QATAR NEWSPAPER PUBLISHES MY VIEW ON DEBT FUNDS

Qatar's leading English Daily THE PENINSULA published my view on Debt Funds. The Newspaper carried a article on how the Indian Investors dumped most of their equity investments and how most investors were looking at the debt investments.Further, the article wrote about which debt funds should be looked for investments and published my opinion on them.This is what it had to say :'Considering the falling interest rates, one would be better off investing...

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EVALUATE MY PORTFOLIO

CHANGE THE DEFENSIVE MINDSETMr. Brahmananda wrote :Thank you for your informative blog. It has been very useful to small investors like me.sir,please evaluate and guide my portfolio.At present I am investing inbank R/Ds 15,000p/m,Mutual Fund investments Reliance Regularsavings Equity 1,500/m;Sundaram Select focus 1,500/m;Kotak Opprtunities 2,000/m;Reliance Diversified Power Sector fund 5,000/m and BirlaMidcap Fund 5,000/m,I have 3yrs old daughter and I like to invest 5,000/m into gold, should i go for Gold ETF or Postoffice gold purchase and my...

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SUNDARAM PSU OPPORTUNITIES FUND

RELIGARE PSU EQUITY IS A BETTER OPTIONFollowing the footsteps of the successful fund launch of Religare PSU Equity Fund, Sundaram too has joined the PSU bandwagon and has launched the Sundaram PSU Opportunities Fund, which seeks to invest in PSU companies across the market cap and sectors.The fund has identified wealth creation triggers in the form of disinvestment process, growth, valuation re-rating and high-dividend payouts. Sundaram PSU fund...

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ADVISE FOR A HOUSEWIFE

START WITH EVEN A RS.500/- SIPA HouseWife Mrs.SA wrote :Dear Sir,You are doing a great job with your blog. I have learnt a lot from your blog. Even though I am afraid of Equities, your writing has given me confidence to invest in Mutual Funds, to be begin with.I'm a home maker & can save Rs.500/- every month. I want to invest this amountsystematically every month for next one year & want good return after 5 years.Now my question is which...

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DSPBR WORLD MINING FUND - UNIQUE THEME

FOR THE HIGH RISK APPETITE INVESTOR DSP BlackRock World Mining FundAfter two sucessful Fund of Funds, in DSPBR World Gold Fund and DSPBR World Energy Fund, DSP BlackRock has come out with its 3rd Fund of Funds DSP BlackRock World Mining Fund. The fund will invest in the BlackRock Global Funds’ World Mining Fund, which has a corpus of about Rs 51,000 crore and invests in mi ning companies across the world, with operations in precio us metals, coal,...

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FIDELITY INDIA VALUE FUND - AVOID

Fidelity has launched a New Fund Offer with a attractive name, Fidelity India Value Fund. The fund will invest in Indian and international equities with a higher focus on undervalued securities to deliver long term capital appreciation. The Fidelity India Value Fund's new fund offer (NFO) will close on December 15, 2009.Fidelity has built a strong reputation for giving more prominence to Fundamentals of Stocks it buys and thus has been a steady performer...

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AXIS EQUITY FUND - AVOID

The latest entrant to the Mutual Fund Industry is Axis Mutual fund which is promoted by Axis Bank.It has launched Axis Equity Fund. Axis Equity Fund is a plain vanilla Diversified Equity Fund and will be managed by Chandresh Nigam who was earlier with ICICI Prudential Mutual fund. The Fund is open for subscription from November 11 to December 8.Axis Equity Fund would follow a bottom-up approach to choose its basket of 35-40 scrips, entirely comprising...

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SAVING TAXES??? - ELSS IS THE BEST OPTION

KILLING TWO BIRDS WITH ONE STONE! You are sure to be bombarded with ads of Tax Schemes in the coming days as the 'Tax Season' draws near. ULIPs & ELSS will be the prominent ones who will be eyeing your wallet.My advise, Go for Mutual Funds ELSS. Among all Tax Saving instruments, ELSS stands out. Not only your Investments into the ELSS is tax free, but also the dividends you earn and also the returns at maturity are also tax free.It is proven...

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Rs.100 SIP in SBI Magnum Contra

Mr.A asked :Dear sir,Thank you for your great advices.Your blog http://goodfundsadviosr.blogspot.com is doing a great service to the Mutual Fund Investor Community.Recently SBI Magnum Contra MF allows inverstor to invest in this fund through SIP of Rs. 100. Is it okay if I start investment Rs. 250 per month for next 10 years in this fund? If I opt for SIP of Rs. 100 or below Rs. 500, I will have to continue SIP to Magnum Contra for next 5 years....

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MUTUAL FUNDS BETTER THAN DIRECT EQUITY INVESTING

MUTUAL FUNDS - YOUR BEST TOOL FOR WEALTH CREATIONMost of the investors may not know which stocks to invest in and, once any rally starts, they jump on to the bandwagon and invest in some stocks which they feel will be next multibaggers. Their expectation either on the basis of mere hearsay or their own gut feeling. They neither have the expertise in selection of quality stocks, nor the time or the inclination to engage in painstaking research for...

