Investors can gain exposure to both equity and debt asset classes by investing in the Max Life Balanced Fund.

This hybrid scheme is debt-oriented in nature, so overall exposure of the scheme is higher towards debt instruments such as money market instruments, corporate bonds and G-secs, compared to equities.

Due to the debt–oriented nature of the scheme, investments made in the fund are expected to be potentially less volatile than an equity oriented scheme especially in the short-term.

The minimum equity exposure allowed for this fund is 10% and the upper limit for equities is 40%. The remainder of the portfolio is allocated towards debt investments such as corporate bonds, money market instruments and Government securities issued by State Governments and the Central Government.

Note: Returns more than 1 year are CAGR returns. Above Fund Returns are after deduction of Fund Management Charges (FMC). Above returns are after deduction of Fund Management Charges (FMC) and as of 31 March, 2024. Past performance does not guarantee future returns.