Saturday, April 18, 2020
Friday, April 17, 2020
Extension of temporary period regarding Cut-Off timings 17.04.2020
News By UTI Mutual Funds
Date: April 17, 2020 | ||||||||||||||||||||
| Dear Investor, | ||||||||||||||||||||
Extension of temporary period regarding Cut-Off timings for both subscription & redemption in various mutual fund schemes
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| This is in reference to our notice dated April 06, 2020 on Change in Cut-Off timings for both subscription & redemption in various mutual fund schemes for a temporary period. Following the announcement of a further lockdown by Government of India, RBI has extended the period for amended trading hour till April 30, 2020 (Thursday), vide its press release dated April 16, 2020. Accordingly, it has been decided by Securities and Exchange Board of India (SEBI) to extend the period of reduction of the cut-off timing for both subscription and redemption in various mutual fund schemes till April 30, 2020. The cut-off timings continue to be as under till April 30, 2020. | ||||||||||||||||||||
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| There is no change in other terms and conditions. | ||||||||||||||||||||
| All other features of the scheme(s) will remain unchanged. | ||||||||||||||||||||
| Assuring you of our best services. | ||||||||||||||||||||
| UTI Mutual Fund | ||||||||||||||||||||
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| MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY. | ||||||||||||||||||||
News By IDFC Mutual Funds
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SBI Mutual Funds Details as per 31.03.2020
SBI Bluechip Funds
Let us to know about SBI Blue chip fund. its equity fund large cap fund it is open ended equity scheme predominately investing in the large cap stock.We are discus here all this portfolio stock name and fund details, portfolio classification by asset allocation, etc.
What is Investment Objects
This fund provide investors with opportunities for long- term growth in capital through an active management of investments in a diversified basket of large cap equity stocks (as specified by SEBI/AMFI from time to time).Portfolio Classification By Asset Allocation (&)
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| SBI Bluechip Fund |
Fund Details
Its scheme an open-ended Equity scheme predominantly investing in large cap stocks.
Date of Allotment:14/02/2006
Report As On: 31/03/2020AAUM for the Month of March 2020
Rs. 18,966.68 Crores
AUM as on March 31,2020
Rs. 17,120.76 Crores
Portfolio Classification By Asset Allocation (&)
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| SBI Bluechip Fund |
Fund Manager: Ms. Sohini AndaniManaging Since: Sep- 2010 Total Experince: Over 23 Year
Benchamark: Over 23 Year
Exit Load:
For exit within 1 Year from the date of allotment- 1 %, For exit after 1 Year from the date of allotment- Nill
Entry Load: N.A.
Plans Available: Regular, Direct
Options: Growth, Dividend
SIP
Any Day SIP' Facility- is available for Monthly, Quarterly, Semi- Annual and Annual Frequencies through electronic mode like OTM/Debit Mandate. Default SIP date will be 10th. In case the SIP due date is a Non Business Day, then the immediate following Business Day will be considered for SIP processing.
Monthly- Minimum Rs. 1000 & in multiples of Rs.1 thereafter for minimum six months (or) minimum Rs. 500 & in Multiples of Rs. 1 thereafter for minimum one year.
Quarterly- Minimum Rs. 1500 & in multiples of Rs. 1 thereafter for minimum one year.
Semi Annual- Minimum Rs. 3000 & in multiples of Rs. 1 thereafter for a minimum of 4 installments.
Annual- Minimum Rs. 5000 & in multiples of Rs. 1 thereafter for a minimum of 4 installments.
Minimum Investment
Rs. 5000 & in Multiples of Rs.1
Additional Investment
Rs. 1000 & Multiples of Rs.1
Portfolio Stocks Name in SBI Blue Chip Fund
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| SBI Bluechip Fund |
Thursday, April 16, 2020
RETIREMENT BENEFIT PENSION FUND
What is Retirement Planning?
Retirement Planning important for every person. After job retirement earning source will close. That time have many some medicine and fruits diets expenses those expenses important for your life so can fulfill all by your retirement pension. If you will be early age start pension scheme so that you have pension amount to more. Before start retirement pension scheme you have must to know why is important for every one. we have explained all of benefits of retirement pension scheme in below. |
| Money freedom |
money freedom
(सेवानिवृत्ति की योजना प्रत्येक व्यक्ति के लिए महत्वपूर्ण है। नौकरी से सेवानिवृत्ति के बाद कमाई का स्रोत बंद हो जाएगा। उस समय में कुछ दवाएँ और फलों के आहार खर्च होते हैं जो आपके जीवन के लिए महत्वपूर्ण खर्च होते हैं इसलिए आपकी सेवानिवृत्ति की पेंशन से सभी को पूरा कर सकते हैं। यदि आप कम उम्र के पेंशन योजना शुरू करेंगे ताकि आपके पास पेंशन राशि अधिक हो। सेवानिवृत्ति पेंशन योजना शुरू करने से पहले आपको यह जानना होगा कि हर एक के लिए क्यों महत्वपूर्ण है। हमने नीचे पेंशन सेवानिवृत्ति योजना के सभी लाभों के बारे में बताया है।)
Our of the many financial needs wealth Creation, Children's Education Planning, one that is most important is Retirement Planning. Your not only have to anticipate it but also get ready to salary coming your way. When approaching retirement, an important consideration is how to invest your savings so that you are able to replace your monthly salary with regular income post retirement. When it comes to choosing how to structure your investments in retirement, it is important that your saving are invested in a tax effective way while still maintaining flexibility to cover any unforeseen changes in your circumstances.
