Corporate
Fidelity Mutual Funds was established in 1969 in Bermuda and has since grown and expanded across the world. Fidelity Mutual Funds along with its subsidiaries manages over USD 279 billion for major institutional and retail investors around the world.Fidelity Mutual Funds has been investing in India for more than ten years with investments over US$ 4 Bn in Indian equities. The fund is playing an important role in the phenomenal growth of the Indian capital markets.
Products
Fidelity Mutual Funds has a number of products on offer that are broadly classified as:Equity Funds
Fidelity Equity Fund - The choice of investment is spread between large cap, mid cap and small cap fund apart from a growth fund or a value fund. There are other options like the five-in-one Fidelity Equity Fund. The Fidelity Fund Manager has the flexibility to build a truly diversified portfolio based primarily on quality and backs investments with first-hand, in-depth research and his convictions drawing on his as well as Fidelity’s experience and resources.Fidelity Tax Advantage Fund - The Fidelity Tax Advantage Fund offers all the tax benefits of an ELSS but with the advantage of Fidelity’s benchmarking.
Fidelity India Special Situations Fund – Operations in one of the world’s leading emerging markets like India helped Fidelity to come up with its own solutions. Some of the main ‘Special Situations’ are Recovery Situations, Unrecognized Growth, Asset Plays, New Product or New Business Stream, Corporate Actions, Out-of-favor stocks.
Fidelity International Opportunities Fund – The Fidelity International Opportunities Fund allows investors to spread their risk and improve the potential for rewards by substantially broad basing investments. This fund has the mandate to invest in Indian and International markets with high focus on Asia Pacific region including India. The fund uses Fidelity’s time-tested, bottom-up stock-picking approach drawing on the strength of its research team of 700.
Fixed Income Funds
Fidelity Short Term Income Fund - The Fidelity Short Term Income Fund’s portfolio combines corporate bonds, government bonds, and other fixed-income securities. This fund gives investors a higher income than cash accounts lesser volatility than equities.Cash Funds
Fidelity Multi Manager Cash Fund – This fund blends the best performing cash funds allowing a manifold diversification and the convenience of consolidation. The investor can avoid cumbersome paperwork, tracking of separate portfolios and enjoy the convenience of one application form, one statement and one NAV.Fidelity Cash Fund - The Fidelity Cash Fund gives the investor the best that a cash fund can offer, such as high liquidity, low risk and stable returns.
