Please take a printout of the Suitability Analysis Form, fill it up and upload the same in Document Upload page
BLUECHIP EQUITY: The fund seeks to achieve long term capital appreciation by investing predominantly in equity, Preference shares and Convertible Debentures.
GROWTH PLUS: Aims for medium to long term capital appreciation by maintaining a diversified portfolio of equity and Preference shares and Convertible Debentures and fair exposure to high credit quality portfolio of debt and money market instruments.
BALANCED PLUS: Optimizes returns over medium to long term, by aiming balance between risk and return, through investments in high quality equity and debt instruments.
Income Fund: Aims for stable returns over medium to long term by judicious mix of investments in Government securities and high-quality corporate debt of varying maturities and also in money market instruments.
Mid Cap Equity: Generates reasonable capital appreciation over time through building and managing diversified equity portfolio pre-dominantly of midcap stocks with an option to have some exposure in large cap stocks
Gilt Fund: Generates reasonable return without any credit risk through investment in securities issued by Central and State Governments and any other securities serviced/guaranteed by Government of India/State Governments. A portion of the fund may be invested in money market instruments and others like bank deposits, mutual funds and net current assets to meet short term liquidity requirements of the Plan.
Dynamic Fund: Manage the fund with active asset allocation between Equity, Debt or Money Market to optimize returns depending on evolving market outlook as decided by the fund manager. The customer is making a choice to rely on the FMs asset allocation calls
GROUP MONEY MARKET FUND: Manage the funds with safety of capital and to generate money market related returns with minimum credit and interest rate risks.
Pension Equity Plus Fund : To tap growth opportunities for long term capital appreciation through investments primarily in equity and equity-related instruments
Pension Growth Plus Fund : To aim for medium to long term capital appreciation by maintaining a diversified portfolio of equity and equity related instruments and fair exposure to high credit quality portfolio of debt and money market instruments.
Pension Balanced Plus Fund : To aim for medium to long term capital appreciation by maintaining a diversified portfolio of equity and equity related instruments and fair exposure to high credit quality portfolio of debt and money market instruments.
Pension Gilt Plus Fund : To generate reasonable return without any credit risk through investment in securities issued by Central and State Governments and any other securities serviced/guaranteed by Government of India/State Governments. A portion of the fund may be invested in money market instruments and others like bank deposits, mutual funds and net current assets to meet short term liquidity requirements of the Plan.