Table of Contents
- Multi Asset Allocation Funds: An Overview
- Top 5 Best Multi Asset Allocation Funds FY 22 - 23
- How to Invest in Multi Asset Allocation Online?
- FAQs
- 1. How does a multi-asset allocation fund diversify your portfolio?
- 2. What is the greatest advantage of a multi-asset investment portfolio?
- 3. Who offers multi-asset portfolio investments?
- 4. What is the greatest benefit of the multi-asset fund?
- 5. Are multi-asset funds good investments?
- 6. Is there anything that I should be aware of while investing in multi-asset fund?
- 7. What factors should I keep in mind while investing in multi-asset funds?
Top 5 Hybrid - Multi Asset Funds
5 Best Performing Multi Asset Allocation Funds 2022
One of the key benefits of investing in the multi Asset Allocation fund is that it gives a good diversification to your portfolio, thus lowers the investment risk. Additionally, the risk is distributed with both risky and non-risky securities.
Multi asset allocation funds are a part of the hybrid category. The special part about this scheme is that the fund can invest in three asset classes. This means that multi asset allocation can invest in debt, equity and in one more asset class. As per the norms, the fund should invest a minimum of 10 percent in each of the asset classes. Let’s learn about fund followed by some of the best performing multi asset allocation funds to invest in 2022 - 2023.
Multi Asset Allocation Funds: An Overview
In India Market, some fund houses invest multi-assets in debt, equity as well as gold. Whereas, in western markets, multi-asset funds invest in assets ranging from debt, real estate, gold, commodities, equity, hedge fund, and private equity. It is believed that some asset classes go up and down during that point of time different asset classes can do well. There could be a period where debts will do well, and there could be a time where equities will outperform. Same goes for gold funds. So, the chances of loss are very rare in this type of fund. The best way to invest in multi asset allocation funds is to invest for a long-term.
Thus, these funds can be a good option for conservative investors who don’t wish to take a high risk in investments, yet want an equity exposure in their portfolio.
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Top 5 Best Multi Asset Allocation Funds FY 22 - 23
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) ICICI Prudential Multi-Asset Fund Growth ₹454.197
↑ 2.49 ₹13,016 6 5.8 19.5 20.5 13.6 34.7 Edelweiss Multi Asset Allocation Fund Growth ₹39.74
↑ 0.17 ₹238 8.2 3.8 9.5 17.5 11.4 27.1 HDFC Multi-Asset Fund Growth ₹48.991
↑ 0.17 ₹1,476 6.7 4 6.4 16.4 10.5 17.9 Axis Triple Advantage Fund Growth ₹30.1702
↑ 0.15 ₹1,591 8.7 0.2 3 15.6 11.3 22.8 SBI Multi Asset Allocation Fund Growth ₹38.3265
↑ 0.32 ₹542 5.1 2.7 6.4 11.8 9.1 13 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Aug 22 Multi Asset Allocation funds having AUM/Net Assets above 100 Crore. Sorted on Last 3 Year Return.
(Erstwhile ICICI Prudential Dynamic Plan) To generate capital appreciation by actively investing in equity and equity related securities. For defensive considerations, the Scheme may invest in debt, money market instruments and derivatives. The investment manager will have the discretion to take aggressive asset calls i.e. by staying 100% invested in equity market/equity related instruments at a given point of time and 0% at another, in which case, the fund may be invested in debt related instruments at its discretion. The AMC may choose to churn the portfolio of the Scheme in order to achieve the investment objective. The Scheme is suitable for investors seeking high returns and for those who are willing to take commensurate risks. ICICI Prudential Multi-Asset Fund is a Hybrid - Multi Asset fund was launched on 31 Oct 02. It is a fund with Moderately High risk and has given a Below is the key information for ICICI Prudential Multi-Asset Fund Returns up to 1 year are on (Erstwhile Edelweiss Prudent Advantage Fund) The objective of the Scheme is to generate returns through capital appreciation by investing in diversified portfolio of equity and equity-related securities, fixed income instruments and Gold Exchange Traded Funds.
