Mishi Mangal
3 posts
Nov 06, 2024
12:59 AM
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Hey everyone!
I’ve been evaluating funds that can adjust their investment strategy based on market conditions, and the sbi balanced advantage fund seems to be a strong candidate. This fund dynamically shifts between equity and debt, aiming to optimize returns while balancing risk, which I think is a smart approach in today’s unpredictable markets.
One reason I’m drawn to this fund is that it doesn’t stick to a fixed asset allocation. Instead, it can increase debt holdings when markets become volatile, reducing equity exposure to protect returns. This makes it different from static hybrid funds, where allocation doesn’t change in response to market movements. Such a strategy may work well in the current economic climate, where markets can swing from high volatility to stable periods unexpectedly.
Has anyone else here invested in this fund? How has its flexibility impacted your portfolio’s overall performance? I’m also interested in understanding how its fee structure compares to other dynamic funds in this category. Are there any drawbacks to this adaptive approach? Looking forward to hearing your experiences and insights!
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