No one asset class perform at all times
|
|
- Lauren Mitchell
- 5 years ago
- Views:
Transcription
1 1
2 No one asset class perform at all times Bond years Equity years Gold years '01 '02 '03 '04 '05 '06 '07 '08 '09 '10 '11 '12 '13 '14 Equity Bonds Gold Triple Asset 2 Past performance may or may not be sustained in the future. Stocks are represented by the CNX Nifty and Bonds by the I-Sec Sovereign Bond Index, Gold by INR Price of Gold; Triple Asset comprises of Stocks, Bonds and Gold weighted equally and rebalanced monthly. Triple Asset is a simulated portfolio. Source of data: Bloomberg.
3 Single asset investing v/s multi asset investing Single Asset Investing Multi Asset Investing Asset class specific view Specific view required on each asset class No specific view on any asset class Cyclicality Each asset performs under different market conditions All weather long-term investing method Typical Volatility Higher volatility Less volatile due to diversification Downside Possibility of a higher downside as specific asset call is taken Lower downside due to diversification 3
4 Best & worst performer changes but 2 of 3 are positive in most years Year Stocks Gold Bonds Average years returns In 2008, even a 52% fall in stocks was balanced by gains in bonds and gold 4 Data is historical. Past performance may or may not be sustained in future. Stocks: CNX Nifty, Bonds: I-Sec Sovereign Bond Index Gold: INR Price of Gold; Source of data: Bloomberg
5 Range of returns as important as average returns 70% 60% Higher uncertainty Lower uncertainty 50% 40% 30% 20% 10% 12.1% 12.0% 12.1% 12.6% 11.0% 11.7% 0% -10% -20% 3 yr rolling returns ( ) -30% Equity Gold 50:50 Debt/Equity Triple Asset Debt 75:25 Debt/Equity 5 This is historical data. High, Low and Average Rolling 3-Year returns are for the period 31 Dec 1994 to 31 Dec Returns are compounded annualized. Past performance may or may not be sustained in the future. Stocks are represented by the S&P CNX Nifty, Bonds by the I-Sec Sovereign Bond Index and Gold by INR price of Gold. Triple Asset comprises of Stocks, Bonds and Gold weighted equally and rebalanced monthly. Triple Asset is a simulated portfolio. Source of data: Bloomberg & ACEMF.
6 Axis Triple Advantage Fund: Positioning Equity Long term growth 30 40% of the portfolio Bonds Regular income, lower risk compared to equity 30 40% of the portfolio Gold Support against macro/ event risk 20 30% of the portfolio Seeks to help investors take advantage of the benefits of diversification by investing in a mix of three asset classes viz., equity, bonds and gold 6
7 Rebalancing, the asset allocation secret that no one talks about Triple asset appreciated the most 874 TRIPLE ASSET 796 BONDS EQUITY 616 GOLD This is historical data for the period 31 Dec 1994 to 31 st Mar 2015 and is rebased to 100. Past performance may or may not be sustained in the future. Stocks are represented by the CNX Nifty and Bonds by the I-Sec Sovereign Bond Index, Gold by INR Price of Gold; Triple Asset comprises of Stocks, Bonds and Gold weighted equally and rebalanced monthly. Triple Asset is a simulated portfolio. Source of data: Bloomberg.
8 Aims for high quality and low risk portfolio in debt and equity Stable asset allocation with regular re-balancing EQUITY GOLD FIXED INCOME Helps avoiding the buy-high sell-low curse Portfolio Strategy Multi Cap with midcap allocation of 31% of equity exposure Passive Allocation to Gold ETF Long duration to get true diversification benefits from the debt portfolio Key Terms Beta: Low 0.94 Tracking Error: 5.8% - Duration: 9.9 years Credit profile: 79% AAA/SOV Volatility (1 year)* 13.7% 13.6% 2.0% Max Drawdown (1 yr)* -48.6% -55.5% -0.7% Axis Triple Advantage Fund Volatility : 6.0% Max drawdown : -3.5% 8 Note: Current Portfolio Allocation is based on the prevailing market conditions and is subject to changes depending on the fund manager s view of the equity & Debt markets. *Upto 31 st Jan 2015, large caps defined as companies having a market cap greater than equal to Rs. 10,000 crores. Midcaps defined as companies having a market cap less than Rs. 10,000 crores but greater than Rs. 1,000 crores. Since 1 st Feb 2015, Mid-cap companies are defined to be those companies with a market cap less than or equal to the largest market cap of BSE Mid-cap Index (currently crs) & greater than or equal to the smallest market cap of the BSE Mid-Cap Index (currently 1299 crs), companies with market cap greater than crs are large cap companies. The range will be monitored on quarterly basis based on the average of last 4 quarters
9 Disciplined asset allocation DEBT (average: 34%) GOLD (average: 29%) EQUITY (average: 37%) Mar-12 Mar-13 Mar-14 Mar-15 Source of data: ACEMF. Fund above is Axis Triple Advantage Fund 9
10 Aims for stable returns with contained risk 10 Scheme Performance may not be strictly comparable with that of its additional benchmark in view of hybrid nature of the scheme
11 Annexure Annexure for returns of schemes managed by fund manager (as on 31 st Mar 2015) # # 11 Past performance may or may not be sustained in future. Calculations are based on Growth Option NAV. The above data excludes performance of all the schemes which have not completed a year. # Scheme Performance may not be strictly comparable with that of its additional benchmark in view of hybrid nature of the scheme
12 Annexure Annexure for returns of schemes managed by fund manager (as on 31 st Mar 2015) # # # # 12 Past performance may or may not be sustained in future. Calculations are based on Growth Option NAV. #Scheme Performance may not be strictly comparable with that of its additional benchmark in view of hybrid nature of the scheme The above data excludes performance of all the schemes which have not completed a year.
