Dear All,
As  you all may be aware by now SBI Mutual Fund launching a new fund - SBI Gold 
Fund on August 22, 2011. SBI Gold Fund is a fund of fund which will invest in 
the units of SBI Gold Exchange Traded Scheme (SBI GETS).

Brief on SBI Gold Fund :

The two most important concerns while buying gold are purity and safety (in 
terms of storage). To address both these concerns , SBI GETS (Gold ETF ) was 
launched where investments are made in dematerialized (demat) form. Considering 
that dematerialization is a new concept in India and  there is very low 
penetration of demat accounts amongst Indian investors. This low penetration 
has prevented access to gold as an asset class for investors who don't have a 
demat account. Continuing our endeavor to provide investors an access to this 
investment vehicle, SBI Mutual Fund is launching a SBI Gold Fund. SBI Gold Fund 
is an investment avenue for the investors, where investors can invest in gold  
( through gold ETF ) without  a demat account, This fund also offers the 
facility of Systematic investment plan.

Key feature of the fund are as under :

·        Type of Fund :                                   Open ended Fund of 
fund

·        Investment Objective:                    The investment objective of 
the Scheme is to seek to provide returns that closely correspond to returns 
provided by SBI Gold Exchange Traded Scheme (SBI GETS).

·        NFO Launch date:                             August 22, 2011

·        NFO closes on:                                     September 05, 2011

·        Scheme Re-opens on:                         September 19, 2011

·        Fund Manager:                                 Ravi Prakash Sharma 

·        Minimum investment:                    Rs. 5000 and in multiples of 
Re. 1 thereafter.

·        SIP Dates:                                          SIP cycle of 5th/ 
10th/ 15th / 20th /25th/30th (for February last business day)              

·        Plan and Options Offered:              Growth and Dividend Plan (under 
dividend- reinvestment & payout facility both are available)

·        Benchmark:                                       The Scheme's 
performance will be benchmarked against the price of   physical gold. The price 
here refers to the morning fixing of Gold by London Bullion Market association 
(LBMA).

·        Load Structure

During NFO as well as ongoing basis

o   Entry Load : Nil

o   Exit Load 

§  Exit within 1 year from the date of allotment - 1 %

§  Exit after 1 year from the date of allotment - Nil

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]

Dealing in Mutual Funds, General & Life Insurance Products, Post Office 
Schemes, Fixed Deposits, I.P.Os., and  Capital Gains Bonds

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