Sensex

Monday, November 22, 2010

Fwd: Launching Sundaram Capital Protection Oriented Fund Series 2

 


 
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Scheme Objective : The objective of the Scheme would be 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 to seek capital appreciation. Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset Management Company.

NFO Period:
       Opens on: 22-Nov-2010
       Closes on: 30-Nov-2010

NFO Price:   Rs.10 per unit

Please fill in the details for our representative to get in touch with you

Name
Email ID
Contact No

Minimum application amount :   Rs 5,000.- ( Retail Plan) , and in multiples of Rs.1/- thereafter per application.

Benchmark : Crisil MIP Blended Index

Load Structure :
Entry Load : Nil.
Exit Load : Not Applicable
Please note that buying and selling the units of the Scheme from /to the market ( after closure of the NFO) will not entail any entry/exit load. Investors will have to bear the cost of brokerage and applicable taxes on the brokerage and other relevant charges as applicable for transacting on the secondary market.

Plans and Options : The Scheme Offers Growth Option only.

Asset Allocation :

Instrument Fund Risk Profile
Fixed Income Securities (including money market instruments, if any) 80-100% Low to medium
Equity and equity-related instruments 0-20% High
Exposure to derivatives will be limited to 50% of the Net Asset Value of the Scheme at the time of transaction.
Exposure is calculated as the notional value as a percentage of Net Assets of the Scheme.
Gross exposure in equity, derivatives and debt shall not exceed 100% of the net assets.

How does a Capital Protection Fund work ?
Equity investments have historically offered higher returns, but they can pose a greater risk to your capital.Fixed deposits may offer principal protection, but returns are often so low they barely keep up with inflation.Capital protection funds are a mix of risk-free and high-risk portfolio and offer capital protection orientation and capital gain through a mix of debt and equity in the portfolio.
Capital Protection Orientation :
Endeavours to preserve capital by investing sufficient funds ( over 80%) in fixed income securities , so that, with the interest, it grows back to your initial capital value over a 3-year period. These investments will be made only in the highest rated (AAA) papers and in Government securities . They will be held until their date of maturity so that even if the interest rate drops in the next three years ,the scheme's objectives will not be affected.
Capital Gain:
Generates capital appreciation by investing a part of the funds ( under 20%) in equity The equity portion will be invested in stocks forming part of the S &P CNX500 Index. Consequently it will be a multi-cap equity portfolio with a mid-and small-cap emphasis. This creates scope for attaining higher returns as compared to the broad market.
Suitability
If you are a Corporate Investor or a High Net Worth Individual:   You will find the tax efficiency of this Fund attractive; as gains will be taxed as long term capital gains. This enhances the level of post-tax returns on any wealth generated by the Fund.
If you are an experienced Equity Investor:   The profits that you have booked in the equity market and sitting idle in bank accounts is better invested in this Fund; it could generate further gains while protecting your capital.
If you are new to equity investment:   This is an excellent avenue to participate in the equity market with the comfort of capital preservation –especially suitable for first-time investors and those with a conservative mind-set.
Downloads :



Call your investment advisor now or SMS SFUND to 56767.

