SBI Dual Advantage Fund – Series XXVII

SBI Dual Advantage Fund – Series XXVII

(A Debt Fund with small equity exposure to give you better returns than Fixed Deposits)


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

NFO Period:-

March 05, 2018 To March 16, 2018.

Scheme Type:-

A 1111 Days Close Ended Debt Oriented Hybrid Fund Scheme.

Benchmark Index:-

Crisil MIP Blended Fund 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 XXVII

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

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


Reliance Capital Builder Fund IV – Series E

Reliance Capital Builder Fund IV – Series E


Reliance Mutual Fund has launched new Close ended Equity fund offer – Reliance Capital Builder Fund IV – Series E.
NFO Period:-

March 13, 2018 To March 27, 2018.

Scheme Type:-

A 1188 days Close Ended Equity Oriented Scheme.

Benchmark Index:-

S & P BSE 200 Index.


 Why Invest

The scheme endeavors to provide capital appreciation to the investors, which will be in line with their long term savings goals, by investing in a mix of securities comprising of equity, equity related instruments with a small exposure to fixed income securities.

The equity asset allocation will be invested in Diversified equity and equity related securities of the companies that have a potential to appreciate in the long run. Therefore the fund would have the flexibility to invest in stocks from sectors and industries of all market capitalization. The allocation to the different market caps would vary from time to time depending on the overall market conditions, market opportunities and the fund manager’s view.


Investment Objective:-

The investment objective of the scheme is to provide capital appreciation to the investors, which will be in line with their long term savings goal, by investing in a diversified portfolio of equity & equity related instruments with small exposure to fixed income securities. Although, the objective of the Fund is to generate optimal returns, the objective may or may not be achieved.

This Scheme is suitable for investors seeking:-
  • long term capital growth.
  • investment in diversified portfolio of equity & equity-related instruments with small exposure to fixed income securities.

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

 Cheque will be drawn in favor of Reliance Capital Builder Fund IV – Series E.
You Can Also INVEST ONLINE
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


Reliance Fixed Horizon Fund – XXXVI – Series 5 (Tenure – 1294 Days)

Reliance Fixed Horizon Fund – XXXVI – Series 5 (Tenure – 1294 Days)


Reliance Mutual Fund has launched new Close ended FMP – Fixed Maturity Plan offer, Reliance Fixed Horizon Fund – XXXVI – Series 5 (Tenure – 1294 Days).

NFO Period:-

February 28, 2018 To March 14, 2018.

Scheme Type:-

A 1294 Days Close Ended Fixed Maturity Debt Scheme.

Benchmark Index:-

Crisil Composite Bond Fund Index

Investment Objective:-

The primary investment objective of the scheme is to seek to generate returns and growth of capital by investing in a diversified portfolio of the following securities maturing on or before the date of maturity of the scheme with the objective of limiting interest rate volatility –
• Central and State Government securities and
• Other fixed income/ debt securities

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

This Scheme is suitable for investors seeking:-

  • Returns and growth over Medium Term tenure of the fund.
  • Limiting interest rate volatality by investment in debt, money market and G-sec instruments maturing on or before the date of maturity of the scheme

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 Reliance Fixed Horizon Fund – XXXVI – Series 5 (Tenure – 1294 Days)

Cheque will be drawn in favor of Reliance Fixed Horizon Fund – XXXVI – Series 5 (Tenure – 1294 Days).

You Can Also INVEST ONLINE

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


IDFC Equity Opportunity – Series 5

IDFC Equity Opportunity – Series 5


IDFC Mutual fund has launched new close ended Multi Cap Equity Oriented  fund, IDFC Equity Opportunity – Series 5.

NFO Period:-

March 01, 2018 to March 08, 2018.

Scheme Type:-

A 36 Months Close ended Multi Cap Equity Oriented scheme.


Investment Strategy

The fund will seek to invest in companies which have robust, profitable and scalable business models with good growth prospects in the long term and run by quality management teams. The fund will also focus on businesses which are undergoing a structural positive turnaround and thus pose an attractive investment opportunity on a fundamental basis.


Investment Objective:-

The primary investment objective of the Scheme is to seek to generate capital appreciation from a portfolio that is invested in equity and equity related securities of companies across market capitalization that will benefit from growth of the Indian and the global economy and in Debt and Money Market instruments maturing on or before the maturity of the Scheme.
Disclaimer: 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 capital growth.
  • Investment predominantly in Indian as well as overseas Equity and Equity related securities in either growth stocks or value stocks or both without any capitalization bias.

Minimum Application Amount:-

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

Being 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 IDFC Equity Opportunity – Series 5

Cheque will be drawn in favor of  IDFC Equity Opportunity – Series 5.

You Can Invest via  Direct INVEST ONLINE Link

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