh Jhunjhunwala Latest Portfolio Holdings – June 2018

Last updated : 17th June, 2018 Rakesh Jhunjhunwala, 53, India’s most distinctive investor with a net worth of more than USD 1 billion.  He is one of the most famous and respected equity investors in India and manages his own portfolio as a partner in his asset management firm, Rare Enterprises. Son of an income tax officer, he started trading in stocks while in Sydenham college and plunged into investing as a full time profession soon after completing his education. He started his career with $100 in 1985 when the BSE Sensex was at 150. He made his first big ... Read More »

Best Equity Mutual Funds to Invest in 2018 – Top Performing Mutual Funds

Last updated : 18th June, 2018 If you are looking at this post, then you must be interested in knowing more about best performing Equity mutual funds. Based on your risk profile, you should allocate a portion of your investment amount into Equities. Mutual funds is the best route for retail investors to invest in Equities.  For accumulating sizable corpus in the long run, you should invest in GROWTH option of the mutual funds. It is also better to invest via SIP option (systematic investment plan i.e. periodic investment). Based on the historic performance, please see below the list of ... Read More »

9.1% Dewan Housing Finance (DHFL) NCD Issue May 2018 – Details & Review

Last updated : 18th June, 2018 Dewan Housing Finance is opening its public issue of NCDs on 22nd May 2018. This NCD issue is offering  yield upto 9.10% and have 7 different investment options. Last 2 issues from DHFL in 2016 were over-subscribed on the first day itself. In this post, I am trying to put details around how good this DHFL NCD is ? What are the postive and negative factors of Dewan Housing Finance NCD? Who should invest in Dewan Housing Finance NCD?     Key Features of Dewan Housing Finance (DHFL)  NCD NCD Issue Open: 22- May-2018 NCD ... Read More »

Pradhan Mantri Vaya Vandana Yojana (PMVVY) – LIC Senior Citizen 8% Assured Pension Scheme Review – Should you invest?

Last updated : 18th June, 2018 LIC or Life Insurance Corporation operates the government’s 8% pension scheme for senior citizens, which is called Pradhan Mantri Vaya Vandana Yojana (PMVVY).  It is a pension scheme meant for senior citizens, offers a guaranteed interest rate of 8%. Minimum Age of Entry: 60 years Maximum Age: No Limit Key Features of this scheme  (LIC Plan No, 842   UIN – 512G311V01) Assured return of 8% per annum payable monthly (equivalent to 8.30% per annum) for 10 years Duration – 10 years Can be purchased online or offline Maximum Investment amount is Rs 15 lacs ... Read More »

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