(As of 30 Jun, 2021)
CRISIL Hybrid 35+65 - Agg TR INR
Investors understand that their principal will be at Moderately High Risk.
The primary investment objective of the Scheme is to provide capital appreciation by dynamically managing the portfolio of equity and equity related instruments (including arbitrage exposure), and fixed income instruments. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.
1 %(If redeemed within 360 days)
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
4.26% Govt Stock 2023
ICICI Bank Ltd
HDFC Bank Ltd
Balanced Advantage Funds are open ended dynamic asset allocation funds which dynamically invest in the debt and equity part of the corpus as per the market conditions. The waythis works is if the market is very high or overvalued, they’ll have lower equity exposure and if the market is undervalued or rightly-priced, they’ll increase their equity exposure. The fund aims to benefit from the market fluctuations and give attractivereturns to the investors.
This fund is rated 0 stars by Morning Star Ratings.