The value investor’s checklist: What does it really contain?

THE ECONOMIC TIMES Fri, Aug 31, 2018 | 06:32 AM IST ET Investment Opportunities

The value investor's checklist: What does it really contain? The most important aspect to remember is that a checklist is a living document. Will 3 'I's halt earnings revival hopes? These stocks are at risk As of Wednesday, the rupee was down 9 per cent against the dollar for the year. 1 of every 4 Nifty stocks paid off investors well in last 15 years Maruti which got listed on the bourses in July 2003, has rallied over 5,400% in last 15 years. Midcaps are up and running: These 10 stocks showing the way BSE Midcap index is set to outpace benchmark Sensex in August for the first time in 6 months.

Advertorial Mutual funds and firsts: How I bought my car, home and travelled the world Coming from a middle-class background, resources have always been frugal and as kids we were always encouraged to save. Advertorial 4 Excuses women make for not having a health insurance cover A majority of women living in non-metros who don't have health insurance are under the notion that they are very fit and healthy, according to a survey.

Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) JM Core 11 Direct Plan-Growth 2.34 10.93 11.77 20.94 JM Core 11 Fund-Growth 2.27 10.47 10.87 19.31 Axis Bluechip Fund Direct Plan-Growth 1.38 16.33 23.56 16.54 ICICI Prudential Nifty Next 50 Index Direct-Growth 5.25 5.94 11.14 16.47 IDBI Nifty Junior Index Fund Direct-Growth 5.29 5.65 10.44 16.09 FeaturedICICI Prudential Bluechip Fund Direct-Growth ★★★★★ 3.79 8.73 16.02 15.91 Start SIP

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Investing lessons from Coelho, Tolstoy can leave you in profit The world of literature can throw up some interesting nuggets of wisdom for investors. Market Moguls: US smart money is falling for Modi-fied India The smart money in New York is on India, as it has a relatively stronger balance sheet. Foreign brokerages have done Modi's poll maths for 2019 Investors will be keenly following the political developments in the runup to the election. Smallcaps desi funds love & the ones they bought after crash Smallcap funds (down over 6% on an average) have been the worst performers in last 3 months.

Advertorial FAQs About Recurring Deposits: Everything you need to know Unlike Fixed Deposit, you can deposit a fixed sum with your Bank or Post Office for a pre-defined term every month. Advertorial Healthcare rates could be 20% lower than CGHS under Modicare The National Health Protection Scheme (NHPS), more commonly known as 'Modicare', is set to provide common treatments such as C-section, knee replacement, and coronary bypass surgery at rates that are 15-20% less than what's offered by the Central Government Health Scheme (CGHS).

Paathshala: Diversify geographically using international funds Indians are increasingly opting for international holidays, children are going abroad for higher education. Given this it makes sense to diversify geographically. Beware! At its peak, RIL = D-Mart + Flipkart + Bharti + a media firm Brokerage Kotak Institutional Equities has a 'sell' rating on Reliance Industries.

Initial Public Offer (IPOs) IPO Name Offer Price Band Open Date Close Date   Sumit Woods Ltd. 43.00 - 45.00 29-08-2018 31-08-2018 More >>

NFO (FMPs) Fund Name Category Type Open Close Min Inv   UTI Fixed Term Income Fund - Series XXX - III (1106 Days) Direct-Flexi D Debt: FMP Closed-end 27 Aug 2018 10 Sep 2018 5,000 UTI Fixed Term Income Fund - Series XXX - III (1106 Days) Reg-DY Debt: FMP Closed-end 27 Aug 2018 10 Sep 2018 5,000 UTI Fixed Term Income Fund - Series XXX - III (1106 Days) Reg-DQ Debt: FMP Closed-end 27 Aug 2018 10 Sep 2018 5,000 UTI Fixed Term Income Fund - Series XXX - III (1106 Days) Reg-D Debt: FMP Closed-end 27 Aug 2018 10 Sep 2018 5,000 UTI Fixed Term Income Fund - Series XXX - III (1106 Days) Reg-G Debt: FMP Closed-end 27 Aug 2018 10 Sep 2018 5,000 More >>

Real Estate News

'All projects will come under RERA, eventually' Union minister Hardeep Puri said today that all real estate projects will come under the purview of RERA once it is established in all states.

