Striking a Balance Between Equity And Debt

22 Sep 2022

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We all want a portfolio which balances itself during market ups and downs by auto-adjusting its equity and debt exposure, thus giving a balanced growth. This is where Balanced Advantage Funds (BAF) come in.

All about Balanced Advantage/Dynamic Asset Allocation Funds

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 Balanced Advantage Funds work?

  • Increase Equity Exposure when markets are low
  • Increase Debt Exposure when markets are at high

Key Advantages.

  • 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.

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