A hybrid mutual fund that dynamically allocates assets between debt (fixed-income instruments) and equity (stocks) in response to market conditions is referred to as a Balanced Advantage Fund (BAF).

The Wealth Company Balanced Advantage Fund by Pantomath Group offers dynamic asset allocation across equity and debt. NFO ...

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

Balanced advantage funds offer equity participation with lower volatility through dynamic asset allocation, though they are not risk-free and returns can turn negative over the short term ...

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

If you have been looking for Allocation Balanced funds, a place to start could be Fidelity Balanced Fund K (FBAKX). FBAKX ...

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

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 ...

Top 7 mutual fund categories to watch in 2026 based on interest rates, global trade risks, and market trends. Learn where ...

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 ...

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 Wealth Company Mutual Fund has launched The Wealth Company Balanced Advantage Fund, an open-ended dynamic asset allocation fund. The fund will invest at least 65% in equity and up to 35% in debt ...