Securing Hannav Ledger...
Securing Hannav Ledger...
Glossary
A Balanced Advantage Fund (BAF) dynamically shifts its equity-debt mix based on market valuations, aiming to reduce risk when markets look expensive.
A fund that automatically moves between stocks and bonds depending on how pricey the market looks.
Uses in-house valuation models (P/E, P/B bands) to adjust net equity exposure, often using derivatives to maintain equity taxation status even at low net equity levels.
When markets look overvalued, a BAF may cut net equity exposure from 70% to 40% to reduce downside risk.
A fund that automatically moves between stocks and bonds depending on how pricey the market looks.
Balanced Advantage Fund helps you evaluate products, compare options, and make informed decisions aligned with goals, tax rules, and risk tolerance in the Indian financial system.