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ICICI Prudential Balanced Advantage Fund - Buy Online

ICICI Prudential Balanced Advantage Fund - Invest Online
 Increase equity exposure in falling markets and reduce exposure in rising markets - that's what you would want every client to do. ICICI Prudential Balanced Advantage Fund does just that, and also uses arbitrage intelligently to maintain equity taxation during challenging phases in the market when a traditional 65-35 allocation may otherwise prove restrictive. Read on as Manish Gunwani explains what went into delivering top quartile performance for the last 3 years, what's led to relative underperformance this year, and his strategy going forward to maintain his winning ways in this fund.

ICICI Prudential Balanced Advantage Fund

WF : Your fund has had a very impressive run over the last 3 calendar years, delivering considerable alpha as well as posting a top quartile performance. What were the key factors that have contributed to this performance?

Manish : The underlying model itself has contributed to the performance of the fund. The model seeks to capture the upside in a rising market by reducing equity allocation while aims to limit the downside risk during a falling market, by increasing equity allocation.

Another factor which contributed to outperformance is a blend of midcaps and large caps based on relative valuation. While the large cap stocks represent established enterprises selected from the Top 100 stocks by market capitalization and aim to provide stability, the midcaps are smaller business entities with long-term growth potential.

For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call

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