Wednesday, April 29, 2015

Tata Pure Equity Fund

 

Tata Pure Equity Fund - Invest Online

 

Earlier known as Tata Twin Option (Equity), the scheme aims at medium to long term capital growth, with 100 per cent investments in the equity of large-cap, liquid blue-chip companies.

 

The fund has been rewarding investors with consistent returns for a long period now. It has outperformed its category in 14 out of the 16 years of its rating history. Its average twelve-month VR rating is four. It has moved up on the rating scale lately as the average VR rating since its inception is 3.69.

The scheme define large cap stocks as top 125 stocks by market capitalization, and it does not add mid cap stocks. Within the investment universe, the scheme focuses on stocks with good earnings growth and good capital efficiency. Growth at Reasonable Prices (GARP) is the predominant investment strategy employed by the fund. 'Investment in companies that combine growth and capital efficiency ensures that the rewards of growth accrue to existing investors as such companies do not raise capital from investors frequently,' says the fund manager.

The scheme divides the investible universe into two broad sets: higher quality businesses and tactical opportunity set. 'Within these two sets, our bias is towards companies in the first set,' says the fund manager. The fund manager believes that the economic growth will pick up over the medium term, and have made higher allocation to sectors like cement and capital goods, including sectors such as defence and transportation, auto and auto ancillaries, consumer discretionary stocks and pharmaceuticals that are likely to benefit from it. He is neutral on banking and IT, underweight on oil and gas.

Best Tax Saver Mutual Funds or ELSS Mutual Funds for 2015

1.ICICI Prudential Tax Plan

2.Reliance Tax Saver (ELSS) Fund

3.HDFC TaxSaver

4.DSP BlackRock Tax Saver Fund

5.Religare Tax Plan

6.Franklin India TaxShield

7.Canara Robeco Equity Tax Saver

8.IDFC Tax Advantage (ELSS) Fund

9.Axis Tax Saver Fund

10.BNP Paribas Long Term Equity Fund

You can invest Rs 1,50,000 and Save Tax under Section 80C by investing in Mutual Funds

Invest in Tax Saver Mutual Funds Online -

Invest Online

Download Application Forms

For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call

---------------------------------------------

Leave your comment with mail ID and we will answer them

OR

You can write to us at

PrajnaCapital [at] Gmail [dot] Com

OR

Leave a missed Call on 94 8300 8300

---------------------------------------------

Invest Mutual Funds Online

Invest Any Mutual Fund Online

Download Mutual Fund Application Forms from all AMCs

0 comments: