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Topic: List aggressive mutual funds from Fidelity investments  XML
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UdamSingla


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please advice
rahul.sharma


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Fidelity Equity Fund

Investment Objective: The scheme aims to follow bottom up stock picking, without any bias for sectors or market capitalizations. The scheme will attempt to be fully invested in equities at all times. The asset allocation of the scheme is as follows

o Equity and Equity Related Securities: 80% - 100%
o Money market instruments: 0% - 20%

Performance: Fidelity Equity Fund has returned approx 15.35% in last 3 months, 69.96% in last 6 months, 14.07% in last 1 year and 14.64% in last 3 years

Fidelity India Growth Fund

Investment Objective: The scheme seeks to invest in the best opportunities in the Indian and international markets, without any sector or cap bias. The fund managers will follow bottom up stock picking strategy. The asset allocation of the scheme is as follows

o Equity and Equity Related Securities: 80% - 100%
o Money market instruments: 0% - 20%

Performance: Fidelity India Growth Fund has returned approx 16.25% in last 3 months, 73.74% in last 6 months and 14.84% in last 1 year

Fidelity India Special Situations Fund

Investment Objective: The scheme aims to invest in undervalued companies for long term investment with key theme focus being 'Special Situations' - these are situations that are out-of-the-ordinary and which therefore present interesting stock picking opportunities. The asset allocation of the scheme is as follows

o Equity and Equity Related Securities: 80% - 100%
o Money market instruments: 0% - 20%

Performance: Fidelity India Special Situations Fund has returned approx 13.74% in last 3 months, 91.24% in last 6 months, 10.16% in last 1 year and 10.61% in last 3 years

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