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Tuesday, March 6, 2012

DSP Blackrock Dual Advantage Fund - Series 2

Tax Saving Mutual Funds Online

Current open Infra Bond Application form

 

This is a hybrid product, where the Risk of capital loss is minimized by investing a major proportion of the portfolio in a diversified debt portfolio. This part of the portfolio grows in value to ensure that the investor's capital is preserved at maturity. The debt portfolio is in to high credit quality papers to minimize credit risk & Low interest rate risk.

 

This allocation is managed like a Fixed Maturity Plan (FMP). The equity allocation of the portfolio is invested in long-dated equity index options, the expiry of which is matched to the maturity of the Scheme. This ensures that the investor is not exposed to any risks arising from active trading of options Advantages Over Investor-level Strategy. An investor can construct a portfolio similar to this Scheme by allocating equity monies to stocks or options and debt monies to FMPs.

 

However, investment in this Scheme has advantages over such an approach. Investment and risk management processes are followed with a focus towards capital preservation, Multiplier effect of investing in equity index call options compared to investing in stocks. Access to long-dated equity options due to the institutional bandwidth; similar options cannot be accessed by individual investors due to lack of sufficient liquidity and volume. No active trading of options and associated risks with such a strategy are not involved as the expiry of options is matched with the maturity of the Scheme. An investor Level strategy would require active management of the option exposures.

 

DSP BlackRock  Dual Advantage Fund  - Series 2 - 36M

Date of Opening - March 12, 2012 (Monday)

Date of Closing - March 20, 2012 (Tuesday)– All switches needed to submitted before 3:00 p.m. on the closing date– All applications need to be submitted before 4.00 p.m. on the closing date

Options - Growth (Default option) and Div Payout

Min Application - Rs.5,000/- and multiples of Rs.1/-thereafter

 

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Invest in Tax Saving Mutual Funds ( ELSS Mutual Funds ) to upto Rs 1 lakh and Save tax under Section 80C.

 

Invest Tax Saving Mutual Funds Online

Tax Saving Mutual Funds Online

These links can be used to Purchase Mutual Funds Online that are regular also (Investment, non-tax saving)

 

Download Tax Saving Mutual Fund Application Forms from all AMCs

Download Tax Saving Mutual Fund Applications

 

These Application Forms can be used for buying regular mutual funds also

 

Some of the best Tax Saving Mutual Funds available ( ELSS Mutual Funds )

  1. HDFC TaxSaver
  2. ICICI Prudential Tax Plan
  3. DSP BlackRock Tax Saver Fund
  4. Birla Sun Life Tax Relief '96
  5. Reliance Tax Saver (ELSS) Fund
  6. IDFC Tax Advantage (ELSS) Fund
  7. SBI Magnum Tax Gain Scheme 1993
  8. Sundaram Tax Saver

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Application form for Tax Saving Infrastructure Bond and more information

Current open Infra Bond Application form

 

Submit filled up application    Collection canter near you

 

 

 

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How to apply to REC Bonds?

Apply for REC Tax Free Bonds forms below

Download REC Tax Free Bond Application Forms

Submit the filled up form to Collection canter near you

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