However, there is no assurance that the investment objective of the Scheme will be realized. Edelweiss Multi Asset Allocation Fund is a Hybrid - Multi Asset fund was launched on 12 Aug 09. It is a fund with Moderately High risk and has given a Below is the key information for Edelweiss Multi Asset Allocation Fund Returns up to 1 year are on (Erstwhile HDFC Multiple Yield Fund - Plan 2005) To generate positive returns over medium time frame
with low risk of capital loss over medium time frame.
However, there can be no assurance that the
investment objective of the Scheme will be achieved HDFC Multi-Asset Fund is a Hybrid - Multi Asset fund was launched on 17 Aug 05. It is a fund with Moderate risk and has given a Below is the key information for HDFC Multi-Asset Fund Returns up to 1 year are on To generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments, fixed income instruments & gold exchange traded funds. Axis Triple Advantage Fund is a Hybrid - Multi Asset fund was launched on 23 Aug 10. It is a fund with Moderately High risk and has given a Below is the key information for Axis Triple Advantage Fund Returns up to 1 year are on (Erstwhile SBI Magnum Monthly Income Plan Floater) To provide regular income, liquidity and attractive returns to investors in addition
to mitigating the impact of interest rate risk through an actively managed
portfolio of floating rate and fixed rate debt instruments, equity, money market
instruments and derivatives. SBI Multi Asset Allocation Fund is a Hybrid - Multi Asset fund was launched on 21 Dec 05. It is a fund with Moderate risk and has given a Below is the key information for SBI Multi Asset Allocation Fund Returns up to 1 year are on 1. ICICI Prudential Multi-Asset Fund
CAGR/Annualized return of 21.3% since its launch. Ranked 53 in Multi Asset category. Return for 2021 was 34.7% , 2020 was 9.9% and 2019 was 7.7% . ICICI Prudential Multi-Asset Fund
Growth Launch Date 31 Oct 02 NAV (17 Aug 22) ₹454.197 ↑ 2.49 (0.55 %) Net Assets (Cr) ₹13,016 on 30 Jun 22 Category Hybrid - Multi Asset AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio 1.26 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 17 ₹10,000 31 Jul 18 ₹10,491 31 Jul 19 ₹10,828 31 Jul 20 ₹10,755 31 Jul 21 ₹15,347 31 Jul 22 ₹18,110 Returns for ICICI Prudential Multi-Asset Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Aug 22 Duration Returns 1 Month 7.5% 3 Month 6% 6 Month 5.8% 1 Year 19.5% 3 Year 20.5% 5 Year 13.6% 10 Year 15 Year Since launch 21.3% Historical performance (Yearly) on absolute basis
Year Returns 2021 34.7% 2020 9.9% 2019 7.7% 2018 -2.2% 2017 28.2% 2016 12.5% 2015 -1.4% 2014 37% 2013 16.3% 2012 30.6% Fund Manager information for ICICI Prudential Multi-Asset Fund
Name Since Tenure Sankaran Naren 1 Feb 12 10.5 Yr. Anuj Tagra 28 May 18 4.18 Yr. Ihab Dalwai 3 Jun 17 5.16 Yr. Priyanka Khandelwal 15 Jun 17 5.13 Yr. Sri Sharma 30 Apr 21 1.25 Yr. Gaurav Chikane 2 Aug 21 1 Yr. Data below for ICICI Prudential Multi-Asset Fund as on 30 Jun 22
Asset Allocation
Asset Class Value Cash 22.06% Equity 70.13% Debt 4.4% Other 3.41% Equity Sector Allocation
Sector Value Financial Services 22.53% Utility 9.24% Communication Services 7.42% Energy 7.15% Consumer Cyclical 6.36% Technology 5.51% Health Care 3.83% Basic Materials 3.59% Industrials 3.11% Consumer Defensive 1.12% Real Estate 0.32% Debt Sector Allocation
