The fund helps you protect your money while giving it an opportunity to grow. 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. The fund will invest predominantly in debt and debt related instruments & money market instruments with an option of investing up to 26% in equity and equity related instruments including derivatives. SBI Capital Protection Oriented Fund – Series II can thus capture the best of both the worlds i.e. Equity and Debt while endeavouring for capital protection.
Why invest in SBI Capital Protection Oriented Fund – Series II?
Quality Debt Portfolio
Investment only in G secs and AAA/P1+ or equivalent rated securities.
Growth Potential
Equity asset class will be actively managed through investments in stocks listed on NSE and BSE having a market capitalisation equal to or higher than the market capitalisation of the least market capitalised stock of the BSE 100 Index.
Tax Efficiency
Avail indexation benefits & better post tax returns. Long term capital gains will be taxed @ 20% (plus surcharge & cess) with indexation benefit or 10% (plus surcharge and cess) without indexation benefit, whichever is beneficial to the investor.
Rated mfAAA (SO) by ICRA
The rating indicates highest degree of certainty regarding payment of face value of investment to unit holders on maturity.
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