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#BeAdaptive with Balanced Advantage Funds

The sunflower changes its direction to face the sun and grow. Similarly, the Balanced Advantage Fund aims to assist you in striking a balance between wealth creation through equity and fixed income through debt allocation. This category of fund seeks to manage market ups and downs by dynamically adjusting your investments in equity and debt.

Benefits of Balanced Advantage Funds

  • Saves from timing the market
  • Asset Allocation based on the market trend
  • Diversification with investment in Equity and Debt

Scheme Riskometer**

**basis portfolio of the Scheme as on January 31, 2024


*Investors should consult their financial advisers if in doubt about whether the product is suitable for them


Benchmark Riskometer**

**Basis constituents of the scheme as on January 31, 2024



*The PRC matrix denotes the maximum risk that the respective Scheme can take i.e. maximum interest rate risk (measured by MD of the Scheme) and maximum credit risk (measured by CRV of the Scheme)

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