Courts foresee deluge of suits for two-way GST in real estate A January 2018 notification brought the transfer of land development rights from owner to developer in joint development agreements in the GST ambit.

Housing units worth Rs 4.64L cr delayed despite RERA implementation: ANAROCK The residential real estate launched in or before 2013, that is stuck in various stages of (non) completion, is collectively worth Rs 4,64,300 crore for a total of 5,75,900 units.

Hyderabad sees surge in home realty According to Anarock Property Consultants, unsold inventory fell by 25% from 2016, reaching around 27,000 units by the first quarter of 2018, indicating a strong comeback in the market.

Here's a Bengaluru locality that suits every home buyer's budget Sarjapur Road enjoys reasonable property prices and availability of various residential options across all budget segments.

NFO - Non FMPs Fund Name Category Type Open Close Min Inv   Sundaram Long Term Tax Advantage Fund Series V Direct-D Equity: ELSS Closed-end 25 Jun 2018 24 Sep 2018 500 Sundaram Long Term Tax Advantage Fund Series V Direct-G Equity: ELSS Closed-end 25 Jun 2018 24 Sep 2018 500 Sundaram Long Term Tax Advantage Fund Series V Reg-D Equity: ELSS Closed-end 25 Jun 2018 24 Sep 2018 500 Sundaram Long Term Tax Advantage Fund Series V Reg-G Equity: ELSS Closed-end 25 Jun 2018 24 Sep 2018 500 BOI AXA Midcap Tax Fund Series 2 Direct-G Equity: ELSS Closed-end 12 Jul 2018 11 Oct 2018 500 More >>

Views and Recommendations

Buy Bajaj Holdings & Investment, target Rs 3,844: Sharekhan 30 August, 2018, 03:01 PM IST Buy Bajaj Holdings & Investment Ltd. at a price target of Rs 3844.0 . Buy Buy Reliance Industries, target Rs 1,465: Sharekhan 30 August, 2018, 03:00 PM IST Buy Reliance Industries Ltd. at a price target of Rs 1465. Buy Buy SRF, target Rs 2,275: Edelweiss Broking 30 August, 2018, 09:38 AM IST Buy SRF Ltd. at a price target of Rs 2275. Buy Buy JMC Projects (India), target Rs 725: Edelweiss Broking 30 August, 2018, 09:37 AM IST Buy JMC Projects (India) Ltd. at a price target of Rs 725. Buy

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Unclaimed shares, insurance, deposits: How to find and get your dues back

THE ECONOMIC TIMES Tue, Aug 28, 2018 | 06:32 AM IST ET Wealth Newsletter

WHAT'S HOT #RERA,#sukanya samriddhi yojana calculator,#recurring deposit,#fixed deposit,#income tax,#tax filing,#critical illness