Disclaimer:
Mutual Funds and securities investments are subject to market risks. Please read the Statement of Additional Information (SAI) and Scheme Information Document (SID) carefully before investing. Copy of the SAI, SID, key information memorandum and application form may also be obtained from the offices/investor service centres of Sundaram Asset Management, its distributors and at www.sundarammutual.com.
Fund Facts: Name: Sundaram Capital Protection Oriented Fund Series 2 – 3 years; Type: Closed-end capital protection oriented scheme; Investment Objective: The objective of this Scheme would be to seek income and minimise risk of capital loss by investing in a portfolio of fixed-income securities. The scheme may invest a part of the assets in equity to seek capital appreciation. Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company.Asset Allocation: Fixed-income securities including money market instruments, if any: 80%-100% Equity and equity related instruments: 0%-20%. Exposure in derivative shall not exceed 50% of the net asset value of the scheme at the time of transaction. Benchmark: CRISIL MIP Blended Index. Terms of offer: Rs 10 per unit during the NFO period. Option: Growth option only. Minimum Investment Amount: Rs 5,000. Entry load: Nil. Exit Load: Not Applicable. NAV publication is available on business days.
CRISIL Rating Disclaimer: The scheme is rated 'AAA (so)' (pronounced "triple A structured obligation")by CRISIL. This rating indicates highest degree of certainty regarding timely payment of the face value of the units of unit holders on maturity of the scheme. The above rating is not a comment on the Net Asset Value (NAV) of the scheme in relation to its face value, if the units are repurchased at any time prior to the scheme's maturity date.
A CRISIL rating for a Capital Protection Oriented fund reflects CRISIL's current opinion on the like hood of timely repayment of the initially invested capital in the road instrument at maturity. It is not an opinion on the stability of the Fund's NAV prior to its maturity date. It does not constitute an audit by CRISIL of the Fund House, the scheme, or companies in the Scheme's portfolio.
CRISIL does not guarantee the accuracy, adequacy or completeness of the representations made by Sundaram Asset Management Company Ltd and will not be responsible for any acts of omission or commission by Sundaram Asset Management Company Ltd. CRISIL does not guarantee the completeness or accuracy of the information on which the rating is based. A CRISIL rating is not a recommendation to buy, sell or hold the rated scheme: it does not comment on the NAV or the market price or price or suitability for any investor. ALL CRISIL Rating are under surveillance. CRISIL reserves the right to suspend, withdraw or revise its rating at any time, on the basis of any new information or unavailability of information or any other circumstances, which CRISIL believes may have an impact on the rating.
Scheme Specific Risk Factors: The Scheme offered is "oriented towards protection of capital" and "not with guaranteed returns". Further, the orientation towards protection of the capital originates from the portfolio structure of the Scheme and not from any bank guarantee, insurance cover etc. The ability of the portfolio to meet capital protection on maturity to the investors can be impacted by interest rate movements in the market, credit defaults by bonds, expenses and reinvestment risk. The fund may use derivative instruments such as Interest Rate Swaps, Forward Rate Agreements or other derivative instruments as permitted under the SEBI Regulations governing mutual funds and Guidelines. The use of derivatives will expose the Scheme risks inherent to such derivatives. Trading volumes in the securities in which it invests inherently restricts the liquidity of the Scheme's investments. Hence this Scheme is only appropriate for investors who have the financial strength to only invest available liquid assets and for three years.
General Risk Factors: All mutual funds and securities investments are subject to market risks, and there can be no assurance or guarantee that fund's objectives will be achieved. As with any investment in securities, the Net Asset Value (NAV) of the Units issued under this scheme can go up or down depending on the factors and forces affecting the capital markets. Main types are market risk, credit or counterparty default risk, risk of capital loss, liquidity risk etc. The NAVs of the units issued may be affected inter alia by changes in the general market conditions, factors and forces affecting capital market in particular, level of interest rates, various market-related factors and trading volumes, settlement periods and transfer procedures; the NAV is also exposed to price/interest rate risk and credit risk and may be affected by government policy, volatility and liquidity in the money markets and pressure on the exchange rate of the rupee.
Past performance of the Mutual Fund/Asset Management Company and/or Sponsor does not indicate the future performance of this Scheme. Investors in this scheme are not being offered any guaranteed or indicated returns. There is also no guarantee of capital or return either by the mutual fund or by the sponsors. Sundaram Capital Protection Oriented Fund Series 2 – 3 Years is the merely the name of the Scheme and does not in any manner indicate either the quality of the Scheme or its future prospects and returns. Change in Government policy in general and changes in tax benefits applicable to mutual funds may impact the returns to investors.
Statutory: Mutual Fund: Sundaram Mutual Fund is a trust under Indian Trusts Act, 1882 Sponsor: Sundaram Finance Ltd. Liability for sponsor is limited to Rs 1 lakh. Investment Manager: Sundaram Asset Management Company Ltd. Trustee: Sundaram Trustee Company Ltd. There can be no Assurance that the investment objective of the Scheme will be achieved. The scheme does not guarantee/ indicate any returns. There is no guarantee of capital or return for this scheme.

