Balanced Fund

Balanced funds are investment products which invest in a mix of assets, mainly comprising debt and equity; such funds are often oriented towards one or the other, with a larger share invested in that asset class.

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Balanced funds, as the name suggests, offer a balanced approach to investing in markets as they strive to mitigate risk with a debt portion, along with moderate appreciation of capital through equities. The aim is to safeguard the investor’s capital to a larger degree than adventurous equity funds.

Balanced funds are taxed according to the major asset class in the fund. One with an equity orientation (at least with 65 percent) will be taxed like an equity MF.