Be a part of India’s Bluechip story with Franklin India Opportunities Fund

Funds which invest a large portion of their corpus in companies with large market capitalization are called large cap funds. This type of fund is known to offer stability and sustainable returns, over a period of time. Because large cap companies are so large and have a well established reputation with consumers, they are less likely to come across a business or economic circumstance that forces them to stop revenue producing operations completely.

There are many large cap funds that are great income vehicles for those who want to take on less risk.  Franklin India Opportunities Fund is one such fund which invests in large cap companies and has consistently given good returns. The fund is ranked 1 by CRISIL in large cap fund category.

Franklin India Opportunities Fund – Weekly Chart

Franklin India Opportunities Fund (G) is an open ended diversified equity fund  that invest in diverse mix of securities that cut across sectors along with it focuses on capitalizing long term growth opportunities by investing in Indian Economies. This fund has 95% exposure to Equity.

Portfolio analysis: The fund has selected sectors or stock exposure based on four prominent themes as follows:

1. Companies operating in areas where India has a strong advantage
2. Global competitive Indian companies with potential to participate in global opportunities
3. Undervalued companies
4. Companies best positioned to take advantage of opportunities arising from a growing economy

Sector allocation and Concentration of stocks are given below:

Investment rationale: We would suggest someone comfortable investing in complete equity with diversified holdings of large cap stocks and at the same time can take some risk to get better returns can opt for this fund. Fresh investment must be done once the previous pivot resistance of 60 levels is taken out decisively.

In a nutshell, this fund looks to be the best performing among large cap funds. The break of 60 levels will provide excellent opportunities to investors to enter in staggered fashion and ride closer to their goals!

Start your Blue chip Investments with us and get Online Portfolio Access plus Monthly Account Statements plus Crystal Clear Advisory from Industry Experts plus Exclusive Elliott Wave based Research Reports and many more User-friendly Services.

Click HERE for more details.

Mutual Funds: The right time, how to and where to invest!

Once bitten, twice a shy! This saying goes to many people who started investing in Equity Mutual Funds in late 2007 and early 2008 i.e. at the peak of market. Not only that, they started with investing large chunk of money at one go rather than a SIP route. Outcome: Markets fell sharply in next few months and their investments were reduced significantly, in some cases to less than the half. What this shows is timing in the market is very important, that is when you enter and how you enter.

Systematic Investment Plans (SIP) reduce the impact of time to great extent as you get the benefit of rupee cost averaging which is a highly disciplined manner of investments in equities. With SIP, investment is possible with small sum of money invested regularly to accumulate wealth.

With solution timing the market right, we move to the next question- Where to invest?

Investments in equity mutual funds should be done with long term perspective and by long term, we mean at least 5 years. Equity mutual funds can be majorly classified under Large Cap Funds and Mid-Small cap funds.

Large Cap Funds: A diversified portfolio of top 50-100 companies in terms of market capitalization (a.k.a. Bluechip companies) is considered as safer for first time or low risk appetite investors.Large cap companies are regarded as less volatile and proven to absorb worst of the worst shocks in economy.

Mid and Small Cap Funds: These are based on Mid and Small cap stocks. Although considered as volatile stocks, small and mid-cap are proven to be outperformers when markets recover from long lull. Over the long run, these funds have given better returns than large cap funds. However, risk of losing out the money arises when sufficient time is not given to investment in these funds to mature.

Other than these two major categories of equity mutual funds, some funds are index based funds i.e. they invest in Index (Nifty 50, BSE Sensex) stocks in same proportion as corresponding index. Hybrid funds invest money into equity as well debt, money markets etc.

We at wavesmf.com periodically review performance of mutual funds across the categories. We use Elliott wave model in order to determine the maturity of trend and the funds that has potential to outperform along with inter-market analysis. We use patterns to determine the future path and not just past returns. This helps us to select the funds that have potential to outperform going forward. We advise a mutual fund by considering all your requirements such as corpus, time horizon and risk appetite.

You can directly invest through us. We are registered with NSE for distribution of mutual funds. We provide online portfolio access, monthly account statements along with a weekly mutual fund report which covers Elliot wave analysis, investment perspective, risk profile, fund data such as allocation, holdings, past returns etc.

