Balanced Funds Articles

My childhood friend Nikhil had one lament for a long time. He said while there are many restaurants serving European cuisine in India, unfortunately there are not many options for vegetarians as far as European cuisine is concerned. His dream was to...

Balanced Mutual funds are excellent investment options for investors with moderate risk tolerance, since they can generate excellent returns for the investors with limited downside risks. In fact balanced funds have seen excellent inflows...

The perpetual question that investors are faced with is: Debt or Equities. As an investor should one opt for the volatility and to get high returns of equities? Or one should seek safety in debts while gathering moderate returns? While it is agreed...

Advisors and experts often mention that equity mutual funds are idle for investments as they provide long term capital gains and some schemes especially the ones under ELSS category qualify for tax rebate under Section 80C. The dividends received...

2014 was a terrific year for the equity markets in India. The Sensex rose by nearly 30% during the year on the back of the Lok Sabha election results and expectations of turnaround in the economy. Mutual funds saw...

The strong Bull Run in the markets since the last 6 months has ensured good returns to investors. So, obviously, it is tempting for investors to book profit by selling their Equity Funds. Old timers are sceptical of the market's...

We have discussed earlier in our blog that, asset allocation is the most important aspect of financial planning (please see our article, Asset Allocation strategies for different age groups). A number of studies have...

In our previous articles in this series, we had discussed how Systematic Investment Plans (SIPs) in equity mutual funds (large cap, diversified equity, small & midcap and ELSS) have created wealth for the...

Balanced funds are excellent investment options for investors with moderate risk tolerance, since they give very good risk adjusted returns. It is very surprising why balanced funds are not nearly as popular as...

Balanced funds have been around in India for nearly two decades and Tata Balanced Fund is one of the oldest schemes with one of the best track record of consistent performance in this category. Balanced funds...