Mutual Funds to the Rescue….!

By Rahul Pithadia - For the crowd Markets are always tricky to bet as they are not safe heavens and everyone doesn’t have knowledge of how to deal with them. Fear or lack of knowledge is the reason people park their money in other asset class or keep it ideal. So where does the idle money be utilized?  Those who want to gain big with time do not believe in Fixed Deposits or Public Provident Fund Schemes as markets have the power to beat them all.

Equity Schemes provide around 12 to 15 percent of returns annually or even more depending upon various schemes. The investments in mutual funds are done by Fund Managers so there is no need to worry if you lack the knowledge of the market as your money is in expert’s hands. Below is the fund which has managed to give more than expected returns since inception.

Birla Sunlife MNC Fund is an open ended growth scheme which invests primarily in the small cap and mid cap sector which has high potential in the future.

Birla MNC Fund Growth: Daily Chart

Birla Sun Life MNC Fund, Birla Sun Life MNC Fund Chart, Birla Sun Life Mutual Fund, Elliott Wave Analysis

Objective: To achieve growth of capital at relatively moderate levels of risk by investing in securities of multinational companies through in depth research.

Portfolio Analysis: This fund invests 38.04% in the top 5 holding which are mentioned below

Top Holdings:

 Top holdings 20160323

Sector focus: It provides interesting insights, Banking sector is not included in this fund which is a decent move as there are other outperforming sector which are relatively good compared to the PSU Banks which has shown sharp depreciation in its price.

Sector Allocation:

Sector Alloaction 20160323

Returns as on: 1ST March 2016

Returns 20160323

Risk Parameters: As the investments are made in the small cap & mid cap stocks the risk associated with this fund is high but as they are MNCs the tank period will not be of much pain. 

In a nutshell, If we look at the history this fund has given promising return from the levels of 23 to 640 and also has inherent potential ahead. Investments through SIP will be the best route to travel the journey. Lump sum investments can be made above 600 levels which will give a positive gate pass to the bull trend which is in sync with our outlook on Indian markets!

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