ING RetireInvest Fund - Series I - Dividend
Investment Objective
To provide Long-Term capital appreciation by investing predominantly in equity and equity-equity-related securities accessed on the basis of advice from a panel of third party investment advisors slected in accordance with the OptiMix Multi Manager investment process. However, there can be no assurance that the investment objectives of the Scheme will be achieved.
Fund Mandate
TRUSTMF Small Cap Fund - IDCW - Direct Plan and 4 more peers in this category.
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Risk metrics are not available for this fund.
This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):
Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.
Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.
General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.