Tags: balanced funds
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Why hybrid aggressive funds underperformed large-cap funds
March 11, 2019On 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
October 20, 2017If 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
March 20, 2017Balanced 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