So Invest smartly and take full benefits of high return Equity Investments!

Click HERE for more details.

Star of the Show – Canara Robeco Emerging Equities!

Small and Mid cap stocks are known as stellar performers when stock market recover from long lull. Nifty’s Mid cap bench mark index NIFTY MIDCAP 100 has given annualized returns of 23.6% over last 3 years vs NIFTY 50s 13.6% returns over the same period. Mutual funds based on Mid Cap stocks are no different. Canara Robeco Emerging Equities is the best amongst the small cap & mid cap category and it is ranked 2 by CRISIL in Small and Mid Cap category. Fund has given impressive annualized returns of 37.89% over last 3 years.

Canara Robeco Emerging Equities Fund: Daily Chart

Canara Robeco Emerging Equities is the best among the small cap & mid cap category and It aims to generate long term capital appreciation through investing in diversifies mid-cap stocks which have higher probability to turn into bigger corporate in the coming future.
Portfolio Analysis: As per the sectoral holdings Engineering & Capital Goods have been most favored sector for this fund as it is contributing 15.81% to the entire portfolio followed by Banking and Finance 14.29%. Top Holdings and Sector Allocation for this fund are shown below.

Investment perspective: This fund has maximum exposure to equity and as per our outlook on Indian Equity markets we feel that the corrective action of past year is on the verge of completion and post that the Bull Run should resume which will provide alpha returns. Hence this is the correct time to park your money in this fund through the SIP route.
Risk Profile: The risk associated with this fund is high because the total investment is focused on the stocks from small caps and midcaps sector. During the corrective phase or bad times this scripts do not have any lower limits to fall which can turn into capital loss. However every coin has 2 sides as these small size companies have potential to turn large which once happens can add bumper returns to your corpus. It is suitable to investors having high risk bearing ability within the age of 20-40 years.
In a nutshell, this fund looks to be the best amongst the midcap and small cap sectors. The break of 65 levels will provide excellent opportunities to investors to enter in staggered fashion and ride closer to their goals!

Equities are best options for valuable returns in a long run! To get more details, click HERE 

Consider “Tax”- a factor and make smarter investments!

Here is the clear count that Expected returns of equity investments are higher than returns from other avenues such as Fixed income, Gold etc. However, taxes are on the lower side of the spectrum. So is there any catch? We explain –

We keep hearing that investments in equities and mutual funds are too risky to consider over other asset classes and saving instruments. However, when held for long term, these investments tend to give much superior returns along with often overlooked tax saving benefits.

• Equities and FDs are taxed differently and that actually makes a big difference. There is no income tax on equity held for a year or longer whereas FDs attracts income tax at normal rates. On a post-tax basis the FD return is lower by 10-30% depending on your tax bracket.

• Equity return over the last 30 years has been about 15%, despite many sharp downfalls in equity markets. Well managed mutual funds have delivered even better.

• There is exemption of upto 1.5Lakhs under Sec 80C of the Income Tax Act on capital gains through diversified equity mutual funds qualified under ELSS. The only catch here is lock in period of 3 years.

So here’s how the alternatives measure up historically:

Equity: ~15% annual return with no income tax if held for more than a year.

ELSS Mutual funds: ~15% annual return, tax benefit of upto 1.5L per annum if held for more than 3 years.

FD: ~8.5% annual return, fully taxed.

So Invest Smartly and take full benefits of Equity Investments for a larger return base in the long run.

Click HERE for more details.

Let your funds nurture for a more bright future with Axis Long Term Equity Fund

Warren Buffet quotes, “If you are not willing to own a stock for 10 years, do not even think about owning it for 10 minutes”, i.e. long term should be the view for maximum profits. Same goes with investments in mutual funds. A fund which has grown in short time span to become the largest in the ELSS category, Axis Long Term Equity Fund has a strategy of buying quality stocks with a long term growth perspective. It diversifies the holding in various large cap and mid cap companies. The fund has proved its capabilities in the past by giving good amount of returns with its expertise and smart holdings even in bear market.

Overall it’s a solid fund if you like to own quality business in a listed space.

Axis Long Term Equity Fund – Growth Daily Chart

Axis Long Term Equity Fund –Growth is an open ended Equity Linked Saving Scheme [ELSS] which has a lock in period for 3 years.

