Birla sun life Capital Protection Fund – For the protection of Investment Value
The funds which are arranging the investment ratio based on share markets position are known as Capital Protection Funds. As just explain in the names, this fund has the responsibility to ensure the capital values of investors. The decisions about the investment ratio will be taken by the fund manger based on the trending of share markets. Birla Sun life Capital Protection Fund is a part of this fund. These types of funds were invested its 23% of funds in share markets. Investment will take place only at the time when the market is most suitable for the investment. If market condition is not suitable then the investment ratio will be falls to zero. The percentage of investment in debts is from 77% to 100%. If the economical condition is suitable ,then the full amount of fund will be invested in debts. At present it is only 17%. The fund can be drawn only after five years. The life time of this fund is five years. In the last year birla sun life capital protection fund achieved a gross collection of 4.90%. The average earnings of birla sun life capital protection fund in the last three years are 4.45%. From the beginning itself, it achieved an average growth of 6.47%.
