Tags: balanced funds

RSS feed for this section

Why hybrid aggressive funds underperformed large-cap funds

Bhavana Acharya

On a 1-year basis, hybrid aggressive funds are in the low single digits at just 1.2% on an average. Not just that, the category was clocking 1-year losses in preceding…Continue Reading

How balanced funds have duration risk too

Bhavana Acharya

If you thought only dynamic bond funds adjusted their portfolios to rate cycles, a look at balanced fund portfolios may throw a surprise. Traditionally, balanced funds don’t juggle their debt…Continue Reading

FundsIndia explains: Balanced funds

Mutual Fund Research Desk

Balanced funds are those funds that invest the majority of their portfolio in stocks and the rest in fixed-income instruments. A balanced fund thus straddles two asset classes – equity…Continue Reading