Resume Application
BLUECHIP EQUITY: The fund seeks to achieve long term capital appreciation by investing predominantly in equity, Preference shares and Convertible Debentures.
GROWTH PLUS: To aim 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: To optimize returns over medium to long term, by aiming balance between risk and return, through investments in high quality equity and debt instruments.
Income Fund: To aim 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: To generate 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: 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.
Dynamic Fund: To 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: To 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.
SUD Life GIFT US Equity Fund : This fund provides balanced exposure to the U.S. stock market through a mix of ETFs tracking major US indices such as S&P 500, Nasdaq and Russell 2000. It offers investors core U.S. equity market coverage, combining both the broad market representation of the S&P 500 or Russell 2000 and the technology-heavy Nasdaq. | Risk: High
SUD Life GIFT Global Equity Fund : This fund delivers diversified international equity exposure with a strategic allocation that emphasizes emerging markets, balanced with exposure to developed markets outside the U.S. It’s designed for investors seeking global diversification with a significant tilt toward emerging market growth potential. | Risk: High
SUD Life GIFT US Treasuries Fund : This fixed-income fund offers comprehensive coverage across the U.S. Treasury yield curve. The allocation provides the flexibility to optimize exposure across the yield curve, depending on the fund manager's view of the US treasury yield curve. This provides investors with U.S. government debt exposure across various maturities for interest rate diversification. | Risk: Medium
SUD Life GIFT EM Treasury Fund : This fund provides specialized emerging market debt exposure through a combination of USD-denominated sovereign bonds and local currency sovereign bonds. This balanced approach gives investors access to emerging market yields while diversifying currency risk. | Risk: High
SUD Life GIFT Commodities Fund : This fund offers exposure (25% each) across major commodities such as Gold, Silver, Oil, and other industrial metals. It provides investors with direct commodity market exposure for inflation protection and portfolio diversification | Risk: High
SUD Life Nifty Alpha 50 Index Pension Fund : The fund will aim for higher growth, through investment in equity stocks which comprises the 50 stocks with the highest alpha scores among the top 300 NSE-listed companies.
New India Leaders Fund : The New India Leaders fund will focus on generating benchmark-beating returns by building a curated portfolio of new-age businesses. This would mean exposure to businesses in energy transition, internet-led businesses, cloud infrastructure and AI-led services, and other such emerging themes. The fund is tailored for the investor with a long-term India horizon and some appetite for growth business.
Viksit Bharat Fund : The Viksit Bharat Fund will invest in businesses that will help transform the India of today to the Viksit Bharat of tomorrow, in the process, generating alpha for the investors. The portfolio will be of sector-agnostic multi-cap companies, incorporating both established and new businesses. The fund is ideal for those with a long-term horizon and a belief in India’s growth story.
SUD Life Midcap Momentum Index Fund : To enable policyholders to invest in an index-based investment fund which invests in a curated universe of midcap stocks.
Nifty Alpha 50 Index Fund : The fund will aim for higher growth, through investment in equity stocks which comprises the 50 stocks with the highest alpha scores among the top 300 NSE-listed companies.