Aims to provide medium to long-term returns that are higher than interest bearing securities such as bonds, FDs, CDs etc. and with less degree of volatility otherwise associated with a typical high growth equity portfolio.
Portfolio Characteristics:
Seeks to provide consistent returns with comparatively lower risk as associated with high growth equity portfolio
Seeks to deliver higher returns compared to fixed income investments
Investment in strong, profit making, dividend paying companies
Tax advantage: Dividends and Long Term Capital Gains from listed equity are currently exempt from tax
Investor profile:
Investors who are willing to take lower risk but want better gains as compared to the returns currently delivered by debt instruments.
