WHAT IS HDFC FLEXINDEX PLAN ? It empowers you to automatically transfer your investments from select Debt/Liquid Schemes to select Equity Schemes of HDFC Mutual Fund at closing BSE SENSEX levels of your choice.
WHY HDFC FLEXINDEX PLAN ?
Equities are probably the only asset class where investors are comfortable
buying at a higher price and vice-a-versa - WARREN BUFFET
Be fearful when others are greedy and greedy when others are fearful - WARREN
BUFFET
Investors find it very difficult to invest due to various reasons when markets
fall and thereby are unable to benefit from high returns of equities.
HDFC FLEXINDEX PLAN offers investors a tool to plan their investments. The Plan
prevents investors from the indecision of investing or not investing in bear /
volatile market conditions.
HOW DOES HDFC FLEXINDEX PLAN work ?
Investors can invest in HDFC Mutual Funds select Debt/Liquid Schemes and choose
four BSE SENSEX levels of their choice to transfer amounts to HDFC Mutual Fund
range of select equity Schemes.
ILLUSTRATIONS :
Source Scheme - HDFC Liquid Fund
Investment Amt - Rs. 1,00,000/-
Target Scheme HDFC Top 200
Options
4 stages of switch BSE Sensex levels Flexible Installment
Fixed Installment
execution Option
Option
I 9000
15% 25%
II 11000
20% 25%
III 8500
40% 25%
IV 8000
25% 25%
Total
100% 100%
As per the illustration under the Fixed Installment option Rs.25,000 each will
be transferred from HDFC Liquid Fund automatically to HDFC Top 200 Fund when
the specified BSE SENSEX level is reached. Under Flexible Installment option
Rs.40,000/- will be transferred into the Target scheme at the specified BSE
SENSEX level at stage III of the illustration
WHAT IS DURATION OF HDFC FLEXINDEX PLAN?
The validity of HDFC FLEXINDEX PLAN is 1 year from date of registration.
On completion of one year from the date of registration, in case the Triggers
indicated by the investors remain inactive, the proportionate registered amount
will be automatically be transferred into the Target scheme in 6 equal monthly
installments on 1st of every month.
In case investors decide to opt out of the facility, they can give a written
request to cease the Trigger facility.
HOW DOES ONE BENEFIT BY THE HDFC FLEXINDEX PLAN ?
Facilities an entry to equities at SENSEX levels of your choice and takes
advantage of market volatility.
Invest at a targeted level and do not miss out on an opportunity; it enables
automatic decision making at levels with which you are comfortable.
Investments are into select equity schemes with long term track record.
Initial investment in Liquid / Debt schemes help you t earn income till
investments are transferred to equity funds.
Take advantage of the market movements without the hassle of constant tracking.
ELIGIBLE SCHEMES :
SOURCE SCHEME TARGET SCHEME
HDFC Cash Management Fund HDFC Growth Fund
- Call Plan, Savings Plan and HDFC Equity Fund
Treasury Advantage Plan HDFC Top 200 Fund
HDFC Capital
Builder Fund
HDFC Liquid Fund HDFC Index Fund
HDFC Core &
Satellite Fund
HDFC Liquid Fund - Premium Plan HDFC Premier Multicap Fund
HDFC Prudence Fund
HDFC Floating Rate Income Fnd HDFC Balanced Fund
- Short Term Plan
Minimum Registration Amount in Source Scheme - Rs.50,000/- and in multiples of
Rs.1,000/- thereafter
Attaching herewith the performance of HDFC Index Fund.
With Best Regards
SHENOY INVESTMENT AND FINANCIAL
CONSULTANTS PRIVATE LIMITED
11-A, KASHI NIKETAN, 2ND ROAD,
CHEMBUR, MUMBAI - 400 071
TEL : 6797 3433 / 2521 2111
EMAIL : [email protected]
[email protected]
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HDFC Index Fund.xls
Description: MS-Excel spreadsheet