Sector Value Cash Equivalent 22.06% Government 3.55% Corporate 0.85% Credit Quality
Rating Value AA 16.48% AAA 83.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity NTPC Ltd (Utilities)
Equity, Since 31 Mar 17 | 5325559% ₹1,172 Cr 82,000,000
↓ -661,183 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 06 | ICICIBANK7% ₹929 Cr 13,133,625
↓ -11,750 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 16 | BHARTIARTL7% ₹871 Cr 12,715,693
↑ 122,654 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 17 | 5003125% ₹658 Cr 43,400,000
↓ -583,932 5.53% Govt Stock 2033
Sovereign Bonds | -3% ₹455 Cr 46,624,650 ICICI Pru Gold ETF
- | -3% ₹455 Cr 101,045,401
↓ -8,000 Infosys Ltd (Technology)
Equity, Since 31 Oct 19 | INFY3% ₹404 Cr 2,764,013
↑ 648,013 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK3% ₹355 Cr 2,632,838
↑ 182,300 State Bank of India (Financial Services)
Equity, Since 31 Oct 16 | SBIN2% ₹280 Cr 6,008,516 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 5322152% ₹278 Cr 4,358,000 2. Edelweiss Multi Asset Allocation Fund
CAGR/Annualized return of since its launch. Ranked 71 in Multi Asset category. Return for 2021 was 27.1% , 2020 was 12.7% and 2019 was 10.4% . Edelweiss Multi Asset Allocation Fund
Growth Launch Date 12 Aug 09 NAV (17 Aug 22) ₹39.74 ↑ 0.17 (0.43 %) Net Assets (Cr) ₹238 on 30 Jun 22 Category Hybrid - Multi Asset AMC Edelweiss Asset Management Limited Rating ☆ Risk Moderately High Expense Ratio 2.36 Sharpe Ratio -0.01 Information Ratio 0.12 Alpha Ratio 1.78 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jul 17 ₹10,000 31 Jul 18 ₹10,754 31 Jul 19 ₹10,583 31 Jul 20 ₹10,719 31 Jul 21 ₹15,096 31 Jul 22 ₹16,288 Returns for Edelweiss Multi Asset Allocation Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Aug 22 Duration Returns 1 Month 8.8% 3 Month 8.2% 6 Month 3.8% 1 Year 9.5% 3 Year 17.5% 5 Year 11.4% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2021 27.1% 2020 12.7% 2019 10.4% 2018 -0.1% 2017 26.1% 2016 0.2% 2015 2.2% 2014 38.4% 2013 7.5% 2012 20.5% Fund Manager information for Edelweiss Multi Asset Allocation Fund
Name Since Tenure Dhawal Dalal 23 Nov 21 0.68 Yr. Bhavesh Jain 1 Oct 21 0.83 Yr. Bharat Lahoti 14 Oct 15 6.8 Yr. Data below for Edelweiss Multi Asset Allocation Fund as on 30 Jun 22
Asset Allocation
Asset Class Value Cash 14.78% Equity 70.38% Debt 14.85% Equity Sector Allocation
Sector Value Financial Services 19.44% Technology 7.49% Consumer Cyclical 6.92% Energy 6.81% Consumer Defensive 6.25% Basic Materials 4.76% Health Care 4.75% Industrials 3.17% Utility 2.69% Communication Services 2.62% Real Estate 0.14% Debt Sector Allocation
Sector Value Cash Equivalent 14.17% Corporate 8.87% Government 6.59% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity National Housing Bank
Debentures | -8% ₹20 Cr 2,000,000
↑ 2,000,000 5.63% Govt Stock 2026
Sovereign Bonds | -6% ₹15 Cr 1,600,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 15 | HDFCBANK5% ₹11 Cr 82,901 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | ICICIBANK5% ₹11 Cr 156,500 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 20 | RELIANCE4% ₹11 Cr 40,952 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 16 | ITC4% ₹9 Cr 345,952
↑ 22,258 Infosys Ltd (Technology)
Equity, Since 31 May 15 | INFY3% ₹8 Cr 52,783 State Bank of India (Financial Services)
Equity, Since 30 Jun 15 | SBIN3% ₹7 Cr 160,952
