| Suggested Investment
Avenues |
Time Reference:
October 9, 2001 |
|
1. Mutual Funds:
Long Term Gilt Funds
- K-Gilt Investment Plan- Templeton India G-Sec
Fund
- Pru-ICICI Gilt Investment
- DSP Merrill Lynch G-Sec Fund
- JM G Sec- PF Plan |
2. Mutual Funds:
Index Funds
- Franklin India Index Fund- Franklin India Index
Tax Fund
- IDBI Principal Index Fund
- Pioneer ITI Index Fund
|
3. Mutual
Funds: Income Funds
- Reliance Income Fund
- HDFC Income Fund
- Jardine Fleming India Bond Fund
- Chola Triple Ace
- Sundaram Bond Saver
Other good funds in this category includes Templeton India Income Fund, DSP Merrill Lynch
Bond Fund, Pioneer ITI Income Builder Account and JM Income Fund.
|
4. ICICI safety bond
(closes on October 16th)
Regular Income Bond:- Annual Income Plan (Option III)
Interest : 9.75% p.a. for 5 years
|
5. RBI Relief Bond
(Option B-Cumulative)
Minimum Investment: Rs.1000 (and in multiples of Rs. 1000/-).
Lock-in-period- 5 years.Interest: 8.5% per annual,
compounded with half-yearly rests, is payable on maturity along with the principal amount
by credit to the bank account of the holder at designated branch itself.
|
6. REC
Bond (Option III)
Interest: Cumulative.
Coupon Rates (Up to 36 months) % per annum: 8.5%.
Repayment on Maturity: Rs.12,814. (on investment of Rs.10,000) along with accumulated
annually compounded interest on Rs.12,814.
|
7.
NHAI Bond (Option III)
Maturity: 7 yrs
Interest: Annual
Coupon Rates (Up to 36 months) % per annum: 9%*
Repayment on Maturity (per bond): Rs.10, 000(on investment of Rs.10, 000)
* At a discount of 1% at the end of 3 years if investor executes Put Option |
8.
Company FDs
Sundaram Home Finance Ltd- Cumulative Income Scheme
Minimum Deposit: Rs.10, 000
Term: 60 months
Rate p.a. at half-yearly rests: 10.25%
Annual Yield: 12.96%
Gujarat State Fertilizers & Chemicals Ltd.- Cumulative Scheme
Minimum Deposit: Rs.5000Term: 3yrs
Approx. Yield: 15.07%
Maturity Value: Rs.7261 (on investment of Rs.5000) |
9.
Equities- Stable Set- Chances of further appreciation from present level over a
period of time. |
Scrips |
Present
Mkt Price |
| HLL |
224.70 |
| ITC |
644.35 |
| HDFC Ltd |
652.30 |
| HDFC Bank |
233.20 |
| SBI |
183.00 |
| VSNL |
223.85 |