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Union KBC Mutual Fund has filed an offer document with SEBI to launch Union KBC Capital Protection Oriented Fund - Series 1, a close-ended capital protection oriented scheme.
The scheme objective is to seek capital protection by investing in high quality fixed income securities maturing on or before the tenure of the scheme and to achieve capital appreciation by investing in equity and equity related instruments.
The scheme will invest a minimum of 80% its total net assets in debt & money market instruments and a maximum of 20% in equity and equity related instruments.
The scheme will offer a growth option and a dividend option. The dividend option comes with choices of dividend payout dividend sweep. The benchmark for the scheme will be CRISIL MIP Blended Fund Index.
The equity portion of the fund will be managed by Ashish Ranawade, Chief Investment Officer and the debt portion will be managed by Parijat Agrawal, Head - Fixed Income.