11/08/2021
SBI BALANCED ADVANTAGE FUND
NFO Period: 12th August to 25th August, 2021!đź’ˇ
â—Ľ SBI BAF - Fund That Suits For All Weather Of Markets
â—Ľ SBI BAF - Fund Which Can Be Ideal Solution For Investors To Get The Right Asset Mix
Why SBI BAF ?
1) Optimal Asset Allocation With a Perfect Mix of Long Equity, Arbitrage and Debt.
2) Lower Volatility by Dynamically Managing Debt & Arbitrage Portion to Reduce Volatility in a Unfavorable Market Conditions.
3) Tax Efficiency Through Equity Taxation Benefits.
Key Role that various Asset plays in SBI BAF
1) Long Equity for Wealth Creation.
2) Arbitrage to Limit Downside Risk.
3) Fixed Income to Provide Stability
Investment Strategy of SBI BAF
1) Asset Allocation through sentiment indicator, Valuation & Earnings drivers.
2) Strategy TILT in terms of mkt cap allocation, preferred sector & style skewness I.e Value / Growth
3) Stock Selection through high conviction ideas of analysts team & Fund Manager & Fixed Income allocation will be into High quality credit & sovereign to maintain liquidity and Alpha generation through Duration management across yield curve.
Fund Managers:
Mr. Dinesh Balachandran and Mr. Gaurav Mehta- Equity
Mr. Dinesh Ahuja- Debt
Mr. Mohit Jain- Overseas Investments
Exit Load :
1% if Redeemed Before 1 Year With an Option to Redeem Upto 10% of Investment Before 1 Year Without Load.
Summary: SBI BAF an Ideal Investment Solution to Manage Market Uncertainty and Thereby to Generate Better Risk Adjusted Returns.