Mutual fund Old Name & New Name

Get the Old Name and New name of mutual fund


Click Here

How to get your long term Capital gain Statement of your mutual fund.

You can get your  long term Capital gain Statement of your mutual fund investment through your registered mail id.

click in the link below

Click Here

Go to the--Investor Services(on top)--Mailback services(Left hand side)--- click on

Consolidated Statement – Grand-fathered equity oriented schemes 

Put your registered mail id and password of your choice and get the statement in your mail.

How to get the Realised Gains Statement of Mutual fund.

You can get your Realised Gains Statement of Mutual fund. investment through your registered mail id.

click in the link below

Click Here

Go to the--Investor Services(on top)--Mailback services(Left hand side)--- click on

Consolidated Realised Gains Statement

Put your registered mail id and password of your choice and get the statement in your mail.

How to get your Mutual fund portfolio.

You can get your portfolio of your mutual fund (CAMS+ Karvy+FTI+Sundaram) investment through your registered mail id.

click in the link below

Click Here

Go to the--Investor Services(on top)--Mailback services(Left hand side)--- click on

Consolidated Account Statement - CAMS+Karvy+FTAMIL+SBFS.

Put your registered mail id and password of your choice and get the statement in your mail.

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kindly contact 918178585782 (Manoj)

Stocks which can give you 50%-100% Returns in 2018

12 Stocks which has the capability to deliver goods Returns. These NSE and BSE Stocks which can give you 50%-100% Returns in 2018

Stocks Name	NSE closing Price on 19/01/2018
JVL Agro	₹                                                 38.15
Jamna Auto Industries Limited	₹                                                 75.95
LT foods	₹                                                 92.80
Granules India Limited	₹                                               135.60
Camlin Fine Sciences Limited	₹                                               135.70
Himadri Speciality Chemical Limited	₹                                               173.50
Indraprastha Gas Limited	₹                                               311.50
Yes Bank	₹                                               349.35
Navin Fluorine International Limited	₹                                               790.55
Balkrishna Industries Limited	₹                                             1,139.65
HDFC Bank	₹                                             1,952.20
Maruti	₹                                             9,323.95

Disclaimer - Consult your financial Advisor before buying these stocks

Mutual funds Common application forms ,SIP forms and Transaction Slip

Axis Mutual fund Forms

Axis Mutual fund Common Transaction slip

Axis Mutual fund Cancellation of SIP form

Axis Mutual fund SIP Switch Request form

Axis Mutual fund STP form

Aditya Birla Mutual fund forms

Birla Mutual fund Common Application form and SIP form
Birla Mutual fund Common Transaction slip
Birla Mutual fund SIP Switch Request form


HDFC Mutual Fund Forms

HDFC Mutual fund Common Application form and SIP form
HDFC Mutual fund Change of Bank Details
HDFC Mutual fund Change of Nominee Details
HDFC Mutual fund Change /Updation of Contact Details.
HDFC Mutual fund Change of Address.

Mirae Mutual fund Forms

Mirae Mutual fund Common Application form and SIP form
Mirae Mutual fund Change of Bank Mandate

How to Invest in Mutual Fund Online for Existing Investor.

If you are Existing Investor you can invest by click on the below mentioned link


https://www.camsonline.com/COL_InvestorServices.aspx

and click on the

How to invest in Mutual fund.

1.If you are fist time investor having Aadhar card

Do your e-kyc by going to below mentioned link

https://www.sbimf.com/en-us/e-kyc/online-investment

Once you complete you e-Kyc kindly invest in Mutual fund by clicking on the below mentioned link.

