SBI BALANCED ADVANTAGE FUND NFO IN TAMIL | NIVAS NARASIMHAN
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- Опубліковано 2 сер 2021
- visit our website www.excitemutual.in
whatsapp to 9994266772 for guidance
We are happy to announce the launch of SBI Balanced Advantage Fund.
NFO Opens on : August 12, 2021
NFO Closes on : August 25, 2021
WHAT DO WE AIM - To provide investors with an opportunity for long-term capital appreciation. It aims to capture the potential upside and limit the downside in volatile equity markets.
DYNAMIC ALLOCATION EDGE - Basis several parameters, the fund manager will have complete flexibility to manoeuvre assets in the range of 0 -100% across asset classes.
DYNAMIC ASSET ALLOCATION
TRUE TO LABEL
FLEXIBILITY TO ARRIVE AT THE OPTIMUM ASSET ALLOCATION
FOCUS ON ACHIEVING RISK ADJUSTED RETURNS
CURRENT STRATERGY
Fixed Income (to provide stability) - 0 to 35%
Long Equity (for Wealth creation) & Arbitrage (to limit the downside risk) - 65 to 100%
PROPOSED INVESTMENT STARTERGY
Asset Allocation - Asset allocation at any given point of time will be decided by the Fund Managers, using parameters such as Sentiment Indicator, Valuations and Earnings Drivers.
Depending on the opportunity to generate higher alpha, Fund Managers will move between the asset classes without any restriction.
Finding the right Asset mix.
Sentiment Indicator
Multiple parameters to determine a value
· Breadth of the market
· Retail participation
· Mutual Fund flows
· Primary market activities, etc.
Valuations
Metrics used for evaluation
· Trailing PE
· Shiller PE
· Earnings yield/ Shiller Earnings yield
· Bond yield spread
Earnings Drivers
The Asset Allocation decision is taken basis various macro inputs like: Fiscal/Monetary positions, real rates, monetary policy framework, variables of offshore markets, etc.
Strategy Tilt & Stock Selection
Strategy Tilt
Quantitative Framework to determine the Strategy Tilt
Stock / Security Selection
Stock picking based on Fund Manager conviction
Portfolios are based on the highest conviction ideas of the analyst team
Equity
High credit / sovereign portfolio to maintain liquidity
Duration management to generate alpha -across the yield curve
Fixed Income
Strategytiltintermsofmarketcapallocation,styleskewness-Value/Growth/Qualityandsectorpreferenceisdeterminedusingaquantitativeframework
TARGET AUDIENCE
Investors looking for long-term Wealth Creation
Risk-averse Equity Investors with minimum 3 years+ of Investment Horizon
Investors looking for a Dynamic solution for the right mix of Debt & Equity
SWP (A) for regular cash flow requirements
We make investments to plan for a better future. But all of us have the need for regular cash flow. Systematic Withdrawal Plan (SWP) is a ready-made tool to get regular cash flows in a very simple and
tax-efficient manner.
NFO Details:
NFO Opens on
August 12, 2021
NFO Closes on
August 25, 2021
Your videos are excellent sir. Thanks 👍🙏 sir
Thank you so much for the comments
Very well explained Sir.
Thank you Dr
Very nice explanation!
Thank you KK
Wow superb information sir...
Thank you so much
Is this suitable for swp sir?
Thanks
Hi Sir...I have started investing in SIP in Mirae and Qaunt for Tax saving.Should I continue it or I should continue only on Mirae since in this one month Quant is down.Please guide
Pls continue.. Don't change
I am not very proficient in Tamil.
Can u pl clarify as to why this fund is recommended for one time investment .
Hi Jacob, WhatsApp your duration to 9994266772.
Sir swp eppadi activate pannanum ... online la konjam solli Kudoga bro ...with demo in SBI mutual fund
download MyCams app, you can activate SWP OPTION there.
Nice explanation sir
Thank you so much
Hello Sir , Pls post about "Navi Nifty 50 Index Fund " Lowest expenses ratio ist good ?
Low expense ratio is not equal to High returns.. avoind Nifty 50 index funds and invest in active midcap funds
@@nivasexcites Oh Noted Thank you sir
Thanks good analysis
Thank you
Hi sir, I want to invest monthly 2000 or 5000 for long time of 10 years in SBI mutual fund but more plans are there so which is the best Plan in SBI mutual fund for high return, please suggest me
SBI magnum midcap fund
Thank you sir
Well explained sir. If I go in sip how much years I have to pay for this
Sir This fund is for one time investment especially retired people
Thanks for your reply sir. Can I invest in hdfc credit risk fund in SIP mode. Is this fund is safe to invest
@@Rameshdivya1 after how many years you need the amount back..
