Aditya Birla SunLife Bal Bhavishya Yojna

Aditya Birla SunLife Bal Bhavishya Yojna


Birla Sun Life Mutual Fund has launched new An open ended fund for investment for children having a lock-in for at least 5 years or till the child attains age of majority (whichever is earlier), Aditya Birla SunLife Bal Bhavishya Yojna.

NFO Period:-

January 22, 2019 To February 05, 2019.

Plans Available:-

  1. Aditya Birla SunLife Bal Bhavishya Yojna- Wealth Plan- Investment will be majorly minimum 65% in Equity Market.
  2. Aditya Birla SunLife Bal Bhavishya Yojna- Savings Plan – Minimum 75%  Investment will be in Debt and Money Market Securities, best suitable for conservative investors.

 

Scheme Type:-

An open ended fund for investment for children having a lock-in for at least 5 years or till the child attains age of majority (whichever is earlier).

This Scheme is suitable for investors seeking:-

Aditya Birla SunLife Bal Bhavishya Yojna- Wealth Plan

  • Long term capital growth.
  • investment in equity and equity related securities as well as debt and money market instruments.

Aditya Birla SunLife Bal Bhavishya Yojna- Savings Plan

  1. long term capital growth.
  2. investment in debt and money market instruments as well as equity & equity related securities.

Minimum Application amount:-

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

No Transaction Charges on any Investment Amount.

To Invest


Application form can be downloaded via Application Form Aditya Birla SunLife Bal Bhavishya Yojna.

Cheque will be drawn in favor of Aditya Birla SunLife Bal Bhavishya Yojna.

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


L&T Focused Equity Fund

L&T Focused Equity Fund


L&T Focused Equity Fund is An open ended equity scheme investing in maximum 30 stocks in large, mid and small cap companies.

Investment Approach:- 

  • No sector, Market Cap or Style Bias.
  • Bottom-up Stock Selection.

Investment Objective:-

The investment objective of the scheme is to provide capital appreciation by investing in equity and equity related instruments of maximum 30 stocks.

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

This product is suitable for investors who are seeking:-

  • Long term capital appreciation.
  • Investment in a concentrated portfolio of equity and equity related instruments of maximum 30 stocks.

Fund Manager:- Mr. S. N. Lahiri and Mr. Vihang Naik

Benchmark Index:-

Nifty 500 TRI Index

Minimum Application Amount:-

Rs. 5000 and in multiple of Rs. 1000

No Transaction Charges on any Investment Amount.

To Invest


Application form can be downloaded via Application Form L&T Focused Equity Fund

Cheque will be drawn in favor of  L&T Focused Equity 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


Axis Growth Opportunities Fund

Axis Growth Opportunities Fund


Axis Mutual fund has launched new An Open ended hybrid scheme Investing in a diversified portfolio predominantly consisting of equity and equity related instruments both in India as well as overseas,  Axis Growth Opportunities Fund.

Benchmark Index:-

S&P BSE-200.

Investment Objective:-

To generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas.

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

This Scheme is suitable for investors seeking:-

  • Capital appreciation over long term.
  • Investment in a diversified portfolio predominantly consisting of equity and equity related instruments both in India as well as overseas.

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 Axis Growth Opportunities Fund

Cheque will be drawn in favor of Axis Growth Opportunities 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.


Sundaram Services Fund

Sundaram Services Fund


Sundaram Mutual Fund has launched New Open Ended Equity Scheme Targeting Investment in India’s Service Sector , Sundaram Services Fund.

Investment Strategy


  1. The Fund will invest in companies that are part of the Services sector of the economy. Services sector includes Healthcare, Fitness, Tourism & Hospitality, Transportation & Logistics, Staffing, Wealth management, Insurance, Retail credit, Media, Retail, Internet & Online services, Aviation, Legal, Architecture, Design services, etc.
  2. The Fund will invest in a well diversified portfolio of large cap, mid cap and small cap stocks – Multi cap portfolio offering investment opportunity across the cap curve

NFO Period:-

August 29, 2018 To September 12, 2018 & thereafter Scheme will reopen for ongoing subscription/redemption.

Scheme Type:-

Open Ended Equity Scheme Targeting Investment in India’s Service Sector.

Benchmark Index:-

S&P BSE 200 Index.

Investment Objective:-

To seek capital appreciation by investing in companies that are part of the Services sector of the economy. Services sector includes Healthcare, Fitness, Tourism & Hospitality, Transportation & Logistics, Staffing, Wealth management, Insurance, Retail credit, Media, Retail, Internet & Online services, Aviation, Legal, Architecture, Design services, etc.

No Guarantee: There is no guarantee or assurance that the investment objective of the scheme will be achieved.

This Scheme is suitable for investors seeking:-

  • Long term capital growth.
  • investing in equity / equity-related instruments of companies who have business predominantly in the service sector of the economy.

Minimum Application amount:-

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

Fund Managers –

S Krishnakumar, Rahul Baijal & Rohit Seksaria

No Transaction Charges on any Investment Amount.

To Invest


To Apply offline Download KIM & Application Form Sundaram Services Fund

Cheque will be drawn in favor of Sundaram Services Fund.

You Can Also INVEST ONLINE

To Download KYC Forms Click Here

Application Forms can be sent at Your Nearest Sundaram Mutual Fund Office.

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