According to Harsh Roongta of Fee Only Investment Advisers LLP, a balanced advantage fund allows investors to have a measured exposure to equity without timing the market, reducing risk. These funds provide equity-like returns with lower risks compared to pure equity funds. The allocation between equity and debt is determined by a formula, making them counter cyclical.
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Morningstar Investment s Kaustubh Belapurkar discusses the changing context of AUM and the impact on fund size. Funds managing over Rs 50,000 crore are now common, but the overall market has also grown. Belapurkar lists popular funds with high AUM, such as the HDFC Balanced Advantage Fund and the SBI Equity Hybrid Fund. He emphasizes the importance of considering the growth of the market and individual fund strategies when evaluating AUM.
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The RBI is anticipated to uphold the current policy stance for the next five to six months. This brings positive news for investors in debt funds, as they stand to gain from potential increases in Net Asset Values (NAVs) over the long term.