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Balanced Mutual
Funds
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m
Feb 2017
Introduction
 Balanced Mutual Funds, also known as hybrid funds,
own both stocks and bonds
...
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m
Feb 2017
Features of Balanced Mutual Funds
The length of the term and the premium paid is determine b...
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Feb 2017
 Lower Risk & Higher Returns
 10x to 15x multiple sum assured on maturity
 Managed by Pro...
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Feb 2017
Top 5 Balanced funds in India for 2016-17
Fund Name
AUM
(in Rs. Crores)
3 year
CAGR
5 year
C...
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Feb 2017
We would love to assist you
Get in Touch
Corporate Office:
Vermillion Finalytics Private Lim...
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Balanced Mutual Funds

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Balanced Mutual Funds are funds which have both stocks and bonds

Publicado en: Economía y finanzas
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Balanced Mutual Funds

  1. 1. www.loanXpress.com Balanced Mutual Funds
  2. 2. 2www.loanXpress.co m Feb 2017 Introduction  Balanced Mutual Funds, also known as hybrid funds, own both stocks and bonds  They earn the ‘balanced’ monitored by keeping the balance between the two asset classes pretty steady  Usually 65% - 80% of fund is invested in equity securities and the remaining in debt securities  Returns on these fund are completely depended on NAV (Net Asset Value) of the fund  A Balanced Mutual Fund is another option for intermediate-term investors
  3. 3. 3www.loanXpress.co m Feb 2017 Features of Balanced Mutual Funds The length of the term and the premium paid is determine by the sum assured Balanced funds are treated as equity oriented funds for purposes of income tax, and offer a better post tax return than combining equity and debt funds in the same proportion It Is best product mix between Risk and Returns Sum Assured depends on term of Investment usually 10 times to 15 times of the annualized funds The fund manager manages the allocation to equity and debt in a dynamic manner so that investor gets the desired returns Rebalancing happens without any tax implication to the investor who would have otherwise paid tax if he managed the asset allocation himself through different funds Tax benefit under 80C and 10 (10D) of Income Tax Act of India.
  4. 4. 4www.loanXpress.co m Feb 2017  Lower Risk & Higher Returns  10x to 15x multiple sum assured on maturity  Managed by Professional Fund Managers and hence saves time and individual effort Disadvantages..? Advantages & Disadvantages Advantages..?  Directly linked to Market - Susceptible to market downturns  Not advisable for Short Term – Can give negative returns in the short term  Returns depend completely on the Financial market performance ( both Equity & Bond)
  5. 5. 5www.loanXpress.co m Feb 2017 Top 5 Balanced funds in India for 2016-17 Fund Name AUM (in Rs. Crores) 3 year CAGR 5 year CAGR NAV (in Rs) Tata Balanced Fund 3135.00 23.60 16.00% 153.60 ICICI Balanced Fund 2404.00 21.80 15.50% 82.80 Birla Sunlife 95 fund 2200.20 20.70 14.10% 518.30 HDFC Balanced Fund 1911.20 21.60 14.60% 96.75 HDFC Prudence fund 11927.60 21.60 13.20% 316.51
  6. 6. 6www.loanXpress.co m Feb 2017 We would love to assist you Get in Touch Corporate Office: Vermillion Finalytics Private Limited 4D, Siddhivinayak Chambers, Gandhi Nagar, Opp MIG Cricket Club, Bandra (E), Mumbai – 400 051 Telephone : (022) – 2655 8760 Tollfree : 1800 – 228 - 005 Email : info@LoanXpress.com Website : www.LoanXpress.com

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