CEO Speak

Kailash Kulkarni

Indian equity markets continued their upward trend with strong flows and new highs this month. There were multiple fronts which saw encouraging signs. Moody’s raised the rating from grade of Baa3 to Baa2 and changed the outlook from stable to positive; its first upgrade in India’s rating in 14 years.The government seems to be continuing their work towards continuous economic boosts and structural reforms.


Investment Basics

5-point guide to redeem and switch mutual fund units

Investors appreciate the benefits ofinvesting in mutual funds. However, when it comes to either redeeming or switching the units, they are often found searching for a defined strategy. Here is a 5-point guide to help investors redeem and switch mutual funds units successfully: 1. Check for exit load and capital gains¬ Any investor wishing to redeem money is likely to be very upset if he must forfeit his money over unnecessary charges and avoidabletaxes.


Distributor Corner

The next step in e-investing is here.

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Fund of the month

L&T Income Opportunities Fund

Striving to get more from FIXED INCOME L&T Income Opportunities Fund is a bond fund which focuses on accrual based yield enhancement strategy. The fund takes measured exposure to well researched and mispriced credit opportunities. The Fund Manager intends to construct a portfolio with a relatively higher yield compared to high credit quality bond funds


Did You Know?

Mutual Funds log Rs 51,000 crore inflow in October

Investors have pumped over Rs 51,000 crore into various mutual fund schemes in October after pulling out more than Rs 16,000 crore in the preceding month, latest data with industry body AMFI showed. With the latest inflow, total infusion in MF schemes reached to over Rs 2.5 lakh crore in the first seven months (April—October) of the current fiscal, Association of Mutual Funds in India (AMFI) noted.


L&T Income Opportunities Fund - An Open Ended Income Scheme

The product is suitable for investors who are seeking*:

  • Generation of regular returns and capital appreciation over medium to long term
  • Investment in debt instruments (including securitized debt), government and money market securities

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.