An open-ended fund of funds investing in units of debt oriented mutual fund schemes and arbitrage mutual fund schemes
The fund seeks to optimize risk-adjusted returns by allocating investments across various domestic debt oriented mutual fund schemes and arbitrage mutual fund scheme. The allocation across the underlying funds will be done taking into consideration the prevailing interest rate scenario, yield curve & spreads, liquidity, general macroeconomic condition, political and fiscal environment, inflationary expectations, other economic considerations, and arbitrage opportunities in the cash and derivatives segments of the equity market.
Nil
SIP, SWP, STRIP, Flexi STRIP
NA
The scheme shall seek to generate long-term capital appreciation by investing in units of debt oriented mutual fund schemes and arbitrage mutual fund schemes.
However, there is no assurance or guarantee that the investment objective of the scheme will be achieved.
- Aims to blend investments in fixed income funds with an allocation of less than 65% and more than 35% in arbitrage funds, providing tax advantage.
- Active rebalancing in underlying fixed income schemes with the evolving interest rate scenario
- The fixed income component aims stability with low reinvestment risk, while the arbitrage component captures equity market spreads.
- Gives access to multiple schemes with a single transaction.
The product is suitable for investors who are seeking*:
• Long term capital appreciation
• Investments in units of debt oriented mutual fund schemes and arbitrage mutual fund schemes
Product labelling assigned during the New Fund Offer (NFO) is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made.
* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
- Investors with a moderate risk appetite
- Interested to invest in blend of Fixed Income Funds & Arbitrage Fund
- Seeking long term capital growth
