IDFC Mutual Fund launches IDFC Balanced Fund

NFO period: 12^th December – 26^th 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