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MFkiRani Profile picture
@MFkiRani
Oct 2, 2020 • 11 tweets • 19 min read • Read on X
(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.
@deepakshenoy @dugalira @Iamsamirarora
@SunilBSinghania @mrinagarwal @IamMisterBond
@NagpalManoj @SalariedTaxpay1 @YashwantSinha
@ayushmitt @prashantmET @NishanthV_ET @malinibhupta @dhirendra_vr @rachitaprasadET @PankajMathpal @babarzaidiET @jashkriplani @larissafernand
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#MutualFundsSahiHai #mutualfund #stockmarkets #investor #investment
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More from @MFkiRani

MFkiRani Profile picture
Oct 26, 2020
(1/n) Today we will discuss the BAF model of @MotilalOswalAMC known as Motilal oswal Dynamic Fund. Fund Manager – Akash Singhania, Abhiroop Mukherjee
AUM – 1112 crores
(2/n) Molal Oswal Dynamic Fund uses their proprietary Molal Oswal Value Index (MOVI) to calibrate exposure to equity as per changing market valuations.
(3/n) While equity powers creaon of wealth, booking profits in a calibrated fashion aims to protect from downside during market correcons and short-term volality.
Read 8 tweets
MFkiRani Profile picture
Oct 23, 2020
(1/n) Today we will discuss BAF model of @lntmutualfund known as L&T Dynamic Equity Fund. Fund Manager – Mr. Vihang Naik, Mr. Venugopal Manghat, Mr. Praveen Ayathan
AUM – 591 crores
(2/n) The fund uses an active strategy to manage market volatility by balancing its equity exposure. L&T Balanced Advantage Fund is a unique offering from our product suite, that can change the equity component based on an internal model.
(3/n) Such a strategy could help participate in the long-term growth potential of equities but with significantly lower volatility.
Read 8 tweets
MFkiRani Profile picture
Oct 22, 2020
(1/n)Today we will discuss BAF model of @IDFCMF called IDFC Dynamic Equity Fund. Fund Manager – Arpit Kapoor, Sumit Agarwal and Arvind Subramanium
AUM – 866 crores
(2/n) It is a hybrid fund with active equity allocation changing based on the trailing P/E of Nifty 50 index.
A pre-defined model with 6 different equity bands - a minimum of 30% to maximum of 100% Equity*.
(3/n)
Higher the P/E band, lower will be the active equity allocation and vice versa
Change of bands happen once a month while changes within the band happen dynamically on a day to day basis
Read 8 tweets
MFkiRani Profile picture
Oct 12, 2020
(1/n) Today we will discuss BAF model of @ICICIPruMF called as ICICI Pru balanced advantage fund. Fund Manager – Sankaran Naren, Ihab Dalwai, Rajat Chandak and Manish Banthia
AUM – INR 22849 Cr
(2/n) The scheme has successfully completed 10-years of its in-house BAF model. Their in-house Balanced Advantage model was introduced a decade ago with the aim to help investors capitalize on the advantage of equity investing with controlled level of risk
(3/n) The fund follows a counter cyclical method of investing ie invest when market is low and sell when market is at high. It helps retail investors to invest in a counter cyclical manner ie buying low, selling high. Their model is designed to achieve this.
Read 13 tweets
MFkiRani Profile picture
Oct 5, 2020
(1/n) Today will discuss BAF model of @TataMutualFund called tata balanced advantage fund.
Fund Manager – Rahul Singh, Sailesh Jain, Sonam Udasi and Akhil Mittal
AUM – 1062 crores
(2/n) Strategy is a combination of PE and PB Model. It uses both ratios to gauge intrinsic value of stock. While PE Model is a mix of forward and trailing valuations while PE Plus model factors in other market dynamics other than intrinsic value
(3/n);In house P/E based model with 10% variation to the basic equity allocation.
Further, other parameters that can be considered are: Volatility Trend analysis, Macro factors , Market Outlook.
Read 14 tweets
MFkiRani Profile picture
Sep 30, 2020
(1/n) Today we will discuss the BAF model of DSP mutual fund called as DSP Dynamic Asset Allocation Fund @dspmf
Fund Manager – Saurabh Bhatia and Atul Bhole
AUM – 1256 crores
(2/n) This fund dynamically manages allocation between equity and debt by assessing equity market attractiveness. Core Equity allocation is arrived at on the basis of two factor asset allocation model which incorporates fundamental & technical signals.
(3/n) The equity allocation ranges from 20%-90% based on the composite percentile score suggested by the model and the balance is allocated to arbitrage and debt.
Read 4 tweets

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