ICICI Prudential Balanced Advantage Fund is an Open ended Equity Fund that aims to make investing easy and less stressful, by allocating between different investment options as per changing market conditions. Now you need not worry about when to enter and exit the market.

Investment Philosophy

The fund aims to generate low volatility returns by investing in a judicious mix of cash equities, equity derivatives and debt markets. The usage of Equity derivatives in this fund is intended to hedge the portfolio against the downside risks, thereby allowing it to generate low volatility returns. This way the fund aims to provide better returns than typical debt instruments and lower volatility in comparison to equity.

Investor Profile

The is ideal for

Investors seeking to participate in the equity markets with risk mitigation capability
Investors who have been long-term investors in debt products and are seeking some exposure to long term equity with lower volatility / downside risks.

Key Benefits

It invests in a judicious mix of cash equities, equity derivatives and debt & money market securities
It is structured to control volatility and has an equity related tax status
It uses multiple strategies to allow flexibility
Allows you to participate in equity markets at a controlled risk