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Fund Fact Sheets

Your personal guide to a scheme of your choice.

Our Fact sheets offer an efficient alternative to in-house document production and deliver substantial savings in both cost and internal resources.

 

Our standard Fact sheets are presented in a clear and concise format containing information relating to Key Portfolio attributes, performance report, investment philosophy, capitalisation exposure, and risk-return profile.

 

We provide you with fact sheets of more than 60 popular schemes per month.

Report Inside
  • Scheme snapshot in a beautiful format, with over 60 schemes to choose from each month.
  • Key Portfolio attributes and other statutory details.
  • Investment philosophy and fund investment objectives to give you an insight into the scheme.
  • Performance snapshot.
  • Top ten equity and industry positions.
  • Risk-Return matrix.
  • Asset allocation pattern.
  • Capitalisation exposure information.
  • Maturity profile and Credit quality ratings report.
  • And much more……..

Your personal sales-handbook containing all the details one would ever require about a fund. The attractively designed one-pager format provides information ranging from statutory to more analytical details at a glance.

 
Click To View Sample Report (PDF Format)
 

Frequency: Monthly

 

Price: 36,000/- Per Annum

 
   
 
   
 
 
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