Aditya Birla SunLife Bal Bhavishya Yojna

Leave a comment balanced, Balanced fund, Best NFOs New Fund Offers, Equity fund

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

Reliance Balanced Advantage Fund

Leave a comment 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

 

SBI Mutual Fund – Bandhan SWP

Leave a comment Balanced fund, best Pension Plan, best pension Plan, Equity fund, Hybrid Fund

Bandhan SWP – A Family solutions initiative by SBI Mutual Fund

Making a difference for those who matters the most for us

Bandhan SWP is a Systematic Withdrawal Plan (SWP) facility which allows you to withdraw a fixed amount regularly
from your existing investments in eligible open-ended mutual fund schemes. The amount can be directly credited to
the bank account of your spouse, parents, children or siblings, thus allowing you to give financial support to your
loved ones in a seamless and hassle-free way.

What is Bandhan SWP

Bandhan SWP is a Systematic Withdrawn Plan that gives Regular payouts to your loved ones from your mutual fund investments.

The beneficiary of this plan can be any one of the following:- Spouse, Parents ,Children or Siblings ( 15 Years or above). The beneficiary can not be an NRI.

How Bandhan SWP works

Choose Scheme:- Investor chooses investment scheme under growth option. Scheme could be either open ended Equity oriented or open ended debt oriented scheme of SBI mutual fund. Aggressive investor can choose any open ended equity oriented scheme from which bandhan SWP can be initiated for long duration and investor can embrace regular payout to your loved ones and capital appreciation too.

Initiate Bandhan SWP:- Bandhan SWP enrollment is done by specifying Beneficiary details, withdrawal amount & duration details. All the necessary documents of beneficiary like Proof of Address, Proof of Identity, Relationship Proof and Bank Account Proofs is submitted at the time of enrollment.

Download detailed presentation SBI Mutual fund Bandhan SWP Presentation

No Transaction Charges on any Investment Amount.

To Invest

Application Form can be downloaded via Application Form Bandhan SWP SBI Mutual Fund

Cheque will be drawn in favor of Scheme name.

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, 9896155783, You can also whatsapp your query @ 9896155783.

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

HDFC Balanced Fund

Leave a comment Balanced fund, Equity fund

HDFC Balanced Fund

The growth of equity with the foundation of debt. Presenting HDFC Balanced Fund which aims to generate capital appreciation along with current income from a combined portfolio of equity and debt instruments. Thus this fund provides the growth of equity and stability of debt.

The Scheme is ideal for investors with an appetite for average risk looking for a unique proposition of spreading the investment into two broad divisions and it also helps to maintain the asset allocation in a convenient, tax efficient and timely manner.

Investment Strategy:- 

Equities – The fund aims to maintain an effectively diversified portfolio. There is no cap / style bias. The portfolio comprises of Large & Mid-cap Stocks.
While selecting stocks, the focus is on:
• Sound quality companies.
• Companies that enjoy Leadership / near leadership position.
• Companies / businesses with superior growth prospects available at a reasonable price.

Fixed income – The debt portfolio is actively managed based on the interest rate outlook. Securities are selected after assessing credit, interest rate and liquidity risk. The scheme invests in debt instruments such as government securities, securitized debts, corporate debentures and bonds, quasi-government bonds and money market instruments. There is a preference for high-quality assets of short-term maturities.

The Scheme proposes to continuously monitor the potential for both debt and equities to arrive at a dynamic allocation between the asset classes.

Minimum Application Amount:- Rs. 5000 and any amount thereafter.

Fund Manager:- Chirag Setalvad.

No Transaction Charges on any Investment Amount.

To Invest

Application Form can be downloaded via Application Form HDFC Balanced Fund

Cheque will be drawn in favor of  HDFC Balanced 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.