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Balance Advantage Fund ensures proper allocation of funds and provides risk-adjusted returns. Aditya Birla Sun Life Balanced Advantage Fund has consistently outperformed this category with a good quality equity and debt portfolio.
- Investment of Rs 25.20 lakh goes up to Rs 1.03 crore
- Balance Advantage Fund has given a return of 12.88% in 3 years
Currently, the stock market is at its historic high. Also there are ups and downs. In such a situation, you should invest in the Balanced Advantage Fund (BAF) scheme of mutual funds. This is because the scheme performs well in volatile markets.
Return of 34.58% in 1 year
Data show that Aditya Birla Sun Life Balanced Advantage Fund has given returns of 34.58% in 1 year and 12.88% in 3 years. If someone had done a SIP of Rs 10,000 per month in the Balance Advantage Fund of Birla Sun Life in April 2000, then its value has become Rs 1.03 crore today. Whereas the total investment would have been Rs 25.20 lakh only. This is a good example of investing through SIP for a long time.
Balance in both Equity and Fixed Income
Aditya Birla Sun Life Balance Advantage Fund manages the balance between Equity and Fixed Income Securities in the Portfolio (BAF) which is based on the valuation of the market. While equity has high return potential, it also has high volatility. Whereas fixed income has reasonable returns and low volatility. Its goal is to limit the risk in a falling market while capitalizing on the opportunity when the market goes up.
better in market volatility
Market expert and Abhinandan Honale of Samarth Wealth says that in the current volatile market environment, Balanced Advantage Funds are better for investment as equity and debt levels are managed dynamically. It ensures the right allocation of your money and provides risk-adjusted returns. Aditya Birla Sun Life Balanced Advantage Fund has consistently outperformed this category with a good quality equity and debt portfolio. Since these funds keep an eye on the valuation of the market, when the market is cheap, they will invest more in stocks and when they are expensive, they will reduce investment in equities.
Investment increased in May 2020, decreased in May 2021
As in May 2020 its investment in equity was close to 80% which was reduced to close to 39% in May 2021. Due to such dynamic management, they support the investors in any market environment. One should keep investing in Balance Advantage Fund for a long time to beat the market volatility.
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