Taxation: This fund aims for “SHARE LESS SAVE MORE”. This fund helps the investors to get tax rebates under section 80 C of Income Tax Act.

Portfolio Analysis:The major holdings of this fund are into Banking and Automotive sectors. Below is the table shown of Sectorial allocation of this fund.

Returns: In past the fund has provided with following returns.

 Risk: This fund has concentrated exposure to sectors and so the risk is high. Also we are seeing loss of momentum on upside which is a caution sign. Fresh investments should be done in form of SIP only with time horizon of three years or more.
Investment rationale: Axis Long Term Equity ELSS scheme can move in sideways to negative action over near term. Faster move above 32.50 will indicate that next bull trend in this fund has started which will create wealth for investors. On downside move below 27 levels will suggest that second standard correction is taking its place.

Lets Plan Your Retirement With Mutual Funds…

With the rapid rate of growth and increasing awareness, young India is demanding a secured future and they want to plan their retirement in the best possible way. How about mutual funds being one of the way….?

Whenever one thinks about saving towards retirement, he starts searching for a pension plan. But if one has a clear understanding on structure of products and also how retirement planning should be planned for, then surely one would opt for a more manageable and flexible option and mutual fund perfectly fits in that category.

Here’s the reason for the same, retirement planning has 3 basic steps- accumulation, preservation and distribution. During the initial stages the money gets accumulated and next 2 steps come at the later part. The lock-in and exit load in mutual funds are blessings in disguise in this situation, which would restrict the investor from withdrawing his money at a pre-matured stage.

As far as investments are concerned, there are variety of funds available through which investors can easily choose as per one’s choice and requirements. The recent launches typically offer different variants of portfolio allocations between equity and debt, allowing investors to choose a suitable option, based on his risk profile and age. As retirement savings are generally of very long term nature so you can select among diversified equity funds which may include a combination of Large and Mid-cap funds, also in case of debt allocation you may go with long term debt funds. For gold allocation there are different gold ETFs or gold savings fund available too. There are various tax saving and retirement plans available as well.

Now, coming on to the important part of distribution i.e. the investor should be able to receive the money after his retirement in a timely and systematic manner. One can opt for systematic withdrawal plan or dividend payout options for regular income. Apart from these benefits mutual funds are handy investments because they are flexible in nature and more transparent as compared to other retirement options like NPS. But there are some thumb rules that need to be taken into consideration while planning your investments.

 Rules for retirement investing using mutual funds

The first rule – to follow in mutual fund investing, when you invest for retirement, is to hold reasonable exposure to equities in the early years and gradually reduce them by moving them to debt funds and other traditional saving options such as tax-free bonds and deposits.

Most people burn their fingers simply because they take high exposure to equities just a few years ahead of retiring and expect equities to generate high returns in a short time. A down market, in such instances, can even wipe the capital.

The second rule –  is to rebalance your mutual fund portfolio, preferably every year. This involves bringing your portfolio to the original asset allocation, if the equity, debt, gold proportion in your portfolio moves out of kilter

The third rule –  is that your retirement portfolio can do without any theme or fancied sector funds to pep your portfolio. If you do wish to take such exposure, limit it to 10% and ensure you exit the theme at least a few years ahead of your retirement. The last thing a retirement portfolio needs is volatility from cyclical funds.

Plan your retirement with Mutual Funds! Start your investment HERE

Reach out to us to get Free Expert Advisory, Weekly Research Reports, Monthly Account Statements, Online Portfolio Management and many more User-Friendly Services.

Contact US for more details.

Training on Elliott wave, Neo wave and Hursts Time cycles- Stock selection with practical examples and Trade setups

By Ashish Kyal of wavesstrategy.com

Elliott Wave, Neo Wave and Time Cycles are one of the most advanced concepts of technical analysis.

Many believe that keeping it simple is the key to trading success which is probably true but we think it applies from Risk management and money management perspective. However, with respect to timing the market and knowing when to enter the trade, simple strategy no longer gives the desired outcome given that Indian equity markets are moving in complex formations. To cater to the changing market environment it is prudent to apply the best of the tools available to increase trading success.

