Saturday, December 20, 2014

PROTECTING DOWNSIDE SIGNIFICANTLY AND PROVIDING UPSIDE TOO...........

                                 


ABSOLUTE
CAGR

Scheme Name
1 Month
3 Months
6 Months
9 Months
1 Year
3 Years
5 Years

Edelweiss Absolute Return Fund(G)
-0.17%
3.12%
13.61%
28.61%
31.12%
16.19%
11.78%

CNX Nifty Index
-2.03%
2.21%
8.98%
26.37%
33.05%
20.07%
10.30%

Participation vs. Nifty
8%
141%
152%
108%
94%
81%
114%

           


Dear investor,

Markets were volatile, are volatile and will continue to be volatile. It has always been my endeavour to ensure that not only upside is captured but downside is protected. Now, this works great when you have a Balanced Fund but here too there are funds which fail to do so.

One fund which has been my all time favourite and has consistently done this amazing job of Protecting Downside and capturing the Upside has been the EDELWEISS ABSOLUTE RETURN FUND.
The Fund, though an MIP, has consistently beaten the Nifty Index over all kinds of markets and since its launch. It once again proved its worth during this weeks fall on 8th and 9th of December. The Edelweiss Absolute Return Fund has shown very low volatility and has been very very consistent with its return.


































152%
108%
94%
81%
114%

Also please read
 http://goodfundsadvisor.blogspot.in/2013/12/edelweiss-prepaid-sip-unconventional.html

Markets have been in bullish mood for the past 2-3 quarters and the bullishness is expected to continue. But the Falls too will be fast and sharp as witness last week.
This is where funds like EDELWEISS ABSOLUTE RETURN FUND give your portfolio the cushion of Equity exposure with Downside Protection.
And, by the way, the Fund is treated as an EQUITY FUND for Income Tax purposes.

 For me, this fund is a MUST HAVE fund in any Portfolio. Do consult your Financial Advisor before investing.

Also visit http:/http://goodinsuranceadvisor.blogspot.in/

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