Sundaram Towers 2nd Floor, 46, Whites Road, Chennai - 600 014. Ph: (044) 28578700
E-mail: marketing@sundarammutual.com Visit us at :
www.sundarammutual.com
Call Toll Free No.1800 425 1000
 

Friday, November 19, 2010

**[investwise]** Why US Retail Sales Are Up Despite Consumer Deleveraging (101118)

 


"Sales at US retailers climbed in October by the most in seven months, brightening the outlook for holiday shopping even as unemployment holds near 10 percent...Wait a minute. Isn't the consumer de-leveraging? Isn't he paying down debt and defaulting on his mortgage? How can he be increasing spending?...

http://www.stock-investing-software.com/commentary/articles.html?next=15349

Ian

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Thursday, November 18, 2010

Fw: High Noon: Expanded flat


 

Sharekhan Investor's Eye
 
High Noon
[November 18, 2010]
 Summary of Contents
 
PUNTER'S CALL

Expanded flat
The Nifty seemed to be forming a running flat, but it finally broke the low of Wednesday and formed an expanded flat pattern...



SMART CHART CALLS
 
 

 
MOMENTUM CALLS
 

Click here to read report: Highnoon

 

 
Regards,
The Sharekhan Research Team
myaccount@sharekhan.com

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**[investwise]** INTRADAY TIPS FOR 19th November

 
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INVESTMENTS IN INDIA
We are low-risk, long-term investors. 

Stocks, mutual funds and the entire investment gamut.  Only financing/investment avenues in India will be discussed. 

For any assistance, questions or improvement ideas, contact investwise-owner@yahoogroups.co.in

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NEW! ==== Check our LINKS and FILES sections for a world of information. REGULARLY UPDATED.

NEW! ==== Check "Tracklist" in Links and Files sections for Investment Ideas.

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Wednesday, November 17, 2010

**[investwise]** Market Review for 18th November 2010

 
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INVESTMENTS IN INDIA
We are low-risk, long-term investors. 

Stocks, mutual funds and the entire investment gamut.  Only financing/investment avenues in India will be discussed. 

For any assistance, questions or improvement ideas, contact investwise-owner@yahoogroups.co.in

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NEW! ==== Check "Tracklist" in Links and Files sections for Investment Ideas.

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Monday, November 15, 2010

**[investwise]** Market Review for 16th November 2010

 

Market Review for 16th November 2010

Nifty (6122) we said 'technically the market is weak but is very close to a psychological support of 6000 and I would not be surprised if a bounce comes in but I would doubt that bounce' the market unfolded as expected and closed in the green…technically the market can be considered up as long as 6050 holds…


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INVESTMENTS IN INDIA
We are low-risk, long-term investors. 

Stocks, mutual funds and the entire investment gamut.  Only financing/investment avenues in India will be discussed. 

For any assistance, questions or improvement ideas, contact investwise-owner@yahoogroups.co.in

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Fwd: Venus Power Ventures (India) Limited (BSE CODE: 531874) Got License for Solar Power Plant.

 

Venus Power Ventures (India) Limited (BSE CODE: 531874) Got License for Solar Power Plant.

Venus Power Ventures (India) Limited (BSE CODE: 531874)  Recently Got License for Solar Power Plant at Mahaboobnagar AP. Just Buy at CMP and Hold 1 to 3 Months You will get 500% return Target 50/- in Short term.

Check this link for Proof for got Solar Power Project License in  industrymonitor.in

http://industrymonitor.in/energy/2010/07/list-of-new-power-projects-for-which-industrial-licenses-had-been-issued-in-the-month-of-june-2010-%E2%80%93-part-iii/

STOCK  : VENUS POWER VENTURES(INDIA)LIMITED Previously Known as VENUS VENTURES LTD Trading in BSE CODE : 531874

CMP : 16/-

Business : Power Related

Debt : Free (No Debts).

Book Value : 16.78/-

Face Value : 10/-

EPS : 5.9/- for 2010 – 11 and 3.67/- for 2008-09 PE just 3 and 5; Power Industry Average PE is 43. If we take PE min 15 stock will go 50/- minimum.

Target : 33/- to 50/- in Short term and Medium terms

Venus Power Ventures (India) Limited (BSE CODE: 531874)  Recently Got License for Solar Power Plant at Mahaboobnagar AP. Just Buy at CMP and Hold 1 to 3 Months You will get 500% return Target 50/- in Short term.

Equity  : 5 Cr (Recently Promoters given Preferential shares for 1 Cr share to Promoters and Friends) So Equity now 15 Cr but 10 Cr is lock in in 1 year so Now we can calculate 5 Cr only.

