Aditya Birla Sun Life Retirement Fund

balanced, Best NFOs New Fund Offers, Equity Fund, hybrid 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

ICICI Prudential Retirement Fund

balanced, Best NFOs New Fund Offers, Equity Fund, hybrid 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

ICICI Prudential Capital Protection Oriented Fund Series XIV – 1201 Days Plan B

Best NFOs New Fund Offers, hybrid fund

ICICI Prudential Capital Protection Oriented Fund Series XIV – 1201 Days Plan B

ICICI Prudential mutual fund has launched new hybrid fund offer, ICICI Prudential Capital Protection Oriented Fund Series XIV – 1201 Days Plan B.

NFO Period:-

December 17, 2018  To December 31, 2018.

Scheme Type:-

A 1201 Days Close Ended Debt Oriented Hybrid Fund Plan.

Investment Objective:-

The Scheme is a close ended Capital Protection Oriented Scheme. The investment objective of the Scheme is to seek to protect capital by investing a portion of the portfolio in highest rated debt securities & money market instruments and also to provide capital appreciation by investing the balance in equity and equity related securities. The debt securities would mature on or before the maturity of the Scheme.

However, there can be no assurance that the investment objective of the Scheme will be realized.

This Scheme is suitable for Investors seeking:-

  • Long Term Savings Solution.
  • A Hybrid Fund that seeks to protect capital by investing a portion of the portfolio in highest rated debt securities and money market instruments and aim for capital appreciation by investing in equities.

Minimum Application Amount:-

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

Being A Close Ended Scheme Investment is Possible only during NFO Period.

No Transaction Charges on any Investment Amount.

To Invest

To Apply Offline Download KIM & Application Form ICICI Prudential Capital Protection Oriented Fund Series XIV – 1201 Days Plan B

Cheque will be drawn in favor of  ICICI Prudential Capital Protection Oriented Fund Series XIV – 1201 Days Plan B.

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

SBI Dual Advantage Fund – Series XXIX

Best NFOs New Fund Offers, hybrid fund

SBI Dual Advantage Fund – Series XXIX

SBI Mutual Fund has launched new Close ended Debt oriented Hybrid fund offer, SBI Dual Advantage Fund – Series XXIX.

NFO Period:-

July 02, 2018 To July 16, 2018.

Scheme Type:-

A 1100 Days Close Ended Debt Oriented Hybrid Fund Scheme.

Benchmark Index:-

CRISIL Hybrid 85+15 – Conservative Index.

Investment Objective:-

The primary investment objective of the scheme is to generate income by investing in a portfolio of fixed income securities maturing on or before the maturity of the scheme. The secondary objective is to generate capital appreciation by investing a portion of the scheme corpus in equity & equity related instruments.
However, there can be no assurance that the investment objective of the Scheme will be realized.

This Scheme is suitable for investors seeking:-

  • Income and capital appreciation
  • Investment primarily in Debt and Money Market Instruments for regular returns & Equity and equity related instruments for capital appreciation.

Minimum Application Amount:-

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

Being A Close Ended Scheme Investment is Possible only during NFO Period.

No Transaction Charges on any Investment Amount.

To Invest

Application Form can be downloaded via Application Form SBI Dual Advantage Fund – Series XXIX

Cheque will be drawn in favor of  SBI Dual Advantage Fund – Series XXIX.

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