|
In
investments, as in life, one often has to make
difficult choices forsaking one for the other.
What does one opt for - Safety or High returns?
Safe, steady investments yield low returns whereas
appreciating assets like shares may be risky.
Designed
to offer you the best of both worlds is
FTIBF, where the right allocation between
shares of wealth-creating companies and
high quality debt instruments can give
you the perfect balance between growth
and stability.
|
Performance Snapshot |
|
Last
6 Months |
Last
1 Year |
Last
3 Years* |
Last
5 Years* |
Since
Inception* |
| FTIBF
(G) |
44.70% |
15.79% |
15.01% |
20.42% |
15.60% |
| FTIBF
(D) |
44.70% |
15.79% |
15.01% |
20.41% |
15.60% |
| Crisil
Balanced Fund Index |
39.62% |
11.65% |
12.59% |
16.79% |
N.A |
| Past performance
may or may not be sustained in the
future.
* Compounded and annualised. As on July 31, 2009.
|
Highlights
The
other advantages of investing in FTIBF are :
-
Daily
NAV
-
Choice:
Growth Plan and Dividend Plan (Reinvestment
& Payout options)
-
Low
entry amount of Rs.5000
-
Easy
liquidity: transactions are processed within
4 working days normally
-
Convenience
of Systematic
Investment Plan: the ideal way to accumulate
wealth over the long term
-
NRIs can invest on a fully
repatriable basis
Fund Information
| Net Asset Value |
Calculated and disclosed on all business days |
|
Minimum Investments :
New Investment
Additional Investments
|
Rs. 5,000
Rs. 1,000
|
| Load
|
| Entry Load |
Exit Load |
|
Nil |
In
respect of each purchase
of Units - 1% if the Units
are redeemed/switched-out
within one year of allotment
|
|
|
Systematic
Investment Plan
|
Minimum Amount Rs. 500 per month for 12months,
Rs. 1000 per month for 6 months |
|
Systematic
Withdrawal Plan
|
Minimum withdrawal of Rs.500 or fixed number
of units (Minimum investment/account
balance for availing this facility is
Rs.25,000) |
| Tax Benefits |
Indexation Benefits
Units are not liable to wealth tax and
gift tax.
No TDS on Redemptions for resident investors |
|
