A Sebi Registered Advisory Firm

CapitalStars provides the Best Mutual Fund service according to customer needs.

SEBI: INA000001647
Showing posts with label investment. Show all posts
Showing posts with label investment. Show all posts

Investors Are Moving From Real Estate To Mutual Funds For Higher Returns

The wealth management area in the Republic of India has witnessed vital changes terribly the very short span of your time. To begin with, the important estate sector that was undeniably one in every of the foremost wanted investment choices until recently has lost its former shininess.

One of the explanations cited for this is often demonetization. However besides this, they come on investments from the important estate had already been on a gradual slump even  within the most favorable Indian cities.


Investors are invariably moving towards higher alternatives to spice up their overall returns. One clear winner during this regard has been the mutual funds business. Investment company finance has seen enhanced capitalist engagement lately. The convenience and ease of finance, in conjunction with the likelihood of a comparatively higher come on investment may be attributed to its quality. As per the AMFI information, assets managed by the Indian investment company business underwent a growth of 7.72% from July 2018 to July 2019 to square at Rs 25.81 trillion; quite half that belonged to individual investors.

Several factors are the same to be chargeable for this alteration. additionally to AMFI's 'Mutual Fund Sahi Hai' campaign, aspects just like the ease and access to investments thanks to digitization have additionally helped in boosting participation during this business. 


Not too long ago, mutual fund investment was perceived to be for the rich alone. But now with ample awareness around the subject, the focus has shifted to make it a more inclusive affair. The growing penetration of smartphones coupled with affordable high-speed internet has made investing simple and convenient for the masses. In addition to this, the entry of big players in this market backed with digital channels to penetrate the B30 cities has helped bring MF investing to the masses.

The notion that one required a large sum of money to be able to start investing has been thwarted with the offering of investment options that now start with amounts as low as Rs 100. This initiative by the Asset Management Companies (AMCs) has enabled first-time investors and investors from B30 cities to participate extensively in mutual funds. Such was the impact of this move that in July 2019, nearly 23 percent of the individual mutual fund assets were registered from the B30 cities of India.

Initiatives by AMFI and Investment Advisors to promote direct plans have worked well to instill investor confidence. Investor education and awareness programs run parallelly by the AMFI have enabled the financial services ecosystem to change with investors deconstructing their investing habits and taking on direct investing plans. This is evidenced by the increased investments in direct plans by retail investors which grew by 2 percent to stand at 12 percent in July 2019 as compared to the previous year, as per AMFI.

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

5 Things To Visualize Whereas Compare and Filter Mutual Funds

You should continuously perceive the parameters through that you'll compare and filter mutual funds out of the massive universe of offerings.

1. Investors realize it a small amount troublesome once it involves scrutiny a theme with another one. Veteran investors have conjointly accepted that mistakes do happen over and over whereas choosing funds for creating investments. However, one continuously learns from past mistakes. allow us to perceive the parameters through  that one will  compare and filter and choose the correct mutual funds out of the monetary universe

2. Review fund managers skills | 1st, measure the past performance of the fund manager with their individual benchmarks and check if they need to be performed fairly. Next, having through with the analysis of the fund manager, check what's the broader investment kind of the theme.




3. Understand the fund’s investment objectives | it's necessary to appear into the funds’ investment vogue (Growth, intermingled or value) as each fund has its distinctive identity. a number of the ways are:-

a) worth investment
b) Growth strategy 
c) intermingled strategy

4. Compare returns in an exceedingly right means | you ought to attempt to watch the past performance of the fund. it's a vital consider analyzing an open-end investment company. however past performance isn't everything, because it might or might not be sustained within the future and thus, it shouldn't be used because the sole parameter to pick out an open-end investment company.


5. Four risk parameters to envision between funds -

a) variance - that measures the volatility of the returns from an open-end investment company theme over a selected amount. 
b) Sharpe ratio- that measures however well the fund has performed vis-a-vis the chance is taken by it. 
c) Alpha - the surplus comes of a fund compared to its benchmark index. 
d) Beta - measures a fund's volatility compared to it of a benchmark.

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

Index Funds vs Actively Managed Mutual Funds

There is an ongoing debate in India about Index Mutual Funds Vs Actively Managed Mutual Funds. Is the debate worth it? Which type of Mutual Funds are better for Indian market? Is Indian market mature enough to switch to Index Funds across all segments of Mutual Funds? Who is the winner?


