Quiz No 9 - IDFC Mutual Fund

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IDFC BALANCED FUND (NFO Starts 12- DEC & Closes 26 DEC 2016)

For which client segment is Balanced Fund most suitable *

10 points

Investors with high risk appetite and looking for capital appreciation

Investors who is very conservative and looking for stable income and capital protection

Investors who are looking for relative safety, income & modest capital appreciation

Advantages of a Balanced Fund ( Assuming Equity Taxation) *

10 points

It gives best of both worlds - Potential of higher returns of Equity along with stability of Debt

Tax Efficiency - ( Debt Investment in the portfolio also becomes Tax Free)

Debt & Equity have low correlation - It reduces portfolio risk - High Risk adjusted return

Auto Re-balancing - Restoring portfolio to its original allocation of Equity & Debt

All of the Above

Which Segment/Category of MF in Active Management has seen the highest % Growth in AUM in last 2 years *

10 points

Mid & Small Cap Category ( Current AUM in this segment is approx 90,000 Cr)

Balanced Fund Category ( Current AUM in this segement around 60,000 Crores)

Diversified Equity Fund ( Current AUM in this segment is approx 1.4 Lakh Crore)

Large Cap Category ( Current AUM in this segment is approx 1.1 Lakh Crore)

Which one statement is incorrect about IDFC Balanced Fund *

10 points

Anoop Bhaskar - ( Head of Equity) will manage Equity Portion of IDFC Balanced Fund

Fund will have ~60% Equity and ~40% in Debt ( Both Equity & Debt Actively Managed)

Equity Allocation Dynamically managed ( 60% to 100% based on Fund manager discretion)

IDFC Balanced Fund has Equity Taxation

NFO Closes on 26th December 2016

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