The Plan

Balanced-advantage funds: Are they the right choice for regular income?

Here's what Mr Gupta learned

Balanced-advantage funds: Are they the right choice for regular income?

हिंदी में भी पढ़ें read-in-hindi

Mr Naresh Gupta, a non-pensioner super senior citizen living in Delhi, recently took out fixed deposits (FDs) to manage his household expenses. However, he needed a regular income and sought our advice on whether to invest in a balanced-advantage fund (as suggested by his friend) for this purpose.

This article was originally published on April 28, 2023.


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