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Peerless Long Term Advantage Fund

Investment objective

The Scheme will seek to invest predominantly in a diversified portfolio of equity and equity related instruments with the objective to provide investors with opportunities for capital appreciation and income generation along with the benefit of income tax deduction (under Section 80 C of the Income Tax Act, 1961) on their investments.

Asset Allocation Pattern

Instruments Indicative Allocation Risk Profile
(Low / Medium / High)
Minimum Maximum
Equity and Equity Related Instruments 80% 100% High
Debt and Money Market Instruments

0% 20% Low to Medium

Key Benefits of Investing

Tax Benefit
- Investors can invest up to Rs 1,50,000 in an ELSS and deduct the investment from their taxable income i.e. effectively reducing their tax liability.
- Any income in the form of dividends received and long term capital gain (holding period > 1 year)are tax free in the hands of the investor.

Wealth Creation
- The 3 year statutory lock - in period is blessing in disguise.
- It ensures that short term market volatility is ignored and focus is only on creating wealth in the long term.

Liquidity
- 3 year ‘lock-in’ is much lower than the other tax savings instruments where minimum lock-in ranges from 5 to 15 years.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Download

KIM for Peerless Long Term Advantage Fund

SID - Peerless Long Term Advantage Fund - Launch

Application Form

Leaflet

FAQ - Peerless Long Term Advantage Fund

Daily Portfolio

Fact Sheets

Fact Sheet for July 2016

Fact Sheet for June 2016

Fact Sheet for May 2016

Fact Sheet for April 2016

Fact Sheet for March 2016

Fact Sheet for February 2016

Fact Sheet for January 2016

Fact Sheet for December 2015