What are Index Funds?

Index funds, as the name suggests, are the funds or the schemes that invest in a particular index. These funds purchase all the stocks in the same proportion as the index it is bench-marked to. This means the scheme will perform in tandem with the index it is tracking. For example, if an index fund is bench-marked to Nifty 50, it will buy all the 50 stocks in the Nifty index in the same proportion as Nifty 50.

Some examples of popular Index Funds include NSE Nifty 500 TRI, S&P BSE 100 TRI, NSE Midcap 100 TRI, S&P BSE Small cap TRI. Big institutions such as the Employees Provident Fund Organisation (EPFO) also invest through index funds rather than actively managed funds. Such funds are process driven rather than person driven. And the reason is obvious. These funds invest in an index and the manager doesn’t have to choose the stocks to invest. These are, therefore, also known as Passive Funds.

What are Actively Managed Funds?

Actively Managed Funds or Active Funds, or simply referred as 'Mutual Funds' are just the reverse of Passive Funds. These are the most preferred route for Mutual Fund investments in India as on date. In an active fund, the fund managers choose the stock to invest based on the goal of that fund. Here, the manager tries to beat the market by choosing better stocks. Nevertheless, the problem with active funds is that the return on these funds depends on the goal and efficiency of the fund manager. Moreover, even if you are able to find a good fund with a coherent manager, still there is some danger of what might happen in the case the manager quits and moves to some other company. Tracking the manager along with the fund becomes a headache for many investors. Since these funds have more freedom and flexibility on investments, they are expected to outperform the index funds.

There are hundreds and thousands of Actively Managed Funds to chose from. Some of the examples are ICICI Pru Value Discovery Fund, Reliance Small Cap Fund etc.

Why Index Funds are preferred?

1/ Low Total Expense Ration (TER)

These funds incur significantly lower expenses than actively-managed funds. For example, UTI Nifty Index Fund has an expense ratio of 0.20 per cent, whereas actively-managed funds may charge around 1 per cent on direct plans and around 2 per cent in regular plans.

2/ No dependency on Fund Manager

In the index funds, the stocks are not picked by the fund managers. These funds are merely copying the index. That’s why even if the fund manager of an index fund quits, it won’t create any havoc (unlike actively managed funds).
3/ Easy Selection of Funds
For the active funds, you need to read and understand the reason why the fund manager believes any stock can perform well in future. And this can be a very tedious job. On the other hand, the stock selection in the index fund is quite straightforward.



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

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
For more details call on 9977499927 or visit our website www.capitalstars.com

Motilal Oswal Large and Midcap Fund Floats On - 26-Sep-2019

Motilal Oswal Mutual Fund has launched a new fund named as Motilal Oswal Large and Midcap Fund, Large and Midcap Fund - An open-ended equity scheme investing in both large-cap and mid-cap stocks). The New Fund Offer (NFO) price for the scheme is Rs 10 per unit. The new issue will be open for subscription from 27 September 2019 to 11 October 2019.

The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.


Presently, two options are available under the scheme viz. growth and dividend option (with dividend payout and dividend reinvestment facility).

The scheme would allocate 35%-65% of assets in Equity and equity-related instruments of large-cap companies with medium to high-risk profile, invest 35%-65% of assets in equity and equity-related instruments of mid-cap companies with medium to high-risk profile, invest up to 30% of assets in equity and equity related instruments of other than above with medium to high risk profile, up to 30% of assets would be allocated to units of liquid/ debt scheme, Debt, Money Market Instruments, G-Secs, Cash and Cash at call, etc. with low to medium risk profile and invest up to 10% of asset in units issued by REITs and InvITs with Medium to high-risk profile.

The minimum application amount is Rs 500 and in multiples of Re. 1/- thereafter.

The minimum additional amount is Rs 500 and in multiples of Re. 1/- thereafter.

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

Entry Load: Nil

Exit Load: 1%- If redeemed on or before 15 days from the date of allotment.
Nil- If redeemed after days from the date of allotment.
Benchmark Index for the scheme is BSE 200 TRI.
The fund managers of the scheme are Aditya Khemani and Abhiroop Mukherjee.

