. . . Take Advantage of Good Balance.
Equity markets are making new highs and US Federal Reserve increasing interest rates. Domestically food inflation is rising. Growth numbers for economy looking strong.
For retail investor, Balance advantage or Dynamic asset allocation funds could be a good way for investors to participate in the market give that they allocate between equity and debt depending on factors such as Index levels, valuations and so on.
In this regard, TATA balance advantage fund which has been around for little under five years, maybe a good investment for investors with a moderate risk appetite and ever for. those just starting off.
For medium term goals or targets stretching up to around 5 yrs., the fund may be good addition for investor portfolio.




