In 1999, there were approximately 100 balanced funds
In 1999, there were approximately 100 corporate bond funds
Wisegeek dot com has some great information on balanced funds and what they are. They also have a great listing of how to determine what mutual fund to make balanced.
You should invest in an array of funds for proper fund management such as equity, balanced funds and protected funds as they have different growth patterns and types of risks.
American Funds offer a wide array of mutual funds. They offer growth funds, growth-and-income funds, equity-income funds, balanced funds, bond funds, tax-exempt bond funds, money market funds, and target date funds.
ETF Venture Funds was created in 1999.
Investment in mutual funds requires diversification too. Below is a sample diversificationLarge cap oriented funds - 40%Mid and small cap oriented funds - 15%Balanced funds - 25%Bond funds - 20%This way we have a good exposure to large cap funds which can give us good growth potential and we have a decent exposure to balanced funds and bond funds to ensure that we do not suffer huge losses in case of a market turmoil
Truman
Balanced FundsThese are Mutual Funds that have a healthy exposure to Fixed Income Instruments, apart from the equity exposure. They invest around 60% in Equities and the rest is invested in Debt instruments. This gives them a chance to preserve a portion of the capital, while trying to achieve growth through equity exposure. The best 3 Balanced Funds as of now are:1. HDFC Prudence Fund2. ICICI Prudential Balanced Fund3. DSP BlackRock Balanced Fund
Currently in India, they are: 1. Equity Diversified Funds 2. Equity Midcap Funds 3. Equity Infrastructure Funds 4. Equity Banking Funds 5. Equity Pharma Funds 6. Equity FMCG Funds 7. Equity Technology Funds (IT) 8. Arbitrage Funds 9. Equity Index Funds 10. Balanced Funds 11. Monthly Income Plans 12. Debt Funds 13. Liquid Funds 14. Income Funds 15. GILT Funds 16. Gold ETFs 17. Fund of Funds - Equity Oriented 18. Fund of Funds - Debt Oriented
Currently in India, they are: 1. Equity Diversified Funds 2. Equity Midcap Funds 3. Equity Infrastructure Funds 4. Equity Banking Funds 5. Equity Pharma Funds 6. Equity FMCG Funds 7. Equity Technology Funds (IT) 8. Arbitrage Funds 9. Equity Index Funds 10. Balanced Funds 11. Monthly Income Plans 12. Debt Funds 13. Liquid Funds 14. Income Funds 15. GILT Funds 16. Gold ETFs 17. Fund of Funds - Equity Oriented 18. Fund of Funds - Debt Oriented
These are mutual funds that invest in both the Stock Market as well as Debt (Fixed Income) Instruments. Stock Market investments do not exceed 65% of the total assets. The presence of 35% or more of Fixed Income Instruments gives it much more stability than the regular Equity funds. The returns from these funds are comparatively lesser than the Equity Oriented Funds. However, during turbulent times, Balanced Funds are much sought after and often post much lesser losses than Equity Funds.Example:a. HDFC Prudence Fundb. HDFC Balanced Fundc. Birla Sun Life 95 Fundd. DSP Blackrock Balanced Funde. etc
In India, there are at least 18 types of Mutual Funds that are available for investment. They are: 1. Equity Diversified Funds 2. Equity Midcap Funds 3. Equity Infrastructure Funds 4. Equity Banking Funds 5. Equity Pharma Funds 6. Equity FMCG Funds 7. Equity Technology Funds (IT) 8. Arbitrage Funds 9. Equity Index Funds 10. Balanced Funds 11. Monthly Income Plans 12. Debt Funds 13. Liquid Funds 14. Income Funds 15. GILT Funds 16. Gold ETFs 17. Fund of Funds - Equity Oriented 18. Fund of Funds - Debt Oriented