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5 Best Performing Multi Asset Allocation Funds 2023

Updated on January 30, 2023 , 28966 views

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

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 2023 - 2024.

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 23 - 24

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
ICICI Prudential Multi-Asset Fund Growth ₹478.496
↓ -0.28
₹15,7702.78.911.620.512.416.8
Edelweiss Multi Asset Allocation Fund Growth ₹40.3
↓ -0.09
₹432-14.53.414.29.75.3
HDFC Multi-Asset Fund Growth ₹49.741
↑ 0.08
₹1,6360.73.54.413.49.74.3
SBI Multi Asset Allocation Fund Growth ₹38.7645
↓ -0.10
₹601-0.12.64.210.18.46
Axis Triple Advantage Fund Growth ₹28.6458
↑ 0.12
₹1,661-3.5-2.3-6.79.79-5.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Feb 23
*Above is list of best Multi Asset Allocation funds having AUM/Net Assets above 100 Crore. Sorted on Last 3 Year Return.

1. ICICI Prudential Multi-Asset Fund

(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 CAGR/Annualized return of 21% since its launch.  Ranked 53 in Multi Asset category.  Return for 2022 was 16.8% , 2021 was 34.7% and 2020 was 9.9% .

Below is the key information for ICICI Prudential Multi-Asset Fund

ICICI Prudential Multi-Asset Fund
Growth
Launch Date 31 Oct 02
NAV (01 Feb 23) ₹478.496 ↓ -0.28   (