Thursday, May 22, 2008

TOP 20 EQUITY FUNDS - May 08

TOP 20 EQUITY FUNDS.... WINNERS CHANGE!!!

Last 1 Year

Scheme Name Returns % CAGR.
Reliance Diversified Power Sector Fund .......76.88
DWS Investment Opportunity ..........................51.08
Reliance Regular Savings Equity ...................49.86
ICICI Prudential Infrastructure ........................49.66
Standard Chartered Premier Equity ..............49.25
Taurus Discovery Stock ...................................46.65
Reliance Banking Sector ..................................45.05
DBS Chola Opportunities .................................43.75
Canara Robecco Infrastructure........................41.85
SBI Magnum Comma ........................................41.45
Sundaram BNP P. Capex Opportunities-D ....41.40
Sundaram BNP.P. S.M.I.L.E. ..........................41.19
Tata Infrastructure .............................................40.38
J.M. Financial Services Sector .......................40.22
Sundaram BNP P. Capex Opportunities-G ....40.20
BOB Growth .......................................................38.35
J. M. Basic.........................................................37.47
Kotak Opportunities ..........................................37.01
DWS Alpha Equity.............................................35.83
Escorts Growth ..................................................33.98

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Last 2 Years

Scheme Name Returns % CAGR
Reliance Diversified Power Sector Fund .......49.93
Reliance Banking Sector Fund ........................36.21
ICICI Prudential Infrastructure ........................35.50
Reliance Regular Savings Equity -G ..............35.18
DBS Chola Opportunities .................................34.73
UTI Banking Sector ...........................................32.76
Standard Chartered Premier Equity Fund ......29.30
DWS Investment Opportunities .......................29.12
J. M. Basic.........................................................28.35
Birla Sun Life Frontline Equity ........................26.99
Tata Infrastructure .............................................25.53
DSP Merill Lynch Technology.com ................24.70
DSP Merill Lynch Top 100 Equity ..................23.83
DSP Merill Lynch India T.I.G.E.R. .................23.80
HDFC Growth ....................................................23.65
Reliance NRI Equity..........................................23.57
DSP Merill Lynch Equity ..................................23.45
HSBC Equity ......................................................23.26
Tata Equity P/E .................................................23.25
Taurus Starshare ...............................................22.94

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Last 3 Years

Scheme Name Returns % CAGR.
Reliance Diversified Power Sector Fund .......64.75
DSP Merill Lynch India T.I.G.E.R. .................45.64
Tata Infrastructure .............................................45.31
Sundaram BNP P. Select Focus ....................44.86
SBI Magnum Contra..........................................44.80
DWS Investment Opportunity ..........................44.10
Kotak Opportunities ..........................................43.72
DSP Merill Lynch Equity ..................................43.39
UTI Infrastructure ..............................................43.18
SBI Magnum Multiplier .....................................43.05
Taurus Starshare ...............................................43.86
ICICI Prudential Dynamic.................................42.69
Kotak - 30 ...........................................................42.68
DSP Merill Lynch Top 100 Equity ..................42.55
Reliance Growth .................................................42.00
Sundaram BNP P. Select Mid Cap ................41.06
Franklin India Opportunity ................................40.10
DBS Chola Opportunities .................................40.08
Birla Sun Life Frontline Equity ........................40.06
HDFC Top - 200 ................................................39.65

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Last 5 Years

Scheme Name Returns % CAGR
SBI Magnum Comma ........................................65.09
Reliance Growth .................................................64.97
SBI Magnum Global ..........................................62.95
Sundaram BNP P. Select Mid Cap ................60.86
SBI Magnum Multiplier Plus ............................58.82
Tata Equity Opportunities ................................58.18
DSP Merill Lynch Equity Fund ........................56.40
HSBC Equity ......................................................56.09
Birla Sun Life Equity ........................................55.98
Tata Pure Equity ...............................................55.87
HDFC Top-200 ...................................................52.56
Birla Sun Life Mid Cap .....................................52.22
Tata Select Equity ............................................52.15
DSP Merill Lynch Opportunities ......................52.08
Reliance Vision ..................................................51.78
HDFC Growith Fund ..........................................51.66
Kotak-30 ..............................................................51.11
DSP Merill Lynch Top - 100 ............................50.65
DWS Alpha Equity.............................................50.34
HDFC Equity ......................................................49.98

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Risk Factors : Please refer the offer document before taking any investment decision. Past performance may or may not be sustained in the future.

