Aditya Birla Sun Life Retirement Fund

balanced, Best NFOs New Fund Offers, Equity Fund, hybrid fund

Aditya Birla Sun Life Retirement Fund

Aditya Birla Sun Life Mutual Fund has launched new An open ended fund focusing Retirement Goals by investing in a mix of equity, equity related instruments along with debt and money market instruments, Aditya Birla Sun Life Retirement Fund.

NFO Period:-

February 19, 2019 To March 05, 2019.

Plans Available:-

  1. Aditya Birla Sun Life Retirement Fund-The 30s plan- Investment will be majorly minimum 80% in Equity Market.
  2. Aditya Birla Sun Life Retirement Fund – The 40s plan- Investment will be majorly minimum 65% in Equity Market.
  3. Aditya Birla Sun Life Retirement Fund-The 50s plan- Investment will be majorly minimum 75% in Debt and Money Market.
  4. Aditya Birla Sun Life Retirement Fund-The 50s plus Debt plan-  100% Investment will be in Debt Market.

Scheme Type:-

An open-ended retirement solution oriented scheme having a lock-in of 5 years or till retirement age (whichever is earlier).

Investment Objective:-

The primary investment objective of the Scheme is income generation and capital appreciation for its investors which will be in line with their retirement goals by investing in a mix of equity, equity related instruments along with debt and money market instruments.

The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

Minimum Application amount:-

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

Benchmark Index:-

The 30s plan- S&P BSE 200

The 40s plan – CRISIL Hybrid 35+65 – Aggressive Index

The 50s plan – CRISIL Short Term Debt Hybrid 75+25 Fund Index.

The 50s plus plan- CRISIL Short Term Bond Fund Index.

No Transaction Charges on any Investment Amount.

To Invest

Application form can be downloaded via Application Form Aditya Birla Sun Life Retirement Fund.

Cheque will be drawn in favor of Aditya Birla Sun Life Retirement 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

ICICI Prudential Retirement Fund

balanced, Best NFOs New Fund Offers, Equity Fund, hybrid fund

ICICI Prudential Retirement Fund

ICICI Prudential Mutual Fund has launched new open ended Equity fund ICICI Prudential Retirement Fund .

NFO Period:-

February 07, 2019  To February 21, 2019. One can also invest after NFO period as it is an open ended scheme.

Investment Objective:-

The investment objective of the scheme is to provide capital appreciation and income to the investors which will help to achieve retirement goals by investing in a mix of securities comprising of equity, equity related instruments, fixed income securities and other securities.
However, there can be no assurance or guarantee that the investment objective of the Scheme will be achieved.

 

Plans Available & Asset Allocation:- 

Pure Equity Plan:-

Equity oriented approach with minimum 80% exposure to equity market focused To generate long-term capital appreciation and income generation to investors from a portfolio that is predominantly invested in equity and equity related securities.

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

Hybrid Aggressive Plan:-

Balanced Equity oriented approach with minimum 65% exposure to equity market to generate capital appreciation. The scheme may also invest in Debt, Gold/Gold ETF/units of REITs & InvITs and such other asset classes as may be permitted from time to time for income generation / wealth creation.

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

Hybrid Conservative Plan:-

To generate regular income through investments predominantly in debt and money market instruments (Minimum 70% allocation). The Scheme also seeks to generate long term capital appreciation from the portion of equity investments (maximum 30%) under the Scheme.

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

Pure Debt Plan:-

To generate income through investing in a range of debt and money market instruments of various duration while maintaining the optimum balance of yield, safety and liquidity.

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

 

 

No Transaction Charges on any Investment Amount.

To Invest

To Apply offline Download KIM & Application Form ICICI Prudential Retirement Fund

Cheque will be drawn in favor of ICICI Prudential Retirement Fund.

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

Aditya Birla SunLife Bal Bhavishya Yojna

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

Canara Robeco Small Cap Fund

Best NFOs New Fund Offers, Equity Fund

Canara Robeco Small Cap Fund

Canara Robeco Mutual Fund has launched new Open Ended Equity Oriented Scheme focusing investment in  predominantly investing in small cap stocks , Canara Robeco Small Cap Fund.

Scheme Type:-

An open ended equity scheme predominantly investing in small cap stocks.

NFO Period:-

January 25, 2019 To February 08, 2019 and at prevailing NAV after NFO period.

Investment Objective:-

The investment objective of the scheme is to generate long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies.
However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns

This Scheme is suitable for investors seeking:-

  • Long Term Capital Appreciation.
  • Predominant investment in equity/equity related instruments of small cap companies.

Minimum Application Amount:-

Rs. 5000 and in multiple of Rs. 1 thereafter.

Benchmark Index:-

Nifty Smallcap 250 Index.

No Transaction Charges on any Investment Amount.

To Invest

 

Application form can be downloaded via Application Form Canara Robeco Small Cap Fund

Cheque will be drawn in favor of  Canara Robeco Small Cap Fund.

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