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Dynamic Advantage Fund

The Dynamic Advantage Fund is a strategically managed investment solution that aims for long-term capital appreciation by dynamically balancing equity and debt investments. It employs a tactical allocation strategy, adjusting asset allocation based on market conditions to optimize returns while managing risk, and is benchmarked against a composite index of 80% NSE Nifty 50 and 20% Crisil Bond Index. This fund is ideal for individuals seeking wealth growth with a balanced risk profile, offering features such as downside protection, sector diversification, and tax-free wealth accumulation.

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18 views

Dynamic Advantage Fund

The Dynamic Advantage Fund is a strategically managed investment solution that aims for long-term capital appreciation by dynamically balancing equity and debt investments. It employs a tactical allocation strategy, adjusting asset allocation based on market conditions to optimize returns while managing risk, and is benchmarked against a composite index of 80% NSE Nifty 50 and 20% Crisil Bond Index. This fund is ideal for individuals seeking wealth growth with a balanced risk profile, offering features such as downside protection, sector diversification, and tax-free wealth accumulation.

Uploaded by

sabby150990
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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What is a Dynamic Advantage Fund?

The Dynamic Advantage Fund is a strategically managed investment solution designed to provide long-term capital appreciation by
dynamically balancing equity and debt investments. It leverages a mix of equities for growth potential and debt instruments for
stability, enabling investors to optimize returns while managing risk. The fund actively adjusts its asset allocation between equities
and bonds based on market conditions and relative valuations, ensuring that your investments remain resilient through varying
economic cycles.

How Does a Dynamic Advantage Fund Work?

The Dynamic Advantage Fund follows a tactical allocation strategy that dynamically adjusts the balance between equity and debt
based on evolving market opportunities. It strategically invests in a diverse range of assets, including money markets, government
bonds, corporate bonds, and equities, to capture growth while mitigating risk. Benchmarked against a blended index of 80% NSE
Nifty 50 and 20% Crisil Bond Index, the fund is designed to deliver consistent performance across market cycles.

With the flexibility to allocate up to 50% in fixed-income and debt instruments during volatile markets, the fund effectively minimizes
potential losses during downturns, protecting your investments from significant declines. By actively rebalancing the portfolio in

response to market movements, the Dynamic Advantage Fund maximizes returns and offers robust downside protection, ensuring
resilient growth even in challenging market phases.

Performance Benchmark, Investment Universe, and Asset Class Limits

The Dynamic Advantage Fund is benchmarked against a composite index comprising:

Crisil Bond Index 20%


NSE Nifty 50 80%
Total 100

Investment Universe and Asset Class Limits:

Asset Allocation Ranges %


Money Market incl. Mutual Fund, ETF 0-50
Govt Bonds 0-50
Corp Bonds/Debentures 0-50
Equities ~ 50-100
Mortgage Loans/MBS 0
~May include Equity ETF

This diversified approach allows the fund to capitalize on market trends while maintaining a balanced risk profile, classified as
Medium Risk.
Key Features of Dynamic Advantage Fund
 Dynamic Asset Allocation: Actively adjusts the balance between equity and debt investments based on changing market
conditions and relative valuations. This strategic flexibility allows the fund to capitalize on growth opportunities while managing
risk effectively.

 Comprehensive Life Cover: Offers life insurance coverage, providing financial security to your loved ones and ensuring peace
of mind against unforeseen events.

 Tax-Free Wealth Accumulation: Enables tax-efficient wealth creation for premiums up to ₹2.5* lakh, maximizing your
investment returns without the burden of taxes.

 Downside Protection: Reduces exposure to high-risk assets during periods of market volatility, safeguarding your investments
from significant losses.

 Sector Diversification: Invests across a broad range of industries with strong growth potential, reducing sector-specific risks and
enhancing overall portfolio stability.

 Superior Risk-Adjusted Returns: Delivers consistent performance by outperforming traditional equity indices over the long
term, ensuring better risk-adjusted returns.

These features make the Dynamic Advantage Fund a robust investment solution, designed to optimize growth while protecting your
financial future.

Who Is It Ideal For?


The Dynamic Advantage Fund is suitable for individuals looking to grow their wealth through a strategic balance of equity and debt
investments. It caters to those seeking long-term capital appreciation while maintaining a balanced risk profile. Whether you are a
salaried professional aiming for financial security, a self-employed individual looking for flexible investment options, or an investor
seeking efficient wealth accumulation, this fund provides the ideal blend of growth potential and risk management.

With its dynamic asset allocation strategy, the fund is perfect for anyone who wants to capitalize on market opportunities wh ile
minimizing risks through adaptive portfolio adjustments. If you’re looking for a smart and resilient investment solution, the Dynamic
Advantage Fund is designed to help you achieve your financial goals.

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