Why Retirement Planning ?
With inflation, changes in lifestyles and investment avenues it is crucial to plan your retirement early. some of these changes include:
- Migration of Children and collapse of joint family system.
- Increased life expectancy and therefore saving to last longer.
- Pensions, if any, insufficient to sustain the living standards.
- Increased cost of living/ spending patterns.
- Sharp increase in medical expenditure.
Consider inflation while planning for retirement:
In general terms, inflation is a rise in the general level of prices of goods and services in an economy over a period of time. But what it does worse it erodes the money that has been saved. Say you have invested Rs. 100 for 1 year at 8% interest rate and for that year the inflation has been 6%. Then practically you will be earning Rs.2 only . because the cost of the commodities will also increase. Did you know that at the same level if you purchase toothpaste today at Rs.35 post years it will cost you Rs. 150 considering 6% inflation throughout.
Financial Planning Review:
Good retirement planning changes with you and is an ongoing process based on your circumstances and life events. That's why your strategies must also be open to ongoing monitoring and adjusting. Expert advice from Financial Advisors and guidance can help you stay on track as you reach toward your goals . the planning can be done as under
Retirement Planning / Pension Funds Benefits:
1. You will can be start minimum amounts.
2. You have option to start monthly SIP & Lump-sum investment in Pension Funds.
3. Funds growth benefits is very high.
4. You have options to transfer pension to wife and others.
5. Tax benefits for your total yearly investment.
6. Safe and secure family future.
7. Your will be same Lifestyle after Job Retirement.
8. You will be save a big amount after retirement?
9. Over such long period, equity mutual funds work best.
10. Equity mutual fund has the potential to give inflation beating returns.
Here is some retirement and others long term goal plans for your knowledge
THE JOY OF STAYING YOUNG, EVEN AS YOU GROW OLD
Long Term Goal Plan
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Fund Name
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Category
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AUM (In crs)
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Speciality-Pension
Plan
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353.89
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Speciality-Pension
Plan
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28.57
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||
Speciality-Pension
Plan
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66.37
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||
Speciality-Pension
Plan
|
62.06
|
||
Speciality-Child
Care
|
378.71
|
||
Speciality-Child
Care
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3135.82
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Speciality-ULIP
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3896.29
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Speciality-Pension
Plan
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2452.65
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Speciality-Pension
Plan
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67.72
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Speciality-Pension
Plan
|
65.54
|
||
Speciality-Child
Care
|
512.16
|
||
Speciality-Pension
Plan
|
107.6
|
||
Speciality-Child
Care
|
192.19
|
||
Speciality-Child
Care
|
245.98
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Speciality-Pension
Plan
|
49.67
|
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Tuesday, April 14, 2020
Top 10 Tax Saving Mutual Funds 2020
TOP 10 TAX SAVING MUTUAL FUNDS
10 सर्व श्रेष्ठ TAX SAVING MUTUAL FUNDS के बारे में जानने से पहले यह समझना बहुत जरुरी है कि आखिर ये फंड्स होते क्या है और कैसे काम करते है।
