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Union KBC Tax Saver

 

 

 

 Fund Details

 

 

 

 Category

 

Equity: Tax Planning

 

 

 

 Type

 

Open End

 

 

 

 Face Value

 

10

 

 

 

 Issue Open Date

 

08/11/11

 

 

 

 Issue Close Date

 

09/12/11

 

 

 

 Assured Return

 

No

 

 

 

 Load

 

 

 Entry Load

 

0

 

 

 

 Exit Load

 

0

 

 

 

 

 Eligiblity

 

Who is Eligible to Invest?

 

 

 

 

 

· Banking Company

· Public Financial Institution

 

 

 

· Insurance Company

· Pension Funds

 

 

 

· Paramilitary Funds

· International Multilateral Agencies

 

 

 

· Individuals

· HUFs

 

 

 

· NRI

· Minors

 

 

 

· Association of Persons

· Company

 

 

 

· PartnerShip Firm

· Trust

 

 

 

· Societies

· FIIs

 

 

 

· OCBs

 

 

 

 

 

 

Repatriable

Yes

 

 

 

 Investment Objective

 

 

 The scheme seeks to achieve long-term capital appreciation by investing substantially in a portfolio consisting of equity and equity related securities.

 

 

 Investment Details

 

 Basics

Min Investment (Rs)

 

500

 

Subsequent Investment (Rs)

 

500

 

Min Withdrawal (Rs)

 

500

 

Min Balance

 

--

 

Purchase Cut-off Time (hrs)

 

15

 

Redemption Cut-off Time (hrs)

 

15

 

Redemption Time (days)

 

10

 

Lock-in

 

Yes

 

Cheque Writing

 

--

 

 

 Systematic Investment Plan

 

Initial Investment (Rs)

 

 

--

Additional Investment (Rs)

 

 

--

No of Cheques

 

 

--

Note

 

 

 

 

--

 

 

 

 Systematic Widthdrawal Plan

 

Initial Investment (Rs)

 

--

 

Min SWP Widthdrawal (Rs)

 

--

 

 

 Transfers

 

Swap

 

No

 

Note

 

 

 

--

Switch Over Cut-off Time

 

--

 

STP

 

Yes

 

 

 Pay Out

 

 

 

Current Scheme

Growth

 

 

 

Other Options

 

Dividend,

 

 

 

Reinvestment

 

No

 

 

 

Payout

 

 

 

 

 

Payout History

 

 

 

 

 

 

 

--

 

 

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