Unclaimed shares, insurance, deposits: How to find and get your dues back Crores of rupees are lying with banks, and other organisations. Here's how you can get back your money. Why you shouldn't get carried away by the stock market rally and what kind of shares to buy now Market is polarised and very few stocks are contributing to the gains. Here are finer aspects of the rally. Looking for turnaround stories? Here are 5 stocks with the highest upside potential A company can bear losses in the short run by falling back on its accumulated cash reserves. But in the long run, profits are key to survival. How faulty J&J devices played havoc with victims While patients wait for compensation, the company and lax device regulations come under the scanner. Mutual funds need to earn their expense ratios Sebi chief Ajay Tyagi has hinted at revising mutual-fund expense ratios. He is right in going in that direction. Decoding TRAI's spectrum recommendations The government wants to sell 5G spectrum in the next auction to keep India in sync with 5G roll-outs across the world. But an immature ecosystem, combined with the financial stress in the industry, may force telecom companies to steer clear. From our Partners False income tax refund claims could attract these penalties The income tax department has recently claimed to have busted a racket of fraudulent claim of tax refunds by employees of well known companies. From our Partners FAQs About Recurring Deposits: Everything you need to know Unlike Fixed Deposit, you can deposit a fixed sum with your Bank or Post Office for a pre-defined term every month. Kerala floods: Shares of these companies will be impacted While the floods wreaked havoc on the finances of people living in the state, they could also have an impact on the portfolios of others elsewhere. Why companies' earnings revival in Q1 is no cause to cheer Experts say it may be too early to celebrate the Q1 numbers as problem sectors and segments continue to drag down the aggregate numbers. Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) JM Core 11 Direct Plan-Growth 0.63 11.18 12.53 22.62 JM Core 11 Fund-Growth 0.56 10.73 11.62 20.96 ICICI Prudential Nifty Next 50 Index Direct-Growth 6.20 4.19 10.69 17.56 Axis Bluechip Fund Direct Plan-Growth 1.02 16.53 24.02 17.54 IDBI Nifty Junior Index Fund Direct-Growth 6.21 3.89 10.00 17.18 FeaturedDSP Regular Savings Direct Plan-Growth ★★★★★ 0.95 2.85 4.37 9.06 Start SIP 5 signs that you may be heading for failure at work Things not going that great at work and you just can't figure out why? Here are five red flags that you must avoid before it is too late. Why starting to save early and saving enough is the only way to achieve financial independence Unfortunately, many of us don't start saving for years after we start earning.

Financial Calculators New LTCG tax calculator: Plan, compute your tax Use this tool to calculate long-term capital gains (LTCG) and the corresponding LTCG tax for listed shares and units of equity-oriented mutual funds. Tax Impact Calculator This tax calculator will help you estimate your tax liability. Just input your personal income details and know how much you would be liable to pay.

Correct asset allocation is key to managing your wealth Game is won by how your team is composed, so that the unknown googlies don't affect the outcome. Why you need good financial advice to invest correctly Good financial advice can help you assess the right products, avoid mistakes, align investments with goals—and change your life. Ulips are the positive aspect of life insurance: Tarun Chugh, Bajaj Allianz Life Insurance "There is a sharpened focus on transparency in Ulips. The new Ulips are the best in class in terms of charges," says Tarun Chugh, Bajaj Allianz Life Insurance. Having a bad time at work? Here are two ways to deal with it Are you stressed out and in the middle of a bad time? You have two ways of coping—emotion-focused and problem focused. Here's how to use both together. Realty Hotspot Series: Here's a Bengaluru locality that suits every home buyer's budget Sarjapur Road enjoys reasonable property prices and availability of various residential options across all budget segments. Should you use home as collateral for loans? The Sethis are thinking of home equity loan to meet some of their goals and obligations. What should they keep in mind while doing this? Family Finance: Why Kushvahas need to hike investment, defer some goals Kushvahas' child's education can be fully funded from a portion of the corpus from mutual funds and no fresh investment will be needed for this. Stock pick of the week: Why analysts are betting on Karur Vysya Bank The new initiatives by the bank are yielding results -- its fee income moved up 20% y-o-y. The lender is also continuing its focus on retail term deposits Here's all you need to know while buying health insurance top-up plan Top-up insurance plans are available with most health insurers and one can get a quote after entering basic details online. SBI Focused Equity Fund: Aggressive with steady returns SBI Focused Equity Fund is market-cap neutral and has been a consistent performer. It is a worthy bet for investors seeking an aggressive, focused strategy. 6 weekend holiday destinations to explore by car in the monsoon season The need for change in pace is making city folks hit the road for leisure. Here are 6 road-trip worthy destinations that will suit all pockets. Tax Optimizer: NPS, debt MFs, buying medical cover can help George cut tax by Rs 50,000 To save tax, use debt funds as these are taxed only at the time of withdrawal. To plan tax better, instead of maintaining a large PPF corpus, start an SIP. What are contra mutual fund schemes? The portfolios of contra funds have defensive and beaten down stocks that have given negative returns during bear markets. Alternative investment returns monitor: For the week ending August 22, 2018 Here's a weekly tracker of returns from alternative investments like gold, wine but don't compare these with returns from traditional investments.

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