IDFC Mutual Fund launches IDFC Balanced Fund

Mutual Fund
Dec 12, 2016 by Advisorkhoj Team | Mutual Fund | 16 Downloaded

NFO period: 12th December – 26th December, 2016

Highlights of the NFO:

  • Scheme type – An Open Ended Balanced Scheme

  • Investment objective – The Fund seeks to generate long term capital appreciation along with current income by investing in a mix of equity and equity related securities, debt securities and money market instruments. Disclaimer: There is no assurance or guarantee that the objectives of the scheme will be realised.

  • Product suitability – This product is suitable for investors who are seeking to create wealth over a long period of time. Capital appreciation and current income by investing in equity as well as fixed income securities.

  • Minimum Application Amount – First investment is Rs. 5,000/- and any amount thereafter

  • Plan/ Options available – Regular Plan & Direct Plan having Dividend Option & Growth Option.

  • Fund Managers –

    • Mr. Anoop Bhaskar (Equity portion)

    • Mr. Suyash Choudhary & Mr. Anurag Mittal (Debt portion)

  • Benchmark – CRISIL Balanced Fund Index

(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)

Locate IDFC Mutual Fund Advisors in your city
comments powered by Disqus
Feedback
Notification