An HDFC Balanced Advantage Fund SIP of Rs 10,000 grew to Rs 15.89 crore since inception, delivering 18.40% XIRR. Completing ...

Balanced advantage funds continue to attract investors seeking dynamic equity-debt allocation amid volatile markets. These ...

Category data from 2017–2025 indicates hybrid strategies delivered narrower return ranges than pure equity, reinforcing their ...

Balanced funds can be an investor’s best friend. If you can handle some ups and downs, up to about a 20% drop in value, and you’re planning to invest for at least 10 years, these “set it and forget it ...

HDFC Balanced Advantage Fund marks 32 years with SIP returns of ₹15.89 crore, highlighting long-term growth and market-linked ...

The equity exposure of balanced advantage funds (BAFs), which dynamically invest in equity and debt based on market conditions, has inched up over the past year and a half as the price and time ...

The Wealth Company Balanced Advantage Fund Regular Growth has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. A balanced fund is a mutual fund that typically contains a component of stocks and bonds. A mutual fund is a ...

If 2025 taught us anything, it is that portfolio diversification remains essential. International stocks resurged to beat US stocks, while core bonds delivered their strongest year since 2020.

In this webinar, Prasanna Pathak, Deputy CEO of The Wealth Company Mutual Fund discusses about the importance and necessity ...

If you have been looking for Allocation Balanced funds, a place to start could be Fidelity Balanced Fund (FBALX). FBALX carries a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on various ...