hdfc-mfHDFC  launched new fund offer HDFC Focused Equity Fund-Plan B, a closed ended scheme. The NFO Opens for subscription on 26th  March 2015  & closes on 24th April 2015.  No entry load will be applicable for the scheme.  HDFC Equity Fund Eligible for RGESS 80CCG Tax benefit.

 

Scheme Details

Key Scheme Feature 
Scheme NameHDFC FOCUSED EQUITY FUND-Plan B
Fund HouseHDFC FOCUSED EQUITY FUND
TypeClose Ended Equity Scheme
CategoryGrowth
BenchMarkS&P BSE 100 Index
Term/Duration1100 days from the date of allotment of units
Fund ManagerMr.Srinivas Rao Ravuri
 
Scheme NameHDFC FOCUSED EQUITY FUND-Plan B
NFO Open26 Mar 2015
NFO Close24 April 2015
Scheme TypeClosed ended scheme
PlanRegular
Minimum Application AmountRs 5000 and in multiples of Rs 10 thereafter
Load StructureEntry/Exit not Applicable.

Cheque Details : “HDFC FOCUSED EQUITY FUND-Plan B.”

Who can Invest

This product is suitable for investors:

  • Seeking long term capital appreciation
  • With risk appetite of investing in Equities
  • Investors willing to take exposure in equity and equity related securities

Objective

::Investment Objective – HDFC Focused Equity::

  • The investment objective of the Scheme is to generate long term capital appreciation from a portfolio of Eligible Securities as specified in Rajiv Gandhi Equity Savings Scheme. However, there can be no assurance that the investment objective of the Scheme will be realized.
  • Build and maintain a diversified portfolio of eligible securities.
  • Companies with a potential ability to grow at a reasonable rate for a long term.
  • Portfolio primarily constructed on ‘Buy and Hold’ strategy while following a rational approach to selling.

 

Investment Process

  • Researches analysis & develop a pool of investable stocks from among eligible securities.
  • Portfolio build from pool adhering to investment philosophy and  processes.
  • Portfolio based on market conditions and business outlook.
  • regular evaluation and re balancing where required to maximize returns.

Why

::Why HDFC FOCUSED EQUITY FUND::

  • 1100 days diversified Equity Fund.
  • Equity allocation to well establised companies forming the part of BSE 100 & select ‘Maharatna’ and ‘Navratna’ govenment companies.
  • Controlled universe of stocks-mitigate risks arising out of stock selection.
  • Universe covers 76%* of all listed companies in India by market cap making it well positioned to benefits from the improving economic environment.
  • Tax benefits-build  wealth and get tax savings under section 80CCG** of the Income Tax Act 1961,for eligible investors.

 

 

Contact Us for Investment

rajendra@puneinvest.com

Mobile 7719917444

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http://www.puneinvest.com/wp-content/uploads/2015/01/hdfc-mf.jpghttp://www.puneinvest.com/wp-content/uploads/2015/01/hdfc-mf-150x150.jpgRajendraMutual FundHDFC  launched new fund offer HDFC Focused Equity Fund-Plan B, a closed ended scheme. The NFO Opens for subscription on 26th  March 2015  & closes on 24th April 2015.  No entry load will be applicable for the scheme.  HDFC Equity Fund Eligible for RGESS 80CCG Tax benefit.   Contact Us for Investment rajendra@puneinvest.com Mobile 7719917444Investment you need