Balanced Advantage Fund investment

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This discussion seeks recommendations for the best Balanced Advantage Funds suitable for a lumpsum investment over a 3-5 year period. Past performance highlights HDFC MF Balanced Advantage Fund with 16.78% returns over three years, followed by Edelweiss (15.95%) and DSP BR Flexicap (16.58%). The user plans to invest based on these suggestions, with a brief mention of considering hybrid funds as well.

DIVYESH JAIN

DIVYESH JAIN (Querist)
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25 September 2022 Dear Sir,

I want to know which are the best Balanced Advantage Fund for lumpsum investment for a period of of 3-5 years.

Please help me in this matter.

Regards,
Divyesh Jain

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Dhirajlal Rambhia

Dhirajlal Rambhia (Expert)
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25 September 2022 Past performance may not be repeated again, but for last 3 years average,,,, HDFC MF BA fund had given 16.78% return while Edelweiss equivalent 15.95 & DSP BR Flexicap yielded 16.58%.

DIVYESH JAIN

DIVYESH JAIN (Querist)
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26 September 2022 Ok Sir, Thanks for your valuable suggestion. Will invest accordingly.

Dhirajlal Rambhia

Dhirajlal Rambhia (Expert)
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26 September 2022 Also check some hybrid funds...

DIVYESH JAIN

DIVYESH JAIN (Querist)
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26 September 2022 Ok, will see if needed

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