Mirae Asset Balanced Advantage Fund - Direct Plan - Growth

Mirae Asset Balanced Advantage Fund - Direct Plan - Growth complete review for investors

Mirae Asset Balanced Advantage Fund - Direct Plan - Growth ek balanced hybrid fund hai, jo equity aur debt ke beech ka balance banata hai. Iska main objective hai long-term capital appreciation ke saath-sath risk ko bhi manage karna. Ye fund un investors ke liye suitable hai jo moderate risk le sakte hain aur wealth creation ke liye SIP investing ya lump sum investment karna chahte hain. Fund manager Basant Bafna aur Harshad Borawake ke paas is fund ko manage karne ka achha experience hai, jo is fund ki strategy ko aur bhi mazboot banata hai.

Mirae Asset Balanced Advantage Fund - Direct Plan - Growth historical performance and returns

Mirae Asset Balanced Advantage Fund - Direct Plan - Growth ki historical performance ko dekhte hain. 1 saal mein is fund ne 3.89% ka return diya hai, jo ki benchmark Nifty 50 Hybrid Composite Debt 65:35 Index se thoda kam hai. Lekin agar hum 3 saalon ki baat karein, to fund ne 12.05% ka return diya hai, jo ki kaafi impressive hai. 5 saal ka return 8.49% hai, jo long-term investors ke liye acha hai. Iska matlab ye hai ki fund ne consistently achha perform kiya hai, jabki market volatility ke dauran bhi. Fund manager Basant Bafna aur Harshad Borawake ki strategies ne is fund ki returns ko stabilise kiya hai. Dekha jaye to, is fund ki performance moderate risk ke liye sahi hai, aur ye investors ko achhe returns dene ki koshish karta hai. Kyun? Kyunki ye equity aur debt ka balance rakhta hai, jo ki risk ko kaafi control karta hai.

Mirae Asset Balanced Advantage Fund - Direct Plan - Growth top holdings and portfolio allocation

Mirae Asset Balanced Advantage Fund - Direct Plan - Growth ki top holdings kaafi strong hain. Fund ki top 5 holdings hain: HDFC Bank Ltd. (5.22%), GOI (3.43%), ICICI Bank Ltd. (3.33%), Bharti Airtel Ltd. (3.09%), aur State Bank of India (3.0%). Portfolio allocation mein equity ka significant portion hai, jo ki long-term growth ke liye zaroori hai. Is fund ki strategy hai ki long-term capital appreciation ke saath-sath market volatility se bachne ke liye debt instruments ka bhi istemal kare. Fund ka sector allocation bhi diversify hai, jo ki investors ko risk management mein madad karta hai. Yeh fund un investors ke liye perfect hai jo portfolio diversification ke saath-saath long-term returns ki talash mein hain.

Mirae Asset Balanced Advantage Fund - Direct Plan - Growth risk analysis and volatility

Mirae Asset Balanced Advantage Fund - Direct Plan - Growth ka riskometer moderately high hai. Iska matlab ye hai ki ye fund un investors ke liye suitable hai jo moderate risk le sakte hain. Volatility ke dauran, fund ki strategies ne isay kuch extent tak control kiya hai. Agar hum Sharpe ratio ki baat karein, to data not available hai. Lekin, historically, is fund ne market volatility ke dauran bhi achhe risk-adjusted returns di hain. Investors ko is fund ko unke risk profile ke hisaab se dekhna chahiye.

Mirae Asset Balanced Advantage Fund - Direct Plan - Growth – fayde aur nuksan

• Strong historical performance ka track record
• Diversified portfolio allocation, jis se risk manage hota hai
• Moderate expense ratio (0.72%)
• Suitable for long-term investors seeking wealth creation

• Moderately high risk, jo sab investors ke liye nahi hai
• 1 year ka return benchmark se kam hai
• Fund manager ka experience limited hai (3.8 years)