Axis Mutual fund

https://www.axismf.com/Online/NewUserRegistration.aspx

Birla Mutual Fund

https://mutualfund.birlasunlife.com/Pages/secured/individual/FreshPurchase/Freshpurchase.aspx

DSP Black rock Mutual Fund 

https://invest.dspblackrock.com/mutual-fund-products/all-schemes?invest=now

Franklin Templeton Mutual Fund

https://www.franklintempletonindia.com/#tab_tab2

HDFC Mutual Fund

https://investor.hdfcfund.com/mfonline/

ICICI Prudential Mutual Fund.

https://www.icicipruamc.com/FTM/Forms/Views/frmWelcome.aspx

L&T Mutual Fund

https://online.lntmf.com/MFO_Interim.aspx

Mirae Mutual Fund.

https://transact.miraeassetmf.co.in/investor/General/firsttimeinvestornew.aspx

UTI Mutual Fund

https://online.utimf.com/General/Login.aspx

How to get account statement if I don't Know folio of my Mutual fund

1.How to get account statement by registered mail id if I don't Know folio number of my Mutual fund Scheme.

Kindly go the below mentioned link
Click Here

Put your mail id ,it will show all the Mutual Fund in which you mail id is registered

Put the self extraction password ,you will receive the statement in your registered mail id.

What is equity linked saving scheme(ELSS).

Equity linked saving schemes are the tax saver equity fund.According to Indian income tax section 80c you can invest upto 1.5 lac and get a taxable income.

How to invest Online in Mutual Funds.

If you are fist time investor having Aadhar card

Do your e-kyc by going to below mentioned link

Click here

Once you complete you e-Kyc kindly invest in Mutual fund by clicking on the below mentioned link.

Axis Mutual fund

Click here

Birla Mutual Fund

Click here

DSP Black rock Mutual Fund 

Click here

Franklin Templeton Mutual Fund

Click here

HDFC Mutual Fund

Click here

ICICI Prudential Mutual Fund.

Click here

L&T Mutual Fund

Click here

IDFC Mutual fund

Click here

Mirae Mutual Fund.

Click here

Motilal Oswal Mutual fund

Click here

TATA Mutual Fund

Click here


UTI Mutual Fund

Click here

Best Investment Option in India.

In todays time when inflation is hovering around 8-9%,bank fixed deposite (FD's) will not beat the inflation which is giving  return of 7%-8.5% per annum,this means the value of the money remains the same after a year even though you earn a retun of 8%.

So how to grow your money without taking too many risk and without bothering to watch your portfolio on daily basis.Equity market is best way to beat the inflation and earn annualise retun of 15%-30% on long term(3+ years).

If you don't have the very good Knowledge of Equity market, you can invest in equity market through equity Mutual Funds,in long term equity Mutual Fund can give you annualise  retun of 15%-30%.
Systematic Investment plan(SIP) is the best way to invest in Equity mutual fund in long term,it gives you the benefit of averaging ,when the market is up it will buy you less units but when market is down it will buy more units,thus averaging the units.

What is NAV in Mutual fund

NAV(Net Asset Value)-Net asset value is
                                       
                                             Market capitalisation - Total liblities
                                               ___________________________
                                                 Total number of outstanding shares

Units=     Invested Amount
              -----------------------
                    NAV

AUM(Asset under Management) -AUM is total Invested amount in a particular scheme of Mutual fund or AMC(Asset Management company)

AMC-Mutual Fund company is better known as AMC(Asset Management company).

Switch-Switching of the whole amount/units or partial amount/units of a scheme to a different scheme of the Same AMC(mutual fund company ).

For Example switching all units of DSP Blackrock Equity Fund to DSP blackrock Micro cap fund.
or Switch of all units of SBI Balance Fund to SBI Midcap fund.

Switching of DSP Blackrock Equity Fund to SBI Midcap fund not allowed.

Dividend Reinvestment-Dividend reinvestment is the option where amount which was delcleared as diviend in a particular scheme is again reinvested in that particular scheme,units of that amount is
repurchsed.

Dividend Payout-Dividend amount which was delcleared as diviend in a particular scheme is directly credited in you bank account.

Growth option -It is the option in which the Invested amount keeps on growing until and unless you redeem the amount.

