Career Search

Friday, September 23, 2016

Birla Sun Life Balanced '95 Scheme

 
Birla Sun Life Balanced '95 Scheme Online
 
As volatility has become new normal in markets, themes that have the potential to generate stable and consistent returns are most sought-after.

Given this fact, balanced schemes offer reasonably good comfort for retail investors as by the very nature of the funds it offers to a large extent the best of two worlds: equity and debt.

 

Among the balanced schemes, Birla Sun Life Balanced '95 scheme which has a performance record of over 20 years is a consistent and stable performer not only in bull phase but also in bear phase of the markets.

The scheme's fund managers Mahesh Patil and Pranay Sinha follow a multi-cap approach (mostly large companies) when it comes to investing in equities. On the debt side, the scheme follows both accrual and duration strategies. In a falling interest rate scenario, duration strategy of buying bonds mostly shorter duration and in a stable interest rate scenario, the scheme buys and holds bonds.

 

Largely, the scheme invests in corporate bonds. Due to the multicap approach on the equity side, and accrual and duration strategies on the debt side, the fund has been able to beat its peers and benchmark by a fair margin.

 

On the debt side, the scheme has bonds with average maturity period of 16.4 years and on the equity side since the scheme has mostly large-sized companies, the scheme is best suited to a longterm conservative retail investor.

 

-----------------------------------------------
Invest Rs 1,50,000 and Save Tax under Section 80C. Get Great Returns by Investing in Best Performing ELSS Mutual Funds

Top 10 Tax Saver Mutual Funds to invest in India for 2016

Best 10 ELSS Mutual Funds in india for 2016

1. BNP Paribas Long Term Equity Fund

2. Axis Tax Saver Fund

3. Franklin India TaxShield

4. ICICI Prudential Long Term Equity Fund

5. IDFC Tax Advantage (ELSS) Fund

6. Birla Sun Life Tax Relief 96

7. DSP BlackRock Tax Saver Fund

8. Reliance Tax Saver (ELSS) Fund

9. Religare Tax Plan

10. Birla Sun Life Tax Plan

Invest in Best Performing 2016 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

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

No comments: