Monthly Archives: August 2008

Mutual Funds Underperform The Benchmark Indices

Those who hold that three to five years is an apt period of time to judge mutual fund returns could do well to take a look at the three-year returns of Indian mutual fund schemes at this point in time.More … Continue reading

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ULIP v/s Mutual Funds

The area under consideration today is availability of insurance along with mutual funds; and this is likely to remain in the spotlight because of huge attention focused on the area. An investor needs to distinguish the position with respect to … Continue reading

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JP Morgan India Alpha Fund

JP Morgan India Alpha Fund  is an interval fund that seeks to generate a reasonable level of absolute returns, irrespective of stock market direction. The fund plans to do this through a strategy of making short-term ‘paired’ trades. The fund … Continue reading

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FMPs v/s FDs: Action Hotting Up

With banks increasing their fixed deposit rates in the past couple of weeks, fixed maturity plans (FMPs) by mutual funds are also offering higher ‘indicative’ returns. FMPs can only indicate and not guarantee returns. For instance, LIC Mutual Fund and … Continue reading

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Are FMPs risk-free investment avenues?

The rising yields in debt markets have resulted in FMPs (fixed maturity plans) emerging as attractive investment options for investors. Also, the testing conditions in equity markets have in no small measure, contributed to the allure of FMPs. Simply put, … Continue reading

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Is SIPs Right for You?

Ever since the markets turned volatile, SIPs (systematic investment plans) have emerged as a buzzword. Advisors, financial planners and fund managers are all exhorting investors to opt for SIPs. However, in all the SIP frenzy, investors seem to have been … Continue reading

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UTI Infrastructure Fund Review

The infrastructure theme in mutual funds has invited a lot of attention in the last 3-4 years. Companies in the sector have seen a phenomenal growth and UTI Infrastructure Fund took advantage by making an entry at the right time. … Continue reading

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Trading Resources from Hindu Business Line

Recommendations Mutual Funds ·  Sundaram BNP Select: Invest ·   Sundaram BNP Paribas India Leadership Fund: Hold ·  HSBC Equity Fund: Invest ·  Kotak 30: Invest ·  Principal Tax Savings Fund: Invest ·  Kotak Opportunities: Invest ·  Reliance Equity: Hold

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What are the different Gold Funds in India?

There are five different Gold based ETF’s available for trading as well as investments on the NSE. Below, we list them one by one: Benchmark Gold BeES: Thiswas the first off the block Gold ETF available in India for trading … Continue reading

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Mutual Funds Investment is subject to market risk

We never bother with the above precautionary statement, blurted out in fast-forward mode at the beginning and end of every communication emanating from various asset management companies (AMCs). For most retail investors going alone in the surging equity markets, friends, … Continue reading

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