13 Axis Triple Advantage Fund This product is suitable for investors who are seeking * Capital appreciation & generating income over long term Investment in a diversified portfolio of equity and equity related instruments, fixed income instruments & gold Exchange Traded Funds Medium risk (YELLOW) Axis Dynamic Bond Fund This product is suitable for investors who are seeking * Optimal returns over medium to long term To generate stable returns while maintaining liquidity through active management of a portfolio of debt and money market instruments Low risk (BLUE) Axis Focused 25 Fund This product is suitable for investors who are seeking * Capital appreciation over long term Investment in in a concentrated portfolio of equity & equity related instruments of up to 25 companies High risk (BROWN) Axis Capital Protection Oriented Fund Series 1 to 5 This product is suitable for investors who are seeking * Capital appreciation with low risk of capital loss over medium to long term. Investment in debt and money market instruments as well as equity and equity related instruments Medium risk (YELLOW) *Investors should consult their financial advisors if in doubt about whether the product is suitable for them Note: Risk is represented as: (BLUE) investors understand that their principal will be at low risk (YELLOW) investors understand that their principal will be at medium risk (BROWN) investors understand that their principal will be at high risk 13
14 Statutory Details and Risk Factors Disclaimer: Past performance may or may not be sustained in the future. Sector(s) / Stock(s) / Issuer(s) mentioned above are for the purpose of disclosure of the portfolio of the Scheme(s) and should not be construed as recommendation. The fund manager(s) may or may not choose to hold the stock mentioned, from time to time. Investors are requested to consult their financial, tax and other advisors before taking any investment decision(s). Statutory Details: Axis Mutual Fund has been established as a Trust under the Indian Trusts Act, 1882, sponsored by Axis Bank Ltd. (liability restricted to Rs. 1 Lakh). Trustee: Axis Mutual Fund Trustee Ltd. Investment Manager: Axis Asset Management Co. Ltd. (the AMC) Risk Factors: Axis Bank Limited is not liable or responsible for any loss or shortfall resulting from the operation of the scheme. This document represents the views of Axis Asset Management Co. Ltd. and must not be taken as the basis for an investment decision. Neither Axis Mutual Fund, Axis Mutual Fund Trustee Limited nor Axis Asset Management Company Limited, its Directors or associates shall be liable for any damages including lost revenue or lost profits that may arise from the use of the information contained herein. No representation or warranty is made as to the accuracy, completeness or fairness of the information and opinions contained herein. The AMC reserves the right to make modifications and alterations to this statement as may be required from time to time. Mutual Fund Investments are subject to market risks, read all scheme related documents carefully. Data updated as on 31 st Mar
No one asset class perform at all times
1 No one asset class perform at all times 60 50 Bond years Equity years Gold years 40 30 20 10 0-10 -20 '01 '02 '03 '04 '05 '06 '07 '08 '09 '10 '11 '12 '13 '14 '15 '16 Equity Bonds Gold Triple Asset 2
More informationAxis Focused 25 Fund - Relative Positioning
Active Returns Axis Focused 25 Fund - Relative Positioning Sector Funds Mid cap funds Axis Focused 25 Fund Large cap diversified funds Index funds Active Risk 2 Axis Focused 25 Fund: Positioning Pure bottom-up,
More informationFIXED INCOME UPDATE 1
1 FIXED INCOME UPDATE Abstract Rates are headed down on lower inflation Inflation is likely to hit the RBI s disinflationary path Bond yields may further fall on continuation of rate cuts Macro conditions
More informationHistory Has Shown The Advantage Of True Diversification
History Has Shown The Advantage Of True Diversification Returns of asset classes Year Stocks Bonds Gold Average 1995-23% 3% 14% -2% 1996-1% 13% -3% 3% 1997 20% 24% -14% 10% 1998-18% 8% 8% 0% 1999 67% 16%
More informationAXIS EQUITY SAVER FUND. Open Ended Equity Scheme
AXIS EQUITY SAVER FUND Open Ended Equity Scheme A primer on asset allocation Avoiding common traps faced in equity investments Timing the market Chasing the hottest trend Focusing on schemes not portfolio
