Advice of the Month – July

Stock Recommendations…

ADANIENT – Buy at or below Rs. 233, Stop loss Rs.220, Target Rs. 272

TITAN – Buy at or below Rs. 234, Stop loss Rs. 210, Target Rs.300

DREDDY – Buy at or below Rs.1627, Stop loss Rs. 1550, Target Rs. 1770

CASTROL – Buy at or below Rs. 535, Stop loss Rs. 520, Target Rs.580

CROMPGREAV – Buy at or below Rs. 127, Stop loss Rs. 116, Target Rs.150

CROMPGREAV – Buy at or below Rs. 127, Stop loss Rs. 116, Target Rs.150

Mutual Fund Recommendations…

Stocks markets all over the globe seem to be stuck and unable to decide which direction to move in. Despite all the negative news coming out of the Eurozone, slowdown in China and India, US recovery being slow, the markets globally have shown some strength and have not fallen down. This in our view suggests the right time to start entering into equities keeping long term investment in view. With few positives news the markets can rally and provide good returns if you accumulate in these slow markets.

DSP BlackRock Mutual Fund

DSP BlackRock Dual Advantage Fund – Series 5 – 36M

Objective of the Scheme: This primary objective of this scheme is to generate returns and seek capital appreciation by investing in a portfolio of debt and money market securities. The scheme also seeks to invest a portion of the portfolio in equity and equity related securities to achieve capital appreciation. As far as investments in debt and money market securities and concerned, the Schemes will invest online in securities which mature on or before the date of maturity of the schemes.

Scheme Type: Close Ended

Scheme Category: Income Fund

Launch Date: 02 July 2012

Closure Date: 16 July 2012

Minimum Subscription amount: Rs. 5000 and in multiples of Re. 1 thereafter

HDFC Mutual Fund

HDFC FMP 372D July 2012 (1)

Objective of the Scheme: The investment objective of the Plans under the Scheme is to generate income through investments in Debt/Money market instruments and Government Securities maturing on or before the maturity date of the respective plan(s).

Scheme Type : Close Ended

Scheme Category: Income Fund

Launch Date: 11 July 2012

Closure Date: 16 July 2012

Minimum Subscription amount: Rs. 5000

HDFC FMP 91D July 2012 (1)

Objective of the Scheme: The investment objective of the Plans under the Scheme is to generate income through investments in the Debt/Money market instruments and Government Securities maturing on or before the maturity date of he respective plan(s).

Scheme Type: Close Ended

Scheme Category: Income Fund

Launch Date: 11 July 2012

Closure Date: 17 July 2012

Minimum Subscription amount: Rs. 5000

IDFC Mutual Fund

IDFC Fixed Maturity Plan – 366 Days Series 76

Objective of the Scheme: to seek to generate income by investing in a portfolio of debt and money market instruments maturing on or before the maturity of the scheme. There is no assurance or guarantee that the objectives of the scheme will be realized.

Scheme Type: Close Ended

Scheme Category: Income Fund

Launch Date: 10 July 2012

Closure Date: 16 July 2012

Minimum Subscription amount: Rs. 10000/- and there after in multiples of Rs. 10/-

Reliance Mutual Fund

Reliance Dual Advantage Fixed Tenure Fund II – Plan H

Objective of the Scheme: The scheme seeks to generate returns and reduce interest rate volatility, through a portfolio of fixed income securities that are maturing on or before the maturity of the scheme along with capital appreciation through equity exposure.

Scheme Type: Close Ended

Scheme Category: Income

Launch Date: 03 July 2012

Closure Date: 17 July 2012

Minimum Subscription amount: Rs. 5000 and in multiples of Rs. 1 thereafter

SBI Mutual Fund

SBI DEBT FUND SERIES – 366 DAYS – 8

Objective of the Scheme: To provide regular income. Liquidity and returns to the investors through investments in a portfolio comprising of debt instruments such as government securities, PSU and Corporate Bonds and Money Market instruments maturing on or before the maturity of the Scheme.

Scheme Type: Open Ended

Scheme Category: Funds of Fund Domestic

Launch Date: 11 July 2012

Closure Date: 16 July 2012

Minimum Subscription amount: Rs. 5000/-

 Sundaram Mutual Fund

 Sundaram Fixed Term Plan -CX (367 Days)

Objective of the Scheme: The objective of the Scheme would be to generate income with minimum volatility by investing in debt and money market securities, which mature on or before the maturity of the scheme.

 Scheme Type: Close Ended

Scheme Category: Income Fund

Launch Date: 11 July 2012

Closure Date: 18 July 2012

Minimum Subscription amount: Rs. 5000/-

Tata Mutual Fund

Tata Capital Protection Oriented Fund Series II (3 years)

Objective of the Scheme: The primary objective of the scheme is to seek income and minimize risk of capital loss by investing in a portfolio of fixed income securities. The scheme may invest a part of the assets in equity or equity relates instruments to seek capital appreciation. The scheme is oriented towards protection of capital and not guaranteed returns. The orientation towards protection of capital originates from the portfolio structure of the scheme and not bank guarantee insurance cover.

Scheme Type: Close Ended

Scheme Category: Income

Launch Date: 06 July 2012

Closure Date: 20 July 2012

Minimum Subscription amount: Rs. 10000/-


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