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What is Balanced Fund?

A balanced fund is a mutual fund that contains a stock component, a bond component and sometimes a money market component in a single portfolio. A balanced fund is another option for intermediate-term investors. Balanced funds, which are often called hybrid funds, own both stocks and bonds.


They earn the "balanced" moniker by keeping the balance between the two asset classes pretty steady, usually placing about 60% of their assets in stocks and 40% in bonds. It aims to balance the risk-reward ratio and ensures a return. In India, the Best Balanced Mutual Funds typically invest 50% to 70% of their portfolio in stocks and the remainder of their resources in bonds and other debt instruments.

Benefits of Balanced Funds

Because balanced funds rarely have to change their mix of stocks and bonds, they tend to have lower total expense ratios (ERs). Moreover, because they automatically spread an investor's money across a variety of types of stocks, they minimize the risk of selecting the wrong stocks or sectors. Finally, balanced funds allow investors to withdraw money periodically without upsetting the asset allocation. A strategical combination of debt and equity components makes the funds less vulnerable to market volatility. Equity components of the fund can generate capital appreciation, while debt components shield the investment from volatility.

There are so many companies and so many types of Balance funds in market like HDFC Balanced Fund, L&T Hybrid Equity Fund, ICICI Prudential Equity & Debt Fund, SBI Equity Hybrid Fund, Canara Robeco Equity Hybrid Fund, Mirae Asset Hybrid, DSP Equity & Bond Fund, Sundaram Equity Hybrid Fund etc.
We are tracking most of major Balance Funds. As per your requirement & suitable for you, we suggest right Balance fund to you for your child's higher education or marriage, or foreign tour or as per your any financial goals.

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