Currency Research Report

Equities (figure over the past one year)

  • Large-cap: Mostly invested in large cap companies
  • Multi-cap: Mostly invested in large- and mis-cap companies
  • Mid-cap: Mostly invested in mid-cap companies
  • Small-cap: Mostly invested in samll-cap companies
  • Tax planning: Offer tax rebate under Section 80C
  • International: More than 65% of assets invested aboard
  • Income: Average maturity varies according to objectives
  • Gilt: Medium- and long-term;invest in gilt securities
  • Equity-oriented: Average equity exposure more than 60%
  • Debt-oriented aggressive: Average equity exposure between 25-60%
  • Debt-oriented conservative: Average equity exposure less than 25%
  • Arbitrage: Seek arbitrage opportunities between equity and derivatives
  • Asset allocation: Invest fully in equity or debt as per market conditions
  • Debt-oriented conservative: Average equity exposure less than 25%
  • Arbitrage: Seek arbitrage opportunities between equity and derivatives
  • Asset allocation: Invest fully in equity or debt as per market conditions

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