New Concept ---PMS of Mutual Funds

WHY NOT INVEST IN MUTUAL FUND
DIRECTLY ?........
Too Large choice of managers and schemes
Difference in scheme returns is huge
Investors invest on psyche and emotions
Over-divesification observed in investor portfolio
Asset Allocation – Discipline is not followed
===========================================WHY INVEST IN MUTUAL FUND

THROUGH PMS?........Read along at the 

LINK HERE to NJ PMS of Mutual Funds
Kindly DOUBLE CLICK ABOVE TITLE FOR LINK TO PRESENTATION giving FURTHER DETAILS. Kindly write in the GUESTBOOKER BELOW your feedback, comments, your requirement ALONG WITH your contact INFORMATION including your E-mail ID and Mobile Phone No.. OR contact by email wealth4uplanner@gmail.com .

NJ : Updates Process - PMS of M.F.

Please find attached a comprehensive user manual and Sample of Application Form which will help open
PMS Accounts with NJ / "Wealth4u".
HERE. PMS Instruction Manual + Sample Form.

Further, below would be the brief steps for opening a PMS Account.

"Wealth4u" will collect the forms and required documents from Client
and will inform the Client regarding the IPV to be done by NJ India
and Respective Bank Official & also will take a suitable time for IPV
to be done - (Date should be T+2 day after the submission of form at
PSC)
"Wealth4u" will submit the duly filled form along with required documents
at NJ PSC and CRO will check the form and documents (Incomplete forms
/ forms with incomplete documents shall not be accepted)
For all complete forms entry will be done in PMS Trax by CRO.
NJ IPV executive with the Bank executive will complete the IPV and
form will be dispatched to NJ-HO.
On receipt of the forms at NJ-HO, final audit will be done and necessary
accounts will be activated and clients will be informed under
consulation to "Wealth4u".
Note: Normal TAT for opening a PMS Account is 15 days from the receipt
of form at NJ HOs.

SBI PSU FUND PPPresentation_ CLICK HERE

Kindly DOUBLE CLICK ABOVE TITLE FOR LINK TO POWER POINT PRESENTATION. Kindly write in the GUESTBOOKER BELOW your feedback, comments, your requirement ALONG WITH your contact INFORMATION including your E-mail ID and Mobile Phone NO.. OR contact by email wealth4u@consultant.com [Insurance is the subject matter of solicitation.]

SBI PSU FUND PDF_ CLICK HERE

Kindly DOUBLE CLICK ABOVE TITLE FOR LINK TO PDF. Kindly write in the GUESTBOOKER BELOW your feedback, comments, your requirement ALONG WITH your contact INFORMATION including your E-mail ID and Mobile Phone NO.. OR contact by email wealth4u@consultant.com [

SBI PSU FUND LEAFLET_ CLICK HERE

Kindly DOUBLE CLICK ABOVE TITLE FOR LINK TO LEAFLET. Kindly write in the GUESTBOOKER BELOW your feedback, comments, your requirement ALONG WITH your contact INFORMATION including your E-mail ID and Mobile Phone NO.. OR contact by email wealth4u@consultant.com

AXIS INCOME SAVER FUND N.F.O.

AXIS INCOME SAVER FUND New Fund Offer.
Uses a unique software management model. 


Generate regular income and capital appreciation, while managing risk

through active Quantitative Asset Allocation.

More advanced than traditional MIP funds* which have static asset allocation.

Focus on downside risk with target of limiting fall to 5% in any calendar year.*

An Open Ended Income Fund BY AXIS Mutual Fund.

Kindly DOUBLE CLICK ABOVE TITLE FOR LINK TO FURTHER DETAILS. Kindly write in the GUESTBOOKER BELOW your feedback, comments, your requirement ALONG WITH your contact INFORMATION including your E-mail ID and Mobile Phone NO.. OR contact by email wealth4u@consultant.com [Insurance is the subject matter of solicitation.]

[76] Fidelity India Value Fund - Invest online now!

