Rach Insure Invest - Insurance & Investment Consultants
Rach Insure Invest - Insurance & Investment Consultants
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MF at a Glance

SCHEME INVESTMENT OBJECTIVE RISK EXPECTED RETURNS IDEAL INVESTOR
Equity Sector Funds Investing in a specific sector or industry. E.g.: Technology , FMCG , Pharma , Power, Media, Banking, Gold, Auto, Global / Emerging mkt. Very High Variable Investors understanding that specific sector / Industry.
Equity / Growth Diversified Funds Investing in stocks of various sectors, so that the risk is diversified across sectors. Reasonable over a period of 3 years 12% - 15% over long term Long term investors for 5 years & above
Balanced Funds Investing 60% in Equity & 40% in Debt. Hence less volatile as compared to Equity funds & aims for higher returns as compared to Pure Debt funds Average Risk Over medium term 10% - 12 % over long term Those who want best of both Equity & Debt by Investing for 3 years & above
MIP's / Income Plus Majorly invest in Debt with 10%- 25% exposure in equities Low Risk 7% - 9% All
For 2 year & above
Arbitrage Fund Investing in Arbitrage Opportunity in Cash & Derivative Segment in Equity market & Balance in Debt & Money Market Low risk 5% - 6% All
For 6 months & above
Income / Debt Funds Investing in high quality debentures & bonds of highly reputed corporates & institutions & also in Government of india securities of long maturities & Money Market Low Risk 6% - 8% All
For 1 year & above
Gilt Funds Investing only in Government Securities of long maturity Low Risk 6% - 8% All
For 1 year & above
Short Term Income Funds Investing in average maturity debt of Corporates & Government of india Low Risk 5% - 7% All
For 6 - 12 months
Floating Rate Funds Investing in Short Maturity Floating Rate Debt & Money market Very Low 5% - 7% All
For 3 - 6 months
Liquid / Cash Money Market Funds Investing in call money market, treasury bills, CD's, CP's, etc. where liquidity is very high Very Low 4% - 5% Businessmen & Corporates For 1 - 3 months

(DISCLAIMER :-MUTUAL FUND INVESTMENT ARE SUBJECT TO MARKET RISK,PLEASE READ THE OFFER DOCUMENT CAREFULLY BEFORE INVESTING, PAST PERFORMANCE MAY OR MAY NOT BE SUSTAINED IN FUTURE.)



 

 

 

 
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