You are here: Home » PF » Features » Investments
Get a third-party cover at the very least if your vehicle is uninsured
Estate planning: Plan now if you want your business to outlive you
Business Standard

Regret investing in balanced funds? Adopt a suitable exit strategy

When shifting, try to minimise the tax burden arising from this step

Topics
Balanced Funds

Sanjay Kumar Singh & Tinesh Bhasin 



balanced funds
Representative image

Balanced funds, also known as equity-oriented hybrid funds, were investors’ favourite investment category in 2017. But they appear to be losing favour with investors, as is evident from the 31 per cent decline in their sales in February compared to the previous month. This decline has been triggered primarily by the imposition of 10 per cent dividend distribution tax (DDT) in the Budget, which will come into effect from April 1. The stock market downturn has also contributed. Existing investors need to re-examine their initial reasons for investing in these funds and then if need be, adopt a suitable exit strategy.

TO READ THE FULL STORY, SUBSCRIBE NOW NOW AT JUST RS 249 A MONTH.

SUBSCRIBE TO INSIGHTS

What you get on Business Standard Premium?

  • icon Unlock 30+ premium stories daily hand-picked by our editors, across devices on browser and app.
  • icon Full access to our intuitive epaper - clip, save, share articles from any device; newspaper archives from 2006.
  • icon Curated newsletters on markets, personal finance, policy & politics, start-ups, technology, and more.
  • icon Pick your 5 favourite companies, get a daily email with all news updates on them.
  • icon 26 years of website archives.
  • icon Preferential invites to Business Standard events.

OR


Subscribe to Business Standard Premium

Exclusive Stories, Curated Newsletters, 26 years of Archives, E-paper, and more!

Insightful news, sharp views, newsletters, e-paper, and more! Unlock incisive commentary only on Business Standard.

Download the Business Standard App for latest Business News and Market News .

First Published: Thu, March 15 2018. 22:51 IST

RECOMMENDED FOR YOU

.