Closed-ended Balance Mutual Funds: 7 NFOs..!

As the share market hovers near its all-time high, mutual fund houses are selling closed-ended hybrid (balance) funds to risk-averse investors.

There are 7 such new fund offerings from asset managers like Birla Sunlife, Canara Robeco, DSP Blackrock, ICICI Prudential, DWS, Reliance and UTI.

“Investors, planning to put money in equity. But do not want to lose their capital, invest in such closed - ended schemes,“ says Mr. Ajit Menon, head-sales and marketing, DSP Blackrock Mutual Fund.


Since January, 55 closed - ended hybrid schemes have raised Rs. 4,645 crore as against  Rs. 5,207 crore raised by 77 schemes in CY2013, says Value Researchonline
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