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  • News From Press ‘Hybrid mutual funds still have a place in the portfolio’

    ‘Hybrid mutual funds still have a place in the portfolio’

    In very simple terms, the fund should provide a fine balance between risk and return. Lower risk than an equity fund and higher return than a debt fund. That makes balanced funds a great product for slightly conservative investors.
    The Economic Times Jul 3, 2020

    John C Maxwell, the best selling US author, once said, ‘Disappointment is the gap that exists between expectation and reality.’ He could well have been talking about the saga of balanced mutual funds, from their glory days in 2017-18 to date. This column would mostly restrict itself to the recent past of balanced funds, the last three years, to be specific.

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