Fidelity India Value Fund An open-ended, diversified equity fund that aims to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities in the Indian markets with higher focus on undervalued securities. The Scheme could also additionally invest in foreign securities in international markets. Invest in Value The Fidelity India Value Fund will predominantly invest in stocks that we believe trade below their true worth. Stock ideas will evolve from 'knowing more' - understanding a business, assessing the financial health of a company and analysing risk and reward levels. In true Fidelity tradition, the fund managers will pick stocks 'bottom-up' backed by comprehensive, in-house research. With the Fidelity India Value Fund you could add value to your savings. How to invest CONTACT WEALTH4U. If you do not have an eAccount of NJ India Invest,  you can download the application form and submit it to  "wealth4u"  before December 15, 2009. Key Features Fund Manager Nitin Bajaj and Subramanian Balakrishnan (for investment in foreign securities) Option Growth and Dividend options available. The Dividend option offers payout or reinvestment facilities. Minimum Initial Application amount For lump sum Rs. 5,000; SIP Instalment Amount (Min. Rs. 500), No. of SIP Instalments (Min. 6), Total Amount (Min. Rs. 5,000) Price Rs. 10 per unit during the New Fund Offer Period and at NAV based prices thereafter.

Scheme Classification: An open - ended equity growth scheme Investment Objective: To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, in the Indian markets with higher focus on undervalued securities. The Scheme could also additionally invest in Foreign Securities in international markets • Normal Asset Allocation: Equity and equity related securities: a) Indian equity securities:80%-100%; b)Foreign securities including overseas ETFs (as permitted by SEBI/RBI:0%-10;Debt Securities, Money Market Instruments, Cash and domestic ETFs: 0- 20%. Terms of issue: Units of Rs. 10 per unit for cash during the new fund offer and at applicable NAV thereafter. Minimum initial application amount: Rs. 5,000 per application. Minimum redemption amount/units: Rs. 1,000 or 100 Units. Statement of Additional Information, Scheme Information Document, Key Information Memorandum and Application Forms will be available at the ISCs/distributors' offices. General Services: Investors can contact us at the toll-free number "1800-2000-600". NAVs will be calculated on every business day and published in two daily newspapers on all business days. Redemption on all business days. • Loads - Exit Load: For redemption within 1 year from the date of allotment or purchase applying First in First Out basis - 1.00%. A switch-out or a withdrawal under SWP or a transfer under STP may also attract an Exit Load / CDSC like any Redemption. No Entry / Exit Loads / CDSC will be chargeable in case of switches made between different options of the Scheme. No Exit Load will be chargeable in case of redemption of; (i) Units allotted on account of dividend re-investments; and (ii) Units issued by way of bonus, if any. Risk factors: • Mutual funds, like securities investments, are subject to market risks and there is no guarantee against loss in the Scheme or that the Scheme's objectives will be achieved. • As with any investment in securities, the NAV of the units issued under the scheme can go up or down depending on various factors and forces affecting capital markets. • Past performance of the Sponsor/the AMC/the Mutual Fund does not indicate the future performance of the Scheme. • Fidelity India Value Fund is the name of the Scheme, and this does not in any manner indicate the quality of the Scheme, its future prospects or returns. • Investments in the Scheme will be affected by trading volumes, settlement periods, volatility, price fluctuations, inability to sell securities, disinvestment of holdings of any unlisted stocks prior to target date of disinvestment, credit risk and interest rate risk and the risks associated with investments in derivatives and exchange traded funds. • The Scheme may invest in overseas markets which carry risks related to fluctuations in the foreign exchange rates, the nature of the securities market of the country, repatriation of capital due to exchange controls and political circumstances. • Please read the Scheme Information Document of the Scheme and Statement of Additional Information carefully before investing. Statutory: Fidelity Mutual Fund ('the Fund') has been established as a trust under the Indian Trusts Act, 1882, by FIL Investment Advisors (liability restricted to Rs. 1 Lakh). FIL Trustee Company Private Limited, a company incorporated under the Companies Act, 1956, with a limited liability is the Trustee to the Fund. FIL Fund Management Private Limited, a company incorporated under the Companies Act, 1956, with a limited liability is the Investment Manager to the Fund. Fidelity, Fidelity International and Pyramid Logo are trademarks of FIL Limited.                                                                                           CI01379

[74] FIDELITY INDIA VALUE FUND! ---- do value buying!

