Types of Mutual Fund Schemes:
Types of Mutual Fund Schemes:
- Equity Mutual Funds
- Balanced Mutual Funds
- Debt Mutual Funds
Equity Mutual Funds:
- They invest 65% of the funds in Indian Equities.
- The objective of these funds are to generate high returns i.e. 30% to 40%
- The investments made are of high risk.
Balanced Mutual Funds:
- They invest in Equity, Equity Related Instruments, Debt and Debt Related Instruments.
- Less risk to medium risk type of investments.
- There are two types of Balanced Mutual Funds
1. Equity Oriented Balanced Schemes (60% Equity, 40% in Debt)
Reliance Balanced Fund, HDFC Balanced Fund
2. Debt Oriented Balanced Schemes (60% in Debt and 40% in Equity)
Monthly Income Plans, Pension Plans
Debt Mutual Funds:
- These funds are highly safe investments and the objective of these funds is to generate returns of around 8% to 15%.
- These investments are considered to be an alternative for bank fixed deposit or a post office deposit.
Disclaimer:
“Mutual Funds and securities investments are subject to market risks and there is no assurance or guarantee that the objectives of the Scheme will be achieved. Please read the Statement of Additional Information and Scheme Information Document carefully before investing”.
“In Mutual Funds, the past performance is not guaranteed in future”.
The information contained in this website has been obtained from sources considered to be authentic and reliable. However, InvestMutualfunds.net is not responsible for any error or inaccuracy or for any losses suffered on account of information.
