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Banking & PSU funds invest in bonds and papers of banks and public sector companies. Since most of these entities are government-backed, they dont have the credit risk. That makes these schemes relatively safe
These schemes invest at least 80% of their corpus in the papers of the highest-rated companies. This makes them relatively safer than other debt schemes such as credit risk funds.
Balanced advantage funds invest in a mix of stocks, debt, and arbitrage opportunities. These funds decide their equity exposure depending on key market ratios or in-house parameters. They invest less in stocks when the market is very high or valuations are stretched. They invest more in equity when stocks are available at attractive valuations.
If you are looking to invest in a mixed portfolio of equity and debt, you can consider investing in aggressive hybrid funds. Here are our picks for 2024.
Are you looking for a readymade portfolio of that will invest mosly in debt and a small percentage of the corpus in stocks? You can check out conservative hybrid schemes. Here are our recommendations for 2024.