SIP Returns of suggested Top Mutual Funds

Find below returns of Investment made in to fund through SIP mode

Fund Category	Large Cap Fund	Large Cap Fund	Large Cap Fund	Large Cap Fund	Mid Cap Fund	Mid Cap Fund	Mid-Small Cap Fund	Mid Cap Fund
Fund Names	Birla Sun Life Equity Fund - Growth	HDFC Top 200 - Growth	Reliance RSF - Equity - Growth	Religare Contra Fund - Growth	ICICI Prudential Discovery Fund - Growth	IDFC Premier Equity Fund - Growth	Sundaram BNP Paribas SMILE Fund - Growth	Tata Equity P/E Fund - Growth
Total Invested Amount through SIP	Total Invested Amount : 250000	Total Invested Amount : 250000	Total Invested Amount : 250000	Total Invested Amount : 250000	Total Invested Amount : 250000	Total Invested Amount : 250000	Total Invested Amount : 250000	Total Invested Amount : 250000
SIP Amount	SIP Amount : 10000	SIP Amount : 10000	SIP Amount : 10000	SIP Amount : 10000	SIP Amount : 10000	SIP Amount : 10000	SIP Amount : 10000	SIP Amount : 10000
Units Accumulated	Total Units : 1389.83	Total Units : 2001.52	Total Units : 13153.94	Total Units : 25476.72	Total Units : 10251.77	Total Units : 13942.72	Total Units : 12326	Total Units : 8524.64
No.  Months	No of Months : 25	No of Months : 25	No of Months : 25	No of Months : 25	No of Months : 25	No of Months : 25	No of Months : 25	No of Months : 25
Current Price	Current Price : 236.73	Current Price : 171.913	Current Price : 27.0503	Current Price : 14.51	Current Price : 40.33	Current Price : 26.2606	Current Price : 29.4246	Current Price : 42.0415
Current Value	Current Value : 329014.46 (as on 20 Feb 2010)	Current Value : 344087.31 (as on 20 Feb 2010)	Current Value : 355818.02 (as on 20 Feb 2010)	Current Value : 369667.21 (as on 20 Feb 2010)	Current Value : 413453.88 (as on 20 Feb 2010)	Current Value : 366144.19 (as on 20 Feb 2010)	Current Value : 362687.62 (as on 20 Feb 2010)	Current Value : 358388.65 (as on 20 Feb 2010)
SIP Returns	Return : 31.61%	Return : 37.63%	Return : 42.33%	Return : 47.87%	Return : 65.38%	Return : 46.46%	Return : 45.08%	Return : 43.36%

SIP Returns are calculated from 1Feb, 2008 to 1Feb'2010

Call for Investments @ 0-9818269396

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Presenting Birla SunLife Capital Protection Oriented Fund - a fund designed to give "Better returns than deposits with safety of deposits".

After a tumultous 2008 and buoyant 2009, we are in Feb 2010 with Sensex at 15,800 levels and 10 year Gsec at 7.7%. With monetary policy signalling reversal of stimulus through hikein CRR by 75 bps, inflation inching up, budget likely to reverse fiscal stimulus and announce borrowing program for FY11, the govt bond yields are likely to firm up. 

Post Lehman crisis in 2008, lot of investors had invested in deposits as risk appetite went down and there was flight to safety. The money has come up for renewal, however the  same is not likely to be renewed due to low rates on the deposits and hence we expect large part of the money to come up for investments. 
Thus, in the current environment with lack of options on debt side (FMPs and other short term debt funds are giving low returns whereas Income and Gilt Funds may be volatile), investors are looking at investment avenues to improve their returns with protection of capital. 

Presenting Birla SunLife Capital Protection Oriented Fund - a fund designed to give "Better returns than deposits with safety of deposits". 

Birla Sun Life Capital Protection Oriented Fund is an investment solution that aims 'deposits plus' return for its investors, at the maturity of the Fund. The Fund is a close ended fund  with the maturity period of 27 months from the date of allotment and will largely invest in debt and a small portion in equity.

• The debt investments will be made in CRISIL approved AAA / AAA (so) rated securities only with duration of 27 months or lower managed passively.
• The equity investments will done on a bottom up basis with flexi-cap approach and without sector bias.
• The internal approach will be to lock the equity gains to ensure that there is no erosion of equity gains.

