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Dear VIJAY HEMANTLAL PITHADIA,
Wishing you a very Happy and Wealthy 2015!
The year 2014 was very good for the Indian economy and of course the equity markets as well. S&P BSE Sensex has generated 30% returns during the year. We continue to be optimistic on the markets & the economy going forward. Our positivity stems from 3 main buckets:
- Significant improvement in Macro-economic parameters like lower inflation, lower deficits, improving growth etc
- Non linear positive shifts like sharp fall in import bills, oil price de-regulation , FDI liberalization, infra impetus
- Earnings Growth: Corporate earnings are expected to rebound strongly in line with economic revival and there is a probable scenario of fair growth over the next few years
We believe India has all the basic building blocks - democracy, demographics, latent demand and a vibrant entrepreneurial spirit - to enable a sustainable & strong GDP growth over the long term.
(Source: Bloomberg, RMF Internal Research).
With a view to capture these opportunities, we are launching ‘Reliance Capital Builder II – Series B’ a unique offering which attempts to provide twin benefits of Alpha generation through active fund management in equities and enhanced market participation through long call options. The scheme may also invest in Debt and Money Market Instruments up to 20%
Note: The above fund philosophy may change in future depending on market conditions or fund manager’s views.
Scheme Details:
Reliance Capital Builder Fund II - Series B (A Close Ended Equity Oriented Scheme)
Offer for Sale of Units at Rs.10/- per unit during the new fund offer period.
- New Fund Offering Period: January 09, 2015 to January 23, 2015
- Benchmark : S&P BSE 200 Index
- Tenure: 3 years from the date of allotment of units
- Fund Manager: Mr. Samir Rachh & Ms. Jahnvee Shah (Overseas Investments)
Warm Regards,
Sundeep Sikka
President & CEO,
Reliance Capital Asset Management Ltd | | |  |  | Contact your
Financial Advisor |  | ARN NAME
Deliwala Bhikhalal Vadilal |  | ARN CODE
ARN-12672 |  |
| |  | | | | | | | | | Scheme Specific Risk Factors: Trading volumes and settlement periods may restrict liquidity in equity and debt investments. Investment in Debt is subject to price, credit, and interest rate risk. The NAV of the Scheme may be affected, inter alia, by changes in the market conditions, interest rates, trading volumes, settlement periods and transfer procedures. The NAV may also be subjected to risk associated with investment in derivatives, foreign securities or script lending as may be permissible by the Scheme Information Document.
| Disclaimers
- The information herein is meant only for general reading purposes and the views being expressed only constitute opinions and therefore cannot be considered as guidelines, recommendations or as a professional guide for the readers. Certain factual and statistical information (historical as well as projected) pertaining to Industry and markets have been obtained from independent third-party sources, which are deemed to be reliable. It may be noted that since RCAM has not independently verified the accuracy or authenticity of such information or data, or for that matter the reasonableness of the assumptions upon which such data and information has been processed or arrived at; RCAM does not in any manner assures the accuracy or authenticity of such data and information. Some of the statements & assertions contained in these materials may reflect RCAM’s views or opinions, which in turn may have been formed on the basis of such data or information.
- Before making any investments, the readers are advised to seek independent professional advice, verify the contents in order to arrive at an informed investment decision. None of the Sponsor, the Investment Manager, the Trustee, their respective directors, employees, affiliates or representatives shall be liable in any way for any direct, indirect, special, incidental, consequential, punitive or exemplary damages, including on account of lost profits arising from the information contained in this material.
| | | | Product Label | | Reliance Capital Builder Fund II – Series B is suitable for investors who are seeking*: | | . Long term capital growth | | . Investment in diversified portfolio of equity & equity related instruments with small exposure to fixed income securities | . High risk.  BROWN |
| | *Investors should consult their financial advisers if in doubt about whether the product is suitable for them. | | Note: Risk is represented as: | | |  | (BLUE) investors understand that their principal will be at low risk |  | (YELLOW) investors understand that their principal will be at medium risk |  | (BROWN) investors understand that their principal will be at high risk |
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| | SMS charges apply. | |
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