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Fri, January 17, 2025

Best balanced advantage funds or dynamic asset allocation funds to invest in January 2025


Published on 2025-01-17 02:21:17 - 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.

The article from MSN Money discusses the best Balanced Advantage Funds (BAFs) or Dynamic Asset Allocation Funds to invest in as of January 2025. 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, including the Edelweiss Balanced Advantage Fund, ICICI Prudential Balanced Advantage Fund, and SBI Dynamic Asset Allocation Fund, among others. It provides insights into their performance metrics like returns over different time frames, risk-adjusted returns (Sharpe Ratio), and the fund managers' strategies. The piece also explains the benefits of these funds, such as lower volatility compared to pure equity funds, potential for better returns than fixed income funds, and tax efficiency. It advises investors to consider their risk appetite, investment horizon, and financial goals before choosing a fund, and emphasizes the importance of understanding the fund's strategy and historical performance.

Read the Full MSN Article at:
[ https://www.msn.com/en-in/money/other/best-balanced-advantage-funds-or-dynamic-asset-allocation-funds-to-invest-in-january-2025/ar-AA1xltlq ]
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