Description

The Plumb Balanced Fund allocates its capital across a varied portfolio comprising both equity shares and debt instruments. Typically, more than half of its total assets are dedicated to common stocks. Within its equity holdings, the fund aims for broad market exposure by including a diverse range of companies, spanning large-capitalization and small-capitalization firms, as well as growth-oriented and value-oriented businesses. Additionally, a minimum of 25% of the fund's assets are usually channeled into senior fixed-income securities.