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GOLD - ADD THE 'SPARKLE' TO YOUR PORTFOLIO

BUY GOLD - SLEEP WELL Dear All, There has been so much said on Gold these days, investors are confused whether to buy or Sell Gold. I will try in my own way to confuse further!!!!WHY GOLD??? Before trying to get to know what to do with Gold., lets try to find out WHY we should consider Gold as an investment class at all. 1). Its well known that Gold is a perfect hedge against Inflation. But. Period.But, only if hold for a considerable period of...

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FD MATURING - WHERE TO INVEST NOW????

IDEAS FOR INVESTING LUMPSUM AMOUNTI had given an advise to an NRI in the month of April. I thought there is something for you to learn from that advise. Here goes......Mr.S Parekh asked :Dear Sir,I am a retired Gulf NRI aged 59 years.A NRO deposit of 6L is maturing in the next month. Can any of you guide me as to where and how i should invest this as I am not interested in renewing this FD further due to TDS of 31%I have following investments other...

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TATA INDO-GLOBAL INFRASTRUCTURE FUND - STAY INVESTED FOR NOW

Tata Indo-Global Infrastructure Fund has had a disastarous start and has ince inception given a Negative Return of Minus 13%. It has trailed its Benchmark both over a 1year Period and since its launch.The Tata Indo Global Infrastructure Fund is a three year close ended equity scheme which will be automatically converted to an open ended scheme upon maturity.The Fund invests between 65%-85% in Domestic Companies and between 15%-35% in Foreign Securities.To...

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RELIGARE PSU EQUITY FUND - INVEST

RIDE ON THE PSU GAINTSOne can consider investing in the Religare PSU Equity Fund.Religare Mutual Fund has come out with a New Fund Offer named Religare PSU Equity fund.Religare AMC post its acquisition of Lotus AMC in Dec 2009, has seen its AUM grow 4 fold to Rs. 14,700 crores, over a 10 month period.Fund Facts :The fund seeks to invest in Companies where the Central / State Government(s) has majority shareholding or management control or has powers...

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FIRST JOB - FIRST INVESTMENT

HELP ME PLAN MY INVESTMENTSS Chatterjee asking for MF Help wrote :Hello Sir,I need some suggestion and advice regarding MF'S. Before Iintroduce myself, just a note of thanks for you!!I have been reading your blogs on mutual funds and other personal finance related queries off late. Let me tell you, you are doing avery good job and there are hundreds of people who are benefitted. Keep it up!!I am 24 years old and I have joined my first job in Dec,...

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MIRAE ASSET CHINA ADVANTAGE FUND

TAKE A RIDE ON THIS DRAGONMirae Asset Global Investments has come out with a New Fund Offer, Mirae Asset China Advantage Fund. This is a Fund of Fund scheme which will invest 80% in Mirae Asset China Sector Leader Equity Fund through a Feeder Fund named Mirae Asset Global Discovery Fund (MAGDF) operating in Luxembourg and balance 20% in DIRECT CHINESE STOCKS.The Feeder Fund MAGDF is incorporated in Luxembourg to avoid Double Taxation.Many financial...

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ICICI RIGHT FUND - RIGHT OR WRONG??

FOR PASSIVE TAX SAVING INVESTORSICICI Prudential Right Fund is a 10 year Close Ended ELSS (Tax Saving ) Fund.The Fund closed for subscription on 09 September.I sent the following advise on the Fund to my clients. Read on...........ICICI Prudential Mutual Fund has lauched a New Fund ICICI Prudential Right Fund. The Fund is a 10 year Close ended ELSS that seeks to generate Long Term Capital Appreciaton.The Minimum Subscription is Rs.500 and in multiples...

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HELP ME ACCUMULATE LONG TERM GAINS

Want to accumulate Long Term Gains???... Then read on..Niranjan Kumar Boora wrote :Hi, I am considering to accumulate long term gains, I have started SIP in mutual funds. My question is did I selected the proper portfolio.I happened to read your blog today.I started investing in mutual fund through SIP route Rs2000pm for 1 year starting Nov 2008 in the following funds.Can you please analyze my portfolio.1. HSBC Equity Fund - Growth (You suggested to few people to buy Fidelity Equity, what to do?)2. IDFC Premier Equity Fund - Growth3. DWS Tax Saving...

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L&T FINANCE NCD - INVEST

SAFE, SECURE AND LIQUID TOO L&T Finance is offering its First Ever NCD. Srikanth Shankar MatrubaiL&T Finance is a 100% subsidiary of L&T. The Company has a good Track record. The Company's Capital Adequacy is very good at 16%.The NCD is secured and the Company is also setting up a Debenture Redemption Reserve by setting aside 50% of the Capital raised in the NCD.Net NPA is only 2.04% as on 31/3/09 and that too due to Economic downturn...

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SHINSEI INDUSTRY LEADERS FUND - INVEST

Focusses on Quality StocksSrikanth Shankar MatrubaiOne can consider investing in Shinsei Industry Leaders Fund.Shinsei Mutual Fund promoted by Shinsei Bank, Japan and Rakesh Jhunjhunwala have come out with their First Equity NFO with the name of Shinsei Industry Leaders Fund.WHERE WILL THE FUND INVEST ?The Fund aims to invest in "Leaders" who not only have Largest Market Share but also includes companies who have Highest Growth in sales and Highest...

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