However, there is no assurance or guarantee that the investment objective of the scheme will be achieved The UTI Balanced Advantage Fund Regular Growth has an AUM of 2960.77 crores & has delivered ...

Here we list out the mutual fund schemes which have managed to beat the benchmark index in the past five years. In balanced advantage funds, investment in equity and debt is managed dynamically (0 ...

HDFC Balanced Advantage Fund, which is set to complete of 30 years of existence on February 1, has made solid money for its investors in the long run. Consider this: An initial investment of Rs 1 ...

The HDFC Balanced Advantage Fund Growth has an AUM of 95521.37 crores & has delivered CAGR of 19.47% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.35%.

The open-ended dynamic asset allocation scheme has recently marked its fifth anniversary with an AUM of Rs. 388 crore as of December 31, 2024.

Balanced Advantage Funds, also known as dynamic asset allocation funds, provide a smart investment solution for those who want to invest in both equity and debt instruments. By dynamically managing ...

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 ...

State Farm Balanced Fund earns an Above Average Process Pillar ... A higher expense ratio reduces net returns, so low costs give this team an advantage. Lastly, the rating is limited by the ...

HDFC Balanced Advantage Fund, India's largest mutual fund by assets, added Union Bank of India and Vishal Mega Mart to its holdings in December. It sold all shares of Oracle Financial Services ...

It’s current offering of mutual fund schemes includes 32 equity, 37 debt and 7 hybrid schemes. What is the category of UTI Balanced Advantage Fund Regular Growth ? The category of UTI Balanced ...

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 ...

It’s current offering of mutual fund schemes includes 40 equity, 52 debt and 7 hybrid schemes. What is the category of Kotak Balanced Advantage Fund Regular Growth ? The category of Kotak ...