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We will ask you a set of questions to get to know you!
Step 1: Describe your knowledge of investments:
Step 2: When you invest your money, you are:
Step 3: If the market lost 25% in the last few months, and your investmentsalso suffered the same - what would be your first impulse?
Step 4: Have you ever invested in shares or mutual funds? If yes, for how many years?
Step 5: To obtain a return of more than what you would receiveas a bank fixed deposit, you must take risks.
Step 6: How do you react to the idea of investments?
Mutual Fund |
NFO period: 01st February - 15th February, 2018 Highlights of the NFO: Scheme type - A close-ended hybrid scheme investing predominantly in debt instruments Investment objective - The primary objective of the scheme is to seek to generate income by investing in a portfolio of fixed income securities/ debt instruments. The secondary objective of the scheme is to generate long term capital appreciation by investing a portion of the scheme's assets in equity and equity related instruments. However, there can be no assurance that the investment objective of the scheme will be realized. Product suitability - The product is suitable for investors who are seeking long term wealth creation solution a conservative hybrid scheme that seeks to generate income by investing in fixed income securities and aim for capital appreciation by investing in equity and equity related instruments. Minimum Application Amount - First investment is Rs. 5,000/- and in multiples of Rs. 10/- thereafter Plan/ Options available - Direct Plan having Cumulative Option and Dividend Option with only Dividend Payout facility. Fund Managers – Jointly with Mr. Rahul Goswami and Ms. Chandni Gupta - for Debt portion Mr. Vinay Sharma - for Equity portion Ms. Priyanka Khandelwal - for ADR/GDR and other foreign securities Benchmark - A combination of Crisil Composite Bond Fund Index (80%) and Nifty 50 (20%) Index Maturity - 1228 days from the date of allotment Download - KIM Download - SID (Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)
NFO period: 01st February - 15th February, 2018
Highlights of the NFO:
(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)