Key highlights of the fund:

• Safety of capital
• Crisil AAA(so) rated – the highest rating possible
• Solution to expand your customer base
• Comes to you from the trusted Aditya Birla Group

To Invest Call @ 0-9818-26-9396 | Email @ investorspleaselisten@in.com

India Economics

•  The growth in non food credit remains stable at 15.2% during the fortnight ended January 29, 2010. The growth in deposit mobilization also remained lower at 17.1%.
• The CD ratio remains stable at 70.4% during the week ending January 29, 2010. The incremental CD ratio also remains stable at 62.4% during the week ending January 29, 2010.
• The call rates continue to hover around the lower end of the LAF corridor. The spread between call money and reverse repo rates was 5bps as on February 11, 2010
• Short end of the yield curve move up by 25-27bps over last month in line with of tightening of monetary policy. The 10 year bond yields stood at a 7.87% as on February 11, 2010 while 1 year bond yield stood at 5.23%
• Events to watch – India foreign trade data & industrial production, US trade balance & unemployment rate, and Japan GDP

Latest NFO's and FMP Plans

"ONGOING NFOs"
Sr. No	ONGOING NFOs	OPENS ON	CLOSES ON	TYPE	MIN AMOUNT
1	IDFC MONTHLY INCOME PLAN	11-01-2010	09-02-2010	OPEN ENDED	5000
2	RELIGARE GOLD ETF FUND	28.01.2010	23.02.2010	OPEN ENDED	5,000
3	BIRLA SUNLIFE CAPITAL PROTECTION ORIENTED FUND SERIES-1	05-02-2010	05-03-2010	CLOSE ENDED	5,000
4	BHARTI AXA FOCUSED INFRASTRUCTURE FUND	20-02-2010	15-02-2010	OPEN ENDED	5000

LATEST FMPS
Sr.No	AMC	SCHEME	OPENING ON	CLOSING  ON	TENURE	MIN AMOUNT
1	TAURUS	TAURUS FIXED MATURITY PLAN SERIES-1	04-02-2010	08-02-2010	15MONTHS	10000
2	RELIGARE	RELIGARE FIXED MATURITY PLAN SERIES –II            PLAN A	05-02-2010	10-02-2010	13 MONTHS	5000

37.5% Dividend in HDFC Long Term Advantage Fund - Dividend Option

Invest in "HDFC Long Term Advantage – Dividend Payout Option" (an open – ended equity linked savings scheme with a lock –in period of 3 years) and get the benefit of upcoming dividend of 37.5% having a record date on 11^th February, 2010.

 

Applications for Purchase/Switch-in received till 3.00 pm on 10^th February, 2010 will be eligible for Dividend.

 

Key Benefits:

 

• Principal Amount upto Rs. 100,000/- to be tax free under I.T. sec 80/C.
• Dividend Payout to be Tax Free for investment in Mutual fund Schemes.

 

Illustration: (As on 05^th February, 2010)

 

Principal Amount	100,000.00
NAV as on 05th Feb 2010	35.846
Units Allotted	2,789.712
Face Value per unit	Rs. 10
Amount of Dividend declared per unit	Rs. 3.75
Dividend Income	10,461.42

Ongoing IPO

 

Name of the issue	Open Date	Close Date	Price Band	Bid Lot	Issue Size in Rs.	BRLM & Syndicate Member	Registrar
Aqua Logistics Ltd	25-Jan-10	02-Feb-10	200-225	25	150 Crs	Centrum Capital \ Saffron \ Enam	Link Intime
					QIB : 50% - 75 Crs
					HNI : 15% - 22.50 Crs
					Retail : 35% - 52.50 Crs
NTPC Ltd.	03-Feb-10	05-Feb-10	*	*	*	CITI / JP MORGAN / KOTAK / ICICI	Karvy
D B Realty Ltd.	29-Jan-10	02-Feb-10	468 - 486	14	1500 Crs	Kotak / Enam	Link Intime
					QIB : 60% - 900 Crs
					HNI : 10% - 150 Crs
					Retail : 30% - 450 Crs
Emmbi Polyarns Ltd.	01-Feb-10	03-Feb-10	40 - 45	150	43.08 Crs	Kotak / Enam	Link Intime
					QIB : 50% - 21.43 Crs
					HNI : 15% - 6.43 Crs
					Retail : 35% - 15.00 Crs
					Emp : 0.23 Cr
Hathway Cable & Datacom  Ltd.	09-Feb-10	11-Feb-10				MORGAN STANLEY/UBS /KOTAK /ENAM/ICICI	Link Intime

 

ELSS Scheme Performance - 1 Year Period

 Objective ELSS

Scheme	Corpus	Nav	3M	6M	€1Y
ICICI Pru - Tax Plan (G)	988.89	118.88	11.84	27.23	120.84
HDFC - Tax Saver - (G) (z)	2002.26	192.24	8.41	19.71	105.48
ING - Tax Savings Fund (G)	46.13	24.92	10.61	17.55	101.62
Birla SL - Tax Relief 96 Fund ELSS (D)	1121.32	82.26	5.62	13.97	101.22
Birla SL - Tax Relief 96 Fund ELSS (G)	1121.32	10.20	5.70	13.97	101.18
DBS Chola - Tax Saver Fund (G)	28.57	14.28	7.05	11.74	99.72
Taurus - Tax Shield (G)	28.37	30.46	6.84	11.17	92.54
Sahara - Tax Gain (G)	8.48	31.24	4.06	12.18	88.91
DSP BlackRock - Tax Saver Fund (G)	724.4	14.46	5.93	16.03	88.25
Religare - Tax Plan (G)	102.4	14.61	7.58	16.79	86.83