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

 

Sundaram Emerging Small Cap – Series III

Best NFOs New Fund Offers, Equity Fund

Sundaram Emerging Small Cap – Series III

Sundaram Mutual Fund has launched new Close ended Equtiy oriented fund offer, Sundaram Emerging Small Cap – Series III.

NFO Period:-

April 23, 2018 To May 07, 2018.

Scheme Type:-

Sundaram Emerging Small Cap – Series III, with maturity period 5 years from the date of allotment. The Maturity date is reckoned from the date of allotment. If the Maturity date is not a business day, the subsequent business day shall be considered as the maturity day for the Scheme.

Benchmark Index:-

S&P BSE Small Cap Index.

Investment Objective:-

To seek capital appreciation by investing predominantly in equity/equity-related instruments of companies that can be termed as Small Caps. However, there can be no assurance that the investment objective of the Scheme will be realized.
Small Cap stocks are defined as 251st company onwards in terms of full market capitalisation

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.
  • investment predominantly in equity / equity-related instruments of companies that can be termed as Smallcaps .

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 Sundaram Emerging Small Cap Series – III.

Cheque will be drawn in favor of Sundaram Emerging Small Cap – Series III.

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

SBI Long Term Advantage Fund – Series VI

Best NFOs New Fund Offers, ELSS- Equity Linked Saving Schemes, Equity Fund

SBI Long Term Advantage Fund – Series VI

SBI Mutual Fund has launched new Close Ended ELSS Equity linked saving scheme offer, SBI Long Term Advantage Fund – Series VI.

NFO Period:-

April 11, 2018 To July 10, 2018.

 

Key Features

Scheme Type:-

A 10 Year Close Ended Equity Linked Saving Scheme.

Triple Benefits of investing in SBI Long Term Advantage Fund – Series VI​: Tax Savings, Potential Capital Appreciation and Tax Free Returns​.

To identify stocks across market cap utilising asset allocation, top-down and bottom-up approach.

​No Investment bias: The scheme will seek opportunities across market capitalisation, i.e. large caps, mid caps and small caps.​

Targete​d towards investors wishing to save tax, tax-free returns and having a long-term investment horizon.

 

Investment Objective:-

The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and  equity-related instruments of companies along with income tax benefit.

This Scheme is suitable for investors seeking:-

  • Capital appreciation over a period of 10 years.
  • Investment in equity and equity related instruments of companies along with income tax benefit under section 80C of the Income Tax Act 1961.

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 SBI Long Term Advantage Fund – Series VI

Cheque will be drawn in favor of SBI LONG TERM ADVANTAGE FUND – SERIES VI.

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

ICICI Prudential Bharat Consumption Fund – Series 2

Best NFOs New Fund Offers, Equity Fund

ICICI Prudential Bharat Consumption Fund – Series 2

ICICI Prudential Bharat Consumption Fund – Series 2 is a close ended Equity oriented Scheme Targeting Sectors that can benefit from consumption theme like Consumer Non-Durable, Consumer Durable, Auto, Healthcare Services, etc. that are likely to play out well with investment horizon.

NFO Period:-

April 12, 2018 To April 26, 2018.

Scheme Type:-

A 1300 Days Close Ended Equity Oriented Scheme.

Benchmark Index:-

Nifty India Consumption Index.

Investment Objective:-

The investment objective of the Scheme is to provide capital appreciation by investing predominantly in equity and equity related instruments of sectors that could benefit from growth in consumption and related activities.

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

Where Scheme will Invest:- 

The Scheme intends to invest predominantly in Equities and Equity Related Securities of companies that are likely to benefit directly or indirectly from consumption and related activities. Such companies may directly or indirectly
benefit from increase in consumption led demand. Illustrative list of such sectors is as under:

1. Consumer Durables
2. Consumer Non-Durables
3. Healthcare
4. Pharmaceuticals
5. Auto
6. Auto Ancillaries
7. Telecom
8. Services

9. Media & Entertainment
10. Aviation
11. Textiles
12. Fertilisers and Pesticides
13. Retailing

This Scheme is suitable for investors seeking:-

  • Long term wealth creation solution.
  • A close ended equity scheme that aims to provide capital appreciation by investing in a well-diversified portfolio of stocks that could benefit from growth in consumption and related 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

To Apply offline Download KIM & Application form ICICI Prudential Bharat Consumption Fund – Series 2

Cheque will be drawn in favor of ICICI Prudential Bharat Consumption Fund – Series 2.

You Can Also invest via our 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