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

Axis MF Announces Quarterly & Half Yearly Dividend under its schemes

Axis Mutual Fund has announced 25 September 2019 as the record date for declaration of dividend under the dividend option of following schemes. The amount of the dividend (Rs per unit) on the face value of Rs 10 per unit will be:


  • Axis Dynamic Bond Fund - Quarterly Dividend Option: 0.20
  • Axis Dynamic Bond Fund - Direct Plan - Quarterly Dividend Option: 0.25
  • Axis Dynamic Bond Fund - Half Yearly Dividend Option & Direct Plan - Half Yearly Dividend Option: 0.50 each.
  • Axis Strategic Bond Fund - Quarterly Dividend Option: 0.05
  • Axis Strategic Bond Fund - Direct Plan - Quarterly Dividend Option: 0.25
  • Axis Strategic Bond Fund - Half Yearly Dividend Option & Direct Plan - Half Yearly Dividend Option: 0.30 each.
  • Axis Regular Saver Fund - Direct Plan - Quarterly Dividend Option: 0.25
  • Axis Regular Saver Fund - Direct Plan - Half Yearly Dividend Option: 0.25
  • Axis Gilt Fund - Half Yearly Dividend Option & Direct Plan - Half Yearly Dividend Option: 0.50 each.
  • Axis Money Market Fund - Regular Plan - Quarterly Dividend Option & Direct Plan - Quarterly Dividend Option: 6.5 each.



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

DSP Mutual Fund has Announces Dividend under its schemes

DSP Mutual Fund has announced 27 September 2019 as the record date for declaration of dividend in the following schemes. The proposed dividend on the face value of Rs 10 per unit (except for DSP Ultra Short Fund, which has a face value of Rs 1000 per unit) will be:


DSP Equity & Bond Fund - Regular Plan - Dividend & Direct Plan - Dividend: 0.210 each.
DSP Government Securities Fund - Regular Plan - Dividend:
Individuals & HUF: 0.738690
Others: 0.684031
DSP Government Securities Fund - Direct Plan - Dividend:
Individuals & HUF: 0.766855
Others: 0.710112
DSP Savings Fund - Regular Plan - Dividend:
Individuals & HUF: 0.333797
Others: 0.309098
DSP Savings Fund - Direct Plan - Dividend:
Individuals & HUF: 0.344890
Others: 0.319370
DSP Ultra Short Fund - Regular Plan - Dividend:
Individuals & HUF: 13.877796
Others: 12.850913
DSP Ultra Short Fund - Direct Plan - Dividend:
Individuals & HUF: 15.273203
Others: 14.143068
DSP Regular Savings Fund - Regular Plan - Quarterly Dividend & Direct Plan - Quarterly Dividend:
Individuals & HUF: 0.166470 each.
Others: 0.154152 each.
DSP Banking & PSU Debt Fund - Regular Plan - Quarterly Dividend:
Individuals & HUF: 0.209830
Others: 0.194304
DSP Banking & PSU Debt Fund - Direct Plan - Quarterly Dividend:
Individuals & HUF: 0.217105
Others: 0.201040
DSP 10Y G-Sec Fund - Regular Plan - Quarterly Dividend:
Individuals & HUF: 0.252113
Others: 0.233458
DSP 10Y G-Sec Fund - Direct Plan - Quarterly Dividend:
Individuals & HUF: 0.254922
Others: 0.236059
DSP Low Duration Fund - Regular Plan - Quarterly Dividend:
Individuals & HUF: 0.319751
Others: 0.296091
DSP Low Duration Fund - Direct Plan - Quarterly Dividend:
Individuals & HUF: 0.331780
Others: 0.307230
DSP Corporate Bond Fund - Regular Plan - Quarterly Dividend:
Individuals & HUF: 0.239507
Others: 0.221785
DSP Corporate Bond Fund - Direct Plan - Quarterly Dividend:
Individuals & HUF: 0.243973
Others: 0.225920


