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Comparing Fund Categories

Different types of funds serve different purposes; pick those that suit your investment objective...

I would also like to know if investing in Gold ETF is preferred over mutual funds like Reliance Regular Savings Balanced Fund or HDFC Prudence?- Naveen Phadke

Each category of mutual fund is suited for a particular purpose based on the investor’s risk profile, financial need and the investment time frame. Preferring one type of fund over the other depends on the investment objective that you have. Both Reliance Regular Savings Balanced and HDFC Prudence are equity-oriented hybrid funds whereas gold ETF is a type of fund that is closest to investing in real gold. A gold fund should be in a portfolio which is well diversified with equity-oriented funds with not more than 5 per cent of the total allocation.

This article was originally published on July 19, 2011.

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