http://mail.google.com/mail/?
C:\Users\a\Documents\Downloads\15319714.gif
ui=2&ik=b28bca6b3e&view=att&th=1254f9e923c1ee01&attid=0.1&disp=emb&realattid=0.6&zwhttp://mail.google.com/mail/?ui=2&ik=b28bca6b3e&view=att&th=1254f9e923c1ee01&attid=0.1&disp=emb&realattid=0.6&zw

In the investment world, one name stands apart. Fidelity. We believe it's what lies beneath that keeps us at the helm - an absolute dedication to building our customers' wealth, underpinned by a passion for 'bottom-up' stock picking. The bedrock of Fidelity's investment process is Research. We choose stocks entirely for their core strengths and base our selection on in-depth research made possible by an unrivalled team of analysts monitoring investment opportunities around the clock, across the world. The reason for this is straightforward. We believe the trust our customers place in us deserves investment decisions based on fact, not fashion. Some Fidelity Facts Fidelity actively covers 95%1 of world market capitalisation and manages 1,400 funds globally. Fidelity research backbone of over 900 investment professionals,2 meet a company almost every 8 minutes on every working day, producing over 40,000 research reports a year Fidelity & Equity Investing Fidelity's 'bottom-up' research approach is very well suited for equity investing. We have been managing equities worldwide for the past decades. Fidelity India Key Equity Funds at a glance Fidelity has just launched its 6th equity fund in India: FIDELITY INDIA VALUE FUND. The fund will be managed by Nitin Bajaj, who currently also manages Fidelity India Special Situations Fund and has delivered exceptional returns since he took over the fund. Value Investing in a Growth Economy. Really? India and growth are synonymous. No surprise there, right? So, where does the Value story fit in? Value investors pick unloved stocks, at a significant discount to their underlying value, and hold them until their true value is realised. Over the last ten years, Value has outperformed Growth in developed and emerging markets, including India - where economic growth tends to be high: http://mail.google.com/mail/?ui=2&ik=b28bca6b3e&view=att&th=1254f9e923c1ee01&attid=0.1&disp=emb&realattid=0.6&zw So the fact is that Value opportunities exist in any economy, including India. However, the challenge is finding a skillful investor to uncover these hidden gems. Enter Fidelity. FIDELITY INDIA VALUE FUND - looking for Valuation Anomalies Focus on fundamentals - looks at the business, and not the popularity or position of its stock in the market place, to asses the underlying worth of a company and its potential to deliver value for its investors Long term wealth creation - helps investors benefit from valuation anomalies driven by market sentiments Seeks information advantage to indentify Value opportunities across markets Style diversifier with a portfolio construction with no sector or market cap bias. Systematic Investment Plan available. How does the Fund Manager find Valuation anomalies? Detailed company analysis provides information edge/identifies hidden value Over-pessimism leads to valuation anomalies Structural earnings potential tends to be underestimated Change (or extent/pace of it) is underestimated To invest, contact "wealth4u" TODAY!

