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Excel Blue Chip Balanced Fund
Series A
Excel Blue Chip Balanced Fund Series A
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  • 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
  • Q&A with Excel India Fund Portfolio Manager Atul Penkar
    For advisers only  The following is a summary of our conversation with Atul Penkar, the Portfolio Manager of Excel India Fund, when he came to our headquarters during the Excel India Roadshow “Expert Insights into India: The World’s Growth Giant” in the middle of September this year. For brevity, we…
    Written on Monday, 30 October 2017 09:13
  • What makes Excel China Fund Unique
    For Investment Advisors only As the world’s second largest and fastest growing equity market in terms of capitalization , China offers an ever-increasing array of investment opportunities. In a country that’s undergoing massive structural reforms in the quest to achieve internally-generated sustainable growth, not all opportunities are created equal. Some sectors…
    Written on Monday, 04 September 2017 09:26
  • 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

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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.