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

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

Many mutual fund advisors have been recommending balanced advantage funds to new and inexperienced investors for a while now. These advisors believe that these schemes are ideally placed to take care ...

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

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.

As retirement nears, investment priorities shift from high returns to capital safety, steady growth and liquidity. Sixty-year-old Neeraj Yadav, who invests Rs 25,000 monthly across five mutual funds, ...

Editorial Note: This content has been independently collected by the Forbes Advisor team and is offered on a non-advised basis. This content is not part of the comparison service provided by RunPath ...

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 ...

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 ...

One of the most persuasive reasons to consider a Balance Advantage Fund now is the evolving macro environment. As ...

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

The Fund underperformed its benchmark by 2.77% due to equity underperformance. UnitedHealth underperformed and is a large holding in the Fund. During the first half of 2025, the Fund added WEC Energy ...