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ISSN Approved Journal No: 2456-3315 | Impact factor: 8.14 | ESTD Year: 2016
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Impact Factor : 8.14

Issue per Year : 12

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Paper Title: COMPARATIVE STUDY OF GROWTH ORIENTED BALANCE FUNDS OF VARIOUS COMPANIES
Authors Name: SOFIYA BEGUM
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IJRTI_208856
Published Paper Id: IJRTI2512155
Published In: Volume 10 Issue 12, December-2025
DOI:
Abstract: This study presents a comparative analysis of growth-oriented balanced funds offered by various asset management companies to evaluate their performance, risk profile, and suitability for long-term investors. Balanced funds, also known as hybrid funds, invest in a mix of equity and debt instruments to achieve both capital appreciation and income stability. The research focuses on key performance metrics such as return on investment, volatility, Sharpe ratio, expense ratio, and portfolio composition. Using historical data over a defined period, the study examines how these funds have responded to market fluctuations and economic cycles. The comparative framework also considers fund management strategies, asset allocation patterns, and benchmark performance to identify strengths and weaknesses across different fund houses. Findings indicate significant variation in returns and risk profiles, driven by differences in equity exposure, debt quality, and fund management practices. The study concludes by offering insights for investors seeking balanced growth potential with moderated risk, highlighting funds that demonstrate consistent performance and alignment with long-term financial goals
Keywords: • Growth-Oriented Balanced Funds • Hybrid Mutual Funds • Portfolio Diversification • Risk–Return Analysis • Asset Allocation • Mutual Fund Performance
Cite Article: "COMPARATIVE STUDY OF GROWTH ORIENTED BALANCE FUNDS OF VARIOUS COMPANIES", International Journal for Research Trends and Innovation (www.ijrti.org), ISSN:2455-2631, Vol.10, Issue 12, page no.b477-b483, December-2025, Available :http://www.ijrti.org/papers/IJRTI2512155.pdf
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ISSN: 2456-3315 | IMPACT FACTOR: 8.14 Calculated By Google Scholar| ESTD YEAR: 2016
An International Scholarly Open Access Journal, Peer-Reviewed, Refereed Journal Impact Factor 8.14 Calculate by Google Scholar and Semantic Scholar | AI-Powered Research Tool, Multidisciplinary, Monthly, Multilanguage Journal Indexing in All Major Database & Metadata, Citation Generator
Publication Details: Published Paper ID: IJRTI2512155
Registration ID:208856
Published In: Volume 10 Issue 12, December-2025
DOI (Digital Object Identifier):
Page No: b477-b483
Country: rangareddy , telangana, India
Research Area: Commerce
Publisher : IJ Publication
Published Paper URL : https://www.ijrti.org/viewpaperforall?paper=IJRTI2512155
Published Paper PDF: https://www.ijrti.org/papers/IJRTI2512155
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ISSN: 2456-3315
Impact Factor: 8.14 and ISSN APPROVED, Journal Starting Year (ESTD) : 2016

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