Bluechip Fund Case Study

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ADDITIONAL DETAILS ABOUT THE INNOVATIVE SCHMES: 1. INDIA BLUECHIP FUND (IBCF) A. NAME & TYPE OF THE SCHEME India Bluechip Fund, an open-end growth fund. B. INVESTMENT OBJECTIVES & POLICIES The investment objective of the scheme is primarily to provide medium to long term capital appreciation. C. ASSET ALLOCATION PATTERN Under normal market circumstances, the investment range would be as follows: Instruments Risk Profile % Equities Medium to High Above 60% Debt* Low to Medium Upto 40% Money Market Instruments Low Upto 15% * includes Securitised Debt upto 40% The fund managers will follow an active investment strategy taking defensive/aggressive postures depending on opportunities available at various points in time. The…show more content…
The asset allocation pattern described above may alter from time to time on a short-term basis on defensive considerations, keeping in view market conditions, market opportunities, applicable regulations and political and economic factors. However, if the asset allocation pattern is to be altered for other reasons, as this is a fundamental attribute, the procedure outlined in the paragraph on fundamental attributes below, shall be…show more content…
NAME & TYPE OF THE SCHEME India Prima Fund, an open-end growth fund IPF is investing for growth of capital primarily through a diversified portfolio of relatively smaller companies. Dynamic and well-managed, small and medium sized enterprises usually experience higher growth rates than their well-established larger counterparts. If identified early, investments is such companies have the potential to deliver substantial capital appreciation as they transition into becoming tomorrow’s well-established large size companies. Such companies have the advantages of nimbleness and entrepreneurial culture that can lead to long term growth. B. INVESTMENT OBJECTIVES & POLICIES The investment objective of Prima Fund is to provide medium to long term capital appreciation as a primary objective and income as a secondary objective. C. ASSET ALLOCATION PATTERN Under normal market circumstances, the investment range would be as follows: Instruments Risk

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