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Writer's picturePaisa Nurture

BALANCED ADVANTAGE FUNDS (BAF)

Outsource your Stock Market Entry / Exit decisions to professionals

How does BAF work
Balanced Advantage Fund

How do Balanced Advantage Funds work?

They Increase or decrease the allocation to equity-based pre-defined criteria*

*Each fund house has its own in-house research-backed criteria and asset allocation strategy



Why outsource the market entry/exit decision to BAF?
  • Choosing the right Asset Allocation is not easy

  • Keeping up with the markets is difficult

  • How to decide – “When to enter and when to exit?

  • It’s full-time work that needs significant resources

  • Fund Houses take a systematic, research-backed Asset Allocation approach

  • Elimination of psychological barriers

  • Tax efficient as they are taxed as per Equity Oriented Funds

Investors are recognizing this category

Nifty 18K in Oct 2021 to 18K in May 2023 ICICI Prudential BAF Performance


BAF Advantages:

  • Automatically move between equity to debt & debt to equity

  • Convenience and Simplicity

  • Potential for favorable risk-adjusted returns

  • Tax Efficiency


"Like the diverse brushstrokes of artists, each Mutual Fund has its own unique approach to Dynamic Asset Allocation, crafting a variety of investment strategies guided by the skilled hands of their fund managers“


Would you like to understand if this suites for your requirement? And which fund is better for you? Click on "Contact Us" menu and request for a call back.


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