Plans


CONCEPT LEGEND

  • Type of Plan: Large Cap Equity Plan
  • Investment Objective: To generate long term capital appreciation from a portfolio of Large Cap equity. The investment portfolio for equity will be primarily drawn from the pool of top 100 BSE lndia listed Securities by Market Capitalization. This fund is typically less volatile and suited more for the first time investors.
  • Asset Allocation Pattern: Minimum 60% in Large Cap And Rest 40% in Mid Cap/Small Cap Equity
  • Benchmark: BSE 200 Index
  • Risk Level: Moderate

    CONCEPT MARVEL

  • Type of Plan: Mid Cap Equity Plan
  • Investment Objective:To generate long term capital appreciation from a portfolio of Mid Cap/Small Cap equity. The investment portfolio for equity will be primarily drawn from the pool of companies except top 100 BSE lndia listed Securities by Market Capitalization. This fund is typically more volatile and suited more for experienced investors. These constitute of stocks from sunrise industry or can come up from our bottom-up approach of stock selection.
  • Asset Allocation Pattern: Minimum 60% in Mid Cap And Rest 40% in Large Cap Equity
  • Benchmark: BSE 200 Index
  • Risk Level: Moderate

*Ethnic Variants for Jains & Muslims available