What are Balanced Funds?
Balanced Funds invest in a blend of usually 40-60% in equities (stocks) and the remaining in bonds and other forms of fixed-income securities. This balanced approach aims to provide investors with moderate growth potential while minimising risk. These funds are ideal for those seeking a combination of stability and capital appreciation.
Features of Balanced Funds
- Equity and debt mix
- Moderate risk Profile
- Consistent performance
Benefits of Investing in Balanced Funds
- Risk management by investing in both equities and fixed-income securities
- Optimal diversification that reduces overall risk
- Steady income catering to both income and growth investors
- Benefit from balanced risk and reward strategy
Who Should invest inBalanced Funds
- Conservative Investors
Suitable for conservative investors desiring stable growth without compromising too much on risk. Balanced Funds offer a balanced approach with a mix of equity and fixed-income investments.
- Moderate Investors
Provides a harmonious balance between risk and reward, serving as a diversified investment avenue for moderate investors seeking growth with controlled risk.
- Aggressive Investors
For those with a higher risk appetite, Balanced Funds serve as a strategic choice, offering a blend of stability and potential growth through diversified investments
Top Performing mutual funds
Scheme Name | 5 Y | Value Research | ||||
---|---|---|---|---|---|---|
360 ONE Balanced Hybrid Fund - Direct (G) | 0% | Invest Now | ||||
360 ONE Balanced Hybrid Fund - Direct (IDCW) | 0% | Invest Now |
FAQs
What are Balanced Funds?
Balanced Funds invest in a combination of equities and debt securities, aiming to provide moderate growth and stability. They offer a balanced mix of risk and reward that is suitable for a wide range of investors.
Who should consider investing in Balanced Funds?
Balanced Funds are ideal for investors seeking a blend of growth and stability. They suit moderate investors looking to achieve consistent returns with a balanced risk profile.
How do Balanced Funds manage risk?
These funds manage risk by diversifying investments across equities and fixed-income securities. This approach reduces the impact of market volatility and helps maintain steady performance.
What is the main benefit of investing in Balanced Funds?
The main benefit is the balanced approach to investing, which offers both growth potential and income generation. This makes them suitable for investors looking for stability and moderate returns.
How does m.Stock enhance my investment in Balanced Funds?
m.Stock offers a secure and user-friendly platform, providing expert insights, real-time tracking, and professional management to optimise your investment experience in Balanced Funds.