Balanced funds are the mutual fund schemes which invest in a mix of equity and debt instruments to gain the benefits of both the worlds. It has been said many a time that they are suitable mostly for the newbies, but it doesn’t mean that the existing investors should not invest in them.
Fact is- they are famous for providing dual benefits at the same time which are providing safety from debt investments while heading towards high growth with the help of equity investments. So, the newly entered investors get attracted toward it by seeing either the dual benefits feature or the feature of providing safety while allowing equity benefits.
call Yashwant B Wasnik
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It mainly targets to generate long-term capital appreciation from a diversified investment portfolio of equity and debt. Being a equity-oriented balanced fund scheme, it invests 72.62% of its total assets in the equity and equity-related securities of mostly large-cap companies. Therefore, you can attain high capital appreciation on the equities as well as get a stability on returns on your debt investment portion. This scheme of L&T Mutual Fund is among the best performers and is currently holding the 2nd rank of CRISIL ratings for the quarter ended September 30, 2017.
It is one of the best schemes of HDFC Mutual Fund. Under the category of balanced funds, it is holding the 2nd rank by CRISIL for the quarter ended September 30, 2017. It mainly targets toward attaining high capital appreciation while maintaining stable income option by investing in a combination of equities and debt securities.
aditya birla Blanced fund
t is one of the oldest balanced funds in the market having launched date as on February 10, 1995. It primarily aims to generate high capital growth in the long-term period from its equity investments. And, create a healthy income option from the debt portion of its investments. As it is an equity-oriented balanced fund, it majorly invests in the stocks of the various companies which amounts to 73.48% of its total assets. A portion of around 21.5% gets deployed in various debt securities. Therefore, if you want to attain a balanced position between growth and value, then you must invest in this scheme.
