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Showing posts with label Open-Ended. Show all posts
Showing posts with label Open-Ended. Show all posts

Aditya Birla Sun Life Banking ETF Floats On

dividend mutual funds , managed mutual funds
Aditya Birla Sun Life Banking ETF Floats On
Aditya Birla Sun Life Mutual Fund has launched a new fund named as Aditya Birla Sun Life Banking ETF, an open-ended exchange-traded fund tracking Nifty Bank Index. The new fund offer (NFO) price for the scheme is Rs 10 per unit. The new issue will be open for subscription from 16 October 2019 to 22 October 2019.

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The investment objective of the Scheme is to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the Nifty Bank Index.

The scheme Plans/ Options Not Available

The scheme would invest 95% to 100% of assets in stocks comprising Nifty Bank Index with medium to high-risk profile and would invest up to 5% of assets in debt/money market instruments with a low-risk profile.

The minimum application amount is Rs 5000 and in multiples of Rs 1000 thereafter during the NFO period.

The fund seeks to collect a minimum subscription (minimum target) amount of Rs 10 crore under the scheme during the NFO period.

The entry and exit load charge will be nil.

Benchmark Index for the scheme is Nifty Bank Index


The fund manager of the scheme will be Lovelish Solanki.

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Capitalstars is a SEBI registered investment advisor. Schedule a call with Capitalstars investment consultant or drop a mail at backoffice@capiltalstars.in and we will get in touch with you. You may also call us on 9977499927

Investment trading in securities market is always subjected to market risks, past performance is not a guarantee of future performance. CapitalStars Investment Adviser: SEBI Registration Number: INA000001647
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Sebi Finalises Graded Exit Load Structures For Liquid Funds

dividend mutual funds , growth mutual funds
Sebi Finalises Graded Exit Load Structures For Liquid Funds
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The Securities and Exchange Board of India (Sebi) finalized the graded exit load structure on liquid funds on Tuesday. Sebi informed the structures of exit loads in a letter to the Association of Mutual Funds in India (AMFI). The proposal on graded exit loads was earlier made by Amfi in a letter to Sebi on October 11.

According to the letter that Sebi sent to Amfi, the graded exit load has been set at 0.0070% on redemption on day 1, 0.0065% on day 2, 0.0060% on day 3, 0.0055% on day 4, 0.0050% on day 5, 0.0045% on day 6 and 0.00% from day 7 onwards. Sebi also said that the load structure will be changed annually based on the interest rates in the system.


Earlier, Sebi had mandated liquid funds to introduce an exit load for investors who exit the fund within seven days. This directive was aimed at minimizing the impact of frequent inflows and outflows by institutional investors. The movement of big money used to leave smaller investors vulnerable.


Sebi, in its letter also asked AMFI to inform the asset management companies about the new rules pertaining to graded exit load structures. Sebi has also asked the AMCs to communicate the new structure to their respective investors. The letter also says that no changes should be made in the exit load structure without consulting Sebi.




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Capitalstars is a SEBI registered investment advisor. Schedule a call with Capitalstars investment consultant or drop a mail at backoffice@capiltalstars.in and we will get in touch with you. You may also call us on 9977499927

Investment trading in securities market is always subjected to market risks, past performance is not a guarantee of future performance. CapitalStars Investment Adviser: SEBI Registration Number: INA000001647
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स्टॉक की पिटाई का म्युचुअल फंड पर असर, क्या करें निवेशक?

dividend mutual funds , hybrid mutual funds
स्टॉक की पिटाई का म्युचुअल फंड पर असर, क्या करें निवेशक?

शेयर बाजार में उतार-चढ़ाव तो रहता ही है, लेकिन कभी-कभी, कुछ स्टॉक ऐसे होते हैं, जिनकी गिरावट से शेयरधारक की जेब तो खाली होती ही है, म्यूचुअल फंड की परफॉर्मेंस पर भी असर होता है। कौन से हैं वो स्टॉक जिनकी पिटाई की वजह से म्यूचुअल फंड  के फंड मैनेजर के पसीने निकले, और शेयर होल्डर के मुकाबले म्यूचुअल फंड निवेशक को कितना नुकसान हुआ। योर मनी आज आपको ये पूरी कहानी बताएगा और साथ ही, म्यूचुअल फंड निवेशक होने के नाते क्या है आपके लिए राहत की बात क्या हो सकती है इसपर भी चर्चा करेंगे, जिसमें हमारा साथ देने के लिए मौजूद हैं आनंदराठी प्राइवेट वेल्थ मैनेजमेंट के डिप्टी सीईओ फिरोज अजीज।

