Can you suggest one or two balanced funds for SWP
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.
POST A QUERY
Recent Queries
-
What is the benefit of mutual fund STP
Aug 29, 2019 by Nandu
-
How much to invest to meet target amount of Rs 2 Crores
Aug 26, 2019 by Dhiraj
-
Can you tell me return of various indices
Aug 18, 2019 by Dr. Ketan S Trivedi
-
Which Principal Mutual Fund scheme will be suitable for my retirement corpus
Aug 16, 2019 by Sanjay Gargish
-
In which mutual fund can I invest for short term period
Aug 3, 2019 by Chirag Agrawal
-
Can you please show the calculation method for selecting top consistent performing funds
Jul 31, 2019 by Abhishek Shah
-
How can I invest Rs 10 Lakhs
Jul 28, 2019 by Dr. Pradip Kumar Chatterjee
-
Can hybrid aggressive funds invest in large, mid and small cap stocks
Jul 28, 2019 by Pravin Jain
-
Is it possible to check rolling return versus category returns of multiple funds at a time
Aug 27, 2019 by Joel A Peres
-
Which Sundaram Mutual Fund scheme would be good for SWP for me
Jul 25, 2019 by Rabindra Chandra Bhattachara
Fund News
-
Union Mutual Fund Forays into Specialized Investment Funds (SIF) with Launch of 'Arthaya SIF'; Appoints Rajesh Aynor to Lead the Platform
Jan 31, 2026 by Union Mutual Fund
-
SBI Mutual Fund launches SBI Quality Fund
Jan 30, 2026 by Advisorkhoj Team
-
The Wealth Company Mutual Fund launches The Wealth Company Balanced Advantage Fund
Jan 30, 2026 by Advisorkhoj Team
-
Motilal Oswal Mutual Fund launches Motilal Oswal Financial Services Fund
Jan 30, 2026 by Advisorkhoj Team
-
Mirae Asset Mutual Fund launches Mirae Asset Nifty India Infrastructure and Logistics ETF
Jan 30, 2026 by Advisorkhoj Team
Tools and Calculators