1Source for investment professionals: FMR LLC., Pyramis Global Advisors, FIL, as of June 30, 2009. Investment professionals include division management, portfolio managers, traders, research analysts and research associates. Ranking Methodology for ICRA Award: Fidelity Tax Advantage Fund has been ranked as a Seven Star Fund in the category of 'Open Ended Equity Linked Savings Scheme (ELSS)' schemes for its 1 year performance till December 31, 2008. The rank is an outcome of an objective and comparative analysis against various parameters, including: risk adjusted return, fund size, company concentration, portfolio turnover and liquidity. The ranking methodology did not take into account entry and exit loads imposed by the Fund. There were 17 schemes considered in 'Open Ended Equity Linked Saving Scheme (ELSS)' category for the ranking exercise. The rank is neither a certificate of statutory compliance nor any guarantee on the future performance of Fidelity Tax Advantage Fund. CRISIL CPR-1 Ranking Source: CRISIL Fund Services, CRISIL Limited. Ranking methodology: The composite performance of Fidelity Tax Advantage Fund Scheme is "Very Good" in the Open Equity Linked Saving Schemes Category, and ranks within the Top 10% of the 25 schemes ranked in this category. The criteria used in computing the CRISIL Composite Performance Rank are Superior Return Score, based on NAVs over the 2-year period ended September 30, 2009, Concentration and Liquidity of the scheme. The methodology does not take into account the entry and exit loads levied by the scheme. The CRISIL CPR is no indication of the performance that can be expected from the scheme in future. Scheme classification & investment objective: FEF is an open ended equity growth scheme with an objective to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. FTAF is an open ended equity linked savings scheme with an objective to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. FISSF is an open ended equity growth scheme with an objective to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities including equity derivatives. Loads. Exit load: For FEF and FISSF: For Redemption within 1 year from the date of allotment or Purchase applying First in First Out basis: 1.00%. A switch-out or a withdrawal under SWP or a transfer under STP may also attract an Exit Load like any Redemption. No Exit Load/CDSC will be chargeable in case of switches made between different options of the Scheme. For FTAF: Nil. The units allotted under FTAF have a lock-in period of 3 years from the allotment date. No Exit loads will be chargeable in case of; (i) Units allotted on account of dividend re -investment; and (ii) Units issued by way of bonus, if any. Fidelity India Value Fund. Scheme Classification: An open - ended equity growth scheme Investment Objective: To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, in the Indian markets with higher focus on undervalued securities. The Scheme could also additionally invest in Foreign Securities in international markets ▪ Normal Asset Allocation: Equity and equity related securities: a) Indian equity securities:80%-100%; b)Foreign securities including overseas ETFs (as permitted by SEBI/RBI:0%-10;Debt Securities, Money Market Instruments, Cash and domestic ETFs: 0- 20%.Terms of issue: Units of Rs. 10 per unit for cash during the new fund offer and at applicable NAV thereafter. Minimum initial application amount: Rs. 5,000 per application. Minimum redemption amount/units: Rs. 1,000 or 100 Units. Statement of Additional Information, Scheme Information Document, Key Information Memorandum and Application Forms will be available at the ISCs/distributors' offices. General Services: Investors can contact us at the toll-free number "1800-2000-600". NAVs will be calculated on every business day and published in two daily newspapers on all business days. Redemption on all business days. Loads – Exit Load: For redemption within 1 year from the date of allotment or purchase applying First in First Out basis – 1.00%. A switch-out or a withdrawal under SWP or a transfer under STP may also attract an Exit Load / CDSC like any Redemption. No Entry / Exit Loads / CDSC will be chargeable in case of switches made between different options of the Scheme. No Exit Load will be chargeable in case of redemption of; (i) Units allotted on account of dividend re-investments; and (ii) Units issued by way of bonus, if any. Risk factors: • Mutual funds, like securities investments, are subject to market risks and there is no guarantee against loss in the Scheme or that the Scheme's objectives will be achieved. • As with any investment in securities, the NAV of the Units issued under the Scheme can go up or down depending on various factors and forces affecting capital markets. • Past performance of the Sponsor/the AMC/the Mutual Fund does not indicate the future performance of the Scheme. FTAF is the name of the Scheme, and this does not in any manner indicate the quality of the Scheme, its future prospects or returns. • Units issued under the Scheme will not be redeemed until the expiry of 3 years from the date of their allotment, thus restricting the ability to realise returns on such investments for the first 3 years. The Scheme shall be subject to the risks associated with the instruments in which it invests. Investments in the Scheme will be affected by trading volumes, settlement periods, volatility, price fluctuations, inability to sell securities, disinvestment of holdings of any unlisted stocks prior to target date of disinvestment, credit risk and interest rate risk. FEF ,FIVF and FISS are the names of the schemes and shall be subject to the risks associated with the instruments in which they invest. Investments in the schemes will be affected by trading volumes, settlement periods, volatility, price fluctuations, inability to sell securities, disinvestment of holdings of any unlisted stocks prior to target date of disinvestment, credit risk and interest rate risk. • Please read the Scheme Information Document and Statement of Additional Information before investing. Statutory: Fidelity Mutual Fund ('the Fund') has been established as a trust under the Indian Trusts Act, 1882, by FIL Investment Advisors (liability restricted to Rs. 1Lakh). FIL Trustee Company Private Limited, a company incorporated under the Companies Act, 1956, with a limited liability is the Trustee to the Fund. FIL FundManagement Private Limited, a company incorporated under the Companies Act, 1956, with a limited liability is the Investment Manager to the Fund. Fidelity, Fidelity International and Pyramid Logo are trademarks of FIL Limited. Fidelity means FIL Limited, established in Bermuda, and FMR LLP., established in the United States, and their respective subsidiary companies and affiliates.

