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IDFC Mutual Fund launches IDFC Balanced Fund

Mutual Fund

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.)

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