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Multi Asset Allocation

These schemes will invest in equity, debt and arbitrage. They will have to invest at least 65 per cent of the total assets in stocks and a minimum 10 per cent in debt. They would declare the minimum hedged and unhedged investments in the scheme information document.

Suitability:

Conservative investors who fear market volatility but still want exposure to equities in their portfolio can opt for equity savings scheme.

Minimum Investment:

The minimum investment varies from scheme to scheme. It could range between Rs.100/ – to Rs.5,000/ -.

Taxability:

Equity Savings Funds receive the same tax treatment as other equity funds.

  • Short term capital gain (less than one year): 15% of gain
  • Long term capital gain (more than one year): 10% of gain in excess of Rs.1 lakh per year.
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