MIRAE Asset Focused Fund

MIRAE Asset Focused Fund


Mirae Asset Mutual fund has launched An open ended equity scheme investing in a maximum of 30 stocks intending to focus in large cap, mid cap and small cap category (i.e., Multi-cap),  Mirae Asset Focused Fund.

NFO Period:-

April 23, 2019 To May 07, 2019.

Scheme Type:-

An open ended equity scheme investing in a maximum of 30 stocks intending to focus in large cap, mid cap and small cap category (i.e., Multi-cap).

Investment Strategy


The fund manager will follow a focused approach on the investments. The investments will be limited to maximum of 30 stocks. The fund has the flexibility to invest across market capitalization in large cap, mid cap and small cap category.

The focus would be to build a portfolio of strong growth companies, reflecting our most attractive investment ideas at all points of time.

The universe of stocks will comprise majorly of companies having robust business models, enjoying sustainable competitive advantages as compared to their competitors and have high return ratios.

The Fund Manager will create a robust portfolio to avoid concentration risk and liquidity risk. The Fund Managers will monitor the trading volumes in a particular stock before investment to avoid liquidity risk.

 


Investment Objective:-

To generate long term capital appreciation/income by investing in equity & equity related instruments of up to 30 companies.

There is no assurance that the investment objective of the Scheme will be realized.

This Scheme is suitable for investors seeking:-

  • Capital appreciation.
  • Investment in a concentrated portfolio of equity & equity related instruments of up to 30 companies across large, mid and small cap category.

Minimum Application Amount:-

Rs. 5000 and in multiple of Rs. 1 thereafter.

No Transaction Charges on any Investment Amount.

To Invest


To Apply Offline Download KIM & Application Form Mirae Asset Focused Fund

Cheque will be drawn in favor of Mirae Asset Focused Fund.

To Download KYC Forms Click Here

Application Forms can be sent at Your nearest KARVY Location

For More Information Call 9315120004, Or Whatsapp your query @ 9896155783.

Mutual Fund Investments are Subject To Market Risks Please read Offer Documents before Making Investments


PRINCIPAL Small Cap Fund

PRINCIPAL Small Cap Fund


Principal Mutual fund has launched new Equity oriented scheme Focusing Small Cap Space, PRINCIPAL Small Cap Fund. 

NFO Period:-

April 22, 2019 To May 06, 2019.

Scheme Type:-

An Open Ended Equity Scheme predominantly investing in small cap stocks.

Benchmark Index:-

Nifty Small cap 100 index.

Investment Objective:-

To generate long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies.

However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.

This scheme is suitable for investors seeking:-

  • Long term Capital growth.
  • Predominantly investment in equity and equity related instruments of small cap companies.

Minimum Application amount:-

Rs. 5000 and in multiple of Rs. 10 thereafter.

No Transaction Charges on any Investment Amount.

To Invest


Application Form can be downloaded via Application Form Principal Small Cap Fund

Cheque will be drawn in favor of Principal Small Cap Fund NFO.

To Download KYC Forms Click Here

Application Forms can be sent at Your nearest KARVY Location

For More Information Call 9315120004, Or Whatsapp your query @ 9896155783.

Mutual Fund Investments are Subject To Market Risks Please read Offer Documents before Making Investments


ICICI Prudential Bharat Consumption Fund

ICICI Prudential Bharat Consumption Fund


ICICI Prudential Bharat Consumption Fund  is an Open Ended Equity oriented Scheme Targeting Sectors that can benefit from consumption theme like Consumer Non-Durable, Consumer Durable, Auto, Healthcare Services, etc. that are likely to play out well with investment horizon.

NFO Period:-

March 26, 2019 To April 09, 2019.

Scheme Type:-

An Open Ended Equity oriented scheme that aims to provide capital appreciation by investing in equity and equity related securities of companies engaged in consumption and consumption related activities.

Benchmark Index:-

Nifty India Consumption Index.

