This entry is part 3 of 3 in the series RGESS 80CCG

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.

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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
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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.

 

 

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Contact Us for Investment

rajendra@puneinvest.com

Mobile 7719917444

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