Balance Fund

Offers a mix safety and income with modest capital appreciation.


Investment Objective

The objective of the balanced fund is to provide periodic returns and capital appreciation over a long period of time from a judicious mix of equity and debt investments and prevent or minimize capital erosion.

Balanced fund helps investors to invest in equity as well as debt instruments such as commercial papers, certificate of deposits, and treasury bills so that they get the growth potential of equity as well as stability of debt. This fund type is best suited for investors who want to benefit from the stock market but don’t have the volatility risk.

Benefits of the Scheme

The Balance fund scheme is ideal for all sorts of investors as part of asset allocation. It allows them to maintain an effective balance between debt and equity.Investors can enjoy the dual benefit from the power of equity (shares) and the stability of debt market instruments.