ICICI Prudential Retirement Fund

ICICI Prudential Retirement Fund


ICICI Prudential Mutual Fund has launched new open ended Equity fund ICICI Prudential Retirement Fund .

NFO Period:-

February 07, 2019  To February 21, 2019. One can also invest after NFO period as it is an open ended scheme.

Investment Objective:-

The investment objective of the scheme is to provide capital appreciation and income to the investors which will help to achieve retirement goals by investing in a mix of securities comprising of equity, equity related instruments, fixed income securities and other securities.
However, there can be no assurance or guarantee that the investment objective of the Scheme will be achieved.

 


Plans Available & Asset Allocation:- 

Pure Equity Plan:-

Equity oriented approach with minimum 80% exposure to equity market focused To generate long-term capital appreciation and income generation to investors from a portfolio that is predominantly invested in equity and equity related securities.

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

Hybrid Aggressive Plan:-

Balanced Equity oriented approach with minimum 65% exposure to equity market to generate capital appreciation. The scheme may also invest in Debt, Gold/Gold ETF/units of REITs & InvITs and such other asset classes as may be permitted from time to time for income generation / wealth creation.

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

Hybrid Conservative Plan:-

To generate regular income through investments predominantly in debt and money market instruments (Minimum 70% allocation). The Scheme also seeks to generate long term capital appreciation from the portion of equity investments (maximum 30%) under the Scheme.

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

Pure Debt Plan:-

To generate income through investing in a range of debt and money market instruments of various duration while maintaining the optimum balance of yield, safety and liquidity.

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


 

 

No Transaction Charges on any Investment Amount.

To Invest


To Apply offline Download KIM & Application Form ICICI Prudential Retirement Fund

Cheque will be drawn in favor of ICICI Prudential Retirement 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


Canara Robeco Small Cap Fund

Canara Robeco Small Cap Fund


Canara Robeco Mutual Fund has launched new Open Ended Equity Oriented Scheme focusing investment in  predominantly investing in small cap stocks , Canara Robeco Small Cap Fund.

Scheme Type:-

An open ended equity scheme predominantly investing in small cap stocks.

NFO Period:-

January 25, 2019 To February 08, 2019 and at prevailing NAV after NFO period.

Investment Objective:-

The investment objective of the scheme is 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. The Scheme does not assure or guarantee any returns

This Scheme is suitable for investors seeking:-

  • Long Term Capital Appreciation.
  • Predominant investment in equity/equity related instruments of small cap companies.

Minimum Application Amount:-

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

Benchmark Index:-

Nifty Smallcap 250 Index.

No Transaction Charges on any Investment Amount.

To Invest


 

Application form can be downloaded via Application Form Canara Robeco Small Cap Fund

Cheque will be drawn in favor of  Canara Robeco Small Cap Fund.

To Download KYC Forms Click Here

Application Forms can be sent at Your nearest KARVY Location.

For More Information Call 9315120004, 9896155783, You can also whatsapp your query @ 9896155783.

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


ICICI Prudential India Opportunities Fund

ICICI Prudential India Opportunities Fund


ICICI Prudential Mutual Fund has launched new open ended Equity fund following a special situations theme, ICICI Prudential India Opportunities Fund. ICICI Prudential India Opportunities Fund  aims To generate long-term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, Government policy and/or regulatory changes, companies going through temporary unique challenges and other similar instances.

NFO Period:-

December 26, 2018  To January 09, 2019. One can also invest after NFO period as it is an open ended scheme.

Benchmark Index:-

Nifty 500 Index.

Investment Objective:-

To generate long-term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, Government policy and/or regulatory changes, companies going through temporary unique challenges and other similar instances.

However there can be no assurance or guarantee that the investment objectives of the scheme would be achieved.


Where Scheme will Invest:- 

The scheme follows a blend of value and growth style of investing. The fund will follow a bottom-up approach to stock-picking. The scheme will invest in stocks with an emphasis on opportunities presented by special situations such as :-

corporate restructuring.

Government policy and/or regulatory changes.

Companies going through temporary unique challenges and other similar instances.

 


This Scheme is suitable for investors seeking:-

  • Long term wealth creation solution.
  • An equity Scheme that invests in stocks based on special situations theme.

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 India Opportunities Fund

Cheque will be drawn in favor of ICICI Prudential India Opportunities 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


Mirae Asset Equity Savings Fund

Mirae Asset Equity Savings Fund


Mirae Asset Equity Savings Fund is an open ended scheme investing in equity, arbitrage and debt.

NFO Period:-

November 26, 2018 To December 10, 2018.

Scheme Type:-

An an open ended scheme investing in equity, arbitrage and debt.

Investment Strategy


Allocation to equity 20-45%, Arbitrage 20-70% and debt + money market instruments 10-35%.

For equity portion 

  • Large Caps (70-80% of Equity Allocation@) – Aims to provide stability to the Fund
  • Mid and Small Caps* (15%-30%of Equity Allocation@) – Allocation based on better growth outlook and valuation gap with Large caps
  • Idea is to invest in growth companies at reasonable valuations, from a long term perspective

@ – Indicative range and strategy as on November, 2018

For Arbitrage Portion – Employ cash-futures arbitrage aiming for benefiting from price variations

For Debt Portion – Accrual based strategy in highly rated debt and money market instruments


 

Investment Objective:-

The investment objective of the scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments.

The Scheme does not assure or guarantee any returns.

This Scheme is suitable for investors seeking:-

  • Capital appreciation and income distribution.
  • Investments in equity and equity related instruments, arbitrage opportunities and debt and money market instruments.

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 Equity Savings Fund

Cheque will be drawn in favor of Mirae Asset Equity Savings 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