"How do you invest in a volatile market?- Invest to protect principal, with an option to participate in the market upside"
The NFO SBI Capital Protection Oriented Fund – Series I, a five year close ended capital protection oriented fund, endeavours to protect the capital invested through focused investments in debt and money market instruments. At the same time, it seeks to provide investors with opportunities for long-term growth in capital through equity investments.
The scheme endeavors to protect the capital invested through focused investments in debt and money market instruments as well as equity while at the same time also seeking to provide investors with opportunities for longterm growth in capital.
Why Invest in Capital Protection Fund?
- For return potential of equities along with safety of capital
- Quality debt portfolio: High quality debt securities with matching maturities to minimize credit and interest rate risk.
- Superior return potential: Equity portfolio will be actively managed in a diversified portfolio.
- Tax advantage: Avail indexation benefits and potential superior post – tax returns for investor in higher tax brackets
This fund is for…
- Investors of low to medium risk profile
- High net worth of investor who are in highest tax bracket
- Corporates / Institutions investing in fixed income products
- First time MF investors who like to enjoy the debt returns with an additional equity upside
- All investor investing significant part of their saving in “safe instruments” like Bank FD, PPF and NSC
The NFO closes on Nov 23, 2007 and the units will be available at Rs. 10 per unit.
NFO DETAILS:
- Mutual Fund Family: SBI Mutual Fund
- Fund Class: Debt fund with Equity Exposure
- Fund Type: 5 years, close-ended
- Investment plan: Growth option only
- No Entry and Exit Load
- Fund Manager: Mr. Ganti Murthy & Mr. Vivek Pandey
