Ask Value Research

What kind of mutual funds would you suggest for long-term debt allocation?

Dhirendra Kumar talks about the long-term investment avenues for conservative investors

what-kind-of-mutual-funds-would-you-suggest-for-long-term-debt-allocation

हिंदी में भी पढ़ें read-in-hindi

What kind of mutual funds would you suggest for someone's long-term debt allocation?
- Ankit Jain

There are two kinds of funds that you can look to invest in - one is, if you are a completely risk-averse person, look no further than short-term bond funds. But consider a conservative hybrid fund if you are a conservative investor willing to take some chances but don't want to invest in equity substantially. These funds invest about 15-20 per cent of their assets into equity while the rest is invested in fixed income. My sense is, with these funds, your long-term investment will not be at risk of the wild movement of the equity market, and there would be a very high likelihood of beating inflation better with a five-seven years' time frame with very low risk.

This article was originally published on September 27, 2021.

Disclaimer: This content is for information only and should not be considered investment advice or a recommendation.

Ask Value Research aks value research information

No question is too small. Share your queries on personal finance, mutual funds, or stocks and let us simplify things for you.


These are advertorial stories which keeps Value Research free for all. Click here to mark your interest for an ad-free experience in a paid plan

Other Categories