↑ 23,963 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹6 Cr 90,079 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 19 | SUNPHARMA2% ₹5 Cr 59,387
↑ 21,241 3. HDFC Multi-Asset Fund
CAGR/Annualized return of 9.8% since its launch. Ranked 33 in Multi Asset category. Return for 2021 was 17.9% , 2020 was 20.9% and 2019 was 9.3% . HDFC Multi-Asset Fund
Growth Launch Date 17 Aug 05 NAV (17 Aug 22) ₹48.991 ↑ 0.17 (0.34 %) Net Assets (Cr) ₹1,476 on 30 Jun 22 Category Hybrid - Multi Asset AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderate Expense Ratio 2.43 Sharpe Ratio 0.01 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-15 Months (1%),15 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 17 ₹10,000 31 Jul 18 ₹10,639 31 Jul 19 ₹10,378 31 Jul 20 ₹11,611 31 Jul 21 ₹15,023 31 Jul 22 ₹15,924 Returns for HDFC Multi-Asset Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Aug 22 Duration Returns 1 Month 6% 3 Month 6.7% 6 Month 4% 1 Year 6.4% 3 Year 16.4% 5 Year 10.5% 10 Year 15 Year Since launch 9.8% Historical performance (Yearly) on absolute basis
Year Returns 2021 17.9% 2020 20.9% 2019 9.3% 2018 -1.9% 2017 11.8% 2016 8.9% 2015 4.7% 2014 20.4% 2013 6.7% 2012 11.8% Fund Manager information for HDFC Multi-Asset Fund
Name Since Tenure Anil Bamboli 17 Aug 05 16.96 Yr. Arun Agarwal 24 Aug 20 1.93 Yr. Krishan Daga 23 May 18 4.19 Yr. Srinivasan Ramamurthy 13 Jan 22 0.55 Yr. Sankalp Baid 22 Jan 21 1.52 Yr. Bhagyesh Kagalkar 2 Feb 22 0.49 Yr. Data below for HDFC Multi-Asset Fund as on 30 Jun 22
Asset Allocation
Asset Class Value Cash 9.54% Equity 69.07% Debt 9.77% Other 11.62% Equity Sector Allocation
Sector Value Financial Services 19.11% Technology 9.4% Industrials 8.39% Basic Materials 6.09% Consumer Defensive 5.92% Energy 4.57% Consumer Cyclical 4.54% Health Care 4.01% Communication Services 2.97% Utility 2.96% Debt Sector Allocation
Sector Value Government 8.51% Cash Equivalent 7.93% Corporate 2.87% Credit Quality
Rating Value A 2.53% AA 1.54% AAA 95.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Gold ETF
- | -12% ₹175 Cr 39,000,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY6% ₹84 Cr 577,283
↑ 114,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 18 | HDFCBANK4% ₹66 Cr 490,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK4% ₹62 Cr 871,560 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | 5322153% ₹51 Cr 808,400
↑ 25,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 18 | RELIANCE3% ₹48 Cr 184,750
↑ 10,000 7.27% Govt Stock 2026
Sovereign Bonds | -3% ₹40 Cr 4,000,000 ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 18 | ITC2% ₹33 Cr 1,222,400
↑ 140,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Jun 18 | BHARTIARTL2% ₹33 Cr 485,000
↑ 45,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 18 | HDFC2% ₹33 Cr 151,853 4. Axis Triple Advantage Fund
CAGR/Annualized return of 9.7% since its launch. Return for 2021 was 22.8% , 2020 was 18% and 2019 was 15.3% . Axis Triple Advantage Fund
Growth Launch Date 23 Aug 10 NAV (17 Aug 22) ₹30.1702 ↑ 0.15 (0.51 %) Net Assets (Cr) ₹1,591 on 30 Jun 22 Category Hybrid - Multi Asset AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.25 Sharpe Ratio -0.57 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 17 ₹10,000 31 Jul 18 ₹10,992 31 Jul 19 ₹11,002 31 Jul 20 ₹11,990 31 Jul 21 ₹16,163 31 Jul 22 ₹16,524 Returns for Axis Triple Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Aug 22 Duration Returns 1 Month 9.2% 3 Month 8.7% 6 Month 0.2% 1 Year 3% 3 Year 15.6% 5 Year 11.3% 10 Year 15 Year Since launch 9.7% Historical performance (Yearly) on absolute basis