Time is the essence for everything. It is applicable not only to our day to day life but for freely traded markets as well. A good trade setup if not timed properly can still result into a serious loss. There are very few technical analysis studies that focus on Time since most of the techniques are driven by Price alone!

The course is designed to aim at the following aspects of trading:

1. Best Trade setups to enter the market

2. How to make the most of the position by timing the exit

3. Know when not to trade – A key to trading success

4. Applying other techniques along with Elliott wave for high conviction trade setups

5. Time cycles – A very important element to help reduce the number of probable scenarios to nearly one!

6. How to keep the profits intact after a winning streak…

Ashish Kyal, CMT will be conducting Most Advanced Technical Analysis Training – Neo wave and Time Cycles in Mumbai on 23^rd-24th July 2016.

Ashish Kyal declared winner on ET NOW- Buy Now Sell Now. The training will also focus on the techniques he followed during the ET Trade show to generate exceptional returns in just a week’s time.

The stock selection based on Neo wave and Elliott wave techniques helped to deliver exceptional return of 9.11% in just over a week.

Ashish carries vast experience of analyzing World Equity, Currency and Commodity markets using techniques like Elliott Waves, Neo wave, Time Cycles, and momentum tools. He is a frequent speaker on business channels like ET Now, Zee Business, CNBC TV18, Bloomberg TV.

Ashish also speaks at financial seminars like Market Technicians Association (MTA - USA), Association of Technical Market Analysts (ATMA), National Institute of Bank Management (NIBM), Sydenham Management college. He is on the selection panel of GDPI for premiere B- Schools and invited by Somaiya Institute of Management Studies and Research to speak on Entrepreneurship. He has also been invited as a guest speaker at National Stock Exchange of India (NSE) for the Post Graduate Certificate Program in Financial Economics.

Training Details:

This training would cover Advanced Technical Analysis Concepts – Elliott Wave, Neo Wave and Time Cycles. Practical application of these advanced tools on Equity, Commodity, Forex and Global Markets.

Contents:

1. Overview of Elliott Wave

2. Neo Wave

3. Two stage confirmations

4. Diametric Pattern

5. Newly discovered patterns

6. Different Rules and guidelines

7. Cycle Analysis: Time the market with accuracy using Time cycles

8. Trade setups, Application of the concepts on charts

9. Momentum Stock selection for Intraday trades with exit strategies

SCOPE

The training is ideal for those who want to analyze and understand Equity / Commodity / Forex markets in detail. Traders or investors who want to learn on how to build their investment portfolios or do trading for living. The course is designed for anyone and everyone keen to learn systematic way of trading using scientific approach. The only pre-requisite is passion for learning objective method of trading.

WHO SHOULD ATTEND?

§ Members of Equity, Commodity, Currency exchanges

§ Brokers / Traders / Dealers

§ Research analysts in Equity, Commodity and Currency markets

§ Students who aspire to pursue career in Financial Markets

§ Treasury dealers of Banks and Corporate

Where and when is the course?

The training is at Hotel Grand Sarovar Premiere, Goregoan, Mumbai. This belongs to 5 star category having chain of international hotels and the fees are including Tea / Coffee and Lunch.

Dates: 23^rd and 24^th July 2016

Training Duration: 16 hours (8 hours per day)

Registration Fee:

The charges for the Training are Rs. 23000 + 15% Service tax. Register before 15th June 2016 to avail Early Bird Offer and confirm your seat today!

If registered after 15th June 2016 charges would be Rs. 26000 +15% Service Tax

Registration is on first come first basis as there are limited seats.

Refer a friend and get 10% discount

After the course :

1. One Month of free Nifty Neo wave research report to understand the practical application on realtime basis

2. Instant interaction on Discussion Forum at www.wavesstrategy.com

3. All participants will be entitled for 20% Discount on any of our research products after the course for 1 month subscription

How to Enroll?

To register for the training using either Credit Card or Netbanking visit http://www.wavesstrategy.com/Payment.aspx  and mention Product as “Neo wave Training” and period as “1”

For any other details call us on +91 22 28831358 / +91 9920422202 or write to us at helpdesk@wavesstrategy.com

Testimonials

• First of all big thank you for the excellent training session. This was one of the best training I've ever been in!!!You did terribly well! I was/and still am impressed about how you made something "simple" from this very complicated stuff called NEOWAVE -I tried to read the book, and gave up...Now I'll give it another try...

