Balanced Funds

Balanced Funds


A balanced mutual fund is a fund that invests in both equity and debt, and within equity it invests in large cap, mid cap, and small cap shares as well. These type of funds are meant to diversify away a little of your equity risk by exposure to debt, while maintaining decent returns as well.

In this post I look at some good balanced funds present in the Indian space, and the way I’ve gone about making this list is to select mutual funds that have been around for at least 5 years or longer, and have performed near the top of their category in that period.

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