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)

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

Message likes : 1 times

Dhirajlal Rambhia

Dhirajlal Rambhia (Expert)

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)

26 September 2022 Ok Sir, Thanks for your valuable suggestion. Will invest accordingly.

Dhirajlal Rambhia

Dhirajlal Rambhia (Expert)

26 September 2022 Also check some hybrid funds...

DIVYESH JAIN

DIVYESH JAIN (Querist)

26 September 2022 Ok, will see if needed

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