Top 10 tax saving Funds(ELSS)

Top 12 Tax saving Funds(ELSS) as on 19th Jan 2018

Top 10 Mid cap Mutual funds returns

Right now India is the best investment destination and India Mutual fund making good returns for the Investor.
Here are Top 10  Mid cap mutual funds return over 3 years
As on NOV 2016

Fund	Launch	Expense	3-Year	Net Assets (Cr)
		Ratio (%)	Return (%)
Mirae Asset Emerging Bluechip Fund - Regular Plan	Jul-10	2.37	39.79	2,642
Birla Sun Life Pure Value Fund	Mar-08	2.82	37.18	604
UTI Mid Cap Fund	Apr-04	2.32	37.09	3,664
Sundaram Select Midcap Fund - Regular Plan	Jul-02	2.31	36.1	4,193
JP Morgan India Mid and Small Cap Fund	Dec-07	2.45	34.35	491
Principal Emerging Bluechip Fund	Nov-08	2.61	34.33	632
ICICI Prudential Midcap Fund	Oct-04	2.39	33.98	1,188
HDFC Mid-Cap Opportunities Fund	Jun-07	2.11	33.74	13,022
DSP BlackRock Small and Mid Cap Fund - Regular Plan	Nov-06	2.53	33.72	2,360
Kotak Mid-Cap Regular Plan	Feb-05	2.47	33.16	464

How Can you grow your Money through Equity Mutual fund

In todays time when inflation is hovering around 8-9%,bank fixed deposite (FD's) will not beat the inflation which is giving  return of 7%-8.5% per annum,this means the value of the money remains the same after a year even though you earn a retun of 8%.

So how to grow your money without taking too many risk and without bothering to watch your portfolio on daily basis.Equity market is best way to beat the inflation and earn annualise retun of 15%-30% on long term(3+ years).

If you don't have the very good Knowledge of Equity market, you can invest in equity market through equity Mutual Funds,in long term equity Mutual Fund can give you annualise  retun of 15%-30%.
Systematic Investment plan(SIP) is the best way to invest in Equity mutual fund in long term,it gives you the benefit of averaging ,when the market is up it will buy you less units but when market is down it will buy more units,thus averaging the units.

How to invest in Indian Mutual fund schemes if you are a NRI(Non Residential Indian)

How to invest in Indian Mutual fund schemes if you are a NRI(Non Residential Indian)  having a NRI account and PAN (permanent account number).

If you are a NRI and having a NRI account with Indian bank and have PAN card, you can easily invest in Indian Mutual fund schemes ,first you have to be cvl kra verified.one can go to  www.cvlkra.com  and enter PAN and easily know his/her status, if you are not cvlkra verified you don’t have to worry, you can download the individual form and submit to one of the brokers in India.Once you are Cvl kra registered you can go to any of the Mutual fund sites or www.camsonline.com and www.karvymfs.com sites and invest online in the schemes you want to invest.

How one should know about the performances of the Mutual Fund schemes?

If you want to know the performances of the Indian Mutual fund schemes visit the site www.valueresearchonline.com, you can compare the fund according to the investment strategy, or the segment, for example mid cap ,small cap ,multi cap ,tax savers ,balanced funds ,debt fund and liquid funds.It has been suggested to invest in the funds if its consistent in Its performance over a long term ,look at the returns for 5 years ,3 years and 1 year. Try to diversify your portfolio and invest according to your risk taking abilities and your personal goals .If your disposable income is high and want to be invested for long time go for equity funds, diversify your portfolio with the mix of debt and equity ,diversify your portfolio in  equity with mix of large Caps ,multi caps ,mid caps and small cap fund,always do some research about the schemes performances and returns by yourself,  best way to go for Mutual fund Investment is thought systematic Investment plan (SIP).

For any queries mark a mail to manoj.mondal016@gmail.com.

What is Mutual Fund

Mutual fund is a pool of money which is taken from the large number of customer and then they are invested in equity and debt market by a professional portfolio manger and then what ever may be the profit or loss the same is shared to the customer in the ratio of the units they hold.


Advantages of Mutual funds

1.Professionally managed- Every schemes of Mutual fund is Professionally managed by a Fund manager,they have a group of research team which researchs on Equity, stock maket and debt instruments and according to there research they make a portfolio of Stocks and debt instuments and invest investor money in that portfolio.Every schemes has a seperate portfolio accroding to funds investment objective.

