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.
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.
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.
A dynamic asset allocation strategy helps these schemes adjust their Equity and Debt investment levels as per different market conditions.
How do Balanced Advantage Funds work?
This category of schemes follows a Dynamic Asset Allocation investment strategy:
Advantages of Balanced Advantage Funds
You can manage market volatility and aim to limit your losses when markets correct
Who should invest?
Balanced Advantage Funds can offer benefits to all types of Long Terms Investors
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