Halder Financial Services

07/10/2022

11/03/2022

Confused about where to invest? Balanced Advantage Funds dynamically adjust equity and debt allocation based on market conditions, which may give you balanced growth. Be it first-timers, market timers or long-term investors, it is a fund for all.

14/08/2021

Mutual funds offer a category called Balanced Advantage Funds that provide capital appreciation with an allocation to equities while maintaining portfolio stability through debt.

Balanced Advantage Funds aim to generate capital gains, primarily through dynamic management of equity allocation as per varying market conditions; as well as provide stability and regular income through exposure to fixed income instruments. Dynamically managed debt and equity portion of such funds help in reducing the volatility when the equity markets turn unfavourable.

Investing in these funds can prove to be beneficial for conservative investors looking for a dynamic solution with the right mix of equity and debt with a minimum investment horizon of 3 years. SBI Mutual Fund has launched SBI Balanced Advantage Fund. It is an open-ended dynamic asset allocation fund.

The investment strategy for SBI Balanced Advantage Fund will be as follows:

SBI Balanced Advantage Fund endeavours to provide long-term capital appreciation/income from a mix of equity and debt investments. The debt-equity mix at any point of time will be a function of various factors such as equity valuations, interest rates, view on the asset classes and risk management, etc.

The scheme aims to follow a Three-tiered investment strategy:

Tier 1 (Right asset mix): Asset allocation will be decided by the Fund Managers, using parameters such as Sentiment Indicator, Valuations, and Earnings Drivers.

Tier 2 (Strategy tilt): Quantitative framework will be used for strategy tilt. It will determine market cap allocation, style skewness - Value/ Growth/Quality and sector preference.

Tier 3 (Stock/security selection): It will focus on constructing a portfolio in such a manner that alpha is generated through equity, while it aims for stability through debt.

The scheme will aim to invest in different asset classes that exhibit different risk-return profile and have a relatively low correlation to each other as compared to investments within the same asset class.

Equity: The scheme will invest in a well-diversified portfolio of equity & equity related instruments. The fund manager while selecting stocks will focus on the fundamentals of the business, the quality of management, the financial strength of the company, market leadership, etc. The scheme will invest across sectors without any market cap or sectoral bias.

Debt: The Scheme will invest in a diversified range of debt and money market instruments. The fund manager will allocate the assets of the scheme taking into consideration the prevailing interest rate scenario, yield curve, yield spread, and the liquidity of the different instruments.

08/02/2021

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10/05/2020

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