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Dynamic Asset Allocation Fund – In Detail

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Dynamic Asset Allocation Fund

Dynamic Asset Allocation Mutual Funds – An Introduction 

Dynamic Asset Allocation Funds are hybrid funds or balanced funds. The majority of funds in this category are invested & spread across different sectors including real estate, bonds, stocks, and equity funds.  

Dynamic Asset Allocation Funds – The Purpose 

It is perhaps most suited investment vessel in an un-certain market. Specifically, it means that whenever a competing investment vehicle is breaking down; the liquidity is streamed in is often shifted to another vessel wherein the performance is better. Also, it is recommended to those who are looking for guaranteed returns after the tenure ends. Dynamic Asset Allocation mutual funds are preferred for their recurring and steady returns.  

Dynamic Asset Allocation Funds – Advantages 

Here: 

  • This fund is one of a few investment instruments that can resist the bearish pull of the market agenda, especially in the recession. Being diversified it helps in making the prospects of loss at the end of the tenure a bit slow.  
  • An ideal vessel to become direct contributors for the Indian economy with the help of investment opportunities. Apart from being high-risk equity markets, it also placid bond markets and real estate.  
  • Taxation on dynamic asset allocation funds are relaxed. There is a chance of availing tax-exemptions applicably. 

Top 5 Dynamic Asset Allocation Funds as per Gulaq 

Here: 

  • IDFC Dynamic Equity Fund: It is a hybrid mutual fund scheme that was launched by IDFC mutual fund. Later on, it was introduced on 10th Oct 2014 to its investors. Currently, the fund is managed by Arvind Subramanian, Arpit Kapoor, and Sumit Agrawal. Talking about AUM, it is of INR 974 Cr, and the latest NAV is of INR 15.22 (dated as of 28th Feb 2020). The fund growth is rated moderately high risk. Also, the minimum SIP investment is INR 1000, and, lumpsum investment is INR 5000.  
  • Edelweiss Balanced Advantage Fund: It is a hybrid mutual fund scheme that was launched by Edelweiss mutual fund. Later on, it was introduced on 21st Jan 013 to its investors. Currently, the fund is managed by Harshad Patwardhan, and Dhawal Dalal. Talking about AUM, it is of INR 1476 Cr, and the latest NAV is of INR 26.11 (dated as of 28th Feb 2020). The fund growth is rated moderately high risk. Also, the minimum SIP investment is INR 500, and, lumpsum investment is INR 5000.  
  • Motilal Oswal Dynamic Fund: It is a hybrid mutual fund scheme that was launched by Motilal Oswal mutual fund. Later on, it was introduced on 21st Sept 2016 to its investors. Talking about AUM, it is of INR 1276 Cr, and the latest NAV is of INR 13.67 (dated as of 28th Feb 2020). The fund growth is rated moderately high risk. Also, the minimum SIP investment is INR 500.  
  • Invesco India Dynamic Equity Fund: It is a hybrid mutual fund scheme that was launched by Invesco mutual fund. Later on, it was introduced on 1st Jan 2013 to its investors. Currently the fund is managed by Taher Badshah. Talking about AUM, it is of INR 870 Cr, and, the latest NAV is of INR 32.93 (dated as of 28th Feb 2020). The fund growth is rated moderately high risk. Also, the minimum SIP investment is INR 500.  
  • ICICI Prudential Balanced Advantage Fund: It is a hybrid mutual fund scheme that was launched by ICICI Prudential mutual fund. Later on, it was introduced on 30th Dec 2006 to its investors. Currently, the fund is managed by Rajat Chandak, Ihab Dalwai, Manish Banthai, and S Naren. Talking about AUM, it is of INR 28,853 Cr, and the latest NAV is of INR 39.81 (dated as of 28th Feb 2020). The fund growth is rated moderately high risk. Also, the minimum SIP investment is INR 100, and, the lumpsum investment is INR 500. 

Looking to invest? Hop on to gulaq.com and start investing in direct mutual funds. Furthermore, you can also get in touch: [email protected] 

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*Disclaimer: investment in securities market are subject to market risks, read all the related documents carefully before investing

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