SUNDARAM BNP PARIBAS SELECT THEMATIC FUNDS ENTERTAINMENT OPPORTUNITIES

NEW FUND OFFER OF THE MONTH
SUNDARAM BNP PARIBAS MUTUAL FUND’S
SUNDARAM BNP PARIBAS SELECT THEMATIC FUNDS ENTERTAINMENT OPPORTUNITIES
(A OPEN-END EQUITY SCHEME)
New Fund Offer Opened On : 24-04-2008
New Fund Offer Closes On : 20-05-2008
New Fund Offer at Rs. 10/- per unit. Plus applicable entry load.
Minimum Application for Rs. 5,000/-, thereafter in multiples of Re. 1/-
Entry Load : 2.25% for investment upto Rs. 5 crores
Exit Load : 1% if redeemed within 6 months from the date of allotment
0.50% if redeemed between 6 months & 12 months from
the date of allotment.
Asset Allocation Pattern :
65% - 100% - Equity & Equity Related Instruments pre-dominantly
in the targeted sector/theme.
0% - 35% - Equity & Equity Related Instruments of Other than
targeted sector/theme and also overseas securities.
0% - 15% - In Fixed Income & Money Market Instruments
Investment Objective : Would be to achieve long term capital appreciation
by investing primarily in the equity and equity related instruments of
companies that focus on opportunities in the entertainment business.
PERFORMANCE OF OTHER EQUITY SCHEMES OF SUNDARAM BNP P. MUTUAL FUND
Sr. Fund Scheme
No
Launch Since Last Last Last
Period Launch 1 year 2years 3years
1 . Sundaram BNP P. Capex Opp.- D Sep - ‘05 38.35 41.35 22.56 -
2 . Sundaram BNP P. Capex Opp.- G Sep - ‘05 38.15 40.38 22.62 -
3 . Sundaram BNP P. Growth Mar - ‘97 24.74 31.09 16.21 37.34
4 . Sundaram BNP P. Ind. Leadership Jun - ‘04 39.76 28.84 13.17 38.42
5 . Sundaram BNP P. Rural India Apr - ‘06 20.75 32.18 - -
6 . Sundaram BNP P. S.M.I.L.E Jan - ‘05 32.24 41.00 17.39 34.69
7 . Sundaram BNP P. Select Focus Jul - ‘02 43.24 34.37 21.57 43.35
8 . Sundaram BNP P. Select Mid Cap Jul - ‘02 50.70 18.98 15.60 40.64
RETURNS %
Please Draw Your Cheque In Favour of
“SBNP P ENTO”

SUNDARAM BNP PARIBAS SELECT THEMATIC FUNDS FINANCIAL SERVICES OPPORTUNITIES

NEW FUND OFFER OF THE MONTH
SUNDARAM BNP PARIBAS MUTUAL FUND’S
SUNDARAM BNP PARIBAS SELECT THEMATIC FUNDS FINANCIAL SERVICES OPPORTUNITIES
(A OPEN-END EQUITY SCHEME)
New Fund Offer Opened On : 17-04-2008
New Fund Offer Closes On : 14-05-2008
New Fund Offer at Rs. 10/- per unit. Plus applicable entry load.
Minimum Application for Rs. 5,000/-, thereafter in multiples of Re. 1/-
Entry Load : 2.25% for investment upto Rs. 2 crores
Exit Load : 1% if redeemed within 6 months from the date of allotment.
0.50% if redeemed between 6 months & 12 months from
the date of allotment.
Asset Allocation Pattern :
65% - 100% - Equity & Equity Related Instruments pre-dominantly
Indian companies relevant to the theme.
0% - 35% - Equity & Equity Related Instruments of Other than
targeted sector/theme and also overseas securities.
0% - 15% - In Fixed Income & Money Market Instruments
Investment Objective : Would be to achieve long term capital appreciation
by investing primarily in the equity and equity related instruments of
Indian engaged in the banking and financial services..
PERFORMANCE OF OTHER EQUITY SCHEMES OF SUNDARAM BNP P. MUTUAL FUND
Sr. Fund Scheme
No
Launch Since Last Last Last
Period Launch 1 year 2years 3years
1 . Sundaram BNP P. Capex Opp.- D Sep - ‘05 38.35 41.35 22.56 -
2 . Sundaram BNP P. Capex Opp.- G Sep - ‘05 38.15 40.38 22.62 -
3 . Sundaram BNP P. Growth Mar - ‘97 24.74 31.09 16.21 37.34
4 . Sundaram BNP P. Ind. Leadership Jun - ‘04 39.76 28.84 13.17 38.42
5 . Sundaram BNP P. Rural India Apr - ‘06 20.75 32.18 - -
6 . Sundaram BNP P. S.M.I.L.E Jan - ‘05 32.24 41.00 17.39 34.69
7 . Sundaram BNP P. Select Focus Jul - ‘02 43.24 34.37 21.57 43.35
8 . Sundaram BNP P. Select Mid Cap Jul - ‘02 50.70 18.98 15.60 40.64
RETURNS %
Please Draw Your Cheque In Favour of
“SBNPP FSO”

SEIBI PERMITS TO LAUNCH “REAL ESTATE MUTUAL FUNDS”

