A long-term track record of good performance, proven ability to ride out corrections better than most peer funds and benchmark, and a focussed exposure to blue-chip equities makes Birla Sun Life Frontline Equity Fund an apt investment option.That the fund is among the select few funds to have bettered their respective benchmarks each year in the last five years also adds to its appeal.

(more…)

A compounded annualised return of less than 3per cent since inception in March 2006 does not augur well for investors holding Kotak Lifestyle Fund in their portfolio. The fund’s unimpressive performance compared with its benchmark, CNX 500, over different time periods since inception warrants a re-look from investors to possibly switch to some of the top-performing diversified large-cap funds such as HDFC Top 200 and DSPBR Top 100 Equity.

The fund was launched with a view that it would benefit from an upward economic cycle with the consumerism expanding substantially. But the timing may have been a tad late. The fund’s investment objective is to invest across companies that are likely to benefit from changing lifestyle and rising consumerism.

(more…)

Wish you had an investment option that managed a decent absolute return without your having to time the equity or debt markets? HDFC Multiple Yield Fund has precisely this objective. With a 9 per cent annualised return over five years and a 9.9 per cent return over three years, it has turned in a reasonable showing over the long term.

(more…)

Wish you had an investment option that managed a decent absolute return without your having to time the equity or debt markets? HDFC Multiple Yield Fund has precisely this objective. With a 9 per cent annualised return over five years and a 9.9 per cent return over three years, it has turned in a reasonable showing over the long term.

(more…)

Reliance Pharma Fund Invest

The increasing interest of global pharma majors in the Indian generics space, strong growth in the domestic market besides the pro-generic healthcare reforms likely in key markets of the US, Europe and Japan make a strong case for investing in the pharmaceuticals sector now.

(more…)

UTI-Mahila Unit Scheme: Invest

Women investors looking at debt-oriented funds that yield returns superior to traditional debt options can consider investing in UTI Mahila Unit Scheme, a balanced fund that seeks to hold a 70:30 debt-equity allocation.

The fund’s five-year returns of 18 per cent places it among the top performing funds in the debt category. A dynamic debt portfolio and quality stocks from the equity market have enabled the fund to maintain a good track record since its launch in April 2001.

(more…)

Tata Opportunities Fund : HOLD

Investors with high risk tolerance can consider holding their units in Tata Opportunities Fund based on its performance over a five-year period. The fund has not sufficiently compensated investors for the risk assumed. “Opportunities” as a theme requires identifying right calls ahead of the market rally to generate returns higher than the benchmark.

(more…)