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IDFC Balanced Fund NFO

 Invest IDFC Balanced Fund Online

Features of Balance Funds:

  • Balanced funds are designed to maintain the equilibrium between income, growth and safety by investing in a combination of stocks & bonds.
  • Main object behind is that if one asset class were to fall in value, another would rise to compensate, thus giving investor a balanced rate of return.
  • The asset allocation is taken care of by the fund manager, as they typically re balance the portfolio on a regular basis.
  • It is treated as Equity Fund for tax purpose, as fund manager manages to keep the average equity allocation at 65% and above

Why you should invest in Balance Funds:

  • Provides diversification in its truest sense by investing in bonds and equities
  • Investment in Fixed income securities helps cushion the occasional shocks that come with equity investment; thereby reducing the risk
  • It saves the individual from constantly re balancing his/her portfolio
  • Provides better risk adjusted return as compared to other traditional options

  • Balanced funds are best suited for investors who do not want to take higher risk
    but yet want to invest in equities to earn higher return

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  • Active Management of both Equity & Fixed Income
  • Equity portion will be invested in actively managed diversified portfolio
  • Debt portion will endeavor to optimize the mix between 'carry' and 'mark-to-market' income through an actively managed philosophy, depending upon market conditions
Min Investment Amount - Rs.5000/-Fund Manager - Equity Portion - Anoop Bhaskar
Benchmark - Crisil Balanced Fund Index Debt Portion - Suyash Choudhary & Anurag Mittal
Exit Load - 1% within 12 monthsNFO Opens On 12 December, 2016
(Nil upto 10% of investment)NFO Closes On 26 December, 2016





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1. DSP BlackRock Tax Saver Fund

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3. Tata India Tax Savings Fund

4. BNP Paribas Long Term Equity Fund



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