50+
41-50
31-40
up to 30
A portfolio with a possibility of 5% return with 0% loss.
A portfolio with a possibility of 10% return with 5% loss.
A portfolio with a possibility of 15% return with 10% loss.
A portfolio with a possibility of 25% return with 15% loss.
My portfolio has to keep pace with inflation preserving my capital.
My return should be marginally higher than inflation, with minimum volatility.
My return should be moderately higher than inflation, with only moderate volatility.
My return should significantly exceed inflation, even if this could mean significant volatility.
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COPYRIGHT 2019 | IDLC ASSET MANAGEMENT LIMITED
For Individual investor, following documents are required –
For institutional investor, following documents are required –
| MUTUAL FUNDS | *DPS | **FDR | |
|---|---|---|---|
| Maximum eligible investment for tax rebate (BDT) | 0 | 0 | 0% |
| You can save tax amounting to (BDT) | 0 | 0 | 0% |
| Return through tax savings | 0 | 0 | 0.0% |
Based on your taxable income, if you invest the maximum allowable investment of BDT for tax rebate in IDLC SIP, you can save BDT in taxes; implicitly earning on your investment merely through tax savings.
*Maximum eligible investment in DPS for tax rebate is BDT 60,000.
**Investment in FDR is not eligible for tax rebate
YOUR TOTAL INVESTMENT AMOUNT STANDS AT 0 BDT
YOUR EXPECTED WEALTH STANDS AT 0 BDT AFTER 0 YEARS
Result: You can avail an insurance coverage of BDT at a monthly insurance premium of only BDT