Mutual Funds from RBK Financial Services

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Mutual Funds from RBK Financial Services

  1. 1. RISHI B. KHANNA, CFPCM Mutual Funds from RBK Financial Services Investments in Mutual Funds are Subject to Market Risk.
  2. 2. RISHI B. KHANNA, CFPCM Equity Funds The Investments are done purely in Equity Shares These funds are good for Long Term Goals Time Horizon : 12 Years and Above Risk Profile : High Investments in Mutual Funds are Subject to Market Risk.
  3. 3. RISHI B. KHANNA, CFPCM RBK Recommended Equity Funds Birla SL Frontline Equity Fund Franklin India Bluechip Fund Templeton India Equity Fund DSP BlackRock Equity Fund DSP BlackRock Top 100 Fund HDFC Equity Fund HDFC Top 200 Fund ICICI Prudential Focused Bluechip Fund ICICI Prudential Discovery Fund IDFC Premier Equity Fund IDFC Sterling Equity Fund Kotak Kotak 50 Fund Kotak Opportunities Fund L & T India Special Situation Fund L & T Equity Fund Reliance Equity Opportunities Fund Reliance Growth Fund SBI Emerging Business Fund SBI Global Fund Sundaram Select Midcap Fund Sundaram Select Focus Fund TATA Pure Equity Fund TATA Ethical Fund UTI Opportunities Fund UTI Dividend Yield Fund Investments in Mutual Funds are Subject to Market Risk.
  4. 4. RISHI B. KHANNA, CFPCM Balanced Funds The Investments in these Funds are done in the proportionately as 65% – 75% in Equity and the Balance in Debt Instruments. These funds are good for Semi Long Term Goals. Time Horizon : 8 Years and Above Risk Profile : Medium to High Investments in Mutual Funds are Subject to Market Risk.
  5. 5. RISHI B. KHANNA, CFPCM RBK Recommended Balanced Funds o Birla SL ‘95 Fund o HDFC Balanced Fund o ICICI Prudential Balanced Fund o SBI Balanced Fund o TATA Balanced Fund Investments in Mutual Funds are Subject to Market Risk.
  6. 6. RISHI B. KHANNA, CFPCM Debt Funds The Investments in these Funds are done Purely in GOI, Corporate Deposits and Other Debt Instruments These Funds are good for Short Term Goals Time Horizon : 2 to 5 Years Risk Profile : Low Investments in Mutual Funds are Subject to Market Risk.
  7. 7. RISHI B. KHANNA, CFPCM RBK Recommended Debt Funds  Birla Medium Term Plan  Franklin Templeton India Income Builder Account  Reliance Regular Savings Fund - Debt Option Investments in Mutual Funds are Subject to Market Risk.
  8. 8. RISHI B. KHANNA, CFPCM Liquid / Liquid Plus Funds The Investment in these schemes are in Money Market and other related Instruments These Funds are good to create corpus for Emergency Needs and/or for very Short Term Goals Time Horizon : 1 – 2 Years Risk Profile : Very Low. Investments in Mutual Funds are Subject to Market Risk.
  9. 9. RISHI B. KHANNA, CFPCM RBK Recommended Liquid / Liquid Plus Funds  Birla SL Cash Manager Fund  HDFC Cash Management Fund – Treasury Advantage Plan  IDFC Money Manager Fund  Reliance Money Manager Fund  ICICI Prudential Floating Rate Fund  UTI Floating Rate Fund – STP. Investments in Mutual Funds are Subject to Market Risk.
  10. 10. RISHI B. KHANNA, CFPCM Gold Funds The Investments under these funds are in Gold ETF. These funds are good for Medium Term Goals Time Horizon : 5 Years and Above Risk Profile : Medium to High Investments in Mutual Funds are Subject to Market Risk.
  11. 11. RISHI B. KHANNA, CFPCM RBK Recommended Gold Funds  HDFC Gold Fund  ICICI Prudential Regular Gold Savings Fund  Kotak Gold Fund  Reliance Gold Savings Fund  SBI Gold Fund Investments in Mutual Funds are Subject to Market Risk.
  12. 12. RISHI B. KHANNA, CFPCM Investments in Mutual Funds are Subject to Market Risk. Regards, RBK Financial Services Rishi B. Khanna Certified Financial PlannerCM Tel. No.- 9821248481 / 8080715551. www.rbkfinancialservices.com

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