All you need to know about Bajaj Finserv Balanced Advantage Fund

Bajaj Finserv Balanced Advantage Fund (BAF) is an open-ended dynamic asset allocation fund designed for investors seeking exposure to equity and equity-related instruments, including derivatives and fixed-income instruments.

The scheme which comes under the hybrid funds category opened for subscription on November 24 and will close on December 8.

• Table of contents

1. Benefits of Bajaj Finserv Balanced Advantage Fund
2. Who should consider this scheme?
3. Bajaj Finserv Balanced Advantage Fund NFO Details

Bajaj Finserv BAF uses a unique investment model that combines an approach of behavioural sciences and financial insights. By using this asset allocation technique, investors may seek benefits to navigate market volatility and optimize returns. Rather than using only quantitative models to decide allocation, the Bajaj Finserv AMC investment team analyses behavioural aspects as well, which may help investors earn relatively better returns over the long term.

The primary aim of the Bajaj Finserv Balanced Advantage Fund is to harness the potential upside of equities while mitigating downsides. This is achieved through dynamic portfolio management, encompassing investments in equity, debt, money market instruments, and derivatives. It's important to highlight that this scheme incorporates a behavioural edge to counter emotion-driven investment decisions.

Benefits of Bajaj Finserv Balanced Advantage Fund

• Dynamic Asset Allocation: In response to market conditions, the fund adapts its asset allocation dynamically, providing a flexible approach to optimize returns and manage risk.
• Optimizing Returns: Actively pursuing growth opportunities, the scheme focuses on intelligent investment decisions aligned with its dynamic allocation strategy.
• Risk Management: Vigilantly monitoring potential risks, the fund aims to limit the impact of market volatility on invested capital.
• Navigating Market Volatility: The fund's strategy is crafted to navigate market fluctuations, offering relative stability and minimizing the impact of abrupt market movements on your investment.
• Adapting to Change: In the ever-evolving realm of investments, the fund is equipped to adapt to change, striving to ensure that your portfolio remains resilient and responsive to market dynamics.
• Long-Term Perspective: Bajaj Finserv Balanced Advantage Fund is well-suited for investors with a long-term horizon. The fund's strategy aligns with the goal of capitalizing on the potential of equities over an extended period, emphasizing the significance of sustained growth.

Who should consider this scheme?

This scheme is for investors who:

• Desire dynamic asset allocation in their portfolio.
• Seek diversification to manage risk effectively.
• Prefer professional fund management to navigate market complexities.
• Aspire for potential capital appreciation over the long term while mitigating downside risk.
• Have a long-term investment horizon and value the benefits of sustained growth over time.

Bajaj Finserv Balanced Advantage Fund NFO Details

NFO Period: November 24, 2023, to December 8, 2023

Minimum Application Amount: Rs 500 in multiples of Re 1, and the minimum additional application amount is Rs 100 in multiples of Re 1.

For statutory information, please click here.

Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.
This document should not be treated as an endorsement of the views/opinions or as investment advice. This document should not be construed as a research report or a recommendation to buy or sell any security. This document is for information purposes only and should not be construed as a promise on minimum returns or safeguard of capital. This document alone is not sufficient and should not be used for the development or implementation of an investment strategy. The recipient should note and understand that the information provided above may not contain all the material aspects relevant for making an investment decision. Investors are advised to consult their own investment advisor before making any investment decision in light of their risk appetite, investment goals and horizon. This information is subject to change without any prior notice.