Sunday, November 25, 2012

Basic Financial Planning Calculator

This is nice little easy to use financial planning calculator by Reliance Mutual Fund.

http://reliancemutual.com/GoalsCalculator.aspx

It covers most of the basic life goals of an Individual.

Buying a House
Higher Education
Marriage
Buying a Car
International Vacation
Retirement Calculation

Monday, November 12, 2012

Top Performing Equity Funds since last Diwali

Following is the list of few of the top performing equity funds since last Diwali.

LARGE CAP FUNDS
1. SBI Blue Chip Fund        - 19.9
2. Reliance Top 200 Fund   - 19.5
3. Reliance Equity Fund       - 18.1
4. ICICI Pru Top 100 Fund - 16.9
5. Religare Equity Fund        -16.7

Category Average is 10.4 %

SMALL & MIDCAP FUND
1. Principal Emerging Bluechip Fund - 26.3
2. Axis Midcap Fund                       - 25.9
3. ICICI Pru Discovery Fund           - 24.1
4. BNP Paribas Midcap Fund          - 23.4
5. Franklin Smaller cos Fund            - 22.7

Category Average : 15.9%

DIVERSIFIED EQUITY FUND
1. Reliance Equity Oppor Fund - 24.8
2. Birla Sun Life India GenNext - 20.2
3. Reliance RSF Equity             - 19.9
4. Templeton Equity Fund         - 19.6
5. Principal Dividend Yield        - 19.0

Category Average - 10.7%

ELSS TAX SAVING CATEGORY
1. Reliance Tax Saver         - 22.7
2. Principal Tax Savings      - 19.8
3. HSBC Tax Saver Fund   - 19.4
4. ICICI Pru RIGHT Fund  - 17.6
5. DSP-BR Tax saver Fund - 16.9

Category Average - 11.6 %

BALANCED FUND
1. Reliance RSF - Balanced       - 18.1
2. SBI Magnum Balanced Fund - 17.5
3. Tata Balanced Fund               - 17.1
4. Principal Balanced Fund        - 15.7
5. ICICI Pru Balanced Fund      - 14.9

Category Average - 12.0%

SENSEX - 7.6%
NIFTY - 8.9%

Tuesday, November 6, 2012

Dividend Declared Birla Sun Life Equity Mutual Funds


Birla Sun Life Mutual Fund has declared dividend under the schemes
Birla Sun Life Frontline Equity Fund - Rs. 0.50
Birla Sun Life MNC Fund - Rs 4.0
Birla Sun Life Opportunities Fund - Rs 0.75
The record date is 9/11/2012