Balanced funds strive for superior returns by investing in equities, but this comes with increased volatility and risk.

For the fourth quarter of 2024, the fund's Retail Class shares gained 0.59%, topping the 0.21% advance of the Fidelity Balanced Hybrid Composite IndexSM. Within the portfolio, equities represented ...

Tax breaks introduced in budget 2025 have reduced the tax advantages of equity investments for small and medium investors, ...

The WhiteOak Capital Balanced Hybrid Fund Regular Growth has an AUM of 158.25 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2 ...

The 35.2% yoy growth in mutual fund folios in January 2025 is slightly lower than the previous month, due to SIP closures ...

Investors with a moderate-to-high risk appetite should opt for aggressive hybrid funds. And those with low risk appetite, should look at balanced advantage funds. Aggressive hybrid funds invest 65 ...

It’s current offering of mutual fund schemes includes 21 equity, 13 debt and 9 hybrid schemes. What is the category of Mirae Asset Balanced Advantage Fund Regular Growth ? The category of Mirae ...

Advisory Alert: It has come to our attention that certain individuals are representing themselves as affiliates of Moneycontrol and soliciting funds on the false promise of assured returns on ...

Retail investors continued to invest in mutual funds throughout January, despite volatility in the stock market. Monthly SIP ...

CIO Gupta said the fund house-made strategic adjustments to its equity investment framework to adapt to the evolving market ...

Hybrid funds, including dynamic, balanced, and multi-asset allocation funds, offer diversification benefits to first-time investors amidst volatile markets. However, they are not risk-free, and ...

The West African Development Bank “BOAD” leads the way in innovation with landmark record-breaking $500 million public hybrid ...