Sundaram Balanced Fund

Sundaram Balanced Fund OBJECTIVE:

 

·         To generate capital appreciation and current income, through a judicious mix of investments in equities and fixed-income securities.

 

Sundaram Balanced Fund CHARACTERISTICS:

 

·         Mix of investments in equities (65% - 70%) and fixed income securities (35% - 30%).

 

·         Equity portion of the portfolio consists of large caps (58%) and mid & small cap (42%) stocks.

 

·         Steady accrual income offsets uncertain equity returns during down markets while in up-markets, accrual income combines with equity appreciation to provide higher returns.

 

·         YTM of portfolio: 8.04%; Average duration of portfolio: 3.38 years Debt portion).

 

 

WHO SHOULD INVEST in Sundaram Balanced Fund:

 

·         Investor seeking long term capital appreciation with lower volatility than in a 100% equity oriented fund.

 

·         Suitable for investing in volatile and uncertain market conditions. Suitable for investors seeking lower volatility in down markets, and willing to forego the possibility of higher returns in an up-market.

 

 

PERFORMANCE:

 

Equity Fund Category	AAUM	NAV	RETURNS
	Rs. Crore	Rs	3 Month	6 Months	1 Year	2 Years	3 Years	5 Years	Since Launch
Sundaram Balanced Fund - Regular Plan	455	78.77	4.32	12.28	15.79	10.68	9.64	11.26	12.86

 

 

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Mutual Fund Fact Sheet Information





The fact sheet covers basic information, such as the fund objective, nature of fund, fund manager's name, fund's inception date, benchmark index, corpus size, current NAV, among other details.

The next detail it showcases is the portfolio strategy of the fund through investment style, fund portfolio with top holdings, and allocation across sectors and issuers.

 Volatility measures pertaining to ratios, such as Standard Deviation and Sharpe Ratio, are also mentioned to gauge the inherent risk of the fund.

Mutual Fund fact sheet also has details about charges in terms of expense ratio and loads.

The fact sheet carries returns of the fund, and the representative benchmark index to enable comparison of the fund's performance with its benchmark.

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IDBI Prudence Fund

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Top 10 Tax Saver Mutual Funds for 2017 - 2018

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2. Invesco India Tax Plan

3. Tata India Tax Savings Fund

4. ICICI Prudential Long Term Equity Fund

5. Birla Sun Life Tax Relief 96

6. Franklin India TaxShield 

7. Reliance Tax Saver (ELSS) Fund

8. BNP Paribas Long Term Equity Fund

9. Axis Tax Saver Fund

10. Birla Sun Life Tax Plan

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Rectifying Income Tax Returns

After an income tax return is filed, it is processed by the CPC, Income Tax Department. However, after processing, if an assessee realizes that some income was not reported, or some deduction was not availed of in the return computation, it is possible to file a rectification request.

After the filing of the revised return, the Income Tax authorities may revise the intimation or order (if already passed), if they find merit in the revision.

Prerequisite

To file for a rectification, the assessment of the original return should have been processed at the CPC, Bengaluru.

Online portal

Rectification of the return can be carried out online on the income tax portal https: incometaxindiaefiling.gov.in. The assessee should log in using his login name and password and go to `Rectification' option under the tab `E-File'.

Details

The type of return you are filing (income tax or wealth tax), and the assessment year pertaining to the rectification needs to be added. Latest communication reference number needs to be mentioned.This is the number of the last communication received from the Income Tax Department.

Rectification request

After validating the details, the assessee should enter the rectification request type and enter the required details. Once the details to be rectified are entered and submitted, an acknowledgement number is generated for future reference.

Verification

Once the rectification request is filed, it needs to be verified either through the assessee's Net banking portal or using the Aadhaar OTP income tax verification mechanism. The filed revised return is sent by e-mail to the assessee's registered email ID.

It is also possible to file rectification application through the physical mode.

The IT Department has allowed rectification of returns filed after the due date.

Invest Rs 1,50,000 and Save Tax upto Rs 46,350 under Section 80C. Get Great Returns by Investing in Best Performing ELSS Funds

Top 10 Tax Saver Mutual Funds for 2017 - 2018

Best 10 ELSS Mutual Funds to invest in India for 2017

1. DSP BlackRock Tax Saver Fund

2. Invesco India Tax Plan

3. Tata India Tax Savings Fund

4. ICICI Prudential Long Term Equity Fund

5. Birla Sun Life Tax Relief 96

6. Franklin India TaxShield 

7. Reliance Tax Saver (ELSS) Fund

8. BNP Paribas Long Term Equity Fund

9. Axis Tax Saver Fund

10. Birla Sun Life Tax Plan

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For further information contact SaveTaxGetRich on 94 8300 8300

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ULIP with negative returns

It is not worth holding on to a unit linked insurance plan (ULIP). Exit from it to limit your future losses.

ULIPs charge hefty costs, particularly in the initial years, due to which your actual investment amount is much lower than the premium you pay.

As a result, the residual investment is not sufficient to earn a considerable return for you even if the market is doing well.

Invest Rs 1,50,000 and Save Tax up to Rs 46,350 under Section 80C. Get Great Returns by Investing in Best Performing ELSS Funds. Save Tax Get Rich

Top 10 Tax Saver Mutual Funds for 2017 - 2018

Best 10 ELSS Mutual Funds to Invest in India for 2017

1. DSP BlackRock Tax Saver Fund

2. Tata India Tax Savings Fund 

3. Birla Sun Life Tax Relief 96

4. ICICI Prudential Long Term Equity Fund

5. Invesco India Tax Plan

6. Franklin India TaxShield 

7. Reliance Tax Saver (ELSS) Fund

8. BNP Paribas Long Term Equity Fund

9. Axis Tax Saver Fund

10. Sundaram Diversified Equity Fund

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Download Top Tax Saver Mutual Funds Application Forms

For further information contact SaveTaxGetRich on 94 8300 8300

OR

You can write to us at

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OR

Call us on 94 8300 8300