Birla SL Medium term Plan
Earn better Tax Efficient return than Bank Fixed Deposit.
No Equity Allocation | Pure Debt Fund | With Indexation benifit.
Make Your Hard Earn money Work Smartly..!!
Why Birla Sun Life Medium Term Plan?
Scheme is positioned where the majority of the portfolio is intended to be invested in good quality papers. The scheme incorporates adequate safeguards for controlling risks in the portfolio construction process through diversification while taking care not to dilute the returns in the process. The scheme carries out rigorous in-depth analysis of the securities proposed to be invested in to give your investments an edge.
Investment strategy:
The scheme intends to optimise returns by keeping its portfolio duration between 1 year and 5 years.However the scheme is flexible to bring the duration below 1 year depending on the prevailing market conditions. In case of rising interest rate scenario the
duration of the fund may be reduced and holding in money market securities may go up to 100%, where as in a falling interest scenario the holding in medium/long dated securities may be maximised.
Where does the scheme invest?
Apart from Debt instruments, the potential universe of the scheme for investment includes Money Market Instruments such as commercial papers, commercial bills, treasury bills and Government securities having an unexpired maturity up to one year, call or notice
money, certificate of deposit, usance bills, CBLOs and any other like instruments as specified by the Reserve Bank of India from time to time.
Past Performance (as on 24th June 2016)
1 Year - 9.65% | 2 Year 10.14% | 3 Year 9.95%
(Source: Birla SL Mutual Fund)
Call me For Further Detail.
Mehul Bheda
Certified Financial planner
No comments:
Post a Comment