Investment Specification
  • Wealth Plus- Equity seeks to obtain long term capital appreciation from a portfolio that is invested predominantly in the schemes of domestic or offshore mutual funds that actively invests in equity and equity related securities.
    Who should Invest?
  • Wealth Plus- Equity seeks to obtain long term capital appreciation from a portfolio that is invested predominantly in the schemes of domestic or offshore mutual funds that actively invests in equity and equity related securities.
  • Expect high return expectations from investments.
  • Tolerate higher degrees of fluctuation (sharp, short-term volatility) in the value of investments.
  • Need very high amount of capital gains distributions.
  • Desire potential returns much more than inflation & taxes.
  • Ideal Investment horizon: More than 5 years