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

Kotak Mahindra MF Announces Quarterly dividend under its schemes


Kotak Mahindra Mutual Fund has announced 20 September 2019 as the record date for declaration of dividend under the following schemes. The amount of dividend (Rs per unit) on the face value of Rs 10 per unit will be:
  • Kotak Equity Savings Fund - Regular Plan - Quarterly Dividend - 0.1529
  • Kotak Equity Savings Fund - Direct Plan - Quarterly Dividend - 0.1700
  • Kotak Debt Hybrid - Regular Plan - Quarterly Dividend - 0.2736
  • Kotak Debt Hybrid - Direct Plan - Quarterly Dividend - 0.3036
  • Kotak Gilt Investment PF & Trust Plan - Regular Plan - Quarterly Dividend - 0.2673
  • Kotak Gilt Investment - Regular Plan - Quarterly Dividend - 0.3282
  • Kotak Dynamic Bond Fund - Regular Plan - Quarterly Dividend - 0.2172
  • Kotak Dynamic Bond Fund - Direct Plan - Quarterly Dividend - 0.2301
  • Kotak Credit Risk Fund - Regular Plan - Quarterly Dividend - 0.2513
  • Kotak Credit Risk Fund - Direct Plan - Quarterly Dividend - 0.2597
  • Kotak Medium Term Fund - Regular Plan - Quarterly Dividend - 0.2194
  • Kotak Medium Term Fund - Direct Plan - Quarterly Dividend - 0.2409



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

How to download LTCG Tax Statement of Equity Mutual Funds?

We all know that effective from 1st April 2018, we have to pay tax on equity mutual funds if there is LTCG. However, the biggest task is how to calculate or identify the NAVs. To make your life simple, we can now download LTCG Tax Statement of Equity Mutual Funds.


Effective from 1 April 2018, equity mutual funds and direct equity investments will attract 10% long-term capital gains (LTCG) tax on gains exceeding Rs1 lakh a year.
Before proceeding further, let us first understand the taxation of Mutual Funds.

3 Factors that determine the Mutual Fund Taxation

First, let us understand what are the factors that determine the Mutual Fund Taxation. The three major part of these are below.

# Your Residential Status-Resident or Non-Resident (NRI)

Your tax will be based on your residential status. If you are resident then the taxation rules will be different and if NRI then it differs. Hence, first, you have to make sure of what is your residential status.

# Types of Funds-Equity Funds or Non-Equity Funds-

Any fund which invests 65% or more in equity is called as Equity Fund. For example, large-cap funds, multi-cap funds, small and mid-cap funds or equity-oriented balanced funds (where the equity exposure is 65% or more) are all called equity-oriented funds.
If the equity portion is less than that, then they are all treated as debt funds or non-equity funds. For example liquid funds, ultra-short term funds, short-term funds, income funds, gilt funds, debt-oriented balanced funds, gold funds, fund of funds or money market funds.

# Holding periods of Investment–

The holding period for Equity and Debt Funds will be different for taxation purpose. For equity funds, if the holding period more than a year, then it is called long term. If the holding period is less than a year, then such equity mutual funds holding period is considered as short term. Whereas in
Whereas in the case of debt funds, holding period more than 3 years is considered as long-term. If holding period of debt funds is less than 3 years, then it is considered as short-term and taxed accordingly.

How will the LTCG Tax on Equity Mutual Funds be calculated?

After Budget 2018 announcement, as you are aware that you have to pay 10% LTCG Tax on Equity related products also. Below is the method to calculate the LTCG Tax on Equity Mutual Funds be calculated 

How to download LTCG Tax Statement of Equity Mutual Funds?

Now this above Budget 2018 announcement made the date 31st January 2018 as the most important date for all equity and equity mutual fund investors. Because based on the value of as on 31st January 2018, you have to pay the LTCG Tax.
Hence, it is a cumbersome task for mutual fund investors to mark that date and identify the NAV and the gain as on 31st January 2018.
In order to avoid such difficulty, CAMS and Karvy came with the LTCG Tax Statement of Equity Mutual Funds. Using this feature you can easily download the values and calculate your tax.
As of now, CAMS and Karvy started this facility and in coming days remaining R&T Agents will also start providing this statement.
  1. HDFC Mutual Fund
  2. DSPBR Mutual Fund
  3. Birla Sunlife Mutual Fund
  4. HSBC Mutual Fund
  5. ICICI Prudential Mutual Fund
  6. IDFC Mutual Fund
  7. IIFL Mutual Fund
  8. Kotak Mutual Fund
  9. L&T Mutual Fund
  10. Mahindra Mutual Fund
  11. PPFAS Mutual Fund
  12. SBI Mutual Fund
  13. Shriram Mutual Fund
  14. Tata Mutual Fund
  15. Union Mutual Fund
Hence, if you used CAMS online platform to link Aadhaar to Mutual Funds folios online, then it means that you automatically linked to all Mutual Funds which you are holding in these above listed mutual fund companies.
Along with CAMS, there are other Transfers Agents and they are as below.
  • Karvy Computers (Provides services to rest of AMCs)
  • Franklin Templeton International Services (Provides services only to Franklin Templeton Mutual Funds)
  • Sundaram BNP Paribas Fund Services (Provides services only to Sundaram and BNP Paribas Mutual Funds)
In CAMS portal you will find two types of statement to download LTCG Tax Statement of Equity Mutual Funds. They are as below.