More informationOverview. Credit cycle - background. Associated risks in credit investing. Axis approach to credit risk
CREDIT QUALITY Overview Credit cycle - background Overall Credit quality has got affected by the macro-economic environment However credit spreads have narrowed as more money has come into the segment
More informationAxis Dynamic Equity Fund. (An Open - ended Equity Scheme)
Axis Dynamic Equity Fund (An Open - ended Equity Scheme) 1 Typically, what influences investors to invest? Media Noise Everybody else is investing Idle money lying in bank Free advice from a friend/family
More informationAxis Corporate Debt Fund. (An open ended debt scheme predominantly investing in AA+ and above rated corporate bonds)
Axis Corporate Debt Fund (An open ended debt scheme predominantly investing in AA+ and above rated corporate bonds) Macro economic indicators are showing signs of stability Indicator Current* Outlook Inflation
More informationAxis Multicap Fund. An Open-ended Equity Scheme investing across large cap, mid cap, small cap stocks
Axis Multicap Fund An Open-ended Equity Scheme investing across large cap, mid cap, small cap stocks Why Multicap: Offers participation in stocks across market cap spectrum (Market Cap in INR crores) (
More informationThere is a high dispersion in long term stock performance
There is a high dispersion in long term stock performance Variation in top and bottom stocks over the last 10 years % CAGR (CY 07-17) BSE 100 index 5.5 Top quartile 16.7 Bottom quartile (21.2) Weak companies
More informationAxis Dynamic Equity Fund. (An Open - Ended Dynamic Asset Allocation Fund)
Axis Dynamic Equity Fund (An Open - Ended Dynamic Asset Allocation Fund) Emotions and Impact Manual market timing Emotions have impacted investment decisions Investors ended up investing at market peak
More informationAxis Dynamic Equity Fund. (An open ended dynamic asset allocation fund)
Axis Dynamic Equity Fund (An open ended dynamic asset allocation fund) Net equity inflow --> Nifty 50 Index Emotions and Impact Manual market timing Emotions have impacted investment decisions 20.7% Value
More information3 reasons to invest. Offers an attractive route to take equity allocation for conservative investors
3 reasons to invest The investment objective of the fund is to generate income by investing in high quality fixed income securities that are maturing on or before the maturity of the scheme whilst the
More information3 dimensional view of Fixed Income Market
3 dimensional view of Fixed Income Market Duration play seems to be over Money market yields are too low post demonetization thanks to excess liquidity Liquidity Duration Accrual Good opportunity to position
More informationFund (An open ended debt scheme predominantly investing in debt instruments of Banks, Public Sector Undertakings & Public Financial Institutions)
Axis Banking & PSU Debt Fund (An open ended debt scheme predominantly investing in debt instruments of Banks, Public Sector Undertakings & Public Financial Institutions) May 2018 Yield Stark shift in yield
More informationKey highlights. RBI surprised markets by not hiking rates; however changed the stance to calibrated tightening. 10 year G-Sec Yield(%)
Key highlights RBI surprised markets by not hiking rates; however changed the stance to calibrated tightening Repo Rate maintained by RBI at 6.50% Liquidity squeezed in money market Regulators come to
More informationLight, medium or strong?
Light, medium or strong? Different solutions for different needs HSBC Managed Solutions (An open ended Fund of Funds Scheme) A need-based investment solution that helps you meet your financial goals New
More informationAxis Emerging Opportunities Fund Series 1 A Close-Ended Equity Fund (1400 days)
1 Axis Emerging Opportunities Fund Series 1 A Close-Ended Equity Fund (1400 days) Indian Policy Update Demonetisation & GST 2 1 Government policy changes Get ready for structurally higher tax to GDP Demonetisation
More informationUTI FOCUSSED EQUITY FUND Series II (1102 days) a Close ended equity scheme
UTI FOCUSSED EQUITY FUND Series II (1102 days) a Close ended equity scheme NFO Period: December 04, 2014 December 18, 2014 This product is suitable for investors who are seeking*: Long term capital growth
More informationGood year for the fund despite volatile market scenario
