Pension Opportunities Fund:
To generate
superior long-term returns from a diversified
portfolio of equity and equity related
instruments of companies operating in four
important types of industries viz., Resources,
Investment-related, Consumption-related and
Human Capital leveraged industries.
|
Equity & Equity
Related securities |
80% |
100% |
High |
| Debt, Money Market Cash |
0% |
20% |
Pension Multi Cap Growth Fund : To generate
superior long-term returns from a diversified
portfolio of equity and equity related
instruments of large, mid and small
cap companies.
|
Equity & Equity
Related securities |
80% |
100% |
High |
| Debt, Money Market Cash |
0% |
20% |
Pension Bluechip Fund : To provide
long-term capital appreciation
from equity portfolio predominantly
invested in NIFTY scrips.
|
Equity & Equity
Related securities |
80% |
100% |
High |
| Debt, Money Market Cash |
0% |
20% |
Pension Multi Cap Balanced Fund : To achieve
a balance between capital appreciation
and stable returns by investing in a
mix of equity and equity related
instruments of large, mid and small
cap companies and debt and debt
related instruments.
|
Equity & Equity
Related securities |
0% |
60% |
Moderate |
| Debt, Money Market Cash |
40% |
100% |
Pension Income Fund : To provide
accumulation of income through
investment in various fixed
income securities. The fund
seeks to provide capital
appreciation while maintaining a
suitable balance between return,
safety and liquidity.
|
Debt Instruments
Money Market &
Cash |
100% |
100% |
Low |
Pension Money Market Fund : To
provide suitable returns
through low risk investments
in debt and money market
instruments while attempting
to protect the capital
deployed in the fund.
|
Debt Instruments |
0% |
50% |
Low |
Money Market &
Cash |
50% |
100% |