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Best balanced advantage funds or dynamic asset allocation funds to invest in December 2024


Published on 2024-12-18 01:41:08 - MSN
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  • Balanced advantage funds invest in a mix of stocks, debt, and arbitrage opportunities. These funds decide their equity exposure depending on key market ratios or in-house parameters. They invest less in stocks when the market is very high or valuations are stretched.

The article from MSN Money discusses the best Balanced Advantage Funds (BAFs) or Dynamic Asset Allocation Funds to invest in for December 2024. These funds dynamically adjust the allocation between equity and debt based on market conditions to optimize returns while managing risk. The article highlights several top-performing funds like the ICICI Prudential Balanced Advantage Fund, which has shown consistent performance with a strategy that shifts between equity and debt to mitigate market volatility. Other notable funds include the HDFC Balanced Advantage Fund, known for its robust risk management, and the SBI Dynamic Asset Allocation Fund, which uses a quantitative model to adjust its asset mix. The piece also provides insights into why these funds are suitable for investors looking for a balanced approach, offering potential for growth with reduced risk compared to pure equity funds. It emphasizes the importance of understanding each fund's strategy, historical performance, and the fund manager's expertise before investing.

Read the Full MSN Article at:
[ https://www.msn.com/en-in/money/economy/best-balanced-advantage-funds-or-dynamic-asset-allocation-funds-to-invest-in-december-2024/ar-AA1w3CKW ]