Tax Saving Mutual Funds Online Current open Infra Bond Application form The stock market has been disappointing investors for the past five years. Market bellwether BSE Sensex has given a 2.74% annualised return amidst bouts of volatility. But what if you had mixed some bonds (or fixed income instruments in market parlance) with your equity investments? Well, you have fared a little better. According to Morningstar India, a mutual fund tracking entity, balanced funds, as a category, delivered an annualised return of 5.02% in the five years ended December 31, 2011, leaving behind large-cap equity funds (3.16%) and small- & mid-cap equity funds' category (2.97%). Does it make sense for an equity investor to invest in balanced funds now? Balanced funds offer a judicious mix of debt and equity. As equities are attractively valued with limited downside and interest rates almost peaking, one can now expect healthy risk-adjusted returns from balanced funds. Balanced
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