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Excel Blue Chip Balanced Fund
Series A
Excel Blue Chip Balanced Fund Series A
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  • Significance of Modi’s Increased Political Capital
    The chief minister of the state of Bihar in India resigned from his post on July 26, and then was sworn in again on July 27. While 24 hours did not change Nitish Kumar’s status as Bihar’s chief minister, India’s Prime Minister Modi’s stature in Indian politics grew in a…
    Written on Friday, 11 August 2017 14:31
  • India’s Internet Revolution a Powerful Economic Force
    India’s internet revolution is a powerful economic force that is dramatically changing the way Indians connect and carry out business transactions. And it will also have a significant impact on economic growth. It is estimated that by 2020, the internet economy will grow to over 4% of GDP[i], indicating its…
    Written on Friday, 28 July 2017 11:06
  • A Balanced Approach to Investing in India
    Taking a balanced approach to investing in India is a recipe for success for investors seeking diversified exposure to the country’s top-performing equity and high-yielding bond markets. Currently, the Indian equity market is among the best performing emerging markets while its corporate and sovereign bond markets offer yields that are…
    Written on Tuesday, 20 June 2017 13:28
  • South Korea Heading in the Right Direction
    South Korea's benchmark KOSPI index is courting its all-time high following the election of President Moon Jae-in on May 10. Although it is still too early to assess the policy priorities of President Moon, the appointment of several non-political professionals to key posts and plans to improve corporate governance through…
    Written on Friday, 16 June 2017 11:45
  • 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


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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.