Mutual Fund - New Fund - SBI Capital Protection Oriented Fund

• SBI Mutual Fund launches SBI CAPITAL PROTECTION ORIENTED FUND – SERIES I (SCPOF). It combines best features of equity and bond investments. Its investment style is oriented towards protecting the initial investment by investing a major portion of the fund in bonds/debts/securities and simultaneously offering higher returns of share market by investing the remaining amount in equities.
  
• SCPOF is a Fund whose structure ensures protection of the capital invested on scheme’s maturity
  
• Rated AAA (so) from CRISIL rating agency.
  
• The New Fund Offer is open from 15/10/2007 to 23/11/2007.
  
• Fund to invest 73 to 100% in debt/bond/govt. securities for capital protection and remaining 0 to 27% in stock market.
  
• As investment in equity is low, returns and risk will be lower than equity oriented mutual fund schemes.
  
• A 5 Year Close Ended Capital Protection Oriented Fund
  
• Launch date 15th October 2007
  
• NFO opens from 15th October 2007 to 23rd November 2007
  
• Allotment date 21st December 2007
  
• Date of Maturity 20th December 2012
  
• Fund Manager Mr. Ganti Murthy and Mr. Vivek Pandey
  
• The minimum investment limits Rs. 5000 and in multiples of Rs. 1 thereafter.
  
• Only Growth options available
  
• NAV would be declared on a weekly basis under the scheme
  
• Liquidity Only at maturity
  
• Switches allowed only during NFO period
  
• No SIP, STP, SWP facility
  
• Cheque/Demand Draft to be drawn in favor of “SBI Capital Protection Oriented Fund”
  
• Load Structure: Entry Load – Nil, Exit Load – Nil
  
• An Ideal Investment Avenue for Investors of low to medium risk profile, High tax bracket investors, Investors looking for diversification, Trusts, societies
  
• For Application form and more details please contact your nearest SBI branch or contact us directly at nri.lhotri@sbi.co.in +91-9447779783.