Repo Rate – Interest Rate – Debt Fund NAV coupling effect

Impact of Repo Rate change on Debt Fund can be both negative & positive based on which way the change has been done.

Why Mutual Funds & Not Direct Stocks?

We get this question very frequently that why do we suggest to invest in Mutual Funds when we can easily buy few good stocks ourselves or imitate any good fund manager's portfolio and save the Mutual Fund costs. Answer is just one word - Time. If you have enough time to do stock research and … Continue reading Why Mutual Funds & Not Direct Stocks?

HDFC Tax Saver Fund !

Category : Tax Saving (Equity) AUM: Rs. 7,017 Crore Benchmark : Nifty 500 Portfolio: Large Cap Stocks : 81% Mid Cap Stocks : 14.5% Small Cap Stocks: 4.5% Top 5 Holdings:  HDFC Bank (7.31%)ICICI Bank (7.11%)SBI (6.82%)NTPC (5.85%)Reliance Industries Ltd (5.42%) Top 5 Sector Allocations: Banks (24.42%)Power (10.35%)Construction Project (8.75%)Software (7.27%)Petroleum Products (6.89%)

ICICI Prudential Long Term Equity Fund !

Category : Tax Saving (Equity) AUM: Rs. 5,034 Crore Benchmark : Nifty 500 Portfolio: Large Cap Stocks : 69.5% Mid Cap Stocks : 28.5% Small Cap Stocks: 2% Top 5 Holdings:  NTPC (4.93%)SBI (4.47%)Nestle India (4.06%)HDFC Bank(4.00%)ITC (3.86%) Top 5 Sector Allocations: Financial Services (23.38%)Energy (11.61%)Healthcare (10.66%)FMCG (10.16%)Automobiles (10.06%)

Tata India Tax Savings Fund !

Category : Tax Saving (Equity) AUM: Rs. 1,219 Crore Benchmark : Sensex Portfolio: Large Cap Stocks : 58% Mid Cap Stocks : 32% Small Cap Stocks: 10% Top 5 Holdings:  ICICI Bank (3.95%)Reliance Industries Ltd (3.91%)HDFC Bank (3.09%)HDFC (2.68%)Tata Motors (2.46%) Top 5 Sector Allocations: Financial Services (27.47%)Construction (12.99%)Energy (10.08%)Services (8.77%)Healthcare (7.11%)