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मनपसंद बेवरेजेज का शेयर आज फिर 20 फीसदी नीचे है। पिछले 2 दिन में मनपसंद बेवरेजेज में 40 फीसदी की भारी गिरावट दर्ज की गई है। जोरदार पिटाई के बाद मनपसंद बेवरेजेज बेस्वाद नजर आ रहा है। कल से इस शेयर में लोअर सर्किट लग रहा है। कंपनी के ऑडिटर डेलाइट हास्किन के इस्तीफे के बाद से ही इस शेयर की पिटाई शुरु हुई है।

मनपसंद बेवरेजेज का शेयर में गिरावट के कारण एसबीआई मैग्नम मिडकैप 0.85 फीसदी, एसबीआई मैग्नम लार्ज & मिडकैप में 1.11%, एसबीआई मैग्नम कंजपशन फंड 1.70% औऱ एमओएफएसएल फोकस्ड मल्टीकैप 35 में 0.7 फीसदी की गिरावट आई है।                        
पीएनबी बैंक के स्टॉक्स में लगातार गिरावट आई है। पीएनबी बैंक में 15 दिन में 40% पिटाई हुई है। पीएनबी के पिटाई के कारण एबीएसएल फ्रंटलाइन में -0.48%, डीएसपीबीआर इक्विटी में -1.44% और एचडीएफसी इक्विटी में 2.60% घटा है।

यूएसएफडीए की आपत्तियों से ल्यूपिन में पिटाई हुई है। ल्यूपिन में स्टॉक में 19 फीसदी तक गिरावट दर्ज हुई है। वहीं सेबी की जांच के बाद वक्रांगी शेयर में 52 फीसदी की गिरावट हुई है। 25 जनवरी से 2 फरवरी तक  वक्रांगी शेयर में 242 रुपये गिरावट आई है। ऑडिटर पीडब्ल्यूसी ने कंपनी पर चिंता जताई है।

स्टॉक में गिरावट के बाद म्यूचुअल फंड पर असर से निवेशक नहीं घबराएं। उतार चढ़ाव से म्यूचुअल फंड में गिरावट होती है। 1 से 2 फीसदी से ज्यादा गिरावट मुमकिन नहीं है। फंड मैनेजर फंड के निवेश पर काम करते हैं। म्यूचुअल फंड में स्टॉक के मुकाबले जोखिम कम होता है। म्यूचुअल फंड निवेशक के मुकाबले शेयरधारकों को ज्यादा नुकसान होता है। म्यूचुअल फंड में निवेशक फंड में बने रहें।

We will be happy to help you to select your mutual fund plan. Get more details here: Mcx Tips, Derivative-Free Trial, Stock tips Call on:9977499927
Capitalstars is a SEBI registered investment advisor. Schedule a call with Capitalstars investment consultant or drop a mail at backoffice@capiltalstars.in and we will get in touch with you. You may also call us on 9977499927

Investment trading in securities market is always subjected to market risks, past performance is not a guarantee of future performance. CapitalStars Investment Adviser: SEBI Registration Number: INA000001647
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SBI Fixed Maturity Plan (FMP) - Series 19 (1115 Days) Floats On

Closed-Ended Mutual Funds , dividend mutual funds
SBI Fixed Maturity Plan (FMP) - Series 19 (1115 Days) Floats On
SBI Mutual Fund has unveiled a new fund named as SBI Fixed Maturity Plan (FMP) - Series 19 (1115 Days), a close-ended debt scheme. The tenure of the scheme is 1115 days from the date of allotment. The New Fund Offer (NFO) price for the scheme is Rs 10 per unit. The new issue will be open for subscription from 30 September 2019 to 07 October 2019.


The investment objective of the scheme is to provide regular income and capital growth with limited interest rate risk to the investors through investments in a portfolio comprising of debt instruments such as Government Securities, PSU & Corporate Bonds and Money Market Instruments maturing on or before the maturity of the scheme.

