A Balanced Advantage Fund could be for him, her, and you as well!

18 Apr 2022

Investing to meet financial goals is critical, and yet, the vast array of options available in the market can lead to investors getting confused about what is relevant to them.

While some investors prefer to take the mutual fund route to avoid directly investing in shares or debt products, several investors favour mutual funds for the convenience it offers.

But what mutual fund should you choose? Index funds, funds based on market capitalization or thematic funds? Do you want to invest in an equity-oriented fund or a debt-oriented fund?

Additionally, one also needs to decide how often and when they should switch between funds.

A product that fits all, is rare. A Balanced Advantage Fund could help you with most of these problems.

Balanced Advantage Funds can make life easy for a newbie looking to make their first investment in the financial markets.

These funds invest both in equity and debt, and dynamically change their allocation based on market conditions with the added advantage of tax efficiency.

For someone who is in the market for the long-run, volatility in markets can be worrying.

With Balanced Advantage Funds, this volatility can be managed effectively while keeping the downside limited, because fund managers move asset allocation between equity, debt and arbitrage as per market conditions.

These funds move between the two asset classes in a manner where investors could get the best of both worlds, keeping them tension-free!

For those who like to time the market, a balanced advantage fund could be helpful, as it dynamically adjusts its asset allocation depending upon the market conditions.

So, investors, you can Go Automatic with Balanced Advantage Funds!

 


An Investor Education and Awareness Initiative by Kotak Mahindra Mutual Fund.
Visit https://www.kotakmf.com/factsheet/investor-info to know more about the process to complete a one-time Know Your Customer (KYC) requirement to invest in Mutual Funds, procedure w.r.t. change of address, phone number, bank account details, etc. Investors should only deal with registered Mutual Funds, details of which can be verified on the SEBI website (www.sebi.gov.in/intermediaries.html). For any queries, complaints and grievance redressal, investors may reach out to the AMCs and/or Investor Relations Officer. Additionally, investors may also lodge complaints on https://scores.gov.in if they are unsatisfied with the resolution given by AMCs. SCORES portal facilitates you to lodge your complaint online with SEBI and subsequently view its status.

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© Kotak Mutual Fund.2022
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
© Kotak Mutual Fund.2022
Mutual fund investments are subject to market risks, read all scheme related documents carefully.