Please help me select one or two balanced from the list below for my Father. He has a moderate risk appetite. He will be retiring this year and wants to have a SWP setup for his monthly requirements. 1. Franklin India Balanced, 2. HDFC Balanced, 3. ICICI Balanced, 4. SBI Balanced, 5. Birla Sun Life Balanced Advantage and 6. ICICI Balanced advantage. Please advise?
Good to hear that your father wants to start SWP from balanced funds.
Following could be good choices from the balanced fund category - ICICI Prudential Balanced Fund, SBI Magnum Balanced Fund and HDFC Balanced Fund.
Thanks for writing to Advisorkhoj.
Aug 29, 2019 by Nandu
Aug 26, 2019 by Dhiraj
Aug 18, 2019 by Dr. Ketan S Trivedi
Aug 16, 2019 by Sanjay Gargish
Aug 3, 2019 by Chirag Agrawal
Jul 30, 2019 by Abhishek Shah
Jul 28, 2019 by Dr. Pradip Kumar Chatterjee
Jul 27, 2019 by Pravin Jain
Aug 26, 2019 by Joel A Peres
Jul 25, 2019 by Rabindra Chandra Bhattachara
Apr 18, 2025 by Axis Mutual Fund
Apr 18, 2025 by Advisorkhoj Team
Apr 18, 2025 by Advisorkhoj Team
Apr 9, 2025 by Axis Mutual Fund
Apr 7, 2025 by Advisorkhoj Team