Balanced funds are suitable for investors who want to enjoy the returns from equity investments but with a safety cushion. Normally this is true for first time investors or investors which have low to moderate risk appetite. Since Balanced funds are a mix of Equity and Debt, they have lower volatility than the Equity Funds and their Returns are higher than the Debt funds. Though in a bull market these funds will not give you as much return as pure equity funds but the loss would be lower than those funds in a downward moving market.
Recommended funds in this Portfolio
*Estimation is based on historical return of the funds and done to facilitate informed decision making for investors. Actual results may vary. Mutual Fund investments are subject to market risk. Please read the respective offer documents carefully before investing.