      - Francis RAMA, France 

• The simplification of complex subject of "Elliot Waves" and combination of Elliot Waves with Classical Technical Tools are not only Awesome, but Unique too. I've thoroughly enjoyed Mr. Kyal's Seminar at Sarovar Premier Hotel, Bombay during 13th & 14th October, 2013 because of his Flawless, Plain (Jargon free) and Lucid Language. Best of all I liked his virtue to teach what he really performs in his real professional life.And last, but not least, Mr. Kyal's Seminar was the Best of All Seminars I've ever attended

      -Kiran Banjara, KB Investment Avenues, Ahmadabad-GJ 

• Mr. Ashish Kyal is simply the most amazing teacher of practical Elliott Wave Theory.

      -Rishabh Vasaria, Hyderabad 

• Myself Sameer. Just want to share my feedback. From last 7 years, I am doing full-time trading in F&O segment (Nifty & Bank Nifty) using my technical study and Elliot wave counting. I attended 2 days Neo Wave seminar on 1st March at Goregaon. The session and teaching by Mr. Ashish Kyal was excellent. The topics covered in session e.g. new Neo wave patterns, new Elliott rules, 2 stage confirmation and Time Cycles were very useful. Today I applied these techniques on Nifty and Bank Nifty (Daily & 60 Min charts) and its working perfectly fine. I am very much satisfied with the course. Just want to say Thank You for sharing such valuable knowledge. I have also subscribed for your daily mail service on Nifty EOD and Elliott view. From last 3 months, I am reading these mails daily. I always verify my own analysis with your mails, before taking any entry in market. The accuracy and success ratio of your mails (analysis) is more than 98%, which is excellent. Thanks again.

      - Sameer Dharaskar,Mumbai

ICICI Prudential Value Discovery Fund: Have idle money? Park here and forget!

All the investment avenues available in the market have their strengths and weaknesses.Some options like Equities seek to achieve superior returns but corresponds higher risk. On the other hand others are safe heaven (PPF, FD) but at the cost of growth and returns.

Mutual funds seek to combine the advantages of investing in the arch of these alternatives while dispensing with the shortcomings. Over the long term, diversified mutual funds have given annualized returns in the range of 14-16%, beating the inflation by good margin. Here are the options of diversification depending upon the risk taking capacity and also attractive valuations. In case of emergency, funds can be redeemed 24/7 with just a minor burden of 1% exit load.  As the investments are made by market experts hence they can easily predict the markets and make the investors invest wisely.

This suggests that there are en number of benefits with mutual funds and to solve your problems to an extent below is the fund which looks to be promising in the coming years.

ICICI Prudential Value Discovery Fund: Daily Chart

 

ICICI Prudential Value discovery fund is an open ended diversified equity fund, which aims at stock which are available at a discount to their intrinsic value through a process of ‘discovery’. This process is called as Fundamental research. It involves identifying companies that are well managed, fundamentally strong and are available at bargained price.

Portfolio Analysis: As per the sectorial holdings Banking/Finance have been most favoured sector for this fund as it is contributing 22.66% to the entire portfolio followed by Capital goods, Automotive and Technology Sector. Top Holdings and Sector Allocation for this fund are shown below:

Risk Profile: The risk is moderate in this fund as the investment is diversified among various assets. Average returns can be expected from this fund as the corrective phase of the market looks to be complete now we need to wait for prices to confirm. Investors looking forward for good returns with moderate risk should consider this fund for investments in staggered fashion or through SIP route.

In a nutshell, corrective action in this fund looks to be complete so investments in staggered fashion is advisable and SIP should turn out to be the best way as it will provide excellent cost averaging opportunities.

Don’t let your money sit idle! Do more with it. And get more of it! Start your investments HERE

Reach out to us to get Free Expert Advisory, Weekly Research Reports, Monthly Account Statements, Online Portfolio Management and many more User-Friendly Services.

Contact US  for more details.

