Safe & Easy Way To Enter Into Stock Market

Mutual Funds are managed by an experienced team of professionals. Such professionals generally try to reduce the risk to return ratio of the investments by undertaking extensive research before making any investment decisions, to ensure safety of investors' money.

Mutual Funds are very flexible instruments. There are no restrictions and penalties on Mutual Funds payments and withdrawals, unlike PPF or ULIPs. You can start investing in Mutual Fund with a monthly investment as low as Rs. 500, to as high as you wish.

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Better Returns

You, as an investor have the option to invest in funds specific to your risk profile or your investment needs. It is always a better option to invest in Mutual Funds unless your investment size is substantial, say, Rs. 50 Lakhs.

Mutual Fund products are also more suitable for individuals with low risk tolerance. Rest assured as Mutual Funds have a reliable track record of generating more returns than, gold, bond, F.D and other similar instruments.

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Savings & Goal Oriented

You can commit yourself to save and invest a portion of your income regularly in particular schemes that NBS recommends for you. Eventually these savings will accumulate into a large sum; you can calculate this yourself in the "Wealth Calculator" window below, to realize the power of savings and compounding effect.

You can also plan your Mutual Fund investments for long term goals; For example – Buying a House or Car, Kids Education, Foreign Trips, Retirement. You can calculate the amount of monthly investment you'll need in the "Wealth Calculator" window below.

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Suitable For All Types Of Investor

There are different types of funds designed to suit the needs of different investors. For example, for Small and Young Investors SIP is the best product, for people who wish to have regular source of income Balanced Fund and SWP is Suitable. For investors with low risk Appetite Debt Funds are recommended. For Corporates with huge fund for a small time Liquid Fund is recommended. For NRIs' belonging to USA & Canada, NRI Funds are recommended; NRIs' from other countries can invest in Any Fund without restrictions.

Due to such variety of options the Mutual Funds Market has become crowded and confusing; NBS helps you find the Fund most suitable for you and your needs.

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Enjoy The Benefits Of Compounding

In an SIP, the total amount of money that earns you interest increases with every consequent payment made by you, this leads to a compounding effect and over a period of time the money multiplies into an enormous sum. See the chart below to understand this effect of compounding

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Mutual Fund Buying Recommendations - July 2019

Mutual Fund Buying Recommendations - June 2019

Saves Tax Saves Money
Savings of upto Rs. 45,000
Only 3 years lock in
Profit earned is tax free

Mutual Funds - ELSS

SR.NO	Scheme Name	Category	AUM	NAV 05/03/2018	Returns (1 Yrs %)	Returns (2 Yrs %)	Returns (3 Yrs %)	Returns (5 Yrs %)
1	Aditya Birla Sun Life Tax Relief 96	39508	4949	30.80	27.00%	23.80%	11.20%	22.60%
2	DSPBR TAX Saver Fund	39022	3983	45.53	15.90%	23.80%	11.00%	20.40%
3	Franklin India Tax Shield G	36251	3543	539.37	12.60%	16.70%	7.50%	18.10%
4	HDFC Long Term Advantage Fund	42005	1667	338.34	19.80%	25.10%	11.10%	18.50%
5	IDFC Tax Advantage (ELSS) Fund	37226	1012	57.47	31.60%	28.90%	11.90%	21.80%
6	L&T Tax Advantage Fund	38718	3033	55.53	24.70%	26.80%	12.60%	19.80%
7	Reliance Tax Saver (ELSS) Fund	38565	10811	62.03	17.70%	23.40%	6.90%	22.50%
8	Axis Long Term Equity Fund	40148	16517	40.65	24.50%	19.50%	8.10%	23.30%

Regular income & modest capital appreciation
Regular Income earned as dividend is tax free
Low Risk Medium return
Higher safety due to mix of Bond & Equity

Mutual Funds - Monthly Dividend Plan

SR.NO	Scheme Name	Category	AUM	NAV 05/03/2018	Returns (1 Yrs %)	Returns (2 Yrs %)	Returns (3 Yrs %)	Returns (5 Yrs %)
1	HDFC Prudence Fund - Dividend	Multicap	39431	29.88	10.50%	24.70%	8.80%	28.50%
2	ICICI Prudential Balanced Fund - MD	Large Cap	27840	24.36	11.50%	24.90%	11.60%	28.40%
3	L&T India Prudence Fund - Dividend	Multicap	9578	19.62	13.30%	18.80%	9.70%	25.10%
4	UTI Balanced Fund - Dividend	Multicap	5476	29.57	11.80%	19.70%	8.10%	19.30%
5	DSP Black Rock Balanced Fund - Dividend	Multicap	7032	24.40	11.60%	21.40%	10.60%	28.50%

