Some eligible schemes for
RGESS
In these days many fund houses are launching their RGESS mutual funds in
the point of view tax benefit under section 80CCG. The few schemes has been
given below.
|
S.No.
|
Fund
Name
|
I
Investment
Objective
|
NFO Date
|
|
1
|
SBI
RGESS Fund
|
Actively
managed fund that only invests in shares of CNX 100
|
09 Feb
2013 – 09 Mar 2013
|
|
2
|
IDBI
RGESS Fund
|
Actively
managed fund that invests in shares of CNX 100 and shares of public sector
enterprises which are categorized as Maharatna, Navratna or Miniratna.
|
09 Feb
2013 – 09 Mar 2013
|
|
3
|
UTI
RGESS Fund
|
The
principal investment objective of the scheme is to invest in stocks of
companies comprising S&P CNX Nifty and endeavor to achieve return equivalent to Nifty by “passive” investment. The scheme will be managed by replicating the index in the same weightage as in S&P CNX Nifty – Index with the intention of minimising the performance difference between the scheme and the S&P CNX Nifty – Index in capital terms |
09 Feb
2013 – 08 Mar 2013
|
|
4
|
HDFC RGESS
Fund
|
A
Close-ended Equity Scheme investing in Eligible Securities as per Rajiv
Gandhi Equity Savings Scheme, 2012 as amended from time to time. |
18 Feb
2013 – 15 Mar 2013
|
|
5
|
Birla
Sun Life RGESS Fund
|
The
investment objective of the Scheme(s) is to generate capital appreciation,from
a portfolio that is substantially constituted of equity securities specified
as eligible securities for Rajiv Gandhi Equity Savings Scheme, 2012 (RGESS). |
25 Feb
2013 – 20 Mar 2013
|
Feel free to ask any queries investment related query
Regards,
Arvind Trivedi
Certified Financial Planner
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