Mutual Funds

Mutual Funds

  • Systematic Investment Plans[SIP]
  • Pension Funds
  • Equity, Cash, Bond, Hybrid, Arbitrage Funds
  • ELSS – Tax Saving Funds

HDFC Taxsaver

Type: Equity

Tax Saving: YES

A fully equity oriented scheme with large cap stock bias and long term track record. Eligible for Tax Savings under sec. 80C.

Suitable for: Medium Term /Long Term Financial Goals like House / Car Margin, Yearly Expenses Planning, Emergency Cash Reserve, etc.

For more info

Sundaram BNP Paribas Taxsaver

Type: Equity

Tax Saving: YES

A fully equity oriented scheme with large cap stock bias and long term track record. Eligible for Tax Savings under sec. 80C.

Suitable for: Medium Term /Long Term Financial Goals like House / Car Margin, Yearly Expenses Planning, Emergency Cash Reserve, etc.

For more info

Benchmark S&P CNX 500

Type: Equity

A Passive index fund tracking top 500 stocks in the market.

We can look at Value investment plan[VIP]

Suggested Time Horizon 3 Years and Above.

For Value STP Min 25k in Derivative Fund. SIP Min 1k and VIP/VSTP Min 2k pm

Suitable for: Long Term Financial Goals like Retirement / Child Education,etc.

For more info

TATA Balanced

Type: Equity

A balanced fund with 25% debt and remaining in stocks across diversified market cap

Suitable for: Medium Term Financial Goals like House / Car Margin, Yearly Expenses Planning, Emergency Cash Reserve,etc.

For more info

TATA Equity PE

Type: Equity

A diversified equity fund with value investment style with penchant for midcap stocks. Suggested Time Horizon 3 Years and Above.

Suitable for: Long Term Financial Goals like Retirement / Child Education,etc.

For more info

Reliance MIP

Type: Marginal Equity

A hybrid fund with up to around 20% exposure to equity and remaining debt. Suggested Time Horizon 1 Yr and above.

Suitable for: Medium Term Financial Goals like House / Car Margin, Yearly Expenses Planning, Emergency Cash Reserve,etc.

For more info

IDFC Premier Equity Plan A

A diversified equity fund with small/mid cap focus. Suggested Time Horizon 3 Years and Above.

Suitable for: Long Term Financial Goals like Retirement / Child Education,etc.

For more info

UTI Mahila Unit Scheme

Type: Marginal Equity

Open only for women including NRI’s above 18 Yrs of age. Has up to 30% equity exposure and remaining debt. Has decent track record. Suggested Time Horizon 1 Yr and above.

Suitable for: Medium Term Financial Goals like House / Car Margin, Yearly Expenses Planning, Emergency Cash Reserve,etc.

For more info

UTI MIS-Advantage Plan

Type: Marginal Equity

A hybrid fund with up to around 25% exposure to equity and remaining debt. Suggested Time Horizon 1 Yr and above.

Suitable for: Medium Term Financial Goals like House / Car Margin, Yearly Expenses Planning, Emergency Cash Reserve,etc.

For more info

UTI Monthly Income Scheme

Type: Marginal Equity

A hybrid fund with up to around 15% exposure to equity and remaining debt. Suggested Time Horizon 1 Yr and above.

Suitable for: Medium Term Financial Goals like House / Car Margin, Yearly Expenses Planning, Emergency Cash Reserve,etc.

For more info

UTI Retirement Benefit Pension

Type: Pension

A fund with up to 40% investment in stocks and remaining in debt. Investments in this fund is eligible for tax savings under Sec. 80C. Also open for NRI’s. Ideal for SME’s to create savings along with employee retention with use of lien facility.

Benefits: Long Term Retirement Planning Vehicle.

For more info

UTI – ULIP

Type: Unit Link Insurance Plan

A fund with up to 40% investment in stocks and remaining in debt.

Investments in this fund is eligible for tax savings under Sec. 80C. Term 10 & 15 Yrs.

Maturity Bonus 5/7.5% Life Cover upto 15 lacs without medical test. Term Insurance Rates probably one of the lowest in industry.