Promoters  Holding : 9% ; But preferential allotment to Promoters friends and companies for 93 laksh shares so Total including this Promoters Holding is (9% +63% = 72%)

Promoters Holding  : 9.36%

Promoters Friends and Relatives  :

Cementex India Pvt Ltd : 13.16%

Dhana Energy Pvt Ltd : 13.6%

Individual Friends :  36%

So Total Promoters Holding is 72% Public Only 27%

EPS : 5.9/-  Annualized as per June Quarter of  2010-11 and Estimate d EPS for Full Year 2010-11 above 7/- ( Expansion Income will Add).

For September Quarter for 2010-11 year company earned Income 7.13 Cr and NetProfit of 79 lkhs EPS Annulised is 5.9/- Expected EPS for this full Year is 7/- above.

For 2009-2010 Company Earned Income 25 Cr with Net Profit of 1.91 Cr EPS 3.67/- and

For June Quarter for 2010-11 year company earned Income 6.97 Cr and NetProfit of 76 lkhs EPS Annulised is 5.9/- Expected EPS for this full Year is 7/- above.

Stock Trading at with PE Just 3 Average PE for This Industry is 43, If we take minimum PE 10 Stock will reach 50/-++++++++ in Short Term.

Reserves : 15 Cr (Per share = 10 Cr / 0.5 Cr Shares = Rs. 20/-)

Recently Company Name Changed from Venus Ventures Ltd to Venus Power Ventures (India) Limited.

Venus Power Ventures (India) Limited doing Power Related and Infra Business and company going to Expand and going to Solar Power related Business soon.

June Quarter Results Power Related Income is 5.74 Cr and Infra Developemnet is 1.23 Cr So Toral Income for June Quarter is 6.97 Cr Most of the Incoem From Power related Income. And Net Profit is Power Related is 75 Lakhs and Infra Relarted 15 Lakhs EPS is 1.5/- Quarterly Annulised is 5.9/-

Venus Power Ventures (India) Limited Planning to Expanding Business in Power and Infra very Aggressively.

Venus Power Ventures (India) Ltd Having Good Land Bank and Valuable Assets

Venus Power Ventures (India) Ltd Sock Will go 50/- to 90/- range in Short term and Medium Term, Like SE Investment (Call Given at 175/- Now including Bonus and Stock split 1250/-) and Bihar Tubes Ltd (Call Given at 57/- Now 165/-).

For 2009-10 Year Posted Net Income of 25 Cr and Net Profit of 1.9 Cr with Equity 5 Cr. As per This EPS is 3.5/- But in coming Quarters Expanding Income will add So Expecting EPS for 2010-11 is 7/- (Expanding Income will Add), Stock Trading at 18/- PE just 3 Industry PE is 41. As per this Stock will zoom to 50/- to 90/- levels in 2 to 6 Months time. Because Company Having Good Value with Small Equity and Good Promoters Holding and Good Assets and Good Financial Position and Good Future Plans.

Recently Venus Power Ventures (India) Ltd Issue of 1,00,00,000 Preferential Shares to Promoters and Friends for Expansion plans. Company having many Plans in  coming years in Power Related Business. Company having Huge Land Value. Its Very Strong Fundamental Stock. Future MultiBagger Stock. Excellent Pick. Public having very less shares. So will reach 50/- to 90/- soon.

In this Market Correction Time Buy Good Fundamental Stocks Like Venus Power Ventures (India) Ltd and hold it will get good return No risk at all like this stocks.

All Investors can keep 5,000 to 50,000 shares in Portfolio for 3 Months to 1 Year Hold You will get good return from 350% to 1000% return.

 

My Last Superb Calls:

1)       SE Invesrment Lts at 175/- Touched 1200/- Including Bonus and Split.

2)       PondyOxide Ltd at 23/- Touched 69/- (Now CNBC recommending at 65/- I have recommending at 25/- 5 months back)

3)       Ester Industries at 21/- Touched 100/-

4)       Bihar Tubes at 57/- Touched 150/-

5)       RPG Life Scince at 23/- Touched 115/-

6)       Sanjivani Parental at 21/- Touched 69/-

7)       Navabharath Ventures at 117/- Touched 400/-

8)       Rajesh Exports at 23/- Touched 135/-

9)       Dena Bank at 35/- Touched 150/-

10)   Nagreeka Export at 32/- Now 65/- in 1 month. so onnnnnnn.

Now I am recommending Venus Power Ventures (India) Ltd. at 18/- in Short term 33/- to 50/- Target.