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Balanced funds are schemes which allow investors to participate in equity markets with lower risk & better tax efficiency.Balanced funds offer auto rebalancing of asset classes based on the market conditions.
Balanced funds are ideal for long term wealth creation with lower downside risk. They combinediversification benefits with the opportunity to invest in equity markets. Additionally, they areoperationally efficient saving the investor the hassle of rebalancing regularly. Further, with the revised taxation of debt mutual funds, balanced funds are able to combine lower risk withequity fund like taxation.
RRSF – Balanced
In the balanced fund category, RRSF – Balanced is an ideal option generating consistent returns across market cycles. In 1-year, it has given a return of 56% against a benchmark return of 32% i.e., an outperformance of 24%. It is a top quartile performer in its category as shown below.
As on 25th August 2014 | |||||
3 Months | 6 Months | 1 Year | 3 Years | 5 Years | |
Reliance RSF - Balanced - Growth | 10.27% | 33.83% | 55.59% | 20.48% | 15.49% |
Crisil Balanced Fund Index | 5.72% | 20.11% | 31.90% | 14.58% | 10.05% |
Average of Peers | 8.72% | 29.09% | 47.31% | 17.49% | 13.27% |
The equity portion of the fund has been managed with anideal blend of large & midcaps. The fund manager believes in taking aggressive sector calls with conservative stock selection(bias towards large cap). The debt portion follows alow duration high quality strategy.
In a nutshell, RRSF – Balanced is good option for investors:
- A consistent top quartile performer
- A high quality portfolio with bias towards large caps & active sector calls
- Combines wealth creation with lower risk
- Operational efficiency
- Tax Advantage
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