High Return Medium Risk
Dividend is tax free
Capital Appreciation over 1 year is tax free
Effect of compounding is much higher

Mutual Funds - Growth Fund

SR.NO	Scheme Name	Category	AUM	NAV 05/03/2018	Returns (1 Yrs %)	Returns (2 Yrs %)	Returns (3 Yrs %)	Returns (5 Yrs %)
1	Franklin India High Growth Companies Fund	Diversified	8023	38.858	0.156	0.218	0.086	0.224
2	Aditya Birla Sunlife Adv Fund	Diversified	5966	412.44	0.161	0.235	0.106	0.223
3	Mirae Asset India Opportunities Fund	Diversified	6612	46.254	0.204	0.244	0.111	0.208
4	Aditya Birla Sunlife Frontline Equity Fund	Large Cap	20531	212.75	0.143	0.189	0.075	0.171
5	SBI Blue Chip Fund	Large Cap	18151	37.492	0.162	0.181	0.088	0.18
6	Franklin India Smaller Companies Fund	Small & Mid Cap	7280	60.306	0.241	0.287	0.154	0.302
7	Canara Robeco Emerging Equties Fund	Small & Mid Cap	3208	93	0.266	0.31	0.156	0.3

High Return Medium Risk
Regular Cash flow for various purposes
Effect of compounding is much higher
The best retirement solution

Mutual Funds - SWP

SR.NO	Aditya Birla Sunlife Adv Fund		"	DSP BlackRock Top 100 Equity Fund	-	_	.	,
1	Investment Date	10.03.2003		Investment Date		10.04.2003
2	Investment Amount	1500000		Investment Amount		1500000
3	Invested NAV 10.04.2003	23.5		Invested NAV 10.04.2003		10.09
4	Current NAV 05.03.2018	412.44		Current NAV 05.03.2018		195.84
5	Mothly Withdrawal	15000		Mothly Withdrawal		15000
6	Total Withdrawal (164 months)	2460000		Total Withdrawal (164 months)		2460000
7	Current Valuation	20101642		Current Valuation		22174520.682
8	Annualised Return	24.32%		Annualised Return		25.03%

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Mutual Funds - NRI Fund (USA and Canada)

SR.NO	Scheme Name	AUM (Rs. In Cr.)	NAV 05/03/2018	Category	Returns (3 Months %)	Returns (1 Yrs %)	Returns (3 Yrs %)	Returns (5 Yrs %)
1	SBI Magnum Multicap Fund	4436	46.604	Diversified Equity	-2.6	19.3	12.1	21
2	L & T India Value Fund	7404	37.202	Diversified Equity	-2.4	19.7	14.5	25.7
3	UTI Equity Fund	5144	128.729	Large Cap	1.2	17.1	6.5	16.3
4	L & T Equity Fund	2809	81.177	Multi Cap	-0.4	17.5	7.4	17.6
5	Aditya Birla Sunlife Advantage Fund	5966	412.44	Multi Cap	-6.8	16.1	106	22.3
6	SBI Magnum Midcap Fund	4060	80.873	Small & Mid Cap	-4.5	14.6	11.7	26.1
7	UTI Mid Cap Fund	4206	111.14	Small & Mid Cap	-3.4	22.1	11.5	27.9

Liquid Fund is Safe parking spot for surplus funds
Safety and high Liquidity
Debt Fund is safe investment tool
Debt mutual funds are a better option than term deposit

Our Liquid Fund Picks

SR.NO	Scheme Name	AUM ( Rs. In Cr.)	NAV 05/03/2018	1 Month (Roling Returns)	Returns (1 Yr %)	Returns (2 Yrs %)	Returns (3 Yrs %)	Returns (5 Yrs %)
1	ICICI Prudential Flexible Income Plan	21564	330.437	0.5	6.7	8.0	8.1	8.7
2	IDFC Ultra Short Term Fund	4881	24.447	0.5	6.7	7.8	8.0	8.6
3	Kotak Floater-ST(G)	18275	2829.232	0.5	6.7	7.1	7.5	8.2
4	Aditya Birla SL Cash Plus(G)	34691	277.769	0.5	6.8	7.2	7.6	8.3

Our Debt Fund Picks

SR.NO	Scheme Name	AUM	NAV 05/03/2018	Returns (1 Yrs %)	Returns (2 Yrs %)	Returns (3 Yrs %)	Returns (5 Yrs %)	Exit Load
1	DSPBR Strategic Bond Fund(G)	1781	1985.129	2.4	6.7	6	7.9	Nil
2	HDFC Gilt Short Term Plan	367	28.172	4.6	7.3	7.6	7.7	Nil
3	ICICI Prudential Short Term Fund Gilt Plan	145	43.486	5.4	8	7.9	8.2	0.50% before 1 year
4	SBI Magnum Gilt Short Term Plan	504	36.505	5.7	8.8	8.7	9.6	Nil

