This Fund is for you if:
- You want to have an investment that generates returns from safer investments like fixed-income instruments and you want to generate higher returns similar to stocks
- You are willing to invest for more than 3 years
- You are investing in Mutual Funds for the first-time
- You are worried about the volatilities of equity investments but you are willing to take some risks for better returns than the fixed-income instruments
May 18, 2007
FEES AND HOLDING PERIOD
The Balanced Fund seeks to provide long-term capital appreciation by investing in a mix of debt instruments and equity securities. This fund is suitable for moderate investors with medium to long term investment horizon.