Good year for the fund despite volatile market scenario The fund completed 1 year recently 12,000.00 11,500.00 11,000.00 10,500.00 10,000.00 9,500.00 Axis Multicap Fund - Reg - Growth Nifty 500 Index NAV/Index
More informationMirae Asset Emerging Bluechip Fund (MAEBF)
Mirae Asset Emerging Bluechip Fund (MAEBF) (An Open Ended Equity Fund) Product Literature April 2015 MAEBF Our Goal Our endeavour has been to Spot the Potential of Emerging Companies and consistently outperform
More informationKEY INFORMATION MEMORANDUM AND APPLICATION FORM FOR
Axis Asset Management Company Limited (Investment Manager) KEY INFORMATION MEMORANDUM AND APPLICATION FORM FOR AXIS EQUITY FUND (An open-ended growth scheme) AXIS TRIPLE ADVANTAGE FUND (An open-ended hybrid
More informationFIXED INCOME UPDATE AUGUST 17
1 FIXED INCOME UPDATE AUGUST 17 Aug-16 Aug-16 Sep-16 Sep-16 Oct-16 Oct-16 Nov-16 Nov-16 Dec-16 Dec-16 Jan-17 Jan-17 Feb-17 Feb-17 Mar-17 Mar-17 Apr-17 Apr-17 May-17 May-17 Jun-17 Jun-17 Jul-17 Jul-17 Aug-17
More informationParticipate in one of the key drivers of Growth & Development in India
Participate in one of the key drivers of Growth & Development in India DATE OF ALLOTMENT December 28, 2015 BENCHMARK Nifty Financial Services TRI (WEF From 1st February 2018) FUND SIZE Rs.261.73 (Rs. in
More informationAims to achieve the right blend of Growth and Tax Saving
Aims to achieve the right blend of Growth and Tax Saving DATE OF ALLOTMENT March 31,1996 BENCHMARK S&P BSE Sensex FUND SIZE Rs.981.23 (Rs. in Cr.) MONTHLY AVERAGE AUM Rs.939.37 (Rs. in Cr.) EXIT LOAD Nil
More informationCorporate Presentation. August
Corporate Presentation August 2017 1 PARENTAGE Sundaram Finance Sundaram Business Services Limited Outsourcing services *Not an exhaustive list Fully Owned Subsidiaries* Sundaram Asset Management Mutual
More informationMirae Asset Emerging Bluechip Fund (MAEBF)
Mirae Asset Emerging Bluechip Fund (MAEBF) (An Open Ended Equity Fund) Product Literature December 2014 MAEBF Our Goal Our endeavour has been to Spot the Potential of Emerging Companies and consistently
More informationReliance Capital Builder Fund II Series B (A Close Ended Equity Oriented Scheme)
Reliance Capital Builder Fund II Series B (A Close Ended Equity Oriented Scheme) Offer for Sale of Units at Rs.10/- per unit during the new fund offer period Tenure 3 years from the date of allotment of
More informationMOTILAL OSWAL NASDAQ 100 FUND OF FUND
MOTILAL OSWAL NASDAQ 100 FUND OF FUND NFO th Opens: 09 Nov, 2018 nd Closes: 22 Nov, 2018 Contact your financial advisor or 1800-200-6626 www.mo laloswalmf.com Motilal Oswal Nasdaq 100 Fund of Fund 2 Motilal
More informationHow much will your current lifestyle cost at 60?
(PROGRESSIVE PLAN) How much will your current lifestyle cost at 60? DATE OF ALLOTMENT November 01, 2011 BENCHMARK S&P BSE Sensex TRI (WEF From 1st February 2018) FUND SIZE Rs.474.87 (Rs. in Cr.) MONTHLY
More informationReliance Focused Large Cap Fund
Reliance Focused Large Cap Fund Formerly, Reliance Equity Fund (An open ended Diversified Equity Scheme) To know more call us at 1800 300 11111 visit www.reliancemutual.com Download Free App Download with
More informationKey Information Memorandum Cum Application Forms
Key Information Memorandum Cum Application Forms Scheme Name This product is suitable for investors who are seeking* Scheme Name This product is suitable for investors who are seeking* AXIS EQUITY FUND
More informationThink Of Us Before You Invest
Think Of Us Before You Invest DATE OF ALLOTMENT March 31,1996 BENCHMARK S&P BSE Sensex FUND SIZE Rs.679.21 (Rs. in Cr.) MONTHLY AVERAGE AUM Rs.668.51 (Rs. in Cr.) EXIT LOAD Nil (Compulsory lock-in period
More informationHow much will your current lifestyle cost at 60?
(PROGRESSIVE PLAN) How much will your current lifestyle cost at 60? DATE OF ALLOTMENT November 01, 2011 BENCHMARK S&P BSE Sensex TRI (WEF From 1st February 2018) FUND SIZE Rs.547.64 (Rs. in Cr.) MONTHLY
More informationHow much will your current lifestyle cost at 60?
(MODERATE PLAN) How much will your current lifestyle cost at 60? DATE OF ALLOTMENT November 01,2011 BENCHMARK CRISIL Hybrid 25+75 - Aggressive Index (WEF From 1st February 2018) FUND SIZE: Rs.856.45 (Rs.
More informationHow much will your current lifestyle cost at 60?
(MODERATE PLAN) How much will your current lifestyle cost at 60? DATE OF ALLOTMENT November 01,2011 BENCHMARK CRISIL Hybrid 25+75 - Aggressive Index (WEF From 1st February 2018) FUND SIZE: Rs.772.12 (Rs.
