Canara Bank Rebeco Emerging Equities

 Canara Bank Rebeco Emerging Equities

Canara Rebeco Emerging Equities is the best amongst the large-cap & mid cap category and it is ranked 1st by CRISIL. 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 sectorial holdings Banking & Finance have been most favored sector for this fund as it is contributing 23.41% to the entire portfolio followed by Automotive Sector. Top Holdings and Sector Allocation for this fund are shown below.

Top 5 Holding

Risk Profile:The risk associated with this fund is too 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.
 Technical Perspective:The Daily chart of CanaraRebeco Emerging Equities shows that wave 3 looks to be complete at the recent high of 105 levels and now wave 4 is in course. Also 50 days EMA is providing important resistance near 97 levels. This can be used as proper opportunity for investing and capture the move in form of wave 5.
Investment perspective: This fund has maximum exposure to equity and as per our outlook on Indian Equity markets medium term outlook is positive. Parking through SIP route is the best option as of now.
Invest NOW in CanaraRebeco emerging Equities Fund online – Click here

MUTUAL FUND PORTFOLIO BUILDING – AN ART!

Mutual Fund Investments are always considered the last option for investments. One of the reason being difficult portfolio building. A myth surrounds people’s mind that portfolio management is one of the tedious tasks in mutual Fund industry. To some extent it is true as it the most vital component if one wants to get beneficial through mutual funds. Portfolio Building is an art but can be learnt and understood if tried to do so.
A Portfolio refers to a mixture of funds of different asset classes that may be Equity oriented, Debt oriented or Hybrid Funds. A varied portfolio brings diversity to your investment and suppresses risk over different sectors in the market.
Also, the myth can be proved wrong because the base of your portfolio depends on your own risk profile. Unlike Bank FDs which have stubborn conditions to follow or Insurance Policies which have various terms and conditions, Mutual Fund Investments are easy without any strict rules.
 Diversification is the USB of Mutual Funds. Thus a varied portfolio spreads risk and gives you an average compounded return. A portfolio has to be built in a way that you get best of the returns even after averaging and risk to the minimal.
Some tactics has to be used to create a complete, correct and a balanced portfolio. A portfolio depends upon the risk bearing capacity of the individual. Different risk holders have different portfolio.
A gist of it will be:
If Mr. Ram wants to invest –

• Amount: Rs. 5000
• Type: Lump sum
• Risk: Moderate to High
• Expected Rate of Return: 12% – 15%
• Tenure: 10 years

The suggested portfolio will be –

• 45 % in Equity
• 25% in Hybrid
• 30% in Debt

This will give the client a balanced average return
Build your portfolio with proper asset allocation based upon your risk profile today! Sign up for free and get your portfolio review from us now!
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WEALTH CREATION WITH LARGE CAP FUNDS..

Large cap funds turn out to be the best investment option if the investment is made for the first time.  Large cap funds are those in where the major proportion of the investment is made in blue chip companies with a market capitalization value of more than $10 billion. It basically reflects the performance of the economy and the corrections are much less because they have huge resources to go through the bad market phase. However, they do not deliver exceptional results in the bulls market but meet minimum expectations of the investors with comparatively lower risk than smaller companies. One of the best examples is mentioned below:

 UTI Equity Fund Growth is an open ended fund having eyes on large cap stocks and approximately 98.13% exposure to Equity instruments.

Portfolio Analysis: As per the sectorial holdings Banking/Finance have been most favored sector for thisfund as it is contributing 33.60%  to the entire portfolio followed by IT  Sector.

Top Holdings and Sector Allocation for this fund are shown below: 

 

Risk Profile: This fund has complete exposure in Equity instruments hence we consider this fund as High Risk hence only Risk taking investors should invest in this fund.

Technical Perspective:The weekly Chart for UTI Equity Fund Growth shows that post completion of wave 2 near 100, prices exhibited a sharp move on upside in form of wave iii. Also the 20 weeks EMA is now acting as support to the prices which indicate positivity in the trend. Prices have broken its multi-year blue channel indicating out performance of this fund. As long as support trendline is intact bias remains positive.

In a nutshell, entering in this fund in staggered fashion would be advisable at current level. As this is a large cap fund combining this with other small cap, midcap or debt investments would help fetch good returns, it is advisable to balance portfolio and also provide the benefits of diversification.

Invest NOW in UTI Equity Fund Equities Fund online – Click here

HOW MNC MUTUAL FUNDS ARE DIFFERENT FROM OTHERS?

Mutual funds with a wide concentration on the Multinational Corporations are MNC funds. These theme based funds has done exceedingly well in past few years, as well as the top sector funds.

As the name suggest, MNC fund’s portfolio is loaded with pure MNC or Joint Venture stocks. The biggest advantage of investing in MNC is their Transparency in terms of management, Cash flows, Balance sheet and absences of Corporate Governance issues. MNCs were also assumed to be generally better and more professionally managed, clean corporate governance, and have easier access to newer technologies and additional capital.  These types of funds are made for the investor looking for less Volatility and Steady Returns from their portfolio.

The other advantage of these funds is that it doesn’t focus on any one sector and they are less risky as compared to sector funds. As previously told, investing for long is always beneficial for the investor. An Investor should invest in MNC funds for time horizon 3 to 5years for better rate of return. As these funds can perform in both bullish market as well as bearish market, experts believe there is more upside to these. One can take 20 percent exposure in these types of funds which should a cushion to the riskiest investments in other asset clases.

MNC funds can boost of stocks with mostly sound fundamentals, thought high price. Although they are thematic funds, they are more diversified than sector funds for one simple reason – they hold basket of sectors. In addition, they hold a basket of defensive and growth funds giving them an option to choose sector based on market condition.

Start investing in MNC Funds with us HERE

HOW MIDCAP MUTUAL FUNDS BENEFICIAL TO INVEST..!

Among various category of equity Mutual fund, Mid-cap funds have their different charm of all. Mid-cap and Small-cap fund category is possibly the most exciting fund. These categories of funds have almost 60% of the asset in Mid-cap companies over the past 3years. 

Mid-cap fund is able to deliver very high return when markets are doing well. The return can be above the average return. This drastic return is what makes investor to go for this fund. But on the other hand these funds have a huge volatility when market going from a bad phase. Sometimes the difference in the fall and rise price can be very high which makes investor fail to resist on switching. But as often said market is volatile it can be good or bad. So holding the fund for longer time will give you a best out of it.

So going for the Small-cap or Mid-cap can be rewarding for your portfolio considering the returns they deliver. However, during the tank period these are the most beaten once but during the rally they fetch maximum returns so the higher the risk the bigger the reward!

Canara Bank Rebeco Emerging Equities:

Canara Rebeco Emerging Equities is the best amongst the small cap & mid cap category and it is ranked 2^nd by CRISIL. 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 sectorial holdings Banking & Finance have been most favored sector for this fund as it is contributing 12.44% to the entire portfolio followed by Automotive Sector. Top Holdings and Sector Allocation for this fund are shown below.

Top 5 Holdings:

Risk Profile: The risk associated with this fund is too 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.

Technical Perspective: The Daily chart of Canara Rebeco Emerging Equities shows that wave 2 looks to be complete at the recent lows of 64 levels near the channel support and now wave 3 is in course. Also 50 days EMA is providing important support near 97 levels. one can use this level as support to capture the upmove.

Investment perspective: This fund has maximum exposure to equity and as per our outlook on Indian Equity markets medium term outlook is positive. Parking through SIP route is the best option as of now.

Invest NOW in Canara Rebeco emerging Equities Fund online – Click here

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