What is Balanced Fund - PowerPoint PPT Presentation

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What is Balanced Fund

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If you know What is Balanced Fund() then you also know that these are an open ended asset allocation fund which invests in equity and fixed income dynamically depending upon the market ups and downs. It Aims to provide stability and regular income by investing in fixed income instruments. Invest in Balanced Funds today! – PowerPoint PPT presentation

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Title: What is Balanced Fund


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WHAT IS BALANCED FUND
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Balanced Advantage Fund
  • balanced advantage funds are Mutual Funds that
    invest more than 65 of their assets in equities
    and the remaining assets in debt instruments to
    yield good overall returns. Balanced Mutual Funds 
    are beneficial for investors who are willing to
    take a market risk while looking for some fixed
    returns as well.

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Why Choose BAF
  • 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.
  • Invest in balanced advantage funds today

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THANK YOU
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