If
the average debt exposure is around 60 % and equity is 40 % then these funds are treated as Balanced funds — Debt oriented.
Not exact matches
Certain categories of households, notably recent home - buyers, will have considerably greater
debt exposures than the
average.
Majority of the stake is invested in
debt instruments resulting to lower risk
exposure & delivering
average yet constant returns.
If the
average equity
exposure of a balanced fund is more than 60 % and the remaining 40 % is in
debt products then it is treated as a Balanced Fund — Equity oriented.
If the
average equity
exposure of a balanced fund is more than 60 % and the remaining 40 % is in
debt products then it is treated as an Equity Oriented Balanced Fund.