Welcome to the world of mutual funds. Now that you have decided to invest for a better financial future, let’s discuss a product that could be relevant and easy-to-manage for you.

Are you thinking about whether you should be investing in equity or debt? Or both? If choosing both asset classes, what should the proportion be? And how often should you rebalance your portfolio?

Amid the several equity- and debt-oriented funds available, Balanced Advantage Funds can be considered when planning your investment journey.

Here’s why.

These funds, hybrid in nature, invest both in equity and debt, moving between the two asset classes as per the changing market conditions. With this, the confusion between debt or equity can be resolved as your asset allocation becomes automatic.

Rapidly changing market conditions could be difficult for you to understand as first-time investors. Not a problem! Balanced Advantage Funds are managed in a manner where changes are made in the portfolio as per market conditions.

What’s more, is that these funds are tax-efficient.

It is said that ‘well-begun is half done. While deciding to invest is already a step in the right direction, you could give your investments a boost with a product that aligns with your risk appetite and goals.

So first-timers, think no more, and Go Automatic with Balanced Advantage Funds!

 

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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.