| <!-- @page { size: 8.5in 11in; margin: 0.79in } TD | | | | 31,2010 |
| P { margin-bottom: 0in } P { margin-bottom: | | | | |
| 0.08in } --> | | | | To invest in the stocks and equity related |
| INDIAN MUTUAL FUNDS : NEW FUNDS ON OFFER | | | | instruments comprising the S&P CNX Nifty |
| Source: | | | | Index in the same weights as these stocks |
| "Invest kiya – Track kiya kya" | | | | represented in the Index with the intent to |
| | | | | replicate the performance of the Total Returns |
| S No. Scheme Name Fund Launch Fund Close | | | | Index of S&P CNX Nifty index. The scheme |
| | | | | will adopt a passive investment strategy and will |
| | | | | seek to achieve the investment objective by |
| 1.Birla Sun Life Capital Protection Oriented Fund- | | | | minimizing the tracking error between the |
| Series2 April 21,2010 May 21,2010 | | | | S&P CNX Nifty index (Total Returns Index) |
| | | | | and the scheme. |
| | | | | |
| To seek capital protection by investing in high | | | | |
| quality fixed income securities maturing in line with | | | | |
| the tenure of the scheme and seeking capital | | | | |
| appreciation by investing in equity and equity | | | | |
| related instruments. | | | | 5. Birla Sun Life India Reform Funds May 10,2010 |
| | | | | June 09,2010 |
| | | | | |
| 2. DSP BlackRock Focus April 23,2010 May | | | | The investment objective is to generate growth |
| 21,2010 | | | | and capital appreciation by building a portfolio of |
| | | | companies that are expected to benefit from the |
| The primary investment objective of the Scheme | | | | economic reforms, PSU divestment and increased |
| is to generate long-term capital growth from a | | | | government spending. |
| portfolio of equity and equity-related securities | | | | |
| including equity derivatives. The portfolio will largely | | | | |
| consist of companies, which are amongst the top | | | | 6. SBI PSU Fund May 17,2010 June 14,2010 |
| 200 companies by market capitalisation. The | | | | |
| portfolio will limit exposure to companies beyond | | | | The objective of the scheme would be to provide |
| the top 200 companies by market capitalization | | | | investors with opportunities for long-term growth |
| upto 20% of the net asset value. The Scheme | | | | in capital along with the liquidity of an open-ended |
| will normally hold equity and equity-related | | | | scheme through an active management of |
| securities including. | | | | investments in a diversified basket of equity |
| | | | | stocks of domestic Public Sector Undertakings |
| | | | | and in debt and money market instruments issued |
| 3. Baroda Pioneer Infrastructure Fund May | | | | by PSUs and others. |
| 03,2010 May 31,2010 | | | | |
| | | | | 7. Tata Gilt Mid Term Fund May 20, 2010 June 17, |
| | | | | 2010 |
| The primary investment objective of the Scheme | | | | The investment objective of the scheme is to |
| will be to generate long-term capital appreciation | | | | provide reasonable returns and high liquidity to the |
| by investing predominantly in equity and | | | | Unitholders by investing predominantly in |
| equity-related securities of companies engaged in | | | | Government Securities having residual maturity |
| infrastructure and infrastructure-related sectors. | | | | upto 15 years. However, there can be no |
| | | | | assurance that the investment objective of the |
| | | | | scheme will be realized. |
| 4. IDBI NIFTY INDEX FUND May 03,2010 May | | | | Several more funds on offer. |