Edelweiss Monthly Income Plan - An open ended income scheme

Company Brief

New Delhi, May 18, 2011

Edelweiss Mutual Fund presents Edelweiss Monthly Income Plan ("the Scheme"), an Open Ended Income Scheme, with a debt component of at least 70% of the net assets and the balance equity component managed through a quant-based equity investment approach. The Scheme seeks to generate returns that are consistent with the moderate levels of risk and liquidity through active management of a diversified portfolio constituted of debt and money market instruments, securitized debt, government securities, and equity & equity related instruments.

Since the equity component of the portfolio of the Scheme would provide the opportunity for generating enhanced returns of the portfolio, the AMC will focus on managing the same with quant-based investment style, making the Scheme one of India's premier quant-based equity investment products. In parallel, its debt portfolio will seek to produce consistent returns that will serve to counter balance any volatility produced by equity component.

Commenting on the approach, Mr. Vikaas M Sachdeva, CEO - Edelweiss AMC said, 'At Edelweiss AMC, we attempt to make available investment solutions that add value to an investor's portfolio. Our Quant based equity investment style and a Debt portfolio at lower duration, will endeavor to produce better risk adjusted returns than conventional MIPs. With equity markets a little volatile and an interest rate scenario that has seen a significant hardening in high inflation regime, we believe this is the right time for investors to invest in this Scheme.'

Investors with a conservative and risk-averse profile, looking for a mixture of regular income and capital appreciation over a medium term, should look at such an option which offers diversified exposure across asset classes.

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Manash Pratim Deka

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