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Excel Blue Chip Balanced Fund
Series A
Excel Blue Chip Balanced Fund Series A
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  • 3 Years of Modi: How India has Changed
    Three years after leading the Bharatiya Janata Party (BJP) to India’s first majority government in more than three decades, Prime Minister Narendra Modi has turned India into the brightest shining star in the global economy. He has exceeded the expectations of those who placed their trust in his leadership, as…
    Written on Friday, 26 May 2017 14:45
  • New India Leaders Fund Celebrates One Year Anniversary
    Excel Funds’ New India Leaders Fund celebrated its 1-year anniversary on April 22, 2017. The fund has experienced healthy growth in its first year with 1-year annualized returns of 34%[1]­­­­­. The fund invests in equity securities of companies located in India that are considered emerging industry leaders or small/medium cap…
    Written on Wednesday, 17 May 2017 15:41
  • Key Features Driving Sustainability of the “new” China Economy: Part 2
    In part 1 of this article, we discussed how China’s economy is undergoing a transition. While the old China economy was largely driven by manufacturing led and export oriented, the new China economy is driven more by domestic consumption. We will now discuss some of the key features of the…
    Written on Wednesday, 17 May 2017 15:04
  • United States Federal Reserve believes India’s GST May Boost the GDP Growth by Up to 4.2%
    India continues to be the fastest growing major economy in the world and its growth will accelerate further due to factors like the implementation of their simplified taxation system, Finance Minister Arun Jaitley said[1]. The government’s Goods and Services tax (GST) tax reform has been identified as one of most important tax reforms…
    Written on Wednesday, 10 May 2017 11:24
  • Upside Surprise Waiting in the Wings of “New” China: Part 1
    Buoyed by reform-oriented government policies, optimism is rife in China over the growth prospects of the “new” China economy – setting the stage for potentially solid gains for China investors.The “new” China economy which is represented by the shift in focus from export-led to domestic-generated growth bodes well for China,…
    Written on Thursday, 20 April 2017 10:08
  • The 4 Pillars of Indian Infrastructure
    As it relates to infrastructure development, India is undergoing a mini revolution of sorts. In all, US$59 billion has been set aside this year for connectivity-related infrastructure development. The key pillars of Indian infrastructure are: Power Connectivity DigitalHighways Housing Let’s examine each of these pillars one by one. Power Piyush…
    Written on Wednesday, 12 April 2017 09:13
  • Toronto Mayor Seeks to Strengthen Indo-Canadian Relations
    Growth in India Proves Hard to Ignore India is the world’s fastest-growing major economy, and Toronto Mayor John Tory is looking to deepen ties with the nation on a 10-day trade mission. The primary purpose of the trip is to lure jobs to Toronto and also promote business ventures between…
    Written on Tuesday, 21 March 2017 14:15


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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.