Indian stock markets closed 2025 with caution amid global worries and investor outflows. However, strong domestic ...

The Wealth Company Balanced Advantage Fund NFO with the latest NAV, AUM, returns, portfolio, expense ratio, holdings & risk analysis on Goodreturns.

Balanced advantage funds offer equity participation with lower volatility through dynamic asset allocation, though they are ...

Any mutual fund scheme that invests in stocks can’t be considered as safe. It also cannot avoid volatility and losses totally ...

The absolute returns are plotted on a monthly basis for the timeframes which are selected below, from the start date as selected to the left. With these monthly rolling returns, one can compare how ...

This scheme has consistently delivered the best returns in its Dynamic Asset Allocation category across . This scheme has maintained a relatively low level of volatility within its Dynamic Asset ...

If you've been stuck searching for Allocation Balanced funds, consider Dodge & Cox Balanced Fund I (DODBX) as a possibility. DODBX holds a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on ...

The Davenport Balanced Fund (DBALX) generated a 3.17% total return in the third quarter of 2025. Like bonds, stocks continued to push higher, amid a variety of macro cross-currents. The fixed income ...

The Mairs & Power Balanced Fund finished the first nine months of 2025 up 6.47%. The Fund underperformed both the benchmark composite index (60% S&P 500 Total Return Index and 40% Bloomberg U.S.