Reliance Balanced Advantage Fund

Arbitrage Fund, Balanced fund, Equity fund

Reliance Balanced Advantage Fund

Reliance Balanced Advantage Fund is A Model based Open Ended Dynamic Asset Allocation Fund that attempts to capture Equity growth potential with lower volatility.

Investment Objective:-

The investment objective of the scheme is to capitalize on the potential upside in equity markets while attempting to limit the downside by dynamically managing the portfolio through investment in equity & equity related instruments and active use of debt, money market instruments and derivatives.

Fund Strategy – Key Highlights

Core Asset Allocation of Net Equity exposure will be based on strong fundamental companies at fair valuation and their trend.

Portfolio re balancing frequency:- Monthly

Investment Universe: All listed large and midcap stocks which have derivatives. Primarily the Top 200 Companies.

Large Cap oriented portfolio:- Minimum 65% equity exposure from the largest 100 companies based on Market Capitalization.

Well diversified portfolio across stocks and sectors.

Debt exposure: Debt portfolio will be conservative focused on the shorter end. It will be combination of liquid and short term fixed income securities.

To Invest

To Apply offline Download KIM and Application Form Reliance Balanced Advantage Fund.

 Cheque will be drawn in favor of Reliance Balanced Advantage 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

 

Principal Arbitrage Fund

Arbitrage Fund, Best NFOs New Fund Offers, Equity fund, Equity Fund

Principal Arbitrage Fund

NFO Period:-

March 28, 2016 To April 11, 2016.

Scheme Type:-

An Open Ended Equity Scheme.

Benchmark Index:-

CRISIL Liquid Fund Index

Investment Objective:-

The investment objective of the Scheme is to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivative segments of the equity markets and the arbitrage opportunities available within the derivative segment and by investing the balance in debt and money market instruments.

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

This scheme is suitable for investors seeking:-

  • Income over short-term.
  • Income through arbitrage opportunities between cash and derivative market and arbitrage opportunities within the derivative segment.

Minimum Application amount:-

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

No Transaction Charges on any Investment Amount.

To Invest

Application Form can be downloaded via Application Form Principal Arbitrage Fund

Cheque will be drawn in favor of Principal Arbitrage 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