Should you use balanced advantage funds for SWPs?

Balanced Advantage Funds for SWPs - Last week saw the NFO of SBI Balanced Advantage Fund close - and collect a whopping Rs 14,500 crore. That puts it in third place, in terms of size, in the balanced advantage/dynamic asset allocation category. A lot of the attraction here for investors, seeded by the distributors and the fund itself, centered around the scheme’s ability to offer monthly income.

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BAF, balanced advantage funds, SWP, systematic withdrawal plan

Bhavana Acharya

Bhavana Acharya is a co-founder of PrimeInvestor. Bhavana was Deputy head of research at FundsIndia and was instrumental in converting many of the research outputs to products on the platform. She is a management graduate in finance with over 11 years of experience. 4 years were at FundsIndia, 7 years with The Hindu Business Line as research analyst. LinkedIn | Twitter

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Should you invest in balanced advantage funds now?

Bhavana Acharya February 9, 2021

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