Beating NIFTY 50 - How Balanced Advantage Funds Do it? | Best Balanced Advantage Funds

ET Money
ET Money
34.4 هزار بار بازدید - 3 ماه پیش - Equities have historically offered substantial
Equities have historically offered substantial returns and the potential to build wealth. However, achieving these high returns requires enduring periods of significant volatility. In the past, there have been times when markets corrected by more than 40%, leading many investors to make irrational decisions that derail their financial goals.

Amid this volatility, balanced advantage funds are an appealing alternative. They offer equity-like returns but come with superior downside protection. These funds strategically invest in equity and debt, adjusting their equity exposure based on market conditions rather than maintaining a fixed allocation. This dynamic approach allows BAFs to achieve equity-like returns with reduced risk.

In this video, we examine how these funds invest and shortlist the funds that minimize downside risk while generating solid returns. We recommend you watch the video to learn more about these funds and their investment strategies.

BAF investment strategies:

Edelweiss  BAF Presentation - https://www.edelweissmf.com/Files/dow...[…]s_Balanced_Advantage_Fund-April_2024_10042024_064405_PM.pdf

Baroda BNP Paribas BAF Presentation  - https://www.barodabnpparibasmf.in/ass...

Baroda_BNP_Paribas_Balanced_Advantage_Fund_December_2023_5346.pdf
Tata  BAF Website  - https://www.tatamutualfund.com/mutual...

ICICI Prudential BAF Presentation - https://www.icicipruamc.com/blob/know...

Chapters

00:00 Introduction
01:21 Better returns but much lower risk
03:39 Top-performing balanced advantage funds
06:28 How do the top funds invest?

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3 ماه پیش در تاریخ 1403/02/30 منتشر شده است.
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