DBS Chola Tax Advantage Fund - Series I (Dividend option) Info

Offer Opens on : December 19, 2008



Offer Closes on : March 19, 2009



Scheme Type : Close-Ended Equity Tax Saving



Investment Plan : Dividend



Entry Load : 2.25% for applications below Rs 2 crore.



Exit Load : NIL



Scheme objective : The objective of the scheme is to seek to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities and also enabling investors to get income tax rebate as per the prevailing Tax Laws and subject to applicable conditions.

DBS Chola Tax Advantage Fund - Series I (Growth option) Info

Offer Opens on : December 19, 2008



Offer Closes on : March 19, 2009



Scheme Type : Close-Ended Equity Tax Saving



Investment Plan : Growth



Entry Load : 2.25% for applications below Rs 2 crore.



Exit Load : NIL



Scheme objective : The objective of the scheme is to seek to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities and also enabling investors to get income tax rebate as per the prevailing Tax Laws and subject to applicable conditions.

Bharti AXA Tax Advantage Fund - Eco Plan (Dividend option) Info

Offer Opens on : December 12, 2008



Offer Closes on : February 12, 2009



Scheme Type : Open-Ended Equity Tax Saving



Investment Plan : Dividend



Entry Load : 2.25% for applications below Rs 2 crore.



Exit Load : NIL



Scheme objective : The investment objective of the scheme is to seeks to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities across all market capitalisations. The Scheme is in the nature of diversified multi-cap fund.

Bharti AXA Tax Advantage Fund - Eco Plan (Growth option) Info

Offer Opens on : December 12, 2008



Offer Closes on : February 12, 2009



Scheme Type : Open-Ended Equity Tax Saving



Investment Plan : Growth



Entry Load : 2.25% for applications below Rs 2 crore.



Exit Load : NIL



Scheme objective : The investment objective of the scheme is to seeks to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities across all market capitalisations. The Scheme is in the nature of diversified multi-cap fund.

Bharti AXA Tax Advantage Fund - Retail Plan (Dividend option) Info

 
Offer Opens on : December 12, 2008



Offer Closes on : February 12, 2009



Scheme Type : Open-Ended Equity Tax Saving



Investment Plan : Dividend



Entry Load : 2.25% for applications below Rs 2 crore.



Exit Load : NIL



Scheme objective : The investment objective of the scheme is to seeks to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities across all market capitalisations. The Scheme is in the nature of diversified multi-cap fund.

Bharti AXA Tax Advantage Fund - Retail Plan (Growth option) Info

 
Offer Opens on : December 12, 2008



Offer Closes on : February 12, 2009



Scheme Type : Open-Ended Equity Tax Saving



Investment Plan : Growth



Entry Load : 2.25% for applications below Rs 2 crore.



Exit Load : NIL



Scheme objective : The investment objective of the scheme is to seeks to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities across all market capitalisations. The Scheme is in the nature of diversified multi-cap fund.

JP Morgan India Tax Advantage Fund (Dividend option) Info

Offer Opens on
December 18, 2008
Offer Closes on : January 16, 2009
Scheme Type : Open-Ended Equity Tax Saving
Investment Plan : Dividend
Entry Load : 2.25% for applications below Rs 5 crore.
Exit Load : NIL
Scheme objective : The investment objective of the Scheme is to generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related Securities.

JP Morgan India Tax Advantage Fund (Growth option) Info

Offer Opens on

December 18, 2008
Offer Closes on : January 16, 2009



Scheme Type : Open-Ended Equity Tax Saving



Investment Plan : Growth



Entry Load : 2.25% for applications below Rs 5 crore.



Exit Load : NIL



Scheme objective : The investment objective of the Scheme is to generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related Securities.

Escorts Power and Energy Fund (Dividend option) Info

Offer Opens on : August 25, 2008



Offer Closes on : September 23, 2008



Scheme Type : Open-Ended Equity Diversified



Investment Plan : Dividend



Entry Load : 2.25% for applications below Rs 5 crore. For SIP Entry Load - 2.25% per transaction



Exit Load : 1% for investments less than or equal to Rs 5 crore, if redeemed within 1 year from the date of allotment and


2% for investments greater than or equal to Rs 5 crore, if redeemed within 6 months from the date of allotment.



Scheme objective : The investment objective of the Scheme is to provide income distribution and / or medium to long-term capital gains by investing predominantly in equity/equity related instruments of the companies in the Power/ Energy Sector and /or Debt/Money Market Instruments.

Escorts Power and Energy Fund (Growth option) Info

Offer Opens on : August 25, 2008



Offer Closes on : September 23, 2008



Scheme Type : Open-Ended Equity Diversified



Investment Plan : Growth



Entry Load : 2.25% for applications below Rs 5 crore. For SIP Entry Load - 2.25% per transaction



Exit Load : 1% for investments less than or equal to Rs 5 crore, if redeemed within 1 year from the date of allotment and


2% for investments greater than or equal to Rs 5 crore, if redeemed within 6 months from the date of allotment.



Scheme objective : The investment objective of the Scheme is to provide income distribution and / or medium to long-term capital gains by investing predominantly in equity/equity related instruments of the companies in the Power/ Energy Sector and /or Debt/Money Market Instruments.