SBI Capital Protection Oriented Fund – Series III
helps you protect your money while giving it an opportunity to grow. The fund will invest predominantly in debt and debt related instruments & money market instruments with an option of investing up to 18% in equity and equity related instruments including derivatives. SBI Capital Protection Oriented Fund – Series III can thus capture the best of both the worlds i.e. Equity and Debt while endeavouring for capital protection. The fund's portfolio is structured in such a way that it is oriented towards protection of the capital.
OVERVIEW :
In our pursuit to invest our hard-earned money, we are often faced with a investment dilemma that forces us to choose between capital protection and growth. Traditional investment avenues often tend to be safe but with safety wouldn't you like your money to give better returns? SBI Mutual Fund understands your need and we therefore bring to you a unique fund, SBI Capital Protection Oriented Fund - Series III. The fund's portfolio is structured in such a way that it is oriented towards protection of the capital. However, there is no bank guarantee, insurance cover etc. for the same. This specially designed fund gives your money an opportunity to grow besides protecting the capital.
What is SBI Capital Protection Oriented Fund - Series III
SBI Capital Protection Oriented Fund - Series III is a 3 - year close - ended capital protection oriented fund which will invest predominantly in debt and debt related instruments & money market instruments with an option of investing upto 18% in equity and equity related instruments including derivatives. On one hand, the portfolio will be dominated by investment in G secs and AAA or equivalent rated securities, and on the other hand it has the option to invest upto 18% in equity assets which will help the fund to participate in the growth too, beyond conserving the capital.
SBI Capital Protection Oriented Fund - Series III can thus capture the best of both the worlds i.e. Equity and Debt while endeavouring for capital protection.
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