TAX SAVING MUTUAL FUNDS को ELSS के नाम से भी जाना जाता है यह टैक्स सेविंग फंड्स सभी फण्ड हाउस कंपनियों में डेब्ट और इक्विटी दोनों स्कीम के हो होते है इक्विटी वाले टैक्स सेविंग फंड्स अधिक तर ओपन एंडेड होते और डेब्ट टैक्स सेविंग फण्ड कुछ समय के लिए ही खुले होते है इन फंड्स की १ या २ हफ़्तों के लिए ही विंडो खुली होती है कई फंड्स हाउस में टैक्स सेविंग फंड्स लॉन्ग टर्म इक्विटी फंड्स के नाम से भी होते है।
जिन निवेशकों को टैक्स में सेविंग के लिए इन्वेस्ट मेन्ट करनी होती है वो निवेशक ये जान ले की इन फंड्स का Locking Period होता है जो Minimum 3 Years का होता है और एक बार आपके निवेश करने के बाद, आप अपना निवेश ३ साल से पहले नहीं निकल सकते है।
TAX SAVING FUND को लम्बे समय के निवेश मान कर ही करना चाहिए यह एक ऐसा FUND होता है।जिसमे लम्बे समय में ही निवेशक को अच्छा PROFIT होता है। देखा जाये तो सभी लोग इस में निवेश SAVING को ध्यान में रख कर ही करते है इसको SAVING ही मान लिया जाय तो कोई अलग बात नहीं होगी।
AS PER GOVERNMENT BUDGET 2020 -2021 में सरकार द्वारा ये सभी टैक्स सेविंग रियायतें वैकल्पिक कर दी गई है अगर कोई लेना चाहे तो ले सकता है। दोनों के लिए INCOME TAX स्लैब्स अलग
अलग है।
जानते है आखिर कौन सी है वो 10 सर्व श्रेष्ठ Return वाले
Tax Saving Mutual Funds Schemes
No.-1 Axis Long Term Equity Fund Equity-Tax Planning
No.-2 Principal Personal Taxsaver Equity-Tax Planning
No.-3 SBI Long Term Equity Fund Equity-Tax Planning
No.-4 ICICI Prudential Long Term Equity Fund (Tax Saving) Equity-Tax Planning
No.-5 HDFC Long Term Advantage Fund Equity-Tax Planning
No.-6 HDFC Taxsaver Fund Equity-Tax Planning
No.-7 IDFC Tax Advantage (ELSS) Fund Equity-Tax Planning
No.-8 Aditya Birla Sun Life Tax Relief 96 Equity-Tax Planning
No.-9 DSP Tax Saver Fund Equity-Tax Planning
No.-10 UTI Long Term Equity Fund (Tax Saving) Equity-Tax Planning
और कौन कौन से है Tax Saving Mutual Funds
| Fund Name | Category |
| BOI AXA Tax Advantage Fund | Equity-Tax Planning |
| Axis Long Term Equity Fund | Equity-Tax Planning |
| BNP Paribas Long Term Equity Fund | Equity-Tax Planning |
| Canara Robeco Equity Tax Saver Fund | Equity-Tax Planning |
| Shriram Long Term Equity Fund | Equity-Tax Planning |
| IDBI Equity Advantage Fund | Equity-Tax Planning |
| Union Long Term Equity Fund | Equity-Tax Planning |
| Invesco India Tax Plan | Equity-Tax Planning |
| Kotak Tax Saver Fund | Equity-Tax Planning |
| LIC MF Tax Plan | Equity-Tax Planning |
| Motilal Oswal Long Term Equity Fund | Equity-Tax Planning |
| Quant Tax Plan | Equity-Tax Planning |
| Mirae Asset Tax Saver Fund | Equity-Tax Planning |
| Aditya Birla Sun Life Tax Relief 96 | Equity-Tax Planning |
| DSP Tax Saver Fund | Equity-Tax Planning |
| UTI Long Term Equity Fund (Tax Saving) | Equity-Tax Planning |
| JM Tax Gain Fund | Equity-Tax Planning |
| Aditya Birla Sun Life Tax Plan | Equity-Tax Planning |
| Indiabulls Tax Savings Fund | Equity-Tax Planning |
| Taurus Taxshield | Equity-Tax Planning |
| Edelweiss Long Term Equity Fund (Tax Savings) | Equity-Tax Planning |
| PGIM India Long Term Equity Fund | Equity-Tax Planning |
| Tata India Tax Savings Fund | Equity-Tax Planning |
| Baroda Equity Linked Saving Scheme 96 | Equity-Tax Planning |
| Mahindra Kar Bachat Yojana | Equity-Tax Planning |
| HSBC Tax Saver Equity Fund | Equity-Tax Planning |
| L&T Tax Advantage Fund | Equity-Tax Planning |
| ICICI Prudential Long Term Equity Fund (Tax Saving) | Equity-Tax Planning |
| SBI Long Term Equity Fund | Equity-Tax Planning |
| PRINCIPAL Tax Savings Fund | Equity-Tax Planning |
| Principal Personal Taxsaver | Equity-Tax Planning |
| Essel Long Term Advantage Fund | Equity-Tax Planning |
| HDFC Long Term Advantage Fund | Equity-Tax Planning |
| Sundaram Diversified Equity | Equity-Tax Planning |
| Franklin India Taxshield | Equity-Tax Planning |
| HDFC Taxsaver Fund | Equity-Tax Planning |
| IDFC Tax Advantage (ELSS) Fund | Equity-Tax Planning |
| Quantum Tax Saving Fund | Equity-Tax Planning |
| Nippon India Tax Saver (ELSS) Fund | Equity-Tax Planning |
Note-
" Mutual fund investments are subject to market risk, please read scheme related documents carefully "
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