Blue Chip Investment for all – SBI Blue Chip Growth Fund

Equity investments can prove to be profitable but investors have a tendency that funds parked in equities might result into a loss or they assume that the risk level is comparatively high. That is why investments in bluechip companies is always preferred as far as equities are concerned. However exposure in all the bluechip companies may or may not be possible for all. SBI Blue Chip Growth Fund is a reliable and successful solution to the queries of investors.
These companies have large business presence, good reputation and are possibly market leaders in their industries. The fund comprises of a well diversified portfolio of predominantly large cap companies, with steady growth potential opportunity.

Objective of the fund: To provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies whose market capitalization is at least equal to or more than the least market capitalized stock of S&P BSE 100 Index

SBI Blue Chip Fund- Growth Weekly Chart

 

SBI Blue Chip Fund is classified as Large Cap Fund Ranked 1 by Crisil. This fund has 85.53% exposure to Equity followed by some exposure to Money market Instruments.

Portfolio Analysis: The fund is well diversified in terms of stocks as well as at Sector level with flexibility of investing up to 20 per cent in mid-cap stocks. The fund is benchmarked to BSE 100 index. The Top holdings and Sector allocation for the stocks are shown below –

The fund has also outperformed its benchmark across market phases, but due to its maximum exposure to Equity instruments this fund is considered risky. However the investment is into blue chip companies which give a cushion to the risk associated with the equity markets.

Investment Rationale:  SBI Blue Chip Fund has maximum exposure to Equity but the benefit is that it’s a large cap fund so the correction should not be much deeper like the small cap stocks. In order to fetch alpha returns the investors should make staggered investments and SIP will be the best option as of now!

Invest in Blue Chip Funds Online – HERE

Mutual Funds – Past Performance by itself is not a predictor of future returns

You can’t open a newspaper or read a magazine without seeing ads promoting the stellar performance of “hot” mutual funds. But past performance is not as important as you may think, especially the short-term performance of relatively new or small funds. As with any investment, a fund’s past performance is no guarantee of its future success. Here are some facts based on data for the last 10 years:

• Most of the Top 20 mutual funds in a given year did NOT make it to the top 20 in the next year. In 2008 not a single mutual fund did.
• The mutual fund that gave the best 10 year return never appeared in the top 20.
• The mutual fund that gave the worst 5 year return (and the 5th worst 10 year return) was the top performing mutual fund in one of those years.
• None of the mutual funds in the Top 20 ranking for 2001-02 made it to the top 20 more than thrice in the next 10 years.
• Reliance Equity Fund was the top performer in the Large Cap category in 2012, with a return of 41%. Did you know it was the worst performer amongst Large Cap funds by historical return? i.e. if you were in Dec-11 and would have picked up this fund’s historical analysis, it was the worst performer by 1y, 2y, 3y, 4y and 5y return.

• Another best performer, SBI Bluechip Fund (2012 return: 38%), never beat more than 33% of its peers ranked by past 1y, 2y, 3y, 4y and 5y return as of Dec-11.

Because of the way our brains our wired, we often believe that a mutual fund that did well in the past should therefore do well in the future.But that’s a mistake.
Look at more than a fund’s past performance
Over the long-term, the success (or failure) of your investment in a fund also will depend on factors such as:

• the fund’s sales charges, fees, and expenses;
• the taxes you may have to pay when you receive a distribution;
• the age and size of the fund;
• the fund’s risks and volatility; and
• Recent changes in the fund’s operations.

What makes us different?
As the business cycle keeps changing not necessarily past top performing funds will continue to be the top performer for years to come.
We therefore use Elliott wave model in order to determine the maturity of trend and the funds that has potential to outperform along with inter-market analysis. We use patterns to determine the future path and not just past returns. This helps us to select the funds that have potential to outperform going forward.

Invest NOW in our top recommended funds!


