Fund Features:
Particulars | Details |
Scheme Type | Close ended capital protection oriented scheme |
Maturity Period | 5 Years |
NFO Opens | February 15, 2011 |
NFO Closes | February 28, 2011 |
Asset Allocation: |
|
Debt & Money Market Instruments | 70-100% |
Equity & Related Instruments | 0-30% |
Entry & Exit Load | Nil |
Options | Growth & Dividend Payout |
Benchmark | CRISIL MIP Blended Index |
Minimum Investment | Rs.5,000 |
Fund Managers | Dwijendra Srivastava & S. Krishna Kumar |
Reasons to invest in the fund:
- Diversification – Portfolio mix of debt and equity securities
- Low Interest Rate Risk – Debt papers are held until maturity
- Low Credit Risk – Investments in high quality AAA rated debt papers
- Tax Efficiency – Benefit of Indexation on Long Term Capital Gains
- Returns – Inflation beating returns by investing in equities
- Conservative Investors: Equity participation with capital protection orientation