[73] Axis Equity Fund - NFO

Axis Mutual Fund has launched its maiden open-ended equity fund, Axis Equity Fund. The fund aims to build a diversified equity portfolio and participate in the growth potential of companies while managing the risk.



The fund does not have any entry load while the exit load is 1% if redeemed before 1 year. The NFO will close on December 08, 09

The investment can be done on-line through WEALTH ACCOUNT OF NJ INDIA INVEST

 BROUGHT TO YOU BY "wealth4u".

 

wealth4u: [70] AXIS Equity NFO Presentation NEW FUND OFFER

wealth4u: [70] AXIS Equity NFO Presentation NEW FUND OFFER Kindly DOUBLE CLICK ABOVE TITLE FOR LINK TO FURTHER DETAILS. E-mail your requirement giving your contact INFORMATION.

[65] "WHY INVEST IN RELIGARE PSU EQUITY FUND?"

"WHY INVEST IN RELIGARE PSU EQUITY FUND?" With an average asset base of over INR 147bn (August 2009), Religare Asset Management aims to serve investment needs of individual investors, corporate and institutions through mutual funds and sub-advised portfolios.

Our product portfolio is managed by individually focused management teams to create  optimum balance and results. We are committed to providing financial care and top class service. We subscribe to sustainable business models and processes that factor in the dynamism of the business in fast changing market scenarios. Investors can expect best-in-class investment products that will leverage on our expertise and global resources available with the Religare Group. Why Religare Mutual FundReligare Asset Management aims to serve investment needs of individual investors, corporate and institutions through mutual funds and sub-advised portfolios.

Our product portfolio is managed by individually focused management teams to create  optimum balance and results. We are committed to providing financial care and top class service. We subscribe to sustainable business models and processes that factor in the dynamism of the business in fast changing market scenarios. Investors can expect best-in-class investment products that will leverage on our expertise and global resources available with the Religare Group. Believe in being True to Mandate. Follow consistent philosophy and process. Expertise across equity and fixed income investmentsStay focused on potential return relative to risk. Focus on long term wealth creation>Experienced Equity Investment Management Team. Broad, deep and stable research platform

[64] Fund Facts @ Religare PSU Equity

Scheme Features

Name of Scheme Religare PSU Equity Fund Type of Scheme An open ended equity scheme Investment Objective To generate capital appreciation by investing in equity and equity related instruments of companies where the Central / State Government(s) has majority shareholding or management control or has powers to appoint majority of directors. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns. Asset Allocation Type of Instruments Indicative Allocation (% of total assets) Risk Profile   Minimum Maximum High/Medium / Low Equity & Equity Related Instruments of the constituents of BSE PSU Index 65 100 High Equity & Equity Related Instruments of PSU companies other than the constituents of the BSE PSU Index 0 35 High Equity & Equity Related Instruments of non PSU companies# 0 20 High Debt * & Money Market Instruments 0 35 Low to Medium   # Companies which are PSU at the time of investment and which may subsequently become non PSU because of privatization or disinvestment. * Investment in securitized debt including pass through certificate (PTC) shall not exceed 20% of the net assets of the Scheme. The Scheme will not invest in foreign securitized debt. Options •Growth    • Dividend Payout • Dividend Reinvestment Minimum Amount of Investment Lumpsum Purchase: Rs. 5,000/- and in multiples of Re.1/- thereafter. Systematic Investment Plan (during New Fund Offer period) Options Minimum Amount Minimum Instalments Monthly Rs. 1,000/- per month and in multiples of Re. 1/- thereafter 6 Quarterly Rs. 1,500/- per quarter and in multiples of Re. 1/- thereafter 4 Load Structure For Lumpsum Purchase / SIP Purchase Entry Load : Nil Exit Load: In respect of each purchase / switch-in of units, an Exit Load of 1% is payable, if units are redeemed / switched-out on or before 1 year from the date of allotment. In respect of each purchase / switch-in of units, no Exit Load is payable, if units are redeemed / switched-out after 1 year from the date of allotment. Fund Manager Mr. Pradeep Kumar Benchmark BSE PSU Index

