Biyaaj

Balanced/Hybrid Mutual Funds

Balanced or Hybrid Mutual Funds provide a mix of equity and debt investments, offering a balanced approach to risk and return. These funds are perfect for investors looking to achieve both growth and income while maintaining a moderate risk profile.

Why Choose Hybrid/Balanced Mutual Funds?

Balanced or Hybrid Mutual Funds provide a mix of equity and debt investments, offering a balanced approach to risk and return. These funds are ideal for investors who want to achieve growth while minimizing risk. By combining the growth potential of equities with the stability of debt, Balanced Funds offer a moderate risk profile.

Hybrid Mutual Funds Features

These funds invest in both equities and debt, providing diversification across asset classes.

The debt component in these funds helps cushion the impact of equity market volatility.

Balanced Funds aim to provide capital appreciation through equities and regular income through debt securities.

Biyaaj offers different types of Balanced Funds, including conservative, aggressive, and dynamic asset allocation funds, each with varying levels of equity and debt exposure.

Invest primarily in equities with a small portion in debt, suitable for moderate to high-risk investors.

Focus on debt with a smaller equity allocation, ideal for low-risk investors seeking stability.

Dynamically manage the allocation between equity and debt based on market conditions.

Combine equity, arbitrage opportunities, and debt, offering balanced returns with reduced risk.

[Types of]

Hybrid Mutual Funds

Process

Documents Required​

We’ve streamlined the documentation process to make it as efficient as possible. Here’s what you’ll need:

Identity Proof:

Aadhaar card, PAN card, Passport, or Voter ID.

Address Proof:

Utility bill, Aadhaar card, Passport, or Driving license.

Bank Account Proof:

Canceled cheque or bank statement.

KYC Compliance:

Complete your KYC process via Biyaaj’s online system.

How to Apply​

Applying for a Mutual Funds with Biyaaj is straightforward:

Consultation:

Discuss with a Biyaaj advisor to identify the suitable Hybrid Fund based on your financial goals and risk tolerance.

KYC Process:

Ensure KYC details are up-to-date or complete them online.

Selection:

Choose from Biyaaj’s range of Balanced Funds that align with your investment strategy.

Application Submission:

Submit the application form and required documents through our platform or at a partner office.

Investment Allocation:

After verification, your chosen fund will be allocated, and confirmation will be sent to you.

Balanced Mutual Fund?

Why Choose Biyaaj?

Approach Us

Feel free to share your Investment goals with us. We ensure confidentiality and keep it secret.