More informationAre investors creating enough wealth from their mutual fund investments. Findings from an in-depth study
Are investors creating enough wealth from their mutual fund Findings from an in-depth study Background Given a lack of forced-savings programs in India, there is an onus on investors to take regular decisions
More informationHow much will your current lifestyle cost at 60?
(MODERATE PLAN) How much will your current lifestyle cost at 60? DATE OF ALLOTMENT November 01,2011 BENCHMARK CRISIL Balanced Fund - Aggressive Index FUND SIZE Rs.370.53 (Rs. in Cr.) MONTHLY AVERAGE AUM
More informationCorporate Presentation. December
Corporate Presentation December 2017 1 PARENTAGE Sundaram Finance Sundaram Business Services Limited Outsourcing services *Not an exhaustive list Fully Owned Subsidiaries* Sundaram Asset Management Mutual
More informationCANARA ROBECO BLUE CHIP EQUITY FUND
CANARA ROBECO BLUE CHIP EQUITY FUND JULY 2018 CONTENTS Blue Chip Equity Funds Risk-Reward Matrix An Introduction Canara Robeco Blue Chip Equity Fund Investment Process Portfolio Performance Why Canara
More informationWhy Small and Midcap Companies
August 2012 1 Why Small and Midcap Companies Superior Growth Growth Presence in generally new & faster growing segments MATURITY Ability to gain share due to DECLINE new technology, better products / services
More information28.6% We remain bullish on equities from a medium to long term perspective KEY HIGHLIGHTS
EQUITY J A N U A R Y 2 0 1 8 12.3 28.6 3.0 QUICK TAKE Equity market valuations are broadly reasonable adjusted for the cyclical low in earnings and potential for revival going forward. We remain bullish
More informationPresenting. (An Open-Ended Balanced Scheme) August 2012
Presenting HDFC Balanced Fund (An Open-Ended Balanced ) August 2012 1 Table of Contents Balanced Fund- Basics Product Rationale and Asset Allocation Pattern Investment Strategy Portfolio Composition Performance
More informationPower & Protection NFO. Motilal Oswal MOSt Focused Dynamic Equity Fund (An open ended equity scheme) NO LOAD FUND
Power & Protection A fund that changes its action based on market conditions Motilal Oswal MOSt Focused Dynamic Equity Fund (An open ended equity scheme) NO LOAD FUND NFO th Opens: 6 Sep, 2016 th Closes:
More informationSYSTEMATIC INVESTMENT PLAN (SIP) October 2017
SYSTEMATIC INVESTMENT PLAN (SIP) October 2017 DID YOU KNOW? If you currently have monthly expenses of Rs. 30,000, then after 5 years you will require close to Rs.40,000 per month to maintain the same lifestyle!
More informationProduct Labeling This product is suitable for investors who are seeking*: Riskometer
Product Labeling This product is suitable for investors who are seeking*: Riskometer Long term capital appreciation. Investments in high growth companies along with the liquidity of an open-ended scheme
More informationTime to Play on Infra
20 May 2014 Time to Play on Infra What has changed? New business-friendly majority Government in power Improvement in policy environment Infrastructure thrust by new Govt. Capex cycle is bottoming out
More informationAdditional Offering Period: February 14, % Discount* for all investor categories on Government disinvestment shares
(An open-ended Exchange Traded Fund investing in S&P BSE Bharat 22 Index) Managed by ICICI Prudential AMC Ltd. Additional Offering Period: February 14, 2019 5% Discount* for all investor categories on
More informationCPSE ETF An Open Ended Index Exchange Traded Scheme [Rajiv Gandhi Equity Savings Scheme (RGESS) $ Qualified Scheme]
CPSE ETF An Open Ended Index Exchange Traded Scheme [Rajiv Gandhi Equity Savings Scheme (RGESS) $ Qualified Scheme] This product is suitable for investors who are seeking*: Product labels Long-term capital
More informationKEY INFORMATION MEMORANDUM AND APPLICATION FORM FOR
Axis Asset Management Company Limited (Investment Manager) KEY INFORMATION MEMORANDUM AND APPLICATION FORM FOR AXIS EQUITY FUND (An open-ended growth scheme) AXIS ENHANCED ARBITRAGE FUND (An open-ended
More informationCopyright 2010, The NASDAQ OMX Group, Inc. All rights reserved. Motilal Oswal MOSt Shares NASDAQ-100 ETF
Copyright 2010, The NASDAQ OMX Group, Inc. All rights reserved. Motilal Oswal MOSt Shares NASDAQ-100 ETF Product Labeling This product is suitable for investors who are seeking* Return that corresponds
More informationCPSE ETF. An Open Ended Index Exchange Traded Fund [Rajiv Gandhi Equity Savings Scheme (RGESS) Qualified Scheme] Product labels.
