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Published byClarissa McKenzie Modified over 9 years ago
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BY: Scott Whittenberg, Reece Jones, Jared Newby
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A mutual fund that buys a combination of common stock, preferred stock, bonds, and short term bonds, to provide both income and capital appreciation while avoiding excessive risk. The purpose of balanced funds is to provide investors with a single mutual fund that combines both growth and income objectives, by investing in both stocks (for growth) and bonds (for income).
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HDFC Prudence Fund NAV=173.67 Initial Price =10 Launch Date February 1, 1994 Scheme Type – Open Ended NAV Returns 1 Year =100.53%
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The investment objective of HDFC Prudence is to provide periodic returns and capital appreciation over a long period of time, from a well advised mix of equity and debt investments, with the aim to minimize any capital erosion. Under normal circumstances, it is a vision that the debt : equity mix would vary between 60:40 and 40:60 respectively. This mix is geared to achieve the investment objective and is expected to result in regular income, capital appreciation and also prevent capital erosion
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HDFC Prudence reduce risk because they always investment in AA or AAA rated instruments which are considered safe.
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DO YOU HEAR ME!!!
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