The investment objective of the Scheme is to generate long term capital appreciation with income generation by investing in a dynamically managed portfolio of equity and debt instruments.
Benchmark:
NIFTY 50
Fund Manager:
Tanvi Kacheria, Sahil Chaudhary, Virendra Kumar, Arun Ramachandran, Vikrant Mehta, Siddharth Deb
| Aditya Birla Sun Life Balanced Advantage | 9.60%(6M) | 6.07%(1Y) |
| Bajaj Finserv Balanced Advantage | 9.38%(6M) | 3.50%(1Y) |
The concept of reasonable gains with downside protection from debt and cash exposure seems to be the tone of the scheme.
Fund House AAUM:
2,246,740.24(in Lakhs)
Fund Manager:
Combined experience of above 31 years
A copy cat of many schemes before it. It is a crowded segment.