2.Diversification- As every scheme has a seperate portfolio,the money of the investor is invested in different stock and different sectors and hence diversified,if a particular stock or sector is not doing well it will balanced by the sector or stock which is doing well and loss can be minimize .

3.Liquidity-All open ended funds can be reedeem at any woking day,the payout for Debt is T+1(trading+1) and for equity funds payout is T+3 to T+5 depends upon the investemnt objective.Most equity funds payout is T+3.

How to get the capital gain statement of you Mutual funds.

For capital gains statements of

Birla sunlife Mutual fund DSP Blackrock Mutual fund. HDFC Mutual fund HSBC Mutual fund ICICI Prudential Mutual fund IDFC Mutual fund IIFL Mutual Fund Kotak Mutual Fund L&T Mutual fund Mahindra Mutual fund PPFAS Mutaula fund SBI Mutual fund TATA Mutual fund Shriram Mutual fund Union KBC Mutual fund

Click here    and go to Realised Gain Statement

Put your registered mail id of the folio and password and get your capital gain statement within few minutes on your mail.













Disclaimer :-Information given may subjected to change.

What is SIP(systematic investment plan)in Mutual Fund

Through SIP (systematic investment plan),you can invest in Mutual Fund's scheme a pre determined amount on monthly,weekly,quarterly or daily basis(daily options are limited to few scheme).SIP will give the investor the benefits of averaging which in turn will minimize the loss and maximize the profit.

What are Gold ETFs (Exchange Traded Fund).Why they are better than Physical Gold

Gold ETFs (Exchange Traded Funds)vs Physical Gold

Gold ETFs (Exchange Traded funds) are instruments that invest in 99.5 per cent purity gold. These are listed and traded on stock exchanges.

 Every unit of gold ETF you buy lets you own 1 gram of physical gold.

All you need for investing in gold ETFs is a demat account and a trading account with a registered broker. It's as simple as trading in stocks and is a much better option that going for physical gold or gold coins

Why gold ETFs?

Easier to buy

When you buy gold ETFs, though you own a certain amount of gold, you don't actually get delivery of the yellow metal. You can store the units virtually in your demat account and save yourself the trouble of having to protect your physical gold.

Available is small denominations

Gold ETFs are available in small denominations One gold ETF unit represents 1 gram of gold. You can even buy half a gram of gold if that's all you can afford this month.

Don’t have to compormise on purity

Gold ETFs only deal in 99.5 per cent purity gold. So there is no question of purity which may arise in physical gold .

Easier to sell

As gold ETFs are traded in stock exchange you can sell it any time and get the market  value where as  physical gold  to be sold in market either you have to bargain with the jwellers to get the right price as they are more intrested in selling gold rather than buying .

More tax efficient than physical gold

The taxation system for gold ETFs is the same as for non-equity mutual funds. If you hold gold ETFs for more than a year, you pay a long-term capital gains tax of 10 per cent without indexation or 20 per cent with indexation, whichever is lower, on the profits made. Gold ETFs held for less than a year attract short-term capital gains tax.

But in case of physical gold, you have to hold it for at least three years for the long-term capital gains tax

 Wealth tax-free

Physical gold attracts wealth tax if you're holding more than a certain amount. At the moment, that amount is Rs 15 lakh. But there is no such taxation for gold held through gold ETFs.

	3-M	6-M	1-Year
Fund Name	Return (%)	Return (%)	Return (%)
Axis Gold ETF	15.13	25.29	N/A
Birla Sun Life Gold ETF	15.28	N/A	N/A
Goldman Sachs Gold ETF(earlier Benchmark Gold ETF)	14.97	25.23	32.34
HDFC Gold ETF	15.34	25.52	32.59
ICICI Prudentail Gold ETF	15.28	25.38	32.16
Kotak Gold ETF	15.47	25.78	32.93
Quantum Gold ETF	15.51	25.80	32.97
Reliance Gold ETF	15.54	25.80	33.07
Religare Gold ETF	15.42	25.70	32.87
SBI Gold ETS	15.47	25.82	32.95
UTI Gold ETF	15.46	25.77	32.93
As on 12th oct 2011