Are BAFs the solution to asset allocation worries?
3 years ago

Are BAFs the solution to asset allocation worries?

Live Mint  

Balanced Advantage Funds or Dynamic Asset Allocation Funds have become the dominant hybrid mutual fund category with an AUM of ₹1.64 trillion. Niranjan Awasthi Head - products, marketing & digital business at Edelweiss Asset Management Ltd BAFs can take care of tactical asset allocation There are broadly two kinds of asset allocation strategies—tactical and strategic. BAFs can take care of tactical asset allocation in equities since they increase and reduce equity allocation in a disciplined way using a pre-defined model. In that context, BAFs can be a good solution for tactical asset allocation into equities and this one fund can take care of this piece very well. Salonee Sanghvi Founder, My Wealth Guide New investors can use BAFs to dip their toes into equities Asset allocation is the single most important factor in any portfolio.

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History of this topic

Multi asset allocation is the way to go: Union AMC's Madhu Nair
1 month, 2 weeks ago

Multi asset allocation is the way to go: Union AMC's Madhu Nair

Live Mint  

Investing doesn't have to be complex or reliant on crystal-ball prediction, says Madhu Nair, the new CEO of Union Asset Management Co. Pvt. As the company rolls out its Union Multi Asset Allocation Fund and prepares for launches like quant-based and gold-focused investments, Nair is steering Union AMC toward a balanced, diversified approach tailored to withstand market turbulence. The key …

Multi-asset allocation funds: What is prompting fund houses to launch new scheme
10 months ago

Multi-asset allocation funds: What is prompting fund houses to launch new scheme

Live Mint  

The dynamics of the investment terrain are continually evolving, posing a challenge for even seasoned investors to stay abreast of the changes. For those unfamiliar, multi-asset allocation in mutual funds entails the approach of investing in various asset classes within a single fund. In mutual funds, multi-asset allocation entails distributing your funds across different asset classes within a singular fund. …

‘We are bullish on Indian equities but expect volatility to increase’
1 year ago

‘We are bullish on Indian equities but expect volatility to increase’

Live Mint  

MUMBAI : Asset allocation in equities should reflect the changes in market conditions. Unfortunately, a lot of investors have misinterpreted this as selling when the market goes up and buying when the market goes down," says Nimesh Chandan, chief investment officer, Bajaj Finserv Mutual Fund. The Bajaj Finserv Balanced Advantage Fund is an all-seasons product, which suits a large population …

Why are balanced advantage funds getting popular among investors? An explainer
1 year, 4 months ago

Why are balanced advantage funds getting popular among investors? An explainer

Live Mint  

Balanced Advantage Funds, also known as dynamic asset allocation funds, are one of the seven categories of hybrid mutual funds which do not have any restriction in deciding the proportion of allocation to different asset classes i.e., equity and debt instruments. Why should you invest in balanced advantage funds? There are 29 schemes in the category of balanced advantage funds …

Why is asset allocation important in investment? Here are 6 reasons
1 year, 8 months ago

Why is asset allocation important in investment? Here are 6 reasons

Live Mint  

Investing is an art and creating a balance between various asset classes in order to increase returns and reduce risk is the ultimate goal for portfolio management. Asset allocation is a crucial component of investment strategy that involves dividing an investment portfolio among different asset categories, such as stocks, bonds, real estate, and cash, in order to achieve specific investment …

Which mutual fund is suitable for fresh investors in falling stock market
2 years ago

Which mutual fund is suitable for fresh investors in falling stock market

Live Mint  

After climbing to life-time high on 1st December 2022, bears have taken full hold on Dalal Street leading to big hit on the mutual fund portfolio of equity investors. Speaking on how hybrid funds are suitable for fresh investors in a falling market, Sahil Kapoor, CFA Product Manager, 360 ONE Wealth said, "Investor should be driven by their long term …

The investment strategy of Sanctum Wealth’s Shiv Gupta
2 years, 4 months ago

The investment strategy of Sanctum Wealth’s Shiv Gupta

Live Mint  

I would be lying if I say I did not have any apprehensions. Gupta reveals how his personal finance journey evolved over the years in an interview with Mint for the special ‘Guru Portfolio’ series.Edited excerpts from the interview: View Full Image Mint How has your investment journey evolved? Using Sanctum’s asset allocation framework, I allocate to alternative asset classes …

What does the report card for balanced advantage funds look like?
2 years, 5 months ago

What does the report card for balanced advantage funds look like?

Live Mint  

Balanced advantage funds or dynamic asset allocation funds gained prominence after investors were hit by sharp market swings in 2020—the swift market decline seen up till March 2020, followed by the rally thereafter. View Full Image Mint Strong on value Launched in December 2006, ICICI Prudential BAF has been using a price-to-book valuation-based model to manage its equity-debt allocation dynamically …

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