Prepaid SIP Investment Plan from Edelweiss Mutual Fund

Prepaid SIP Investment Plan from Edelweiss Mutual Fund

Under ‘Prepaid’ SIP, you won’t miss an opportunity to enter the markets whenever it falls beyond a certain predefined limit. i.e. you are able to get ‘timing’ into your investment. Only ‘Prepaid’ SIP helps you get the benefits of both “time” & “timing”.

 

How Does ‘Prepaid’ SIP work?

Step 1: Initial investment in Edelweiss Absolute Return Fund  which has low volatility and endeavors to capture NIFTY’s upside movement. 

Step 2: Decide on your investment amount:

25,000 50,000 1,00,000 2,50,000

Step 3: Switch will be triggered each time the NIFTY falls 1%, 2% or 3% from the previous NIFTY closures. Choose one of these triggers.

Step 4: 10% of initial investment amount in Edelweiss Absolute Return Fund will be switched to other designated Equity schemes of Edelweiss Mutual Fund, as decided by you.

Step 5: Designated Equity Schemes in which you can switch are:

Edelweiss Select Midcap Fund

Edelweiss Diversified Growth Equity Top 100 (E.D.G.E. Top 100) Fund

Edelweiss ELSS Fund. 

 

Benefits

Benefit 1: Initial investment in Edelweiss Absolute Return Fund (The ‘Zero Heart Attack’ Scheme) which has low volatility and endeavors to capture the NIFTY’s upside movement.

Benefit 2: Benefit of equity fund taxation.

Benefit 3: Switch money when market falls with a one-time auto instruction registered at the time of investment.

Benefit 4: No exit load while switching between designated equity funds. (refer addendum dated August 25, 2011)

To know more about Edelweiss Absolute Return Fund, please contact the Mutual Fund directly.

Note: This not an investment recommendation, please consult your Financial Advisor before investing. I am not an agent or representative of Edelwiess