CPSE ETF An Open Ended Index Exchange Traded Fund [Rajiv Gandhi Equity Savings Scheme (RGESS) Qualified Scheme] This product is suitable for investors who are seeking*: Product labels Long-term capital
More informationCanara Robeco Short Term Fund Open Ended Debt Scheme
Canara Robeco Short Term Fund Open Ended Debt Scheme December 2017 This product is suitable for investors who are seeking* Income / capital appreciation over short term Investing in short term to medium
More informationHow much will your current lifestyle cost at 60?
(PROGRESSIVE PLAN) How much will your current lifestyle cost at 60? DATE OF ALLOTMENT November 01, 2011 BENCHMARK S&P BSE Sensex TRI (WEF From 1st February 2018) FUND SIZE Rs.467.54 (Rs. in Cr.) MONTHLY
More informationHow much will your current lifestyle cost at 60?
(MODERATE PLAN) How much will your current lifestyle cost at 60? DATE OF ALLOTMENT November 01,2011 BENCHMARK CRISIL Hybrid 25+75 - Aggressive Index (WEF From 1st February 2018) FUND SIZE: Rs.733.18 (Rs.
More informationReliance ETF Long Term Gilt
Reliance ETF Long Term Gilt An Open Ended Index Exchange Traded Fund This product is suitable for investors who are seeking*: Product labels Income over long term Investments in Gilt Securities replicating
More informationReliance ETF NV20 (Formerly R*Shares NV20 ETF) An Open Ended Index Exchange Traded Fund [Rajiv Gandhi Equity Savings Scheme (RGESS) Qualified Scheme]
Reliance ETF NV20 (Formerly R*Shares NV20 ETF) An Open Ended Index Exchange Traded Fund [Rajiv Gandhi Equity Savings Scheme (RGESS) Qualified Scheme] This product is suitable for investors who are seeking*:
More informationHSBC Asset Management (India) Private Limited
HSBC Asset Management (India) Private Limited Annual Report 2014-2015 DIRECTORS REPORT FOR THE YEAR ENDED MARCH 31, 2015 The Shareholders HSBC Asset Management (India) Private Limited The Directors of
More informationBalance your asset allocation Dynamically Franklin India Dynamic PE Ratio Fund of Funds
Balance your asset allocation Dynamically Franklin India Dynamic PE Ratio Fund of Funds November 2017 Return What does an investor expect from Investments? Moderate Return Moderate Risk Risk The Average
More informationNFO Period: 20 th July to 3 rd August 2015
NFO Period: 20 th July to 3 rd August 2015 The Product is suitable for investors who are seeking* Riskometrer Long term wealth creation solution Why Invest in Small Cap Stocks Our Frame Work of Recommendation:
More informationA healthy investment is a must in today s markets. HDFC MF Systematic Investment Plan
www.hdfcfund.com A healthy investment is a must in today s markets. HDFC MF Systematic Investment Plan () is a simple, convenient and disciplined way to meet your financial goals. Irrespective of market
More information*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Product Labelling This product is suitable for investors who are seeking*: Long term capital appreciation Investment in diversified basket of equity stocks spanning the entire market capitalization spectrum
More informationCANARA ROBECO LIQUID FEBRUARY 2018
CANARA ROBECO LIQUID FEBRUARY 2018 Canara Robeco Liquid An Open Ended Cash Management Scheme This product is suitable for investors who are seeking* Income/Capital appreciation over short term, while maintaining
More informationAchieve your goals through disciplined investments.
Achieve your goals through disciplined investments. Open-ended Growth / Equity Schemes Open-ended Balanced Schemes Open-ended Equity Linked Savings Schemes Open-ended Index Linked Scheme Open-ended Income
More informationBROAD COMMODITY INDEX
BROAD COMMODITY INDEX COMMENTARY + STRATEGY FACTS JUNE 2017 80.00% CUMULATIVE PERFORMANCE ( SINCE JANUARY 2007* ) 60.00% 40.00% 20.00% 0.00% -20.00% -40.00% -60.00% -80.00% ABCERI S&P GSCI ER BCOMM ER
More informationReliance Capital Builder Fund II Series C (A Close Ended Equity Oriented Scheme)
Reliance Capital Builder Fund II Series C (A Close Ended Equity Oriented Scheme) Offer for Sale of Units at Rs.10/- per unit during the new fund offer period Tenure 3 years from the date of allotment of
More informationReligare Invesco Mid N Small Cap Fund
Religare Invesco Mid N Small Cap Fund An Open Ended Equity Scheme Suitable for investors who are seeking*: Capital appreciation over long term Investment predominantly in equity and equityrelated instruments
More informationMotilal Oswal Nasdaq 100 ETF
Motilal Oswal Nasdaq 100 ETF Product labeling This product is suitable for investors who are seeking* Return that corresponds generally to the performance of the NASDAQ 100 Index, subject to tracking error
More informationOpen-ended Growth / Equity Schemes
Open-ended Growth / Equity Schemes Open-ended Balanced Schemes Open-ended Equity Linked Savings Schemes Open-ended Index Linked Scheme Open-ended Income Schemes (Hybrid) Open-ended Fund of Fund Scheme
More informationWEARS THE CAP THAT SUITS THE OCCASION
MULTICAP FUND (An open ended equity scheme investing across large cap, mid cap, small cap stocks) WEARS THE CAP THAT SUITS THE OCCASION Tata Multicap Fund aims to fit into the right role across market
More informationRiskometer. *Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
1 Product Labeling This product is suitable for investors who are seeking*: Regular income and capital appreciation. To generate income by investing in arbitrage opportunities in the cash and derivatives
More informationInvesting in the Capital Protection Oriented Fund is like asking your dad for advice. You can be sure you don t risk too much.
