Asset Allocation: A Balanced Approach to Investment Success
12 Dec 2024
All about Balanced Advantage Funds
We all want our portfolios to have higher equity allocation when markets are up and a lower exposure to equities when markets are trending lower. But this is beyond most investors owing to lack of time and expertise. This is where Balanced Advantage Funds (BAF) come in.
What BAFs Offer
Dynamic Asset Allocation Funds, also known as Balanced Advantage Funds, allocate money across equity & debt based on a pre-determined asset allocation model which aims to participate in a market rally with higher equity allocation and preserve money over a downside with higher debt allocation.
How BAF Works
Increase Equity exposure when markets are low
Increase debt exposure when markets are at high
BAF Benefits
Participation in equity markets with relatively lower risk
Diversification leading to lower volatility
Active allocation between equity and debt
Tax efficient returns
Mutual Fund Investments are subject to market risks, read all scheme related documents carefully. The information provided is generic in nature and is for informational purpose only. Please consult your financial advisor before taking any decision.
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The contents of this article/infographic/picture/video are meant solely for information purposes and do not necessarily reflect the views of Bank of Baroda. The contents are generic in nature and for informational purposes only. It is not a substitute for specific advice in your own circumstances. Bank of Baroda and/ or its Affiliates and its subsidiaries make no representation as to the accuracy; completeness or reliability of any information contained herein or otherwise provided and hereby disclaim any liability with regard to the same. The information is subject to updation, completion, revision, verification and amendment and the same may change materially. The information is not intended for distribution or use by any person in any jurisdiction where such distribution or use would be contrary to law or regulation or would subject Bank of Baroda or its affiliates to any licensing or registration requirements. Bank of Baroda shall not be responsible for any direct/indirect loss or liability incurred by the reader for taking any financial decisions based on the contents and information mentioned. Please consult your financial advisor before making any financial decision.
