Edelweiss Balanced Advantage Fund | Fund Insights with Bhavesh Jain (Apr 2022) скачать в хорошем качестве

Edelweiss Balanced Advantage Fund | Fund Insights with Bhavesh Jain (Apr 2022)

In this video learn how Edelweiss Balanced Advantage Fund follows the model driven approach to shift the portfolio between equity, hedged equity and debt depending on market condition. Watch this edition of Fund insights with Bhavesh Jain, Fund Co Head – Hybrid & Solutions Fund, Edelweiss AMC. Key Learnings: • The fund invests more in equity when markets are moving up and reduce equity exposure when markets are moving down • The fund works on a Pro-cyclical approach of investing. • Increased exposure in BFSI space 0:00 – Introduction 0:11 – What is the investment approach of the fund? 1:40 – How is the fund’s portfolio positioned currently? 2:55 – How has the asset allocation been in recent times? 4:00 – What are the recent changes in the portfolio? 4:43 – How is the performance attribution?