Balanced Advantage Funds

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The smart investor’s choice to manage the market ups and downs, by dynamically managing its Equity & Debt allocation.

Balanced Advantage Funds, also known as Dynamic Asset Allocation Funds, are a category of Hybrid Mutual Fund Schemes as specified by SEBI that invest in asset classes like Equity and Debt, and keep modifying their asset allocation based on the market valuations.

Why Balanced Advantage Funds?

  • Equity for Growth

    These schemes invest in stocks and other Equity instruments with the goal of creating long term wealth. Investment in equities would get investors market linked returns that may help beat inflation.

  • Debt for Stability

    Investments in Debt securities are generally less risky than equity with a moderate return potential. This may help reduce the overall risk of the portfolio and endeavour to limit losses during steep market corrections.

  • Managing Volatility

    A dynamic asset allocation strategy helps these schemes adjust their Equity and Debt investment levels as per different market conditions.

Don’t worry about the Market Ups & Downs

How do Balanced Advantage Funds work?

This category of schemes follows a Dynamic Asset Allocation investment strategy:

  1. They are actively managed schemes with a diversified portfolio
  2. The equity and debt levels are adjusted based on market valuations
  3. Adjustments are made basis a pre-defined asset allocation strategy

Advantages of Balanced Advantage Funds

You can manage market volatility and aim to limit your losses when markets correct

  1. The strategy focuses on buying and selling assets based on valuations; for instance it may sell assets with high valuations and purchase assets that may be fairly valued depending on the schemes investment strategy
  2. By investing across asset classes your portfolio risk is diversified
  3. Performing asset classes can make up for the returns of underperforming ones

Who should invest?

Balanced Advantage Funds can offer benefits to all types of Long Terms Investors

  1. Investors looking for a more aggressive alternative to pure Debt Funds
  2. Investors who want to invest in Equity for higher return potential, while limiting their losses in case the markets fall
  3. Investors seeking to reduce risk, invest in a diversified portfolio and leave asset allocation to an expert
  4. First Time Mutual Fund investors, looking for a long term investment avenue for wealth creation

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