Sources: US Securities and Exchange Commission
https://www.sec.gov/investor/pubs/mfperform.htm

Business Insider India
http://www.businessinsider.in/The-Past-Performance-Of-A-Mutual-Fund-Is-Not-An-Indicator-Of-Future-Outcomes-96-Of-The-Time/articleshow/38330459.cms

Birla Sun Life MNC Fund- Let your money work harder for you

Generally, we have to work hard to get the consistent inflow of money. However, your hard earned money also needs to work harder to get you more returns. As it is said – Money attracts more money. So why not implement the same. Once a pool of money is generated, we need to assure that the same is invested or reinvested in a better plan that would fetch more money from the existing pool.
At the beginning of the race, you work hard and you need to do that to earn a prominent amount. But, hard work if mixed with smart work can get you outstanding returns. Working hard over the time, can lead to stress and loose interest with your work. So play smart with your hard work.
Your money can also work harder than you, just for you, if you allow it to do so.  So, don’t create limits, instead put your money in greater investment avenues which can fetch you prominent returns, like Mutual Funds. Whereas, idle money is just wasting your money, your capacity and the hard work you spent on it.
To name one of them, Birla Sun Life MNC Fund has managed to deliver exceptional returns in the past. Please understand Mutual Fund investments are subject to market risk and past performance does not guarantee future returns, nevertheless, the techniques that we follow to understand future performance are suggesting that there is still lot of juice left in this scheme…
Birla Sun Life MNC Fund is an open ended growth scheme which invests primarily in the small cap and mid cap sector which has high potential in the future.
Objective: To achieve growth of capital at relatively moderate levels of risk by investing in securities of multinational companies through in depth research.
Birla MNC Fund Growth: Daily Chart

Birla Sun Life MNC Fund is an open ended growth scheme which invests primarily in the small cap and mid cap sector which has high potential in the future.
Objective: To achieve growth of capital at relatively moderate levels of risk by investing in securities of multinational companies through in depth research.
Portfolio Analysis: This fund invests 38.16% in the top 5 holding which are mentioned below –

In a nutshell, if we look at the history this fund has given promising return from the levels of 23 to 640 and also has inherent potential ahead. Investments through SIP will be the best route to travel the journey. Lump sum investments can be made above 600 levels which will give a positive gate pass to the bull trend which is in sync with our outlook on Indian markets!
Risk Parameters: As the investments are made in the small cap & mid cap stocks the risk associated with this fund is high but as they are MNCs the tank period will not be of much pain.
Reach out to us to get Free Expert Advisory, Weekly Research Reports, Monthly Account Statements, Online Portfolio Management and much more User-Friendly Services. Contact Us HERE

Birla Sun Life Tax Relief 96 - If Tax Saving is a priority..

Why choose ELSS is the question which comes in the mind of an individual for now as there is an obstacle of a 3 year Lock-in period. But they are unaware of the basic returns they actually fetch 150,000 INR under section (u/s) 80C without taking the fund performance into consideration. If the fund also meets the expectation of the investor then that is a cherry on the cake.
Tax saving Mutual Fund:
ELSS funds have the lowest Lock-in-Period amongst all the categories of Section 80C which is 3 years and investors qualify for tax benefits under section 80C of Income Tax Act, 1961. This is the reason we have included this Tax relief fund.     
Birla Sun Life Tax Relief 96 – Growth Weekly Chart

Birla Sun Life Tax Relief 96 is an open ended Equity Linked Saving Scheme (ELSS) with 97.26% exposure to equity.
Portfolio Analysis: The fund aims to generate returns by investing in complete equity with maximum exposure to Banking/Finance and Automotive sector. The fund has diversified its holdings into 50 stocks with 24.83% concentration into top 5 stock holdings which is shown below:

Risk Profile: This fund is considered as “High Risk Fund” due to complete exposure to equity instruments, therefore it’s suitable for investors who are looking for Tax benefits. 
Taxation Perspective: Birla Sun Life Tax Relief 96 is ELSS fund is where investor is eligible for tax exemptions up to 150,000 INR under section (u/s) 80C of the Indian Income Tax Act, 1961 if they stay invested for three years or more. ELSS Funds are also eligible for Long Term Capital Gains which will be treated tax free as the holding will be more than one year. The Dividend earned from ELSS funds is also treated as tax free.
Investment Rationale: Birla Sun Life Tax Relief 96 fund is going through its corrective phase as of now in wave 2 post the completion of this we shall witness most impulsive rise in the form of wave 3. We will get the confirmation of the start of this violent leg once the previous pivot high of 23 levels is taken out. 
Save and Invest your Tax Savings Right Here and Right Now by getting User Friendly Online Services and Expert Advice  –   HERE