Minimum Investment amount: Rs. 250/- (Monthly) & Rs.750 (Quarterly) & Rs.1000 (Weekly)
Load Structure for all fresh SIP transactions:
| Equity & Balanced Schemes |
Entry Load |
Exit Load |
| All Equity Schemes |
Nil |
1% if redeemed within 12 months
from the date of allotment. |
| Tax Saver |
Nil |
Nil(Lock in period 36 Months) |
| Select Small Cap |
Entry Load |
Exit Period |
% |
| |
Nil |
24 - 36 months (March 2009 - Feb 2010) |
2.0% |
| |
|
36 - 48 months (March 2010 - Feb 2011) |
1.0% |
| |
Nil |
48 - 60 months (March 2011 - Feb 2012) |
0.5% |
| Debt & Liquid Schemes |
Entry Load |
Exit Load |
| All Debt & Liquid Schemes |
Nil |
Nil |
| Bond Saver |
Nil |
0.25% if redeemed within 30 days
from the date of allotment. |
| Monthly Income Plan |
Nil |
0.25% if redeemed within 30 days
from the date of allotment. |
Note: The entry load mentioned above will be applied on each transaction. The entry & exit loads will apply irrespective of the periodicity of the chosen SIP plan.
Specified dates for SIP: 1st, 7th, 14th, 20th or 25th of every month for monthly option and Wednesday for weekly option. 1st, 7th, 14th, 20th or 25th of beginning month of each quarter for quarterly option.
| SIP is available in: |
| |
Equity Funds: |
| |
 |
Growth Fund |
| |
 |
Tax Saver |
| |
 |
Select Focus |
| |
 |
Select Mid Cap |
| |
 |
India Leadership |
| |
 |
S.M.I.L.E (Small and Medium Indian Leading Equities) Fund |
| |
 |
Capex Opportunities |
| |
 |
Rural India |
| |
 |
PSU Opportunities |
| |
 |
Entertainment Opportunities |
| |
 |
Financial Services Opportunities |
| |
 |
Equity Multiplier |
| |
 |
Equity Plus |
| |
Hybrid Funds: |
| |
 |
Balanced Fund |
| |
 |
Monthly Income Plan (not an assured income scheme) |
| |
Debt Funds: |
| |
 |
Ultra Short Term Plan |
| |
|
Money Fund |
| |
 |
Bond Saver |
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