Year Returns 2021 22.8% 2020 18% 2019 15.3% 2018 1.9% 2017 15.9% 2016 7.1% 2015 -0.5% 2014 17.2% 2013 0.3% 2012 19.4% Fund Manager information for Axis Triple Advantage Fund
Name Since Tenure R Sivakumar 14 Sep 10 11.88 Yr. Ashish Naik 22 Jun 16 6.11 Yr. Hardik Shah 31 Jan 22 0.5 Yr. Data below for Axis Triple Advantage Fund as on 30 Jun 22
Asset Allocation
Asset Class Value Cash 5.22% Equity 70.9% Debt 12.66% Other 11.23% Equity Sector Allocation
Sector Value Financial Services 26.48% Technology 11.08% Basic Materials 8.58% Consumer Defensive 6.88% Consumer Cyclical 6.6% Health Care 4.37% Industrials 3.94% Energy 2.98% Debt Sector Allocation
Sector Value Government 11.38% Cash Equivalent 5.22% Corporate 1.27% Credit Quality
Rating Value AA 2.64% AAA 97.36% Top Securities Holdings / Portfolio
Name Holding Value Quantity Axis Gold ETF
- | -11% ₹182 Cr 41,550,400 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | ICICIBANK6% ₹90 Cr 1,271,564 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 17 | 5000345% ₹83 Cr 153,002 Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY5% ₹81 Cr 551,199 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS5% ₹76 Cr 233,145 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 12 | HDFC5% ₹73 Cr 335,020 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403764% ₹71 Cr 209,258 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK4% ₹65 Cr 479,986 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK4% ₹61 Cr 364,779
↑ 28,375 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 19 | RELIANCE3% ₹47 Cr 182,419 5. SBI Multi Asset Allocation Fund
CAGR/Annualized return of 8.4% since its launch. Ranked 11 in Multi Asset category. Return for 2021 was 13% , 2020 was 14.2% and 2019 was 10.6% . SBI Multi Asset Allocation Fund
Growth Launch Date 21 Dec 05 NAV (17 Aug 22) ₹38.3265 ↑ 0.32 (0.84 %) Net Assets (Cr) ₹542 on 30 Jun 22 Category Hybrid - Multi Asset AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.87 Sharpe Ratio -0.46 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 17 ₹10,000 31 Jul 18 ₹10,441 31 Jul 19 ₹10,964 31 Jul 20 ₹12,376 31 Jul 21 ₹14,529 31 Jul 22 ₹15,131 Returns for SBI Multi Asset Allocation Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Aug 22 Duration Returns 1 Month 5% 3 Month 5.1% 6 Month 2.7% 1 Year 6.4% 3 Year 11.8% 5 Year 9.1% 10 Year 15 Year Since launch 8.4% Historical performance (Yearly) on absolute basis
Year Returns 2021 13% 2020 14.2% 2019 10.6% 2018 0.4% 2017 10.9% 2016 8.7% 2015 9.9% 2014 17.3% 2013 8.2% 2012 11.7% Fund Manager information for SBI Multi Asset Allocation Fund
Name Since Tenure Dinesh Balachandran 31 Oct 21 0.75 Yr. Raj gandhi 27 Feb 20 2.42 Yr. Data below for SBI Multi Asset Allocation Fund as on 30 Jun 22
Asset Allocation
Asset Class Value Cash 22.86% Equity 40.04% Debt 25.04% Other 12.06% Equity Sector Allocation
Sector Value Financial Services 9.77% Basic Materials 6.8% Health Care 4.82% Utility 4.33% Real Estate 4.32% Industrials 3.74% Consumer Defensive 3.43% Consumer Cyclical 1.31% Communication Services 0.88% Energy 0.34% Technology 0.3% Debt Sector Allocation