Nicely explained
Thank you
Since recently subscribed for your channel all the old postings are watched now. Is this sbi fund doing good now sir. Also let me know the upcoming nfo's during this months as I follow your advice on swp options.
Also I sent a WhatsApp msg on govt bonds for which I have not received any guudance
Text me in WhatsApp as reminder. Sometimes I miss few messages..
Super information
Thank you
Super sir
Thank you so much
Hi sir, I m planning to invest 3000 pm in sbi advantage fund up to 5 years thru sip. Is it good for me. I m in age 41.
Sir for sip invest in SBI magnum midcap fund for 5years..
Can you explain about NAV and service charges?
NAV is 10. Fund management charges is will be between 1.75% to 2.25%. It will depend on amount collected by SBI mf
@@nivasexcites Thank you. What is difference between buying a NFO during launching time and buying after. Does NAV value really a matter?
Not at all. My NFO videos are for information purpose only. You can invest in existing fund itself
I am investing HDFC balanced advantage fund for past 2 years. shall i continue ? monthly 2000 rs investing. is this okay for next 10 years ?
Change to Midcap fund
Hi Sir, I would like to know which mutual fund is best in SBI?? I am just 26
Sbi magnum midcap for sip.
Shall I start sip for this plan, pls advice?
Sir this is for onetime investment
Dear sir my son 29years old. He wants to start 5000sip . Pl suggest the company's 2 or 3 products
Investor App - www.assetplus.in/mfd/Excitemutual pls ask him to download this app. We will guide
Thanks for this information.
Please give ur suggestion for latest arrival of HDFC Sanjay plus policy.
Pls ignore only 6% return you can expect
dear sir
thank you for information i was invest Rs. 200000/- equity sbi health care regular growth fund but my invest amount less 3000/- for last 40 days, this is improve market if possible swipe the fund please clarify sir
Health care fund is in very expensive mode. Pls switch to equity hybrid or Balanced advantage.
B4 invest please consult some one first mistake is selecting regular. Keep in mind always direct growth is better.
Selecting a fund without a Goal is the 1st mistake.
@@nivasexcites ஆம் தோழர் .தோழர் எனக்கான கேள்வி எனக்கு நட்டமோ லாபமோ ஒரு பிரச்சனை இல்லை. நான் sip தவிர்த்து one time செய்யலாமா இல்லை sip தான் பெட்டரா ?உங்க வாட்சப் எண் எடுத்துள்ளேன் அப்பப சந்தேகங்கள் வரும் முடிந்தளவு வழிநடக்க உதவுங்கள்
@@SriniVasan-vf3hk sure. Both are good. But we have to choose funds based on our duration and financial goal
SBI auto apportunity fund review update
Pls avoid thematic schemes
Sir na SBI balanced advantage fund regular plan growth la net ta oru amount inves pani iruka enaku ena idea na na fd la inves pani monthly monthly enoda intrest payout ta mattum withdrawal panikamum nu keata athuku alternative va enaku itha suggestions panaga so ithu apdi sir fd Marithana yea account la intrest credit monthly monthly panuvagala atha na monthly monthly takeover panikalama
Yes you can. Activate SWP
Kindly give guidelines to choose a Term insurance for life risk coverage sir
Pls whatsapp your date of birth and annual income..
Without knowing anything, I have put 3 Lacs on this fund. Thanks for your informative video. ❤️🇮🇳❤️ Request you to put a video on mutual funds app and their reliability 🙏
Sure
Hi, Can NRI buy this or any other MF? Pls shed some light on this.
Yes NRI can take this plan
@@nivasexcites 100% sure? Can NRI buy this SBI NFO? One of the SBI Securities broker says NRI can't buy this.
@@madhanganesan2558 Demat not required. Pls WhatsApp your details to 9994266772. I will process for you
Is it suitable for sip.. 1000rs per month
No. Its for onetime investment for Low risk clients
@@nivasexcites Thank you.. which one is suitable for long term sip min 7 years in SBI Mutual funds?
SBI magnum midcap
Or go for Pgim midcap
@@nivasexcites why bro. sip option is not available in balanced advantage fund ?
@@balaji4154 this is for onetime investment. Don't do sip in this plan.
Give English subtitles
Sure..
Midcap fund returns epdi sir irukkum
It will be very good. Minimum 5years.