All About Edelweiss Balanced Advantage Fund by Radhika Gupta, CEO Edelweiss AMC | Edelweiss MF

3,899 views · Published 20 March 2018 · 5:54 · Indexed 22 September 2026

Channel: Edelweiss Group · 2018 · News & Politics

Watch on YouTube

What are Balanced Advantage Funds? Get to know more about it from Radhika Gupta, CEO of Edelweiss Asset Management Limited.

Balanced Advantage Fund is an open ended dynamic asset allocation fund which aims to generate absolute returns by investing in equity and fixed income dynamically depending on market conditions. It depends on bull markets and bear markets. When investing, people worry about the wounds of 2008 crash. If you are worried about risk today, there is something that may surprise you. The biggest risk in bull market is not the market itself, it’s the asset allocation.

Edelweiss Balanced Advantage Fund is a right fit for investors and advisors in today’s market environment as it dynamically manages equity levels depending on the market cycle. The objective is to capture upside during bull markets and provide downside protection during bear markets. It happens through a dynamic allocation strategy that manages the equities between 30-100% ranges. The basic principle is to increase exposure when markets are doing well on the winning side and reduce exposure when markets are doing poorly.

Edelweiss Balanced Advantage Fund is a hybrid fund and it has a very unique approach to asset allocation. A pro cyclical approach looks at quantitative factors, fundamentals and the idea is to have higher equity exposure when markets are doing well and lower equity exposure when markets are doing poorly. The pro cyclical allows investors to create wealth during bull markets but also protect wealth during bear markets.  

Know more about Edelweiss Balanced Advantage Fund by visiting https://www.edelweissmf.com/types-of-mutual-funds/hybrid-fund/edelweiss-balanced-advantage-fund

To know more about different hybrid mutual funds offered by Edelweiss MF visit: https://www.edelweissmf.com/types-of-mutual-funds/hybrid-fund

Connect with us
Website: https://www.edelweissmf.com
YouTube: https://www.youtube.com/channel/UCtr2bx5hkY03bAhFdfNeKvA 
Twitter: https://twitter.com/edelweissamc
Facebook: https://www.facebook.com/edelweissmutualfund/

More from this channel