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