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).

Any mutual fund scheme that invests in stocks can’t be considered as safe. It also cannot avoid volatility and losses totally. So, invest in balanced advantage funds only if you can tolerate the risk ...

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 ...

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 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 ...

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 Wealth Company Mutual Fund has launched a Balanced Advantage Fund under the NFO route, offering dynamic asset allocation ...

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 ...

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 ...

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 ...

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 ...