Balanced Funds

Debt funds’ returns would peak during a rising rates cycle. Investors could indulge in some equities through balanced funds, to give a kicker to their portfolios 

Aggressive and potent, a clutch of hybrid MFs outsmarts Nifty 50 with three-fold returns

While the equity portion in the aggressive hybrid funds helps to deliver better risk-adjusted return during equity market rallies, the debt portion helps to contain the losses in downturns. This eventually helps them to deliver balanced and better returns over the long term

Why balanced funds are suitable for first-time investors and senior citizens

A hybrid fund investor may expect returns higher than fixed-income products

Equity MF inflows improve slightly in May, SIP flows remain stable

MFs received net fresh flows of Rs 76,989 crore in April, mainly driven by stable inflows into liquid funds and modest equity figures.

Inflows in balanced funds fall for the second consecutive month; hit one-year low in Feb

In January, the decline in net inflows was mainly on account of redemption while the sales figure dropped in February

Theme of 2017-Balanced Funds. Will it to continue in 2018 too?

In the last 11 months, 50 percent of the inflows received in the mutual fund industry were parked in balanced funds.

As Nifty hits 10K, mutual funds prefer to park money in balanced funds

Balanced funds buy a combination of equity shares and fixed income instruments and provide both income and capital appreciation while avoiding excessive risk

Are you investing in balanced funds for monthly dividends?

The trend of older or conservative investors moving their life savings into balanced funds essentially means that they are convinced these funds can give them regular dividends that can beat fixed deposits by a good margin over the medium to long term.

How to gain from a balanced fund?

Investment in balanced funds obviates your need to invest in two different asset classes for asset allocation. Balanced funds also obviate the need to periodically monitor and rebalance different asset classes in predetermined proportion.

Balanced Funds: Twin advantages of tax and rebalancing

Balanced fund as the name suggests is a combination of equity fund and debt fund in one single product.

Retail investors poured money into equity funds in 2016

In nine out of the 11 months till November, equity schemes saw more money coming in than going out. The not so good news—investors were not as enthusiastic about equity schemes this year as they were in 2015. Inflows of Rs 44,772 crore, were almost half of the Rs 90,603 crore received in 2015

Do mutual fund managers practise what they preach?

The aim here is to remind fund management teams in the industry that they have a fiduciary responsibility towards investors and their conviction is best judged when they invest in their own funds.

Balanced funds- Enjoy the best of both worlds

Balanced funds invests in a mix of stocks and bonds in the ratio of approximately 3:1

How to ensure regular income in golden years

Mutual funds can help you save for your retired life.

Six investment mantras to get higher returns from mutual funds

If you can follow these tips, you can get higher returns for mutual fund investments.

Balanced funds outperform large cap funds over long term

Balanced funds not only offered better returns than the large cap equity diversified funds but also reduced volatility.

Want to build a corpus for long term goals? Here are tips

Mutual fund products can help you to accumulate money to pay for long term goals. You can be a regular saver in these to ensure that you remain on track to your goals.

Raising risk in your mutual fund investments

Investing in mutual fund schemes that offer focussed portfolios or low rated bonds, can increase the risk. Also a balanced fund can be a risky bet.

Why should a retiree invest in equity?

Retirement is a long haul. And one must not ignore the inflation eating into the purchasing power.

Look beyond balanced funds to truly balance your portfolio

Balanced funds invest around 70% of the money in equities and rest in bonds. This may not the in line with 50:50 exposure to bonds and shares the investor desires.

Can balanced funds build your retirement corpus?

Balanced funds offer exposure to both debt and equities. While equities offer to beat inflation, debt offer much needed stability to the portfolio

Riskometer: Better tool to measure risk associated with MF

Compared to the old scheme of three colours system, five levels of risks help mutual funds better represent the risk associated with mutual fund schemes

Tax efficient investment tools for retirees

Provident Fund is an ideal investment opportunity for the seniors. The downside however is that public provident fund investments are subject to a maximum eligible amount of Rs 1, 00,000 per annum

Why invest in a balanced scheme?

Chitra Iyer, COO & Financial Coach at MFA explains why one should prefer balanced scheme.

How balanced funds are ideal for equity exposure

Pankaaj Maalde of Apnapaisa.com explains how balanced fund is an ideal investment option for equity exposure.