Mutual Fund Application Forms Download Any Applications
Invest in Tax Saving Mutual Funds Invest Online
Infrastructure Bond Application Forms Download Applications

Tuesday, April 16, 2013

ICICI Prudential VAP (volatility Advantage Plan )

Invest In Tax Saving Mutual Funds Online

Call 0 94 8300 8300 (India)

 

Launched on December 30, 2006, ICICI Prudential Equity - Volatility Advantage Fund, is an open ended equity oriented fund that aims at generating risk-controlled equity linked returns.

 

The fund uses in house asset allocation model to maintain an effective equity investment level, which would be always above 65%. However, the actual equity level may go below 65% after the derivative exposure.

 

Investment Philosophy- how is the fund managed?

 

Equity

-The fund will invest predominantly in equities and use derivatives to hedge the downside risk of the portfolio

 

Blend of large and mid-cap stocks

 

 - While the large cap stocks represent established enterprises selected from the Top 100 stocks by market capitalization, the midcaps are smaller business entities with long-term growth potential. The allocation is decided on a tactical basis rather than any predefined ratio.

 

Asset allocation

– The fund uses an in-house model, based on a long-term historical mean price to book value (P/BV), with a view to protect the investments during a falling market, while aiming to capture the upside in a rising market.

 

Derivatives strategy

 

 - The fund will use derivative instruments for the purpose of hedging or portfolio rebalancing or any other stock and/or index strategies as allowed under the SEBI regulations.

 

Model Used to decide on Equity Position in VAP

 

Pls find below attached product note and excel containing the following details

 

1) Matrix to decide on equity position in the fund

2) Last one year Equity Level in the funds with the corresponding P/BV

3) Month on month performance with the peer(Pls also look the Standard deviation in comparison to benchmark)

4) Performance Sheet

5) Portfolio 

Happy Investing!!

We can help. Call 0 94 8300 8300 (India)

Leave your comment with mail ID and we will answer them

OR

You can write back to us at PrajnaCapital [at] Gmail [dot] Com

---------------------------------------------

Invest in Tax Saving Mutual Funds ( ELSS Mutual Funds ) to upto Rs 1 lakh and Save tax under Section 80C.

Invest Tax Saving Mutual Funds Online

Tax Saving Mutual Funds Online

These links can be used to Purchase Mutual Funds Online that are regular also (Investment, non-tax saving)

Download Tax Saving Mutual Fund Application Forms from all AMCs

Download Tax Saving Mutual Fund Applications

These Application Forms can be used for buying regular mutual funds also

Some of the best Tax Saving Mutual Funds available ( ELSS Mutual Funds )

  1. ICICI Prudential Tax PlanInvest Online
  2. HDFC TaxSaverInvest Online
  3. DSP BlackRock Tax Saver FundInvest Online
  4. Reliance Tax Saver (ELSS) FundInvest Online
  5. Birla Sun Life Tax Relief '96 Invest Online
  6. IDFC Tax Advantage (ELSS) FundInvest Online
  7. SBI Magnum Tax Gain Scheme 1993Invest Online
  8. Sundaram Tax SaverInvest Online
  9. Edelweiss ELSS Invest Online

------------------

Best Performing Mutual Funds

    1. Largecap Funds Invest Online
      1. DSP BlackRock Top 100 Fund
      2. ICICI Prudential Focused Blue Chip Fund
      3. Birla Sun Life Front Line Equity Fund
    2. Large and Midcap Funds Invest Online
      1. ICICI Prudential Dynamic Plan
      2. HDFC Top 200 Fund
      3. UTI Dividend Yield Fund
    1. Mid and SmallCap Funds Invest Online
      1. Reliance Equity Opportunities Fund
      2. DSP BlackRock Small & Midcap Fund
      3. Sundaram Select Midcap
      4. IDFC Premier Equity Fund
    1. Small and MicroCap Funds Invest Online
      1. DSP BlackRock MicroCap Fund
    1. Sector Funds Invest Online
      1. Reliance Banking Fund
      2. Reliance Banking Fund
    1. Tax Saver MutualFundsInvest Online
      1. ICICI Prudential Tax Plan
      2. HDFC Taxsaver
      3. DSP BlackRock Tax Saver Fund
      4. Reliance Tax Saver (ELSS) Fund
    2. Gold Mutual Funds Invest Online
      1. Relaince Gold Savings Fund
      2. ICICI Prudential Regular Gold Savings Fund
      3. HDFC Gold Fund

No comments:

Post a Comment

Mutual Fund Application Forms Download Any Applications
Invest in Tax Saving Mutual Funds Invest Online
Infrastructure Bond Application Forms Download Applications

Popular Posts