Investment
Focus
The
lifeblood of any successful business is wealth creation - simply speaking, to generate
returns in excess of its cost of capital. Time and again, wealth creating companies
have rewarded investors as the stock market sooner or later acknowledges their unique
contribution.
Giving
you an easy and convenient access to such companies is FIPP. The scheme looks to identify
such companies by thorough research by giving due focus to the qualitative aspects such as
management capabilities, business strengths and unique business models which given them a
sustainable competitive advantage.
| Performance Snapshot |
|
Last
6 Months |
Last
1 Year |
Last
3 Years* |
Last
5 Years* |
Last
7 Years* |
Last
10 Years* |
Since
Inception* |
| FIPP
(G) |
56.21% |
14.86% |
17.03% |
27.75% |
33.41% |
25.89% |
20.79% |
| FIPP
(D) |
56.21% |
14.86% |
16.99% |
27.72% |
33.39% |
25.88% |
20.78% |
| S&P
CNX 500 |
70.39% |
8.89% |
13.66% |
22.71% |
26.97% |
15.30% |
8.72% |
|
Past performance
may or may not be sustained in the
future.
* Compounded and
annualised. As on July 31, 2009.
|
Highlights
Daily NAV
Choice : Growth Plan and Dividend Plan (Reinvestment & Payout options)
Low entry amount of Rs.5000
Easy liquidity: transactions are processed within 4 working
days normally
Convenience of Systematic Investment
Plan : the ideal way to accumulate wealth over the long term
- NRIs can invest on a fully repatriable basis
Fund Information
| Net Asset Value |
Calculated and disclosed on all business days |
Minimum Investments :
New Investment
Additional Investments |
Rs. 5,000
Rs. 1,000
|
| Load |
| Entry Load |
Exit Load |
|
Nil |
In
respect of each purchase
of Units - 1% if the Units
are redeemed/switched-out
within one year of allotment
|
|
Systematic Investment Plan |
Minimum Amount Rs. 500 per month for 12months, Rs. 1000 per month
for 6 months |
Systematic Withdrawal Plan |
Minimum withdrawal of Rs.500 or fixed number of units (Minimum
investment/account balance for availing this facility is Rs.25,000) |
| Tax Benefits |
Indexation Benefits
Units are not liable to wealth tax and gift tax.
No TDS on Redemptions for resident investors |
|