SEIBI PERMITS TO LAUNCH “REAL ESTATE MUTUAL FUNDS”
Stock Market regulator SEBI on Friday 25/04/2008, finally notified
the amended guidlines for “Real Estates Mutual Funds”.
All Mutual Funds can launch real estate schemes. But, if a corporate
is looking to launch such
product must posses & show
proof of 5 years experience in
real estate business. The
guidelines also suggest that the
Assets of Real Estate Schemes
be valued every quarter by two
v a l v e r s . However, net
asset values (NAVs) may have
to be declared on a daily basis,
since these schemes will be
close ended and listed on
r e c o n g n i s e d stock exchanges.
Retail investors now can invest in
Real Estate as an estate class,
which has a low co-relation with
equity & bonds and enjoy the benefits of asset class diversification.
They can now invest in real estate space with as low as a few thousands,
which previously has been preserve of HNIs with deep pockets.
SEBI has mandated that 35% of the Net Assets of the scheme should
be invested directly in real estate assets. The rest may be invested
in mortgage-backed securities, securities of companies engaged in
dealing in real estate assets or in undertaking real estate developmet
projects and other securities with overall limit of not less than 75%
of the net assets of the scheme.
SEBI has also imposed caps of investments in a single city, single
project & securities issued by sponsor or associate companies.
So, the investors have change to own a real estate with small amounts,
in line after “INFRASTRUCTURE FUNDS” and previously introduced
“REAL ESTATE INVESTMENT TRUSTS (REITs), a new asset class
of ‘REAL ESTATE MUTUAL FUNDS’.

Kotak FMP 15M Series 5 - New Fund

Scheme Details
Scheme opens on 16-APR-08
Scheme closes on 22-MAY-08
Objective Debt
Type Close
Information To generate returns through investments in debt and money market instruments with a view to significantly reduce the interest rate risk.
Issue Price(Rs.) 10
Minimum Subscription For Retail Plan : Rs. 5000 and in multiples of Re. 1. For Institutional Plan : Rs. 5000000 and in multiples of Re. 1
Plans Available Retail and Institutional Plan. Both plan offers Growth Option and Dividend Option

Reliance Banking Exchange Traded Fund - New Fund

Scheme Details
Scheme opens on 12-MAY-08
Scheme closes on 30-MAY-08
Objective Equity
Type Open
Information
The investment objective of Reliance Banking Exchange Traded Fund (RBETF) is to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the CNX Bank Index.
Issue Price(Rs.) 10
Minimum Subscription Rs. 5,000 and in multiples of Re. 1 thereafter.
Plans Available Dividend

JPT Securities

buy jpt securities ... @47.... 60 % has been aquired by nikhil gandhi @32 .... nikhil gandhi is right hand of mukesh ambani and has pioneered MUMBAI SEZ , chandigarh sez , PIPAV port , PIPAV shipyard ..he is the main man who look after mukesh ambani group's infrastructure foray .... open offer is @32 .... price target 2000 in 1 year

Ispat Ind

DELIVERY : BUY ISPAT 34 SL 28 TGT 44-48

Issues Closed, yet to be Listed

Issue Name Sector Cut Off Price Retail Subscription (times) Likely Date of Listing
Vimal Oil & Foods Limited Food Products N/A N/A N/A
MindTree Limited IT 425 1.37 N/A
Broadcast Initiatives Limited Media and Entertainment 120 0.01 N/A
Idea Cellular Limited Telecom 75 3.87 N/A
Tubeknit Fashions Limited Textiles 108 0.21 N/A
Ammana Bio Pharma Limited Chemicals 14 0.37 N/A
SVPCL Limited Printing and Stationery 45 2.24 N/A
Gokul Refoils and Solvent Limited Food Products 195 5.59 N/A
Anu`s Laboratories Limited Chemicals 210 9.64 N/A

Praj Inds

Praj Inds gets contract for bioethanol plant in Europe

With Indian Oil [Get Quote], Hindustan Petroleum and Bharat Petroleum projected to lose Rs 200,000 crore (Rs 2,000 billion) in revenues on sale of petrol, diesel, domestic LPG and kerosene below import cost, industry sources said a hike in the range of Rs 2 to 5 per litre appears on the cards.
http://www.rediff.com/money/2008/may/22petro.htm

Petrol pice in India

The Cabinet headed by Prime Minister Manmohan Singh may meet on Friday to consider raising petrol and diesel prices among other measures to bailout state run firms that have been reeling under unprecedented high crude prices.

BUY GOLD(JUNE)12800 TGT-12880/12920 S/L-12760

UTI plans to renew its $500mn IPO

India's second largest mutual fund firm- UTI Asset Management Company Pvt Ltd plans to renew its $500mn IPO, which has been delayed earlier this year due to heavy decline of the Indian stock market.

The UTI executives will meet investors next week to judge the market interest. They will meet in Mumbai on Monday and in Singapore on Tuesday followed tentatively by presentations in Hong Kong, London and New York.

Citigroup, Enam Securities and JM Financial are sponsoring the deal.

DISCLAIMER



DISCLAIMER: INVESTING AND TRADING IS VERY RISKY AND FINANCIAL LOSSES ARE OFTEN THE RESULT.

Investment success is far from a sure thing. This site is solely intended for educational purposes. I am not a registered investment advisor and it is not my intention to provide anyone with investment advice. I am not recommending that any reader of this blog buy, sell, short, or engage in any other investment strategy based upon the content set forth herein. I strongly urge all readers to perform their own due diligence before investing and or trading their funds. I will not be responsible for any readers financial losses.