"Some Facts about Mutual Funds"

We have always wondered that Mutual Funds = Risk, but do you know that all mutual funds do not carrying the same Risk. It all depends on their category & Equity allocation. Have a look a some Mutual fund categories & their tentative Equity allocation:

Conservative Hydrid Funds Equity Allocation

⚖️ Range: 10% to 25%

Aggressive Hybrid Fund Equity Allocation

⚖️ Range: 65% to 80%

Balanced Advantage Fund Equity Allocation

⚖️ Range: 10% to 90%

Balanced Hybrid Fund Equity Allocation

⚖️ Range: 40% to 60%

Multi Asset Fund Equity Allocation

⚖️ Range: 15% to 65%

Equity Savings Fund Equity Allocation

⚖️ Range: 15% to 45%

Mutual Funds are not only equity. That means it's a calculative Risk as how much you want to take according to your Goal. It's not always taking Risk, it's Managing it

"Mutual fund investments are subject to market risks, read all scheme related documents carefully"

by

Narendra Kr Surana
Volatility Coach & a Wealth Architect
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