UTI Focussed Equity Fund – Series V (1102 Days)

UTI Focussed Equity Fund – Series V (1102 Days)


UTI Mutual Fund has launched new Close ended Equity Scheme, UTI Focussed Equity Fund – Series V (1102 Days).

NFO Period:-

November 20, 2017 to December 04, 2017.

Scheme Type:-

The NFO is a close ended equity oriented scheme for 1102 days (3 years), which will not only encapsulate our rigorous investment process but also the key investment ideas from our fund house that would be suitable for the tenure of the scheme. The scheme would be a concentrated portfolio with an exposure to a maximum of 30 stocks. The portfolio would be primarily a bottom up idea generated approach and will not have style, sector or market capitalization as the guiding factor of portfolio construction.

Fund will seek opportunities in multiple sectors for specific bottom up stock picking, for e.g.:

  Financial Services: Where peaking of stressed assets could lead to gradual reduction in credit cost and create opportunities for certain players in the segment to gain from the development
  Pharmaceuticals: Changing income levels, heightened health awareness and improved health insurance coverage augurs well for domestic pharma in the times to come
  Logistics: With the introduction of GST and creation of dedicated freight corridors in a game changing positive for the sector and throws interesting opportunities within the sectors
  Consumer Goods: As the income levels are improving, consumption patterns and introduction of GST has a two pronged impact on the sector. One being birth of nascent and unique sub segments of the sector which till date were limited due to restricted consumption pattern of the Indian consumer and second the gradual move from unorganized to the organized would benefit the organized segment of the sector.

This Scheme is suitable for investors seeking:-

  • Long term capital growth.
  • A close ended scheme that aims to provide capital appreciation by investing in equity and equity related securities.

Minimum Application Amount:-

Rs. 500 and in multiple of Rs. 500 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 UTI Focussed Equity Fund – Series V (1102 Days)

Cheque will be drawn in favor of UTI Focussed Equity Fund – Series V (1102 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, 9896155783, You can also whatsapp your query @ 9896155783.

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


HDFC Housing Opportunities Fund – Series 1

HDFC Housing Opportunities Fund – Series 1


HDFC Mutual Fund has launched new Close ended Equity oriented Scheme ,HDFC Housing Opportunities Fund – Series 1.

NFO Period:-

November 16, 2016 to November 30, 2016.

Scheme Type:-

A 1140 Days close ended Thematic Equity oriented Scheme.

Investment Objective:-

To provide long-term capital appreciation by investing predominantly in equity and equity related instruments of entities engaged in and/ or expected to benefit from the growth in housing and its allied business activities.

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

This Scheme is suitable for investors seeking:-

  • Capital appreciation over 1140 days (tenure of the Plan).
  • Investment predominantly in equity and equity related instruments of entities engaged in and/or expected to benefit from the growth in housing and its allied business activities.

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 HDFC Housing Opportunities Fund – Series 1

Cheque will be drawn in favor of  HDFC HOF – I – 1140D NOVEMBER 2017 (1).

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.


BHARAT 22 ETF

BHARAT 22 ETF


ICICI Prudential mutual fund has launched An Open Ended Exchange Traded Fund investing in S&P BSE Bharat 22 Index, BHARAT 22 ETF.

NFO Period:-

November 15, 2017 to November 17, 2017.

Benchmark Index:-

The performance of the Scheme would be benchmarked against S&P BSE Bharat 22 Index.

Investment Objective:-

The investment objective of the Scheme is to invest in constituents of the underlying Index in the same proportion as in the underlying Index, and endeavor to provide returns before expenses, which closely correspond to the total returns of the underlying Index. However, the performance of the Scheme may differ from that of underlying
index due to tracking error.

There can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

This Scheme is suitable for investors seeking:-

  • Long term wealth creation.
  • An Exchange Traded Fund that aims to provide returns that closely correspond to the returns provided by S&P BSE Bharat 22 Index, subject to tracking error.

Minimum Application Amount:-

Retail Individual Investors:
Investors in this category can invest with the minimum investment amount of Rs. 5,000 and in multiples of Re.1 thereafter, subject to maximum investment amount of Rs. 2,00,000 (Rupees Two Lakhs Only).
Retirement Funds:-
Investors in this category can invest with a minimum investment amount of Rs. 200,001 (Rupees Two Lakhs and One Only) and in multiples of Re. 1 thereafter.
QIBs:
Investors in this category can invest with a minimum investment amount of Rs. 200,001 (Rupees Two Lakhs and One Only) and in multiples of Re. 1 thereafter.
Non Institutional Investors:
Investors in this category can invest with a minimum investment amount of Rs. 200,001 (Rupees Two Lakhs and One Only) and in multiples of Re. 1 thereafter.

No Transaction Charges on any Investment Amount.

To Invest


To Apply offline Download KIM & Application Form Bharat22 ETF ICICI Prudential Bharat22 ETF -Non-Anchor_Investors

Cheque will be drawn in favor of BHARAT 22 ETF.

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


 

Axis Multicap Fund

Axis Multicap Fund


Axis Mutual fund has launched new open ended equity oriented fund, Axis Multicap Fund.

NFO Period:-

October 30, 2017 to November 13, 2017.

Benchmark Index:-

S&P BSE 200 Index.

Investment Objective:-

To generate Long Term capital appreciation by investing in a diversified portfolio of equity and equity related instruments across market capitalization.

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

This Scheme is suitable for investors seeking:-

  • Capital appreciation while generating income over medium to long term..
  • Investment in a diversified portfolio consisting of equity and equity related instruments across market capitalization.

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 Axis Multicap Fund

Cheque will be drawn in favor of Axis Multicap Fund.

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.