DSP BlackRock Small and Mid Cap Fund and Futures Trading Tips
Fund Snap Shot & Benefits DSP Blackrock Small and Mid Cap Fund is an Open ended equity growth scheme primarily seeking to generate long term capital appreciation from a portfolio substantially constituted of equity and equity related securities which are not part of top 100 stocks by market capitalization. From time to time, the Investment Manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. Investment Option It is an Open-Ended scheme the minimum investment is Rs. 5,000 Minimum Additional Investment: 1,000/Systematic Investment Plan {S.I.P} Rs. 5,00/Load Structure Entry load – Nil Exit load: 1% if redeemed within 12 months from the date of allotment. This Fund Offers Investment in Growth, Dividend, Dividend Re-Investment Options Funding Structure: . As below we can seen they investment as per companies wise 01 02 03 04 05 06 07 08 09 10
Ipca Laboratories Persistent Systems Tata Communications Cmc Arvind ING Vysya Bank Bayer CropScience Britannia Industries Eicher Motors Unichem Laboratories
Health Care Technology Communication Technology Textiles Financial Diversified FMCG Automobile Healthcare
6.76% 6.10% 5.90% 4.94% 4.93% 4.06% 4.05% 3.81% 3.53% 3.22%
We can see ALLOCATION OF FUNDS IN SECTOIAL WISE {as on 13 31 Jan’2014}. 01 Software 11.91% 02 Pharmacy 11.88% 03 Finance 8.41% 04 Consumer Goods 8.90% 05 Banking 6.61% 06 Textiles 6.53%
07 08 09 10
Automotives Telecom Pesticides Transportation
6.40% 590% 4.05% 4.02%
Fund Returns Small Cap and Mid Cap Funds Moves as per market moment. As well compare to Large Cap risk ratio is high, but investors should maintain their portfolio in this type funds for long terms will give good returns those who invest in growth option in this fund benefits see below Past 5 Years the fund given returns: 26.45% Past 3 Years the fund given returns: 6.35% Past 1 Year the fund given returns: 6.63% Investment from 2006 to till today date fund given returns: 9.77% Investing thorough Systematic Investment Plan (SIP) of Rs. 2000 from 1 January 2007 till we invest today Rs.1,72,000 on average you get 2,57,905.80. If we Invest Rs. 10,000 as on 5 years back now the roof value will be Rs. 32,330.67. Our Advise is that Investors who will take risk those can invest for best returns in this fund more than 5 years. Fund Details Date of Announce: 14 November ’2006 Fund Manager: Vinit Sambre Since July 2012; Apoorva Shah Since 2008 Nav: Growth Option: 19.705; Dividend Option: 13.849 {As Per 21 Feb’2014} Fund Type: Open-Ended Bench Mark: Cnx Midcap Color Code: Brown Risk Grade: Above Average Return Grade: Above Average Amount in Funding: Rs. 972.79 Crores {As on 31 January’2014} For More Details visit us Profit Krishna Advisory Services for Futures Trading Tips Reminder: Risk in Mutual Funds is preferred as below (BLUE) Investors recognize that their principal will be at low risk. (YELLOW) Investors recognize that their principal will be at medium risk. (BROWN) Investors recognize that their principal will be at high risk.