Investing in the Capital Protection Oriented Fund is like asking your dad for advice. You can be sure you don t risk too much. CANARA ROBECO Capital Protection Oriented Fund - Series 7 (A Close Ended Capital
More informationParticipate in the Digital Transformation of India
Participate in the Digital Transformation of India DATE OF ALLOTMENT December 28, 2015 BENCHMARK S&P BSE IT TRI FUND SIZE Rs.111.56 (Rs. in Cr.) MONTHLY AVERAGE AUM Rs.90.94 (Rs. in Cr.) EXIT LOAD: 0.25%
More informationThe Right ALLOCATION To The Right ASSET At The Right TIME
The Right ALLOCATION To The Right ASSET At The Right TIME D E B T EQUITY (An open ended fund of funds scheme investing in equity oriented schemes, debt oriented schemes and gold ETFs/ schemes) SENSEX LEVELS
More informationCANARA ROBECO EMERGING EQUITIES. August 2018
CANARA ROBECO EMERGING EQUITIES August 2018 Canara Robeco Emerging Equities Large & Mid Cap Fund - An open ended equity scheme investing in both large cap and mid cap stocks This product is suitable for
More informationHSBC Global Asset Management, India Creating Wealth through Asset Allocation. March 2018
HSBC Global Asset Management, India Creating Wealth through Asset Allocation March 2018 1 Why invest? 2 Changing social demographics Stress at work leading to early retirement People are living longer
More informationCANARA ROBECO INFRASTRUCTURE OCTOBER 2018
CANARA ROBECO INFRASTRUCTURE OCTOBER 2018 Canara Robeco Infrastructure An Open Ended Equity Scheme This product is suitable for investors who are seeking* Capital appreciation over long term Investing
More informationKotak Mahindra Mutual Fund
Kotak Mahindra Mutual Fund 36-38A, Nariman Bhavan, 227, Nariman Point, Mumbai - 400 021 KEY INFORMATION MEMORANDUM & APPLICATION FORMS CONTINUOUS OFFER: Unit of all s available at prices related to Applicable
More informationBackground Salient Features of Section 80C of the Income tax Act, 1961
Save Taxes Wisely Background Salient Features of Section 80C of the Income tax Act, 1961 Section 80C of Income Tax Act, 1961 w.e.f. April 1, 2005 (A.Y. 2006-07) provides for deduction from gross total
More informationInvesco India Dynamic Equity Fund (An open-ended equity scheme)
Invesco India Dynamic Equity Fund (An open-ended equity scheme) September 2016 Suitable for investors who are seeking*: Capital appreciation over long-term Investment in focused portfolio of equity and
More informationCANARA ROBECO DYNAMIC BOND FUND JULY 2018
CANARA ROBECO DYNAMIC BOND FUND JULY 2018 Canara Robeco Dynamic Bond Fund An open ended dynamic debt scheme investing across duration This product is suitable for investors who are seeking* Income/ Capital
More informationHDFC Equity Fund (Open ended Growth Scheme)
HDFC Equity Fund (Open ended Growth Scheme) Performing consistently^ over two decades and several market cycles ^ The Fund has outperformed benchmark in 18 out of 20 years of existence This product is
More informationBROAD COMMODITY INDEX
BROAD COMMODITY INDEX COMMENTARY + STRATEGY FACTS APRIL 2017 80.00% CUMULATIVE PERFORMANCE ( SINCE JANUARY 2007* ) 60.00% 40.00% 20.00% 0.00% -20.00% -40.00% -60.00% -80.00% ABCERI S&P GSCI ER BCOMM ER
More informationAchieve your goals through disciplined investments.
