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What is Balanced Advantage fund ?

Balanced advantage funds come under Dynamic Asset Allocation funds. These are the Hybrid funds but to maintain the required equity exposure of 65%, they take help of Equity Derivatives. Balanced advantage funds use PE/PB or in-house structure or active management based rebalancing approach to increase or decrease the direct equity exposure in the portfolio. This category of funds is expected to manage the portfolio in such a way so to reduce the equity in high valuation market and increase the exposure when the market looks attractive.

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