Attractive Investment Opportunity from Sbi Mutual Fund:
🔸 *SBI BALANCED ADVANTAGE FUND*
*NFO Period: _12th August to 25th August, 2021!_*💡
◼ *SBI BAF - Fund that suits for all weather of Markets*
◼ *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.
*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.
💥 Fund Facts
* Bench Mark - CRISIL Hybrid 50+50 - Moderate Index TRI
* Face Value : 10 Per Unit
* Minimum Application Amount : 5,000
For application forms& further details, kindly contact: Gururam Financial Services,New no 14, Old No 37C, First Floor, Nathamuni Street,T Nagar, Chennai 600017
Mobile no:9677267889
Email: gururamforyou@gmail.com
*Mutual funds investments are subject to market risk. Read offer documents carefully before investing.
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