(1/n) Today we will discuss the BAF model of @EdelweissAMC called Edelweiss Balanced Advantage Fund.
Fund Manager – Bhavesh Jain, Bharat Lahoti and Gautam Kaul
AUM – 1429 crores
(2/n) The scheme follows a pro cyclical investment approach where the fund managers allocate more to equity in a bull market and reduce equity in bear market cycle. The in-house propriety model takes into account quantitative factors along with fundamentals.
(3/n) The fund consists of a core equity portfolio and a high qualitive debt portfolio or special situation ideas. Currently the equity exposure is around 50-60% of the portfolio.
determine the unhedged equity allocation.
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