Balance mutual funds have performed beyond expectation, offering 9.71% of average return in the last year, where large-cap funds earned returns of 8.40%. Huge inclination from new equity investors were witnessed in the last few weeks just after demonetization hit the market. These funds put their corpus in debt and equity, hence are less volatile in comparison to the pure equity funds that put entire fund in equity.
During steep market falls, debt schemes reduce the jolt of volatile phase of the market. Balanced scheme is good for investors, who do not have much appetite for risks. Being conservative in nature, most Indian investors choose traditional modes of investment, which are less likely to offer lucrative and inflation beating returns. Financial experts foresee great future in balanced mutual fund schemes.
What to know more about balanced funds or how to find the best funds to invest in? Visit https://wealthfund.in or talk to our expert financial advisers.