Balanced Funds are the category of mutual fund which invests all its asset in a mix of equity and debt. The fund is also known as the Hybrid fund. The fund is designed to provide investors safety from volatility, give steady income, and modest capital appreciation. The fund generally follows the investment objective closely on investment types. In this post, we checkout the balanced funds meaning, review, performance, taxation and investment philosophy.
Posts in Category: balanced mutual funds
Balanced fund vs equity fund reviews the difference, similarities, advantages and dis-advantages of both types of funds.
Balanced Funds are the category of mutual funds which invests in a mix of stocks and bonds. The fund is also known as the hybrid fund. The fund is designed to provide investors with modest capital appreciation and provide safety from volatility.
The fund is divided into two categories, one is equity oriented and another one is debt oriented(actually
Risk is the main quotient in Investment World. A favorable risk-reward balance attracts most of the investment from the public. As investing in large cap, Midcap, small cap, multi-cap has different degrees of risk involved in it, people tend to give a second thought before investing. Investing in Balanced funds reduces the risk of downside to the fund to some extent as it has a good composition of Fixed income securities and equity. The fund’s