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Excel Blue Chip Balanced Fund
Series A
Excel Blue Chip Balanced Fund Series A
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  • Modi’s BJP Wins Two More State Elections in India
    “For investment advisors only” India’s Prime Minister Narendra Modi’s political party, the Bhartiya Janata Party (BJP) won two more state elections in India. The BJP managed to retain the state of Gujarat where it has been incumbent for over 20 years and managed to displace the Indian National Congress (INC…
    Written on Wednesday, 20 December 2017 11:36
  • India’s Economy Rebounds
    “For investment advisors only” Buoyed by a recovery in the manufacturing sector, India’s economy rebounded in the quarter ended September 30, following five quarters of slowing growth. The country’s GDP growth rose to 6.3% for the July- September quarter, up from 5.7% in the previous quarter, which was the lowest…
    Written on Monday, 11 December 2017 11:39
  • 5 Reasons Your Investments Should be Globally Diversified
    "For investment advisors only" Diversifying your investments globally can potentially reduce your risk and enhance your returns. In fact, global diversification is one of the fundamental tenets of modern portfolio theory, developed by Nobel Prize winning economist, Harry Markowitz. It is a framework for putting together a portfolio of assets…
    Written on Friday, 15 December 2017 10:48
  • Moody's upgrades India's government bond and currency ratings and changes outlook to stable from positive
    Moody's Investors Service ("Moody's"), the global credit rating agency, today upgraded the Government of India's local and foreign currency issuer ratings to Baa2 from Baa3 and changed the outlook on the rating to stable from positive. In addition, Moody's also upgraded India's local currency senior unsecured rating to Baa2 from…
    Written on Friday, 17 November 2017 09:41
  • Modi Highlights India’s Progress at ASEAN Summit
    Modi Highlights India’s Progress at ASEAN Summit Attending the Association of Southeast Asian Nations (ASEAN) Summit held in Manila, Philippines on November 10 -14, India’s Prime Minister Narendra Modi highlighted the enormous progress India has made under his leadership. “(The) task of transforming India is proceeding at an unprecedented scale.…
    Written on Wednesday, 15 November 2017 16:50
  • Xi Jinping’s ‘Idea of China’
    For investment advisors only At the opening ceremony of the 19th Congress of the Communist Party of China (CPC) on October 18th, Xi Jinping, general secretary of CPC, called for the “the great rejuvenation of the Chinese nation” – or the realization of the “Chinese Dream.” In a speech lasting…
    Written on Tuesday, 07 November 2017 09:41
  • 5 Things You Need to Know About India’s Banking Recapitalization Move
    For investment advisers only Background The Indian public sector banks (PSBs) have been under stress as the total amount of non-performing assets had risen to US $150 billion[1]. These non-performing loans have severely restricted the ability of PSBs to extend further loans. Limited access to credit impacted the ability of…
    Written on Friday, 03 November 2017 13:08

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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.