Scheme Features

Name of Scheme Religare PSU Equity Fund Type of Scheme An open ended equity scheme Investment Objective To generate capital appreciation by investing in equity and equity related instruments of companies where the Central / State Government(s) has majority shareholding or management control or has powers to appoint majority of directors. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns. [63] More on Religare PSU Equity Fund Six Reasons to own Religare PSU Equity Fund 1. PSUs - Strong Fundamentals Unlike popular perception, most of the PSU companies in India are leaders in their respective areas of operation and in many sectors they have a virtual monopoly. In addition, many of the PSU companies have their presence in core sectors and therefore, considering the Government thrust for infrastructure, these companies offer strong growth potential for years to come.   BSE PSU INDEX - Sectoral Composition The BSE PSU Index has nearly 65% weightage in financials, industrials, minerals and utilities – these sectors are core to the India growth story and will benefit from the Government focus on infrastructure and reforms. The expected re-rating of these companies in future and increased shareholder value in the event of Government divesting stakes, can lead to above average gains over a period of time.   Source: BSE India; Data: Aug 09; Industry Classification: AMFI   3 Source : Religare MF, in terms of market capitalisation 2. Low Debt–Equity Ratio Makes them less vulnerable in case of a downturn   Many of the PSU companies have low debt or have surplus cash on their books, which puts them in an advantageous position in comparison to their private sector counterparts when it comes to funding their expansion programmes. Because of the low debt-equity ratio, the cost of servicing debt lowers the fixed costs and makes PSUs less vulnerable to a slowdown in earnings growth.   Company Market Cap (Rs.crs) Net Debt to Equity Ratio Indian Oil Corpn. Ltd. 70168 0.46 Chennai Petroleum Corpn. Ltd. 3024 0.68 Neyveli Lignite Corpn. Ltd. 21844 -0.15 BEML Ltd. 4628 -0.13 Steel Authority Of India Ltd. 67181 -0.53 GAIL (India) Ltd. 42545 -0.15 Container Corpn. Of India Ltd. 15405 -0.44 Bharat Heavy Electricals Ltd. 113055 -0.76 Dredging Corpn. Of India Ltd. 1509 -0.21 Oil & Natural Gas Corpn. Ltd. 253563 -0.23 Bharat Electronics Ltd. 11404 -0.76 Engineers India Ltd. 5899 -1.09 Mahanagar Telephone Nigam Ltd. 5988 -0.32 National Aluminium Co. Ltd. 22251 -0.40 NMDC Ltd. 149093 -0.83 Source: Bloomberg; Data: FY09; Market Cap: 31/08/2009. Net Debt to Equity Ratio: A measure of a company's financial leverage calculated by dividing long-term debt (adjusted for cash) by shareholders' equity. It indicates what proportion of equity and debt the company is using to finance its asset. 3. Valuations – PSU Stocks are available at attractive valuations Index Price/Earnings Price/Book value BSE PSU Index 16.14 3.00 BSE Sensex 18.86 3.32 BSE 200 19.32 2.97 BSE 500 19.98 2.82 Trailing 12 month (TTM) Source: BSE India. Date: 31/08/2009   As the above table suggests, currently PSU companies are attractively placed in terms of valuations vis-à-vis the broader markets and the BSE Sensex. BSE PSU Index is trading at relatively attractive trailing P/E multiple of 16.14 as against 18.86 P/E of Sensex companies, with better earning growth rate than the Sensex. Valuations as measured by P/B multiple also suggest that PSUs are better placed than the Sensex companies. 4. PSU Companies – Wealth Creators Out of the 50 companies which constitute the Nifty index, 10 companies with a combined weightage of 14.80% are from the PSU space (BHEL, BPCL, GAIL, NTPC, NALCO, ONGC, Power Grid Corporation, PNB, SBI and SAIL).   PSU Companies' contribution to Index Performance Index No. Of Companies PSU companies in the index Combined Weightage of PSU Stocks (%) S&P CNX Nifty 50 10 14.80 BSE Sensex 30 4 14.22 Source : Prowess, Religare MF. Data : As on 31st Aug 09. Past Performance may or may not be sustained in future   A portfolio of these 10 stocks (equal weighted) has outperformed the Nifty in the last 1 year, by generating returns of 24.36% vis-à-vis Nifty return of 6.89%. BSE PSU Index (an aggregate of 47 PSU companies) has appreciated by 24.09% over the last 1 year, as against BSE Sensex's return of 7.52%. (As on 31st Aug, 09).   