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Mutual Fund

CPSE ETF Jan 2017 Details & Review – Should you invest?

Last updated : 13th September, 2017 You may have been excited to invest by looking at Reliance Mutual Fund’s new ad – Invest in 10 Maharatnas & Navratnas at 5 % discount! This advertisement is for further fund offer (FFO) of CPSE (Central Public Sector Enterprises) ETF (exchange traded fund). Issue Open : Jan 18 23017 Issue closes: Jan 20 2017 Discount: As part of the FFO, an upfront discount of 5% is being offered to all category of investors. What is CPSE ETF? CPSE ETF is an exchange traded fund based on central public sector enterprises (CPSE) index. It ... Read More »

Motilal Oswal Value Index (MOVI) Pack Plan – Details and Review

Last updated : 30th July, 2015 Motilal Oswal Value Index (MOVI) Pack Plan is a Systematic Transfer Plan from Motilal Oswal MOSt Ultra Short Term Bond Fund and Motilal Oswal MOSt 10 Year Gilt Fund to Motilal Oswal MOSt Focused 25 Fund, Motilal Oswal MOSt Focused Midcap 30 Fund and Motilal Oswal MOSt Focused Multicap 35 Fund The transfers will be enabled in the reverse as well.  The plan enables allocation between debt and equity asset classes based on the Motilal Oswal Value Index (MOVI) levels. The aim is to take allocation decision based on the equity market valuations and not ... Read More »

Quantum Long-Term Equity Fund (G) – Details & Review

Last updated : 21st August, 2014Quantum Long-Term Equity Fund (G) is  EQUITY – LARGE CAP Mutual Fund.  This Scheme is RANKED 1 in this category for Qtr Mar-2014. This in an Open Ended Scheme with inestment objective to achieve long-term capital appreciation by investing primarily in shares of companies that will typically be included in the BSE 200 Index. Fund   Category Equity  – Large Cap Asset Size (Rs   cr) 272.92     (Jun-30-2014) Fund Type  Open   Ended Minimum   Investment 5000 Launch Date 25-Feb-06 Entry   Load NA Fund Manager Atul   Kumar / Nilesh Shetty Exit   Load On   ... Read More »

Franklin India Income Opportunities Fund – Details & Review

Last updated : 9th July, 2014Franklin India Income Opportunities Fund / Templeton India Income Opportunities Fund Category – Debt Income AUM  – Rs 3992 crores (30-6-2014) Minimum Investment – Rs 5000 Expense Ratio – 1.65% ( 31-3-2014) Exit Load – 3% for redemption within 180 days 2% for redemption between 181 – 365 days 1% for redemption between 366 – 540 days Fund’s Performance   AUM 1 year 2 year 3 Year 5 Year    Rs crore         Franklin Templeton India Income Oppor. (G)  3846 9.1 9.8 9.7   Fund’s Portfolio Company Instrument Credit Rating % Assets ... Read More »

Franklin India Corporate Bond Opportunities Fund – Details & Review

Last updated : 9th July, 2014Franklin India Corporate Bond Opportunities Fund / Templeton India Corporate Bond Opportunities Fund  Category – Debt (Income) AUM – Rs  6224 crores (30-6-2014) Minimum Investment – Rs 5000 Exit Load –  3% for redemption within 365 days  ,   2% for redemption between 366 – 720 days   ,  1% for redemption between 721 – 900 days   Fund’s Performance   AUM 1 year 2 year 3 Year 5 Year             Templeton Corporate Bond Opp. (G)  6224 9.5 10          Fund’s Portfolio – Top Holdings  Company Instrument Credit Rating % ... Read More »

Franklin Templeton India Short Term Income Plan – Retail Plan – Details & Review

Last updated : 9th July, 2014Franklin India Short Term Income Plan  is a Debt Plan ( Short Term) Launch date  Jan 31 2002 Minimum Investment – Rs 5000 Exit Load – 0.5% for redemption within 1 year Expense ration – 1.52%  (31-3-2014) AUM – Rs 9080 crore 9 as on 30-6-2014)   Performance of Franklin Templeton India Short Term Income Plan – Retail Plan over last 5 years ( as on 9/7/2014)   AUM 1 year 2 year 3 Year 5 Year   Rs in crores          Templeton (I) ST Income -Retail (G)  9080 9.1 9.8 9.7 8.7 ... Read More »

Birla Sun Life Medium Term Plan Fund – MF Review

Last updated : 9th July, 2014Birla SL Medium Term Fund is Debt fund Launch date – 25 Mar 2009 Minimum Investment Rs 5000 Exit Load – 2% for redemption within 365 days     &     1% for redemption between 366 – 730 days Expense ratio – 1.46% ( 31-3-2014)   Funds Performance over past 5 years   (updated on 9/7/2014)   AUM 1 year 2 year 3 Year 5 Year             Birla SL Medium Term – RP (G) 2223 9.9 10.9 10.7 9.1   Portfolio of this Fund Company Instrument Credit Rating % Assets DLF Debenture A 10.76 ... Read More »

Birla Sun Life Short Term Opportunities Fund – MF Review

Last updated : 9th July, 2014Birla Sun Life Short Term Opportunities Fund is  Ultra Short term Debt Fund / Credit Opportunities Fund Launch Date – 27 June 2008 Minimum Investment – Rs 5000 Exit Load – 1% for redemption within 1 year Expenses – 1.14 % ( 31-3-2014)    Returns AUM 1 year 2 year 3 Year 5 Year    (Rs in Crore)         Birla SL Short Term Opp-RP (G) 2520 9.5 10.8 10.5 9.1   Portfolio of this Fund ( as on 09/07/2014) Company Instrument Credit Rating % Assets Rural Electrification Debenture AAA 14.49 TRIL Infopark ... Read More »

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