Fund Advantage

What is Fund Advantage?

Fund Advantage is an advanced premium research service that offers a structured model mutual fund portfolios through prudent asset allocation strategies.

The service offers access to two equity portfolios and one debt portfolio, each constructed using diversified mutual funds to help investors balance growth and stability within a single framework.

As a member, you receive monthly portfolio reviews, fund performance updates, and clear buy/hold/switch guidance - all designed to help you build and maintain a long-term wealth-creation portfolio through a systematic and disciplined investment approach.

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What is the goal of Fund Advantage?

The goal of Fund Advantage is to help investors build a disciplined, goal-based mutual fund portfolio using a structured asset allocation approach.

Instead of selecting random funds or reacting to short-term market movements, the service focuses on creating a long-term investment framework combining equity growth and debt stability. The objective is to help investors participate in equity markets while managing risk through proper portfolio allocation.

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What does Fund Advantage offer?

Fund Advantage offers a complete portfolio framework and not merely a list of mutual fund recommendations.

Subscribers receive:

• Access to 3 model portfolios (2 Equity + 1 Debt)
• Suggested fund allocation structure
• Implementation guidance (SIP and lump sum)
• Monthly performance review
• Portfolio action updates (if required)

The service is designed to help investors implement and maintain a structured mutual fund portfolio aligned to long-term financial goals.

Fund Advantage is a structured model mutual fund portfolio service that provides research backed model portfolios built on disciplined asset allocation.

The service offers access to two equity portfolios and one debt portfolio, each constructed using diversified mutual funds to help investors balance growth and stability within a single framework.

As a member, you receive monthly portfolio reviews, fund performance updates, and clear buy/hold/switch guidance — all designed to help you build and maintain a long-term wealth-creation portfolio through a systematic and disciplined investment approach.

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How are the portfolios structured?

Fund Advantage consists of three model portfolios:

1. Equity Portfolio – Core Equity Strategy

   Designed for relatively stable participation in equity markets.

2. Equity Portfolio – High Growth Equity Strategy

   Focused on long-term capital appreciation.

3. Debt Portfolio – Capital Preservation Strategy

   Provides balance, volatility control, and capital stability.

These portfolios are meant to work together to maintain overall portfolio discipline and asset allocation balance.

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Who is the editor of Fund Advantage?

Divya Grover (Research Analyst), is the editor of FundSelect — Equitymaster’s flagship mutual fund research service. With several years of experience in mutual fund analysis, Divya applies rigorous qualitative and quantitative criteria to identify high-potential investment opportunities. She also serves as the editor of The Fund Strategist newsletter and has been an integral part of QIS since 2019. Over the years, Divya has consistently delivered honest and unbiased research, driven by a disciplined methodology. Her mission is to empower investors with well-researched insights to make informed investment decisions and safeguard their long-term wealth.

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What is the frequency of updates and reports?

Subscribers receive a monthly review covering:

• Performance of recommended mutual funds
• Portfolio observations
• Any required action (buy/hold/switch/exit, if necessary)

In case of important fund-related developments or market events, additional updates may also be shared.

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I want to know more about Fund Advantage. How should I proceed?

You can write to us with all your queries and we will be delighted to assist you. Alternatively, you can call us on +91-9136015013 between 10 am to 6 pm from Monday to Friday.

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What should be the allocation towards each portfolio?

Allocation depends on your:

• Financial goals
• Time horizon
• Risk tolerance

Fund Advantage provides a suggested portfolio structure. However, investors should evaluate suitability before investing or consult a SEBI Registered Investment Advisor if personalised guidance is required.

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How can I try Fund Advantage?

We are delighted to inform you that you can try Fund Advantage completely risk free! There's a 30-day money back guarantee. So if it turns out that you don't like Fund Advantage, we'll gladly give back every rupee you paid for it.

Try Fund Advantage Now

Or Give Us a Call: +91-9136015013