Saturday, December 20, 2014

PROTECTING DOWNSIDE SIGNIFICANTLY AND PROVIDING UPSIDE TOO...........

                                 


ABSOLUTE
CAGR

Scheme Name
1 Month
3 Months
6 Months
9 Months
1 Year
3 Years
5 Years

Edelweiss Absolute Return Fund(G)
-0.17%
3.12%
13.61%
28.61%
31.12%
16.19%
11.78%

CNX Nifty Index
-2.03%
2.21%
8.98%
26.37%
33.05%
20.07%
10.30%

Participation vs. Nifty
8%
141%
152%
108%
94%
81%
114%

           


Dear investor,

Markets were volatile, are volatile and will continue to be volatile. It has always been my endeavour to ensure that not only upside is captured but downside is protected. Now, this works great when you have a Balanced Fund but here too there are funds which fail to do so.

One fund which has been my all time favourite and has consistently done this amazing job of Protecting Downside and capturing the Upside has been the EDELWEISS ABSOLUTE RETURN FUND.
The Fund, though an MIP, has consistently beaten the Nifty Index over all kinds of markets and since its launch. It once again proved its worth during this weeks fall on 8th and 9th of December. The Edelweiss Absolute Return Fund has shown very low volatility and has been very very consistent with its return.


































152%
108%
94%
81%
114%

Also please read
 http://goodfundsadvisor.blogspot.in/2013/12/edelweiss-prepaid-sip-unconventional.html

Markets have been in bullish mood for the past 2-3 quarters and the bullishness is expected to continue. But the Falls too will be fast and sharp as witness last week.
This is where funds like EDELWEISS ABSOLUTE RETURN FUND give your portfolio the cushion of Equity exposure with Downside Protection.
And, by the way, the Fund is treated as an EQUITY FUND for Income Tax purposes.

 For me, this fund is a MUST HAVE fund in any Portfolio. Do consult your Financial Advisor before investing.

Also visit http:/http://goodinsuranceadvisor.blogspot.in/

Tuesday, December 9, 2014

COST OF DELAY

Friends,
My article on COST OF DELAY has been published in www.bankbazaar.com
The link to the article is http://blog.bankbazaar.com/the-cost-of-delay/
 http://blog.bankbazaar.com/the-cost-of-delay/

http:/http://blog.bankbazaar.com/the-cost-of-delay/
I have given details of the pitfalls of delaying your investments
Monthly Investment …
20,000








Investment Horizon in years
30








Expectate rate of returns p.a.
15.00% End Value (payment at beginning of the month)







Delay in starting SIP from today
12


Enter in Months …










Your End Investment Value, if you had started MF SIP today …







11,26,35,408







Your End Investment Value, if you delay you delay your investments…







9,77,18,543













The cost of delay is … 1,49,16,865














If you delay your investment by 12 month/s, you stand to loose Rs. 14916865/-




in the end value of your investment …




The article contains in detail about why you should avoid delaying your investments.
Please do post your valuble comments


Also visit http:/http://goodinsuranceadvisor.blogspot.in/

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