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Saturday, May 29, 2010

Fw: Create value with "Value funds"

 Create Value by investing in "Value Funds"  
Value investing is a strategy of investing in stocks which are trading at less than their intrinsic value.
 
Stocks will be selected on the basis of Fundemental Parameters like "Price to Earning ( PE)", "Price to Book Value (PBV)", "Dividend Yield (DY)", "Return on Equities (ROE)" etc.,
 
With the market rally in 2009, prices of many stocks have reached a stage that they are no more attractive.
 
Time has come to focus on "Valuation". This is where a "Value Fund" comes into picture. They try to minimise the risk by investing in quality stocks trading at less than their intrinsic value.
 
FYI, we are furnishing the details of top performing "Value Funds".
 
Name 
(Growth Option)
Launch Avg. AUM as on 30.04.10 (Rs.in.Cr)
NAV
as on 26.05.10 (Rs.)
Return as a % as on 26.05.2010 Since inception
Value Research Rating
As on 26.05.2010
1 Yr. 3 Yr. 5 Yr.
ICICI Prudential Discovery Fund July' 04 966.75 42.65 65.89 15.40 23.46 28.28 êêêê
Tata Equity P/E Fund June' 04 485.10 42.77 44.07 13.29 23.99 27.67 êêêê
Templeton India Growth Fund Aug' 96 563.61 106.78 40.38 13.89 23.71 19.76 êêêê
UTI – Master Value Fund June' 98 459.46 45.08 57.57 13.58 17.38 23.03 êêê
  
You can always contact our Branches and we will help you in choosing your right product(s).  For List of branches Please Visit http://www.iepindia.com/contact.aspx 
 
Risk Factors : Mutual Fund investments are subject to market risk. Please read scheme information document carefully before investing.
 
Regards,
Integrated Enterprises (India)Ltd., 
 


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