The scheme offers a regular and direct plan. Both the plans will have growth option and dividend payout will be default facility.

The scheme will invest 60%-100% of assets in debt and invest up to 40% of assets in money market securities with low to medium risk profile.

The minimum application amount is Rs 5000 and in multiples of Re. 1 thereafter.
The fund seeks to collect a minimum subscription (minimum target) amount of Rs 20 crore under the scheme.

Entry and exit load charge will be nil for the scheme.

Benchmark Index for the scheme is CRISIL Medium Term Debt Index.

The fund manager of the scheme is Ranjana Gupta.


We will be happy to help you to select your mutual fund plan. Get more details here: Mcx Tips, Derivative-Free Trial, Stock tips Call on:9977499927
Capitalstars is a SEBI registered investment advisor. Schedule a call with Capitalstars investment consultant or drop a mail at backoffice@capiltalstars.in and we will get in touch with you. You may also call us on 9977499927

Investment trading in securities market is always subjected to market risks, past performance is not a guarantee of future performance. CapitalStars Investment Adviser: SEBI Registration Number: INA000001647
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Know About Open-Ended and Closed-Ended Mutual Funds

Closed-Ended Mutual Funds , dividend mutual funds
Know About Open-Ended and Closed-Ended Mutual Funds
Mutual funds are differentiated using a lot of factors, one of which is categorizing it structure-wise. That divides mutual funds into 2 categories; Open-ended and closed-ended. The fundamental difference between the 2 arises when we talk about flexibility and ease of sale. Here’s what they are;

Open-ended Mutual Funds

These are the kind of mutual funds that do not trade in the open market. They don’t carry any limit as to how many units they can issue. Their NAV changes every day according to the market and the prices of the stocks and shares in the fund. These funds are traded on-demand at their NAV which depends on its underlying securities and is estimated at the end of each day. If you want to buy its units you need to buy it directly from the fund. Open-ended fund investments are priced at the fair market value which is the closing market value of listed public securities. Also, these funds don’t have any fixed maturity period.


Why open-ended mutual funds are beneficial;

● They are highly liquid since you can redeem them anytime.
● The past performance of these assets is easily available, so you can easily make a well-informed decision of investing in these.
● It is a good option for salaried employees since these can initiate SIPs into the fund of your choice.

Closed-ended Mutual Funds

Closed-ended mutual funds issue a fixed number of units that are then traded in the stock market. These are launched through NFO and then bought or sold in the stock market like a regular stock. The value of this kind of a mutual fund is based on the NAV, but the actual price is decided by demand and supply since it is traded at a higher or lower price than its real value. So these funds can be bought and sold at premiums or discounts to their NAVs. The units are bought and sold through a broker and have a fixed maturity period.

Here are a few advantages of dealing in closed-ended mutual funds;

● The investors are not allowed to redeem closed-ended mutual funds except when the maturity date expires. Hence, it helps investors have a stable asset base which does not have any frequent redemptions. This helps the investor make a profitable investment strategy without having to worry about inflows and outflows.

● These funds trade in the market almost like equity shares. This gives an opportunity to the investors to buy or sell the units at the real-time price which can be above or below the NAV. In order to trade, investors can also use stock trading strategies like margin trading or limit orders.

● The investors can enjoy both liquidity and flexibility with closed-ended funds. That can use real-time prices to sell and buy their funds according to the market. Also, since real-time information is available of all the stocks, the investors have the flexibility to decide what to do with their investments.


We will be happy to help you to select your mutual fund plan. Get more details here: Mcx Tips, Derivative-Free Trial, Stock tips Call on:9977499927
Capitalstars is a SEBI registered investment advisor. Schedule a call with Capitalstars investment consultant or drop a mail at backoffice@capiltalstars.in and we will get in touch with you. You may also call us on 9977499927

Investment trading in securities market is always subjected to market risks, past performance is not a guarantee of future performance. CapitalStars Investment Adviser: SEBI Registration Number: INA000001647
For more details call on 9977499927 or visit our website www.capitalstars.com
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LATEST STOCK UPDATES

Investors can directly buy mutual funds on stock exchange

Capitalstars investment advisor Till now investors looking to buy directly had to go to a fund house website or independent websites. ...