Download Tax Saving Mutual Fund Application Forms
Invest In Tax Saving Mutual Funds Online
Leave a missed Call on
94 8300 8300
Balanced funds are schemes which allow investors to participate in equity markets with lower risk & better tax efficiency.Balanced funds offer auto rebalancing of asset classes based on the market conditions.
Balanced funds are ideal for long term wealth creation with lower downside risk. They combinediversification benefits with the opportunity to invest in equity markets. Additionally, they areoperationally efficient saving the investor the hassle of rebalancing regularly. Further, with the revised taxation of debt mutual funds, balanced funds are able to combine lower risk withequity fund like taxation.
RRSF – Balanced
In the balanced fund category, RRSF – Balanced is an ideal option generating consistent returns across market cycles. In 1-year, it has given a return of 56% against a benchmark return of 32% i.e., an outperformance of 24%. It is a top quartile performer in its category as shown below.
As on 25th August 2014 | |||||
3 Months | 6 Months | 1 Year | 3 Years | 5 Years | |
Reliance RSF - Balanced - Growth | 10.27% | 33.83% | 55.59% | 20.48% | 15.49% |
Crisil Balanced Fund Index | 5.72% | 20.11% | 31.90% | 14.58% | 10.05% |
Average of Peers | 8.72% | 29.09% | 47.31% | 17.49% | 13.27% |
The equity portion of the fund has been managed with anideal blend of large & midcaps. The fund manager believes in taking aggressive sector calls with conservative stock selection(bias towards large cap). The debt portion follows alow duration high quality strategy.
In a nutshell, RRSF – Balanced is good option for investors:
- A consistent top quartile performer
- A high quality portfolio with bias towards large caps & active sector calls
- Combines wealth creation with lower risk
- Operational efficiency
- Tax Advantage
For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call
Leave a missed Call on 94 8300 8300
Leave your comment with mail ID and we will answer them
OR
You can write back to us at
PrajnaCapital [at] Gmail [dot] Com
---------------------------------------------
Invest Mutual Funds Online
Download Mutual Fund Application Forms from all AMCs
Download Mutual Any Fund Application Forms
---------------------------------------------
Best Performing Mutual Funds
- Largecap Funds Invest Online
- DSP BlackRock Top 100 Fund
- ICICI Prudential Focused Blue Chip Fund
- Franklin India Bluechip
- ICICI Prudential Top 100 Fund
B. Large and Midcap Funds Invest Online
- ICICI Prudential Dynamic Plan
- HDFC Top 200 Fund
- UTI Dividend Yield Fund
- Birla Sun Life Front Line Equity Fund
- Franklin India Prima
C. Mid and SmallCap Funds Invest Online
- Reliance Equity Opportunities Fund
- DSP BlackRock Small & Midcap Fund
- Sundaram Select Midcap
- IDFC Premier Equity Fund
- Birla Sun Life Dividend Yield Plus
- SBI Emerging Businesses Fund
- HDFC Mid-Cap Opportunities Fund
- ICICI Prudential Discovery Fund
D. Small and MicroCap Funds Invest Online
- DSP BlackRock MicroCap Fund
- Franklin India Smaller Companies
E. Sector Funds Invest Online
- Reliance Banking Fund
- Reliance Banking Fund
- ICICI Prudential Banking and Financial Services Fund
F. Tax Saver Mutual Funds Invest Online
1. ICICI Prudential Tax Plan
2. HDFC Taxsaver
- DSP BlackRock Tax Saver Fund
- Reliance Tax Saver (ELSS) Fund
G. Gold Mutual Funds Invest Online
- Relaince Gold Savings Fund
- ICICI Prudential Regular Gold Savings Fund
- HDFC Gold Fund
- Birla Sun Life Gold
H. International funds Invest Online
1. Birla Sun Life International Equity Plan A
2. DSP BlackRock US Flexible Equity
3. FT India Feeder Franklin US Opportunities
4. ICICI Prudential US Bluechip Equity
5. Motilal Oswal MOSt Shares NASDAQ-100 ETF
Posts
No comments:
Post a Comment