Benefits: Long Term Low Cost ULIP

For more info

UTI Dividend Yield

Type: Equity

A diversified equity fund with dividend yield focus with penchant for largecap stocks.

Suggested Time Horizon 3 Years and Above.

Suitable for: Long Term Financial Goals like Retirement / Child Education,etc.

For more info

UTI Equity

Type: Equity

A diversified flexicap equity fund with value focus.Suggested Time Horizon 3 Years and Above.

Suitable for: Long Term Financial Goals like Retirement / Child Education,etc.

For more info

UTI Mid Cap

Type: Equity

A diversified equity fund with SMALL CAP FOCUS. Suggested Time Horizon 3 Years and Above.

Suitable for: Long Term Financial Goals like Retirement / Child Education,etc.

For more info

HDFC MIP Long-term

Type: Marginal Equity

A hybrid fund with upto around 25% exposure to equity and remaining debt. Suggested Time Horizon 1 Yr and above.

Suitable for: Medium Term Financial Goals like House / Car Margin, Yearly Expenses Planning, Emergency Cash Reserve,etc.

For more info

Canara Robeco Equity Diversified

Type: Equity Diversified

A diversified flexicap equity fund.Suggested to generate capital appreciation by investing in equity and equity related securities. Time Horizon- Long Term.

For more info

Canara Robeco Monthly Income Plan

Type: Marginal Equity

A hybrid fund with up to around 25% exposure to equity and remaining debt. Suggested Time Horizon 1 Yr and above.

For more info

Fidelity Global Real Assets Fund

Type: Equity-Secotoral

The Fidelity Global Real Assets Fund is a first of its kind. It is a fund of funds scheme and its underlying fund invests in stocks underpinned by tangible or real assets and its investment canvas encompasses a wide universe:Energy (Oil, Natural Gas, Uranium, Coal, Solar, etc.),Materials (Gold, Platinum, Steel, Chemicals, Agriculture, Aluminium, Copper etc.),Industrials (Infrastructure – aerospace, construction, rail, cement, roads, ports, ship building etc.),Real Estate Utilities(Electricity, Power, Water).

Time Horizon- Long Term.

For more info

Fidelity Tax Advantage Fund

Type: Tax Saver

An open Ended equity linked savings scheme, whose primary investment objective is to seek to generate medium to long-term capital appreciation from a diversified portfolio that is substantially constituted of equity and equity related securities of corporates, and to enable investors avail of a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time.

Time Horizon- Long Term.

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Fidelity Equity Fund

Equity-Diversified

A diversified equity fund with consistent outperformance over the benchmark and with a penchant for largecap stocks. Suggested Time Horizon 3 Years and Above.

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UTI Dividend Yield

Equity-Diversified

A diversified equity fund with dividend yield focus with penchant for largecap stocks. Suggested Time Horizon 3 Years and Above.

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UTI MNC – UTI

Equity-Multi Sectoral

A multi sector equity fund with focus on MNC Business. The scheme currently has good exposure to FMCG, Automobile, Pharma and Engineering. Suggested Time Horizon – Long Term. An open-ended equity fund.

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Canara Robeco F.O.R.C.E Ret – CANARA

Equity-Multi Sectoral

To provide long-term capital appreciation by primarily investing in equity and equity related securities of companies in the Finance, Retail & Service Sectors. Overriding theme is focus on Indian Consumers Consumption Driven Stocks / Sectors.

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Canara Robeco Monthly Income Plan

Marginal Equity

A hybrid fund with up to around 25% exposure to equity and remaining debt. Suggested Time Horizon 1 Yr and above.

For more info

UTI Mahila Unit Scheme

Marginal Equity

Open only for women including NRI’s above 18 Yrs of age. Has up to 30% equity exposure and remaining debt. Has decent track record. Suggested Time Horizon 1 Yr and above.

For more info

UTI-Unit Link Insurance Plan

ULIP

Date Of Inception: 01/10/1971. Debt- Minimum 60%, Maximum 100%, Equity Maximum 40%. Investments in this fund is eligible for tax savings under Sec. 80C. Term 10 & 15 Yrs. Maturity Bonus 5/7.5% Life Cover upto 15 lacs without medical test. Term Insurance Rates probably one of the lowest in industry.

For more info

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