Performance may or may not be sustained in future SIP Analysis - A hypothetical systematic investment plan (SIP) made in BSE PSU Index and BSE Sensex. Rs.1,000/- invested on the first business day of every month. Start Date : Feb 1999 Index Total Investment(Rs.) Value Of Investment (as on 31st Aug 09)(Rs.) Combined Weightage of PSU Stocks (%) BSE PSU Index 1.27lacs 5.18lacs 24.87 BSE Sensex 1.27lacs 3.62lacs 18.67 XIRR: Internal Rate of Return. Past performance may or may not be sustained in future. The above investment simulation is for illustrative purpose only and should not be construed as a promise on minimum returns and safeguard of capital. The AMC / Mutual Fund is not guaranteeing or promising or forecasting any returns.       5. Benefit from Disinvestment The Indian capital market regulator proposes to make it mandatory for all listed companies to have minimum public holding of at least 25%, which means promoters having stake above 75% will have to dilute their holding to that extent. With an almost clear mandate and Government's resolve to garner funds through disinvestment, the FM in his speech has proposed to increase the threshold limit for non-promoter public shareholding for the private sector as well as public sector companies. Many PSU companies would be automatic candidates for disinvestment in years to come. PSU companies, other than the listed ones lined up for disinvestment could include Coal India, LIC India, BSNL, Nuclear Power Corporation etc. Religare PSU Equity Fund would also look at investing in IPOs of these companies which will be available for investment. source: media reports 6. Dividend Gains While the growth potential clearly exists, there is another aspect that adds to the need to look at PSU companies closely; that is they have a strong dividend payout history. PSU companies provide attractive dividends and this dividend paying habit of PSU companies has been seen in bear phases of market also.   Company Dividend (%) 2008 2007 2006 2005 2004 Andhra Bank 40 38 35 30 28 BEML Ltd 120 120 100 100 20 Bharat Electronics 207 180 146 112 100 Chennai Petroleum 170 120 120 120 50 Dredging Corp 150 150 150 120 120 Engineers India 110 95 80 75 65 GAIL (India) 100 100 100 80 80 Neyveli Lignite 20 12 20 20 14 NMDC 385 352 277 115 35 NTPC 35 32 28 24 14 ONGC 320 310 450 400 240 Punjab National Bank 130 100 90 60 40 SAIL 37 31 20 33 0 State Bank of India 215 140 140 125 110 Source: Capitaline. Past Performance may or may not be sustained in future.   4Source: D& B Report. FY 08     Who should invest in Religare PSU Equity Fund? • Investors looking for an opportunity to own performing public sector giants • Investors looking forward to benefitting from the long term value unlocking in Public Sector Enterprises. • Investors looking for diversification. > [62] PSUs= The Opportunity is NOW!   PSUs: The Opportunity is Now! Mughal emperor Akbars darbar (court) had nine extraordinary men who advised him on different matters. Conferred with the title of Navratna (nine gems) they soared to almost legendary heights in their respective area of activity. The modern day Navratnas in India, honoured by the Government of India,are the new crown jewels of the nation. These Navratnas are the best Indian homegrown companies, which have become the flag-bearers in their respective area of activity. For e.g., companies like ONGC, NTPC, SBI etc. have almost become synonymous with Oil, Power and Banking respectively, in India.   But fortunately for investors, unlike Akbars court, this is not an exclusive club. The mini-ratna companies in India are getting ready to break into the big league and are standing out for their efficiency and performance. With more and more PSUs entering the market like NHPC, Oil India etc., and many more on the roadmap, the opportunities are ever expanding.   Religare PSU Equity Fund will invest in such public sector undertakings (PSUs) in India, and give you the chance to be the modern day Akbar.   