Achieve your goals through disciplined investments. Open-ended Growth / Equity Schemes Open-ended Balanced Schemes Open-ended Equity Linked Savings Schemes Open-ended Index Linked Scheme Open-ended Income
More informationL&T Mutual Fund Update on Product Offerings
L&T Mutual Fund Update on Product Offerings March 2018 This presentation is meant for distributors / investment advisors only. The details mentioned herein are for your information, and the same has been
More informationAbridged Annual Report
TRUSTEE REPORT REPORT FROM AXIS MUTUAL FUND TRUSTEE LIMITED TO THE UNIT HOLDERS OF THE SCHEMES OF AXIS MUTUAL FUND We have pleasure in presenting the Eighth Annual Report of the schemes of Axis Mutual
More informationWith the power of focus, you can see constellations where others only see stars. Motilal Oswal MOSt Focused 25 Fund. (An open ended Equity Scheme)
The Power of FOCUS With the power of focus, you can see constellations where others only see stars Motilal Oswal MOSt Focused 25 Fund (An open ended Equity Scheme) NO LOAD FUND Call: 1800-200-6626 SMS:
More informationCPSE ETF An Open Ended Index Exchange Traded Scheme [Rajiv Gandhi Equity Savings Scheme (RGESS) $ Qualified Scheme]
CPSE ETF An Open Ended Index Exchange Traded Scheme [Rajiv Gandhi Equity Savings Scheme (RGESS) $ Qualified Scheme] This product is suitable for investors who are seeking*: Product labels Long-term capital
More informationTime to SIP in Banking
14 March 2014 Time to SIP in Banking 1of 16 Bank Nifty bottomed out 2of 16 Source: Bloomberg Improving Macro Economic Scenario Economic growth close to bottoming out, with GDP rising 4.7% Q o Q. Q Current
More informationFranklin India Multi-Asset Solution Fund Dynamic Asset Allocation across Equity, Debt, Gold and Cash
Franklin India Multi-Asset Solution Fund Dynamic Asset Allocation across Equity, Debt, Gold and NFO Opens: November 7, 2014 NFO Closes: November 21, 2014 Please refer to Slide No. 22 for risk factors &
More informationMARS MUTUAL FUND AUTOMATED PORTFOLIO REBALANCING SYSTEM
Every investor while investing wishes to maximise his returns while minimising his risk. Asset Allocation and Superior scheme selection are time tested proven ways for doing the same. But time and again
More informationMutual Fund Industry in India. December 23, 2013 Sandesh Kirkire CEO Kotak Mutual Fund
Mutual Fund Industry in India December 23, 2013 Sandesh Kirkire CEO Kotak Mutual Fund A View of Indian Mutual Fund Industry Total industry AUM with break-up across Equity, Debt & Gold Money Market Rs.
More informationInvest in their dreams
With Invest in their dreams with Axis Children s Gift Fund It s a balanced investment solution - the money is invested in debt as well as in equities. Investment is made in debt and money market instruments
More informationAchieve your goals through disciplined investments.
Achieve your goals through disciplined investments. Open-ended Growth / Equity Schemes Open-ended Balanced Schemes Open-ended Equity Linked Savings Schemes Open-ended Index Linked Scheme Open-ended Income
More informationMutual Fund Monthly Newsletter
Mutual Fund Monthly Newsletter MAR 217 Know what you own, and know why you own it. - Peter Lynch 1 MUTUAL FUND INDUSTRY SYNOPSIS MUTUAL FUNDS SEE RS 3, CR INFLOW IN FEB; RS 3.98 LAKH CR IN 11 MONTHS MUTUAL
More informationBALANCED SCHEME. IDBI Nifty Index Fund (INIF) (An open-ended passively managed equity Scheme tracking the NIFTY 50 Index (Total Returns Index))
IDBI Nifty Index Fund (INIF) (An open-ended passively managed equity Scheme tracking the NIFTY 50 Index (Total Returns Index)) IDBI Nifty Junior Index Fund (INJIF) (An open-ended passively managed equity
More informationYou work hard to earn money. Invest it wisely
You work hard to earn money. Invest it wisely DATE OF ALLOTMENT August 08,2002 BENCHMARK Crisil Short Term Bond Fund Index FUND SIZE Rs.6263.63 (Rs. in Cr.) MONTHLY AVERAGE AUM Rs.6164.44 (Rs. in Cr.)
More informationThis product is suitable for investors who are seeking*
Product Labeling Name of the Scheme This product is suitable for investors who are seeking* Motilal Oswal MOSt Focused 25 Fund (MOSt Focused 25) An Open Ended Equity Scheme Return by investing in upto
More informationETF PORTFOLIO ALLOCATION DYNAMICS. DELTASHARES SM MANAGED RISK ETFs
ETF PORTFOLIO ALLOCATION DYNAMICS DELTASHARES SM MANAGED RISK ETFs 1 DMRL DeltaShares SM S&P 500 Managed Risk ETF DMRM DeltaShares S&P 400 Managed Risk ETF DMRS DeltaShares S&P 600 Managed Risk ETF DMRI
More informationApplication form and KIM for
Application form and KIM for Axis Equity Fund Axis Long Term Equity Fund Axis Income Saver Axis Triple Advantage Fund Axis Midcap Fund Axis Focused 25 Fund How to use this form? New Applicants Existing
More information