The balanced allocation strategy offers exposure in equities, & debt through Axis ETFs
Investment Rationale
ETF's are exchange traded and it relies on broader market wisdom and participates in the constituents in the same proportion as the Index.
This smallcase is a blend of equity and debt, trying to capture growth potential of equities by allocating a higher proportion to equity and remainder to debt to diversify the portfolio while diluting the risk and providing at par returns at a lesser risk.
This basket is suitable for investors who want to have exposure in well diversified bluechip companies and debt together at a lower cost as well as for the investors who believe in passive investing while looking for adequate portfolio diversification.
The strategy tries to capture the growth potential of equities while investing in low risk AAA-rated bonds and state development loans.
Closed smallcase