Bajaj Finserv AMC Partner - Wealth Asia Enterprise LLP, Preet Vihar, new delhi

Bajaj Finserv Balanced Advantage Fund is an ideal investment option for investors seeking:

• Automated portfolio rebalancing, which responds to market dynamics, serves to eliminate behavioural biases that may emerge throughout the investment horizon.

• It strives to achieve an optimal asset allocation, which helps in reducing investment volatility.

• The primary goal is to foster capital appreciation while simultaneously mitigating potential losses and risks.

The fund will have a tax incidence as an equity fund. Towards that purpose, the asset allocation in the scheme will be adjusted as needed with the goal is to ensure that a minimum of 65% of the total fund portfolio is invested in equity and equity-related instruments. This allocation will be calculated based on the annual average of the monthly opening and closing figures.

Bajaj Finserv Balanced Advantage Fund is designed to strategically allocate assets by dynamically adjusting the Balanced between equity and fixed income. This method is based on a fundamental and behavioural model, which helps in avoiding emotional decision-making influenced by market dynamics. The primary goal of this fund is to aim for risk-adjusted returns throughout different market conditions, ultimately assisting investors in reaching their medium to long-term financial

objectives.

When a mandate is cancelled, all SIPs linked to that mandate will also be cancelled.

Mandate activation turnaround time (TAT) varies from one bank to another and is governed by National Payments Corporation of India (NPCI).

Yes, e-mandates are designed with security measures to protect your personal and financial information, often utilizing encryption and secure authentication methods.

An e-mandate is an electronic authorization given by a customer to allow recurring payments or transactions, typically used in banking and payment systems.