Friday, December 4, 2009

[Investors] Hi, Invest Safe & Smartly, See how

Dear  Investor,

Below is the comparison between BSE Sensex and Kotak Dynamic Floor Fund
See how smartly this fund has progressed from
1-Jan-2007.

By taking Example of Rs1,00,000/= as initial capital

Nav Variation From 31-12-2006 To 31-12-2009 (DD-MM-YYYY)

 

Scheme Name

Start NAV

Last NAV

Change%

Up/Down

Current Amount(in Rs.)

BSE - Sensex

13786.91

17185.68

24.65%

Ç

124,652.15

Kotak - Dynamic Floor Fund

10.162

15.934

56.80%

Ç

156,799.84

 

 

For those who want to take greater control of their investments with high returns and a reasonable amount of risk, Kotak Mahindra Old Mutual Life Insurance offers a fund with unique features - the Dynamic Floor Fund. DFF benefits in a strong market but protects against sharp losses in a weak market, through active fund management, that aims to protect net investment.

The Fund works to give your capital maximum market exposure at all times with a 'floor' set slightly below the market level. You earn as the market rises, and the 'floor' is periodically reviewed to a higher level. If the market starts to fall, and hits the 'floor', the invested amount is pulled out of equity and put in risk-free debt instruments till the time the market gets back to the 'floor' level, at which point the amount is invested back in equities for higher returns.

This allows you to capitalize on the market gains, but protects the Fund Value when the market slides.

 

Now See below table and Graph a live example of a massive fall which Sensex has faced.  

 

 

Nav Variation From 31-12-2007 To 31-12-2008 (DD-MM-YYYY)

 

 

 

Scheme Name

Start NAV

Last NAV

Change%

Up/Down

Current Amount(in Rs.)

BSE - Sensex

20192.52

9647.31

-52.22%

È

47,776.65

Kotak - Dynamic Floor Fund

13.118

13.337

1.67%

Ç

101,669.46

 

 

 

 

 

And about Tax Benefits

You can avail of tax benefits under Section 80C and Section 10(10D) of Income Tax Act, 1961. 

 

Hope you find my above presentation interesting and worth considering for investments.

 

 

Thanks & Regards

Aditya Kachru

Wealth Advisor & Marketing Partner

RR Investors Capital Services (P) Ltd.
Mobile: 0-9818269396
Delhi Office: 011-23273456
Gzb Office : 0120-4158904
Email : adityakachru_609@rrfcl.com


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Safe Harbor:

The information contained and provided on this Website provides Investment advice for the education of investors. The posts are an information service only. Recommendations, opinions or suggestions are given with the understanding that readers acting on this information assume all risks involved. We do not assume any responsibility or liability resulting from the use of such information, judgment and opinions for Trading or Investment purposes.
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