Balanced advantage funds are a form of hybrid mutual fund that alters the mix of stocks and bonds based on how market is ...

Invesco India Balanced Advantage Fund is a Equity mutual fund categorized under Diversified. Launched on 04 Oct 2007, investors can start with a minimum SIP of ₹100 or a lumpsum investment of ₹1,000. ...

Launched in September 2022, the fund has generated a return of 12.54% CAGR as on August 29, 2025, compared to 10.19% CAGR delivered by its benchmark, the NIFTY 50 Hybrid Composite Debt 50:50 Index, ...

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 ...

Union Balanced Advantage Fund is a Equity mutual fund categorized under Hybrid. Launched on 07 Dec 2017, investors can start with a minimum SIP of ₹100 or a lumpsum investment of ₹5,000. The fund ...

Balanced advantage funds shift between equity and debt investments depending on market conditions. This flexibility helps investors capture upside in rallies and limit losses during corrections.

Franklin India Balanced Advantage Fund, an open-ended dynamic asset allocation hybrid scheme, has delivered a compounded annual growth of 13 per cent in the last two years against 10 per cent logged ...

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not ...

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not ...

Investment Objective - The investment objective of the scheme is to capitalize on the potential upside of equities while attempting to limit the downside by dynamically managing the portfolio through ...

Balanced Advantage Funds (BAFs) are fast gaining traction among Indian investors who want a blend of growth and stability. Radhika Gupta, CEO & MD of Edelweiss Mutual Fund, in a recent episode of The ...

The following is our latest Fund Analyst Report for Vanguard Tax-Managed Balanced VTMFX. Morningstar Premium Members have access to full analyst reports such as this for more than 1,000 of the largest ...