Balanced Funds Articles

Balanced Mutual Funds are hybrid equity oriented mutual fund schemes. These funds usually invest 65 – 75% of their portfolio in equity securities and the remaining portion in debt or money market securities. The hybrid portfolio moderates the fund volatility...

Balanced funds are attractive investment options for first time mutual fund investors and investors with moderate risk tolerance, especially during periods of high volatility. In fact over the last year balanced funds on an average have...

Balanced funds are excellent investment option for investors with moderate risk tolerance, since they can generate excellent returns for the investors with limited downside risks. The other major advantage of balanced funds is the...

In times of high equity market volatility, such as the one we are seeing right now, fluctuations in their asset values can be stressful for investors with moderate risk appetite or first time equity investors. However, as discussed many times in our blog, over a long investment horizon, no...

Balanced Mutual funds are ideal investment options for investors with moderate risk tolerance, especially during periods of high volatility in equity markets. Canara Robeco Balanced Fund has delivered exceptionally strong...

This year has been especially volatile for equity markets in India. The Sensex has fallen by 10% over the past one month. If we compare with the all time high in early March, the Sensex is down over 15% (as on Sep 2)...

Balanced Mutual funds are excellent investment options for investors with moderate risk tolerance, since they can generate excellent returns for the investors with limited downside risks. In fact balanced funds have seen excellent inflows...

The perpetual question that investors are faced with is: Debt or Equities. As an investor should one opt for the volatility and to get high returns of equities? Or one should seek safety in debts while gathering moderate returns? While it is agreed...

We have discussed earlier in our blog that, asset allocation is the most important aspect of financial planning (please see our article, Asset Allocation strategies for different age groups). A number of studies have...