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Mutual Fund Schemes are divided into categories, like Equity, Debt, Hybrid, Flexi, and many others. Each of these category funds is associated with different levels of risk, some with high like Equity Funds, while some with low risk, like debt funds.
Fund from categories like hybrid and Flexi are associated with moderate risk and are taken as bets suitable funds for investors who aim to create wealth but do not want to take the high risk! They are also taken the best option for low-experienced investors or new investors.
Moderate risk funds, as the name suggests, expose investors' capital to only average levels of risk. The best moderate risk funds invest in varied securities to maintain reasonable market risks against inflation-adjusted returns!
Well, here we are discussing funds that are associated with moderate risk and considered suitable for investors with low-risk capacity but wealth-creating goals!
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Canara Robeco Conservative Hybrid Fund- Growth
A conservative fund category hybrid mutual fund, run and managed by Canara Robeco Mutual Fund House. The fund has 24.26% investment in Indian stocks of which 13.81% is in large-cap stocks, 4.09% is in mid-cap stocks, and 1.8% in small-cap stocks.
The fund has 64.74% investment in Debt of which 31.37% in Government securities, and 33.37% in funds invested in very low-risk securities.
The fund size of the scheme is around Rs 1,110 crores and it charges a total expense ratio of around 1.88%. Fund also charges a kind of exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The Scheme aims to generate income by investing in a wide range of debt securities and Money Market Instruments of various maturities and risk profiles and a small portion of investment in equities and equity-related instruments.
ICICI Prudential Short Term Fund – Growth
A short-duration fund category debt mutual fund, run and managed by ICICI Prudential Mutual Fund House. The fund has 88.86% investment in Debt of which 26.03% in Government securities, and 62.89% in funds invested in very low-risk securities.
The fund size of the scheme is around Rs 18,376 crores and it charges a total expense ratio of around 1.13%. The fund does not charge any kind of exit load.
The objective of the scheme is to generate income through investments in a range of debt and money market instruments while maintaining the optimum balance of yield, safety, and liquidity.
Aditya Birla Sun Life Short Term Fund- Growth
A short-duration fund category debt mutual fund, run and managed by Aditya Birla Sun Life Mutual Fund House. The fund has 96.59% investment in Debt of which 21.64% in Government securities, and 74.61% in funds invested in very low-risk securities.
The fund size of the scheme is around Rs 8,427 crores and it charges a total expense ratio of around 0.41%. The fund does not charge any kind of exit load.
The investment objective of the Scheme is to generate income and capital appreciation by investing 100% of the corpus in a diversified portfolio of debt and money market securities.
To get more details about the fund you can refer to the fund fact sheet or you can get in touch with us. Call us on- 0612-6604453 or mail us at [email protected].
For any kind of query, you can contact us at Shri Ashutosh Securities Pvt Ltd., we are here to help you in any way possible.
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(Mutual Fund investments are subject to market risk Illustrations are for example only, there is no guarantee of returns. Past performance is not an indicator/guarantee of future returns).