Moneywise – Moneywise-Save Today For A Better Tomorrow

Moneywise – Moneywise-Save Today For A Better Tomorrow

Posted by Adm1n in Moneywise on 06 23rd, 2009 | no responses

Stumble it!

(No Ratings Yet)

Loading ...

Being Moneywise

Investment and Insurance Ideas : – MEDICLAIM INSURANCE FOR Sr.Citizens.

By Sathish Kumar C – 98401 89123

Elss – Tax Saver Funds Performance

S.No	FUND NAME	NAV
S.No	FUND NAME	16/6/2009	5 Years
1	Birla Sun Life Tax Relief ‘96 – Dividend	72.64	22.04
2	Franklin India Tax shield – Growth	144.87	25.56
3	HDFC LT Advantage Fund – Growth	90.57	24.67
4	HDFC TaxSaver – Growth	146.93	31.68
5	ICICI Pru Tax Plan – Growth	87.03	28.71
6	LICMF Tax Plan – Growth	25.04	13.52
7	Magnum Tax gain – Growth	47.30	41.06
8	Principal Personal Tax Saver	71.69	23.46
9	Reliance Tax Saver – Growth	14.74	N.A.
10	Sundaram BNP Paribas TaxSaver – Growth	34.62	35.83
11	Tata Tax Saving Fund	41.55	21.67
12	UTI Equity Tax Savings Plan – Growth	30.26	19.31

*Equity *Commodities *Mutual Funds *Life & General Insurance *IPO’s

TRADING FACILITY NOW AVAILABLE IN YOUR MOBILE PHONES TOO. TRADE ON THE MOVE.

Reliance infrastructure fund – nfo closes on 23.6.2009 –
(To invest call Sathish Kumar C on 98401 89123 / 97908 03751)
Invest maximum of 35% into other companies or fixed income instruments .
Adopt a multi- cap approach and its investment s tyle is to focus on companies with a
medium to long term horizon.
Reliance Mutual Fund has identified the following sectors / areas under the infrastruc ture ambit
(this is an indicative list and is subject to ongoing change by the AMC):
Ports & Airports
Metals & Minerals
Banks , Financial Institutions & Term lending Institutions
Cement & Cement Products
Power and Power equipment
Road & Railway initiatives
Cons truction and Engineering
Telecommunication
Electrical & Electronic components
Transportation
Urban Infrastructure inc luding Housing & Commercial Infrastruc ture
Energy including Coal, Oil & Gas , Petroleum & Pipelines
Coal, Mining & Aluminum
Industrial Capital Goods & Products
Reliance Infrastructure Fund would be managed by Mr. Sunil Singhania, who apart from this
scheme manages the Reliance Growth Fund, the Reliance Equity Fund, the Reliance Long
Term Equity Fund, the Reliance Divers ified Power Sec tor Fund and the Reliance Banking Fund.
Mutual Fund investments are subject to market risks . Please read the Scheme
Information Document and Statement of Additional Information carefully before investing.
For more details call – Sathish Kumar C – 98401 89123