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Best Balanced Fund 2019-20

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Best Balanced Fund 2019-20

Best Balanced Funds – An Understanding 

Hybrid or balanced mutual funds are a one-stop investment option that offer exposure to both debt and equity segments. The main objective of these funds is to balance the ratio of risk reward & also optimizing the return on investment.  The top most hybrid funds invest in about 50%-70% of the portfolio in debt and rest in equities instruments. Generally, hybrid funds are known to be equity-orientedFor first time investors, you can consider hybrid funds as a reliable option.  

Best Balanced Funds – Advantages 

Best balanced funds offer diversification in the way of a single mutual fund. Therefore, investors must analyze & select a collection of the right funds carefully. Only a fund manager can do justice for this job, especially for the first-time investors. A strategic mix-mixture of debt with equity-components make balanced funds less vulnerable as subjected to market volatility. Equity components of the fund can generate better returns which helps capital-appreciation, whilst debt components shield investment from market-volatility.  

Best Balanced Funds – Better Risk Based Returns 

A comparison: 

Fund Category  5-year Rolling Return  Risk-based Standard Deviation 
     
Balanced Funds  13.20%  2.9 
Large-cap Fund  12.90%  3.47 
Mid-cap & Large-cap Funds  13.96%  3.82 
Diversified Funds  14.91%  3.96 

 

Top 5 Best Balanced Mutual Funds 2019 

Here: 

  • Mirae Asset Hybrid-equity Fund: It is a hybrid mutual fund scheme that was launched by Mirae Asset mutual fund. Later on, it was introduced on 29th July 2015 to its investors. Currently, the fund is managed by Sudhir KediaNeelesh Surana, and Mahendra JajooTaking about AUM, it is of INR 3314 Cr, and, the latest NAV is of INR 14.43 (dated as of 13th May 2020. The fund growth is rated moderately high risk. Also, the minimum SIP is INR 1000, and, lumpsum investment is INR 5000.  
  • ICICI Prudential Advisor Series- Conservative FundIt is a others mutual fund scheme that was launched by ICICI Prudential mutual fund. Later on, it was introduced on 18th Dec 2003 to its investors. Currently, the fund is managed by Manish Banthia, and Mrinal Singh. Taking about AUM, it is of INR 6892 Cr, and the latest NAV is of INR 51.84 (dated as of 13th May 2020). The fund growth is rated moderately high risk. Also, the minimum SIP investment is INR 1000, and, lumpsum investment is INR 5000.  
  • Motilal Oswal Dynamic Fund: It is a hybrid mutual fund scheme that was launched by Motilal Oswal mutual fund. Later on, it was introduced on 21st Sept 2016 to its investors. Currently, the fund is managed by Siddharth BothraAbhiroop Mukherjee. Talking about AUM, it is of INR 1112 Cr, and, the latest NAV is of INR 12.21 (dated as of 13th May 2020). The fund growth is rated moderately high risk. Also, the minimum SIP investment is INR 500. 
  • SBI Equity Hybrid Fund: It is a hybrid mutual fund scheme that was launched by SBI mutual fund. Later on, it was introduced on 1st Jan 2013 to its investors. Currently, the fund is managed by Dinesh Ahuja, Rama Iyer Srinivasan. Talking about AUM, it is of INR 29106 Cr, and, the latest NAV is of INR 132.57 (dated as of 13th May 2020). The fund growth is rated moderately high risk. Also, the minimum SIP investment is INR 500, and, lumpsum investment is INR 1000.  
  • ICICI Prudential Balanced Advantage Fund: It is a hybrid mutual fund scheme that was launched by ICICI Prudential mutual fund. Later on, it was introduced on 30th Dec 2006 to its investors. Currently, the fund is managed by Rajat Chandak, S Naren, Ihab Dalwal, Manish Banthia. Talking bout AUM, it is of INR 24,834 Cr, and, the latest NAV is of INR 32.75 (dated as of 13th May 2020). The fund growth is rated moderately high risk. Also, the minimum SIP investment is INR 100.  

Looking to invest? Hop on to gulaq.com and start investing in direct mutual funds. Furthermore, you can also get in touch: [email protected] 

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*Disclaimer: investment in securities market are subject to market risks, read all the related documents carefully before investing

 

 

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