# Consolidated Grandfathered Statement of Equity Mutual Funds

In this statement, you will come to know the NAV, Unit Balance and Fair Market Value as on 31st January 2018. The statement looks like below.

# Capital Gain Statements of Equity Mutual Funds

The enhanced Capital gain/loss statement will allow investors to view the consolidated capital gains/losses across all mutual funds that are serviced by CAMS. Along with providing short-term and long-term capital gain /loss, the statement will also provide the original cost and the NAV as on 31st January 2018.
You can download the same under myCAMS—>Statements—>Realised Gains.




Both these statements are served as part of CAMS “mail back services” from CAMS website. Hence, you will receive both statements to your registered email id and it is completely free.

How to download LTCG Tax Statement of Equity Mutual Funds from Karvy?

Now Karvy also started an option to provide the LTCG Tax Statement of Equity Mutual Funds to unitholders where Karvy is R&T Agents.
You have to visit this link of KARY. You have to provide the registered Email Id and enter the new password. Then you have to select the time period of the statement. Then you can download the statement easily.
As I said above, as of now CAMS and Karvy started this facility. Once other R&T Agents start this, then I will update this post again.




SBI Fixed Maturity Plan (FMP) - Series 18 (1108 Days) Floats On

SBI Mutual Fund has unveiled a new fund named as SBI Fixed Maturity Plan (FMP) - Series 18 (1108 Days), a close-ended debt scheme. The tenure of the scheme is 1108 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 09 September 2019 to 16 September 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
For more details call on 9977499927 or visit our website www.capitalstars.com

YES Mutual Fund : Mr. Devamalya Dey Has Resigned From The Board of the YES Trustee Limited

YES Mutual Fund Announces change in Board of Director. YES Mutual Fund has announced that Devamalya Dey has resigned from the Board of the YES Trustee Limited, with effect from 29 August 2019, he ceased to be an Associate Director of the YES Trustee Limited.


YES Mutual Fund / YES Asset Management (India) Limited has decided to change Minimum Application Amount & Additional Investment Amount in the schemes with effect from 05 September 2019 as details below:
YES Liquid Fund, YES Ultra Short Term Fund, and YES Overnight Fund:
Current Minimum Application Amount & Additional Purchase Amount:
Rs. 1000 & in multiples of Re. 1/- thereafter
Revised Minimum Application Amount & Additional Purchase Amount:
Rs. 500 & in multiples of Re. 1 thereafter


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

Mutual Fund industry wants new govt to act on consumption, investment



Asset managers Thursday said Prime Minister Narendra Modi should focus on ways to boost investments and also the "soft" private consumption

The industry welcomed Modi's win for a second term, saying this will ensure policy certainty.

The market will focus on steps taken by the government to encourage investment and give a push to consumption, which is hitting a soft patch," Kotak Mahindra Mutual Fund's Managing Director and Chief Executive Nilesh Shah said in a statement.

He added that the voters have shown a "maturity" in voting the same government, which will help do away with the policy uncertainty.

Industry body Amfi's Chief Executive N S Venkatesh said he expects the political stability to drive pro-reform economic agenda.

"We now look forward to the new government creating a conducive investment environment for the financial asset class," he said.

The new government will have to "deftly" handle issues like headwinds like growing oil prices and global trade wars which are being faced by the economy, LIC Mutual Fund's Head of Product and Business Development Lav Kumar said.

He added pace of reforms in various sectors will gain pace and the growth rate will also accelerate.

As per the results and trends available, the National Democratic Alliance is set to retain power, with the BJP alone having a single-party majority.


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

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. ...