Worried over mid-cap and small-cap correction?

The correction in the mid- and small-cap stocks and its consequent impact on mutual funds, mainly on mid- and small-cap funds, after a stellar performance over the past two years, must have set you thinking on what you should be doing with your holding and what future position you should take on the mid- and small-cap space. If we look at the history this fund has given promising return and also has inherent potential ahead. Investments through SIP will be the best route to travel the journey. So find the below research.

Birla Sun life MNC Fund Growth:

 

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 to provide returns 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 around 38% in the top 5 holding which are mentioned below:

Risk Parameters: As the investments are made in mid cap stocks the risk associated with this fund is high but as they are MNCs and hence during the correction there will not be much pain as compared to other high beta stocks.

Technical Perspective: Above daily chart shows that, post the completion of wave 2 near 540 levels prices started to move on upside in form of wave 3. We have been very accurate in capturing the entire up move in the form of wave 3. Many believed that wave theory will not be useful on individual fund’s NAV but we managed to identify the best ones capable of giving the 3^rd wave on upside. Birla MNC fund is a classic example of the same and it still has lot of potential from here on. Prices might have completed wave iii of 3 and post that we are witnessing overlapping movement wave iv of 3. It is time to keep accumulating this fund on every dip to later ride the strong up trend ahead.

In a nutshell, if we look at the history this fund has given promising return and also has inherent potential ahead. Investments through SIP will be the best route to travel the journey.

Invest NOW in Birla Sun life MNC Fund online – Click here

CONFUSED BETWEEN GROWTH FUND AND BALANCED FUND. GET YOUR ANSWER HERE……

Growth fund and balance fund are 2 different schemes in Mutual fund sector. Both the schemes have different characteristic but are good investment option for the investors. In order to know which scheme one should choose it is necessary to understand both the scheme.

Both the Growth and Balance fund follows asset allocation approach i.e the fund manager who manages this funds invest in both equity and debt. However in growth fund large proportion of investment is made in equity, while in balance fund normally 60% of investment is made in equity and rest 40% in debt sector. However this proportion can change which depends on market condition. As in growth large amount of money is invested in equity it becomes more risky than balance fund.

There is a myth among the people of “Higher the risk, Higher the return” although this myth is busted by balance fund as in past some balance fund have given better returns than growth fund and has been able to provide high return by taking moderate risk.

So the question arises is in which fund one should invest in???

In order to get the answer one should know what is his/her risk appetite, goals, time horizon and other factors that affects investment discussion of an individual.

If a person can take high risk and wants to achieve his goals in short term period it is advisable to invest in Growth fund as this fund mainly invest in equity it as the potential to provide good return within short period of time along with high risk. However is a person what to take moderate risk and wants to achieve his investment goals in a long run then in such case it is advisable to invest in balance fund.

Both growth and balance fund is a good investment option one can start an SIP in both the fund and can gain good return. Also it is advisable to stay invested for long period say 5-7 year in order to generate good return from the investment.

So start your investments right here and get expert advisory based on your risk ratio appropriate for your portfolio. Click HERE