Saturday, September 21, 2013

Book Your 46.23% Profit in Birla Sun Life International Equity Fund - Plan A (G) SIP

3 Year ago when i establish this mutual fund blog i recommended Birla Sun Life International Equity Fund - Plan A (G) in my first blog post , read this at this link
Birla Sun Life International Equity Fund - Plan A (G)
This time units of this mutual fund available at 8.51 only and no one recommended this fund.
But This blog not only recommended it @8.51 Per unit , I am also start a SIP in this fund,
Now after 36 months i am happy to announce you that now Birla Sun Life International Equity Fund - Plan A (G) NAV is 15.31750 so if you make a 500 per month SIP with me then it is time to book your 8323 INR as profit it is a 46.23 % net return on your total investment of 500*35= 18000 in this 3 years. Read this table for more detail
Happy investing.

Saturday, December 3, 2011

JM Small and Mid-Cap Fund is merged with JM Multi Strategy Fund.


Most of investors ask me performance of JM Small and Mid-Cap Fund .
some of ask that why NAV of this fund is not available after April 2011 ,
 so please note that JM Small and Mid-Cap Fund is launch in 2007 and after that NAV of fund is fall badly when it reach below 5 and asset size reach near 25 cr  than management of fund decided to merge it with other performing fund
so now it is merged with JM Multi Strategy Fund. with 2 April 2011.
and my view is also negative for JM Multi Strategy Fund.
key words:- NAV of JM Multi Strategy Fund
NAV of JM Small and Mid-Cap Fund in December 2011 January 2012

Sunday, October 23, 2011

ICICI DIRECT LAUNCH TIP:SIP KA BAP ( FATHER OF SIP)


Icici direct now launch target investment plan (TIP) i think this is much better than systematic investment plan (SIP) so i give a funny name to TIP that SIP ka bap ( means father of SIP).
What is TIP
TIP means targeted investment plan
This is a automatic monthly investment which allow you set your returns and goal.
Automatic system auto calculate each month investment amount it is lower when market is high and higher when market is low.
Target investment plan returns always higher then systematic investment plans.


Saturday, October 1, 2011

Goldman Sachs bank bees ETF

1. In ETF I always like index base ETF because they are more transparent and easy to track pricing and volume in index ETF is also higher than other ETF.
2. So in banking sector , I think we may avoid banking stocks at least 2 year read detail article on banking stocks in this link
http://sharegenius.blogspot.com/2011/10/my-special-view-on-banking-sector-banks.html
3. But if you are plan to investing in a SIP method than my choice is Goldman Sachs bank bees ETF which is a mixture of 12 top PSU and private banks like SBI , ICICI , HDFC , PNB , OBC, KOTAK MAHINDRA etc.
4. Each unit of GS Bank BeES is approximately 1/10th of the CNX Bank Index ( also known as bank nifty in market ) means when you buy one unit in GS Bank BeES your investment is included in all of these’s bank stock which is part of CNX bank index
5. See this link for composition of CNX bank index ( bank nifty)
http://www.nseindia.com/content/equities/cnxbanksparks.htm
6. ISIN code for bank bees is INF732E01078
7. I advise you to read book ETFs and Indexing for understanding that why I recommended ETF Download your free copy of e- book on ETF name “ETFs and Indexing” from these links
Part one
http://www.benchmarkfunds.com/Documents/ETF_Indexing_Chapter1.pdf
Part two
http://www.benchmarkfunds.com/Documents/ETF_Indexing_Chapter2.pdf
8. On more interesting thing that you also get dividends if you hold units of benchmark ETF; s.
9. I have no any unit of bank bees.

Related articles:-
http://mutualfundgenius.blogspot.com/2010/10/view-on-infrastructure-benchmark.html

http://mutualfundgenius.blogspot.com/2010/08/sharegenius-formula-of-book-profit-in.html

Saturday, March 19, 2011

MOSt SHARES NASDAQ 100: US BASE ETF

1. Motilal oswal launch a new ETF name MOSt SHARES NASDAQ 100
2. MOSt SHARES NASDAQ 100 is India first US shares base ETF.
3. So now you can invest and trade in US companies through this ETF in Indian rupee.
4. NFO of MOSt SHARES NASDAQ 100 is open at 16 march 2011 and closed on 23 March 2011
5. this ETF trade in Indian market base on real time NAV during market hours so You can now access US stocks like Apple, Google, Microsoft, Intel, Dell, Starbucks, Yahoo and many more that are part of NASDAQ-100.
6. So my view is positive for MOSt SHARES NASDAQ 100.
HOW NAV OF MOSt SHARES NASDAQ 100 CALCULATED:- Now I explain how NAV of this ETF calculated suppose value of nasdaq 100 index is 2200 and exchange rate 1USD=45 Indian rupee so they multiply value of nasdaq100 and exchange rate 2200x45=99000 then divided it from 1000 to 99000/1000=99 is NAV of ETF.
8. This is not an investment advice contact your financial adviser and read risk factors in prospectus of this scheme .

Matched Content