Type of Ind.	Document required
Resident Individuals	Passport size photograph (One) Contact details(Mobile # & Email Id) Pan Card Copy (Self Attested) Nominee Name Address Proof (Aadhar/ Passport/ Bank Statement, Latest Electricity Bill- (Self Attested) Relation with Nominee Applicant Mother's Name Maiden Name (if any) Occupation Place of Birth SIP Date- 1/ 10/ 15/ 20/ 25 of the Month
Non Resident Individuals	Passport size photograph (One) Nominee details (Name and relationship) PAN Card Copy (Self Attested) Occupation Passport Copy (Self Attested) Indian and Foreign address proof copy (Last copy with stampaffixed within and out of India) VISA Copy (Self Attested) Tax Identification Number Copy Contact details(Mobile # & Email Id) NRE Bank A/c cancelled cheque Applicant's Mother’s Name Maiden Name (if any)

Type of Ind.	Document required
Corporate	Copy of balance sheets for the last 2 financial years (to be submitted every year) Copy of latest share holding pattern, duly certified by company secretary/ Whole Time director/ MD (to be submitted every year) Photograph, POI, Proof of Address, PAN & DIN numbers of whole time directors/ two directors in charge of day to day operations Photograph, POI, Proof of Address, PAN of individual promoters holding control- directly & indirectly Copies of Memorandum and Articles of Association and certificate of incorporation Copy of Board Resolution for investment in securities market Authorised signatories list with specimen signatures
Partnership firm	Copy of balance sheets for the last 2 financial years (to be submitted every year) Certificate of registration (for registered partnership firm only) Copy of partnership deed Authorised signatories list with specimen signatures Photograph, POI, Proof of Address, PAN of partners
Trust	Copy of balance sheets for the last 2 financial years (to be submitted every year) Certificate of registration (for registered trust only) Copy of Trust deed List of trustees certified by managing trustee/ CA Photograph, POI, Proof of Address of Trustees
HUF	PAN of HUF Deed of declaration of HUF/ List of coparceners Bank pass-book/ bank statement in the name of HUF Photograph, POI, Proof of Address of Karta
Unincorporated Association or a body of individuals	Proof of Existence/ Constitution document Resolution of the managing body & Power of Attorney granted to transact business on its behalf Authorised signatories list with specimen signatures
FII	Copy of SEBI registration certificate Authorised signatories list with specimen signatures
Army/ Government	Authorised signatories list with specimen signatures
Registered Society	Copy of Registration Certificate under Societies Registration Act List of Managing Committee members Committee resolution for persons authorised to act as authorised signatories list with specimen signatures True copy of Society Rules and Bye Laws certified by the Chairman / Secretary

Why Mutual Fund?

Safe & Easy Way To Enter Into Stock Market

Better Returns

Savings & Goal Oriented

Suitable For All Types Of Investor

Enjoy The Benefits Of Compounding

All About Mutual Funds

Long Term Investment Plan

Mutual Fund Buying Recommendations - July 2019

Mutual Fund Buying Recommendations - June 2019

Investment Plans for
Senior Citizens or Retired People

Comparision Between Returns For
Mutual Funds, Stocks, Gold, FD, PPF, etc

Mutual Fund Industry In India

How Much Money Should You Save to Invest?

Become A Mutual Fund Sub-Broker

Opportunities in Mutual Fund Industry

NBS – M.F Sub-Brokers

Expectations from Associates

Brokerage Income

Mutual Fund

Why Mutual Fund?

Safe & Easy Way To Enter Into Stock Market

Better Returns

Savings & Goal Oriented

Suitable For All Types Of Investor

Enjoy The Benefits Of Compounding

All About Mutual Funds

Long Term Investment Plan

Mutual Fund Buying Recommendations - July 2019

Mutual Fund Buying Recommendations - June 2019

Investment Plans for Senior Citizens or Retired People

Comparision Between Returns For Mutual Funds, Stocks, Gold, FD, PPF, etc

Mutual Fund Industry In India

How Much Money Should You Save to Invest?

Become A Mutual Fund Sub-Broker

Opportunities in Mutual Fund Industry

NBS – M.F Sub-Brokers

Expectations from Associates

Brokerage Income

Investment Plans for
Senior Citizens or Retired People

Comparision Between Returns For
Mutual Funds, Stocks, Gold, FD, PPF, etc