Fw: Equity Mutual Funds - The best vehicle for wealth creation in the long term

 

Equity Mutual Funds - Best vehicle for wealth creation in the long term
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Oflate, Equity has become inevitable part of any investment portfolio. In a rising inflationary trend, investors need to invest at least some portion of their savings in equities. Investing in equities directly requires reasonable knowledge, effort, time & enough money. This may not be possible for many retail investors with limited resources.

This leaves, Equity Mutual Funds as the only option for long term wealth creation. Investing systematically (SIP) brings down the risk further as you invest in a rising market and also in a falling market like today.

 

FYI, we are providing you with the details of some of the top performing Diversified Equity Funds.

 

Fund Name	Return for Lumpsum Investment			Return for SIP			Value Research Rating
	3 yrs	5 yrs	Since Inception	3 yrs	5 yrs	Since Inception
Canara Robeco Equity Diversified	15.42	14.54	22.94	17.46	12.86	16.44	*****
DSPBR Equity	12.33	15.37	22.99	14.27	-	10.78	****
Franklin India Prima Plus	10.74	12.64	19.51	13.14	9.56	21.67	****
HDFC Equity	15.59	14.02	21.17	17.40	12.90	23.79	*****
ICICI Pru Dynamic	10.03	12.36	29.05	13.02	9.76	20.35	****
Mirae Asset India Opportunities	16.51	-	12.46	18.66	-	17.38	*****
Reliance Equity Opportunities Fund	18.26	13.03	20.47	22.11	13.96	15.17	*****
UTI Opportunities Fund	17.51	14.36	16.94	18.02	13.94	13.77	*****
1.  Return as a % as on 29.08.2011 2.  Returns for more than one year are annualized 3.  Details Pertains to Growth Option

 

 

For more informations and application forms, kindly contact your nearest branch of Integrated.

 

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.,

Fw: Payment of margins by clients for Derivatives segment

 

Dear Customer,

Sub.: Payment of margins by clients for Derivatives segment

Please note that SEBI vide its circular dated August 10, 2011 has directed Stock Exchanges to levy penalties on trading members for short collection / non-collection of margins from clients in Equity Derivatives and Currency Derivatives segments as below with effect from September 01, 2011. Copy of SEBI Circular is enclosed. 

'a'	Per day penalty as %age of 'a'
(<Rs 1 lakh) And (<10% of applicable margin)	0.5
(> or equal to Rs 1 lakh) Or (> or equal to 10% of applicable margin)	1.0

(where 'a' = Short collection / non-collection of margins per client per segment per day)

Further, penalty @ 5% of the shortfall amount shall be levied in case of short / non-collection of margins for a client for more than 3 consecutive days or for more than 5 days in a month.

All clients registered for F&O and / or Currency derivatives segment are therefore required to ensure to deposit necessary margins in their account with IIFL before placing an order in equity derivatives and / or currency derivatives segment.

Please note that any penalty imposed upon IIFL due to short / non-collection of margin from client, shall be recovered from the respective client due to whom there arises short / non-collection of margin by debiting the client's ledger account

If you require any clarifications or assistance, you may please contact your respective Relationship Manager or write to us at cs@indiainfoline.com or reach our Customer Care Desk at (022) 40071000.

Regards,

Loveena Khatwani
Head, Customer Service
IIFL