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Excel India Balanced Fund
Excel India Balanced Fund Header

Designed for Income and Growth

arrow Initial portfolio mix: 60% equities, 40% investment-grade quality bonds

arrow Seeks current income and long-term capital appreciation by investing in a diversified portfolio comprised primarily of publicly-listed equities and investment-grade bonds

arrow Broad portfolio holdings of 60-70 securities, stocks and bonds

arrow Balanced mandate that seeks to dampen portfolio volatility

arrow 4.0% initial annual indicative yield, to be paid in monthly cash distributions

Portfolio Manager

Excel Investment Counsel Inc.

Founded in 1998, Excel Funds Management Inc. offers an award-winning suite of emerging market strategies, catering to a broad range of investor profiles and objectives. Leveraging a global network of over 500 portfolio managers and 200 research analysts, our team has firsthand knowledge of the markets in which they invest – providing us with a true competitive advantage over our peers.

Our investment philosophy is grounded in disciplined fundamental research and continuously seeks out new growth opportunities in the emerging markets and beyond. Our on-the-ground sub-advisers and proprietary asset allocation models contribute to the firm being recognized as “The Authority in Emerging Markets”.
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Aditya Birla Sun Life Asset Management Company Pte. Ltd.

A wholly owned subsidiary of Birla Sun Life Asset Management Company Limited
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Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing.

The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. The rates of return are used only to illustrate the effects of the compound growth rate and are not intended to reflect future values of the mutual fund or returns on investment in the mutual fund. Investments in mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect future value of any mutual fund or returns on investment in any mutual fund.

India’s GDP 2015 vs 2030, U.S. Department of Agriculture