1, 2 Source: D& B Report   Portfolio Characteristics Investment Universe: The Fund will invest in companies where the Central / State Government have majority shareholding or where the management control lies with the Government. Investment Style:The Fund will have no market capitalization bias and will be style neutral. Bottom up and top down approach to create a diversified portfolio of stocks. Stock Universe: The Fund will invest in Government companies having presence in core sectors and companies, which are expected to benefit from the divestment process and reforms. At least 65% of the assets will be invested in companies which are part of the BSE PSU Index. Portfolio to comprise of 25 - 30 stocks. The Fund will also participate in forthcoming IPOs of Government companies. The Fund mandate provides the flexibility to hold upto 20% of the companies even after Government exits or becomes a minority shareholder. e.g. Maruti Suzuki.   With Warm regards "wealth4u" Subscribe to: Posts (Atom) CONTENTS [ CLICK TO OPEN ] Home WEALTH MANAGEMENT & MAITENANCE SERVICES UTILITIES LEARNING WORKSHOPS LIFE INSURANCE HEALTH INSURANCE MUTUAL FUNDS REAL ESTATE FIXED DEPOSITS P.M.S. ON-LINE TRADING Blog Archive ▼  2013 (70) ▼  October (5) Industry Recognized PGPM Make a Career Get Degrees with Industry Certificat... 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NJ Wealth Account The information regarding NJ Wealth Account which was emailed last year is now briefed on this weblink. About NJ Wealth Account Pr... READY RECKONER-- NEW INCOME TAX SLABS & SECTIONS FOR FY 2010-11 READY RECKONER-- NEW INCOME TAX SLABS & SECTIONS FOR FY 2010-11 Dear Investor, ATTEND THE TRAINING WORKSHOP ON "INCO... ICICI Pru Life Insurance Presentations of New Products / Brochures Subsequent to reduction in commissions to Insurance Agencies, all Life Insurance companies are in the process of re-launching their products... Unitech Residences, Parel Sewree NJ Realty & wealth4u now *offer *Unitech Residences at Parel Sewree 2 BHK - AREAs 1202 , 1331 & 1368 sq.ft. 20 floors building ... PRAMERICA Mutual Fund launched PRAMERICA Mutual Fund launched . Kindly DOUBLE CLICK ABOVE TITLE FOR LINK TO FURTHER DETAILS. Kindly write in the GUESTBOOKER BELOW your f... Save Tax - ICICI Tax Plan Wealth4u/FaceBook-Profile   ICICI Prudential TAX PLAN ... Total Pageviews MoneyMoneyMoney It's a rich Man's World! Twitter Popular Posts Do spare 5 minutes from your busy schedule I have taken liberty only to highlight some portion of original email. History repeats if people do not change their ways! Have u forgotten... New Housing Project launched Arihant Arham, New Panvel New Housing Project launched Arihant Arham, New Panvel Units starting from just 13.98 Lacs. Rate: 2350 onwards. 1 BHK - 595 sft 2 BHK - 875 ... ICICI Prudential PMS Ascending India Portfolio (AIP) Launch Intimation Dear All, "Wealth4u" is glad to  announce the *launch of **_ ICICI Prudential PMS Ascending India Portfolio_* - a series under... VALUE STRATEGY PMS by Motilal Oswal Kindly DOUBLE CLICK ABOVE TITLE " VALUE STRATEGY PMS by Motilal Oswal" for LINK TO FURTHER DETAILS regarding "Being Focussed... NJ Wealth Account The information regarding NJ Wealth Account which was emailed last year is now briefed on this weblink. About NJ Wealth Account Pr... READY RECKONER-- NEW INCOME TAX SLABS & SECTIONS FOR FY 2010-11 READY RECKONER-- NEW INCOME TAX SLABS & SECTIONS FOR FY 2010-11 Dear Investor, ATTEND THE TRAINING WORKSHOP ON "INCO... ICICI Pru Life Insurance Presentations of New Products / Brochures Subsequent to reduction in commissions to Insurance Agencies, all Life Insurance companies are in the process of re-launching their products... Unitech Residences, Parel Sewree NJ Realty & wealth4u now *offer *Unitech Residences at Parel Sewree 2 BHK - AREAs 1202 , 1331 & 1368 sq.ft. 20 floors building ... PRAMERICA Mutual Fund launched PRAMERICA Mutual Fund launched . Kindly DOUBLE CLICK ABOVE TITLE FOR LINK TO FURTHER DETAILS. Kindly write in the GUESTBOOKER BELOW your f... Save Tax - ICICI Tax Plan Wealth4u/FaceBook-Profile   ICICI Prudential TAX PLAN ... wealthforyou-wealth4u.Blog NOW ALSO ON FaceBook http://wealthforyou-wealth4u.blogspot.com now also on FaceBook. 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