Investment Objective:-

The investment objective of the Scheme is to provide capital appreciation by investing predominantly in equity and equity related instruments of sectors that could benefit from growth in consumption and related activities.

However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.


Where Scheme will Invest:- 

The Scheme intends to invest predominantly in Equities and Equity Related Securities of companies that are likely to benefit directly or indirectly from consumption and related activities. Such companies may directly or indirectly
benefit from increase in consumption led demand. Illustrative list of such sectors is as under:

1. Consumer Durables
2. Consumer Non-Durables
3. Healthcare
4. Pharmaceuticals
5. Auto
6. Auto Ancillaries
7. Telecom
8. Services

9. Media & Entertainment
10. Aviation
11. Textiles
12. Fertilisers and Pesticides
13. Retailing


This Scheme is suitable for investors seeking:-

  • Long term wealth creation solution.
  • A close ended equity scheme that aims to provide capital appreciation by investing in a well-diversified portfolio of stocks that could benefit from growth in consumption and related activities.

Minimum Application Amount:-

Rs. 5000 and in multiple of Rs. 10 thereafter.

No Transaction Charges on any Investment Amount.

To Invest


To Apply offline Download KIM & Application Form ICICI Prudential Bharat Consumption Fund

Cheque will be drawn in favor of ICICI Prudential Bharat Consumption Fund.

You Can Also invest via our INVEST ONLINE .

To Download KYC Forms Click Here

Application Forms can be sent at Your nearest CAMS Location

For More Information Call 9315120004, Or Whatsapp your query @ 9896155783.

Mutual Fund Investments are Subject To Market Risks Please read Offer Documents before Making Investments


Aditya Birla Sun Life Retirement Fund

Aditya Birla Sun Life Retirement Fund


Aditya Birla Sun Life Mutual Fund has launched new An open ended fund focusing Retirement Goals by investing in a mix of equity, equity related instruments along with debt and money market instruments, Aditya Birla Sun Life Retirement Fund.

NFO Period:-

February 19, 2019 To March 05, 2019.

Plans Available:-

  1. Aditya Birla Sun Life Retirement Fund-The 30s plan- Investment will be majorly minimum 80% in Equity Market.
  2. Aditya Birla Sun Life Retirement Fund – The 40s plan- Investment will be majorly minimum 65% in Equity Market.
  3. Aditya Birla Sun Life Retirement Fund-The 50s plan- Investment will be majorly minimum 75% in Debt and Money Market.
  4. Aditya Birla Sun Life Retirement Fund-The 50s plus Debt plan-  100% Investment will be in Debt Market.

Scheme Type:-

An open-ended retirement solution oriented scheme having a lock-in of 5 years or till retirement age (whichever is earlier).

Investment Objective:-

The primary investment objective of the Scheme is income generation and capital appreciation for its investors which will be in line with their retirement goals by investing in a mix of equity, equity related instruments along with debt and money market instruments.

The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

Minimum Application amount:-

Minimum of Rs. 1,000/- and in multiples of Rs. 1/ and at prevailing NAV after NFO Period.

Benchmark Index:-

The 30s plan- S&P BSE 200

The 40s plan – CRISIL Hybrid 35+65 – Aggressive Index

The 50s plan – CRISIL Short Term Debt Hybrid 75+25 Fund Index.

The 50s plus plan- CRISIL Short Term Bond Fund Index.

No Transaction Charges on any Investment Amount.

To Invest


Application form can be downloaded via Application Form Aditya Birla Sun Life Retirement Fund.

Cheque will be drawn in favor of Aditya Birla Sun Life Retirement Fund.

You Can Also INVEST ONLINE

To Download KYC Forms Click Here

Application Forms can be sent at Your nearest CAMS Location

For More Information Call 9315120004, Or Whatsapp your query @ 9896155783.

Mutual Fund Investments are Subject To Market Risks Please read Offer Documents before Making Investments