Sector Value Government 25.04% Cash Equivalent 22.86% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 6.79% Govt Stock 2029
Sovereign Bonds | -12% ₹64 Cr 6,650,000 SBI Gold ETF
- | -11% ₹59 Cr 13,211,000 6.1% Govt Stock 2031
Sovereign Bonds | -7% ₹40 Cr 4,350,000 GAIL (India) Ltd (Utilities)
Equity, Since 31 Mar 21 | 5321554% ₹23 Cr 1,628,559 7.26% Govt Stock 2029
Sovereign Bonds | -3% ₹18 Cr 1,830,000 ICICI Bank Ltd (Financial Services)
Equity, Since 15 Apr 22 | ICICIBANK3% ₹15 Cr 200,000 Equitas Holding Ltd (Financial Services)
Equity, Since 15 Apr 22 | 5398442% ₹14 Cr 1,500,000 AIA Engineering Ltd (Industrials)
Equity, Since 30 Apr 22 | AIAENG2% ₹13 Cr 58,485 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 22 | 5409752% ₹13 Cr 625,000 ACC Ltd (Basic Materials)
Equity, Since 28 Feb 19 | 5004102% ₹13 Cr 58,621
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FAQs
1. How does a multi-asset allocation fund diversify your portfolio?
A: With multi-asset allocation, your investment is made in different assets, which ensures you receive steady Earnings from different sectors and market cycles.
2. What is the greatest advantage of a multi-asset investment portfolio?
A: A multi-asset portfolio is tailor-made and customized to suit your requirements. You will not have to separately invest in different portfolios. This can prove to be quite difficult and will require extensive market research on your behalf. Thus, the best way to ensure steady earnings and to ensure that you diversify your portfolio of earnings is to invest in a multi-asset portfolio.
3. Who offers multi-asset portfolio investments?
A: Multi-asset portfolio investments are offered by premier banks and financial institutions like Axis Triple Advantage Fund, HDFC Multi-Asset Fund, SBI Multi-Asset Allocation Fund, ICICI Prudential Multi-Asset Fund, and UTI Multi-Asset Fund.
4. What is the greatest benefit of the multi-asset fund?
A: The greatest advantage is that there is no exit load. Also, there is no difficulty in entering the market or leaving the market. The only exit load that is levied if the investment is not redeemed in a year and that too is 1% of your investment. Beyond one year there is no exit load if you leave the market.
5. Are multi-asset funds good investments?
A: Multi-asset funds are considered good investments primarily because these are low-risk investments and are known to produce good returns. So if you are looking to diversify your portfolio with high and low-risk investments, then you could consider Investing in this fund.
6. Is there anything that I should be aware of while investing in multi-asset fund?
A: If you are looking for quick returns, then you should not be investing in this fund. Multi-asset takes about 5 years to produce good returns. For example, if you invest Rs. 10,000, then you will have to wait for 5 years for your investment to become Rs. 14,972. Hence, even if the ROI is excellent, you will have to wait for at least 5 years to realize your investment.
7. What factors should I keep in mind while investing in multi-asset funds?
A: The risk-taking capability and the target date by which you want to realize your investment - are one of the important factors. Depending these parameters, you'll have to select suitable multi-asset investment funds.
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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