ING OptiMix Financial Planning Fund


ING OptiMix Financial Planning Fund

NFO closing on 3rd May

  • Carefully Selected Mutual Funds From Different AMCs in One Fund
  • Plus Allocation Across 4 Asset Classes
  • With 4 Separate Plans To Suit Different Risk Tolerance Levels

Plans

CAUTIOUS PLAN

[Liquid Funds, Money Market Funds: 63%– 77%,Debt Funds other than Liquid Funds, Money Market Funds: 23%– 37%, Money Market Securities: 0%–14%];

CONSERVATIVE PLAN

[Equity Funds: 15%– 28%, Liquid Funds, Money Market Funds: 40%-53%, Debt Funds other than Liquid Funds, Money Market Funds: 22%–35%, Gold Exchange Traded Funds (ETF): 10%-23%, Money Market Securities: 0-13%];

PRUDENT PLAN

[Equity Funds: 34%– 49%, Liquid Funds, Money Market Funds: 25.5%- 40.5%, Debt Funds other than Liquid Funds, Money Market Funds: 17%-32%, Gold Exchange Traded Funds (ETF): 8.5% – 23.50%, Money Market securities: 0-15%];

AGGRESSIVE PLAN

[Equity Funds: 63%- 77%, Liquid Funds, Money Market Funds: 13.5%-23.75%, Debt Funds other than Liquid Funds, Money Market Funds: 9%-19.25%, Gold Exchange Traded Funds (ETF): 4.25%– 14.5%, Money Market Securities:0%-10.25%].

Options(in each plan): Growth, Dividend (Payout and Reinvestment)

Applicable load structure:

Entry load (all plans): Not Applicable,

Exit Load:

Cautious Plan (If redeemed within and including 6 months from the date of allotment: 0.50%, If redeemed after 6 months from the date of allotment : Nil);

Conservative Plan (If redeemed within and including 1 year from the date of allotment: 1%, If redeemed after 1 year from the date of allotment : Nil);

Prudent Plan (If redeemed within and including 1 year from the date of allotment: 3%, If redeemed within and including 2 years from the date of allotment: 2%, If redeemed within and including 3 years from the date of allotment: 1%, If redeemed after 3 years from the date of allotment : Nil);

Aggressive Plan (If redeemed within and including 1 year from the date of allotment: 3%, If redeemed within and including 2 years from the date of allotment: 2%, If redeemed within and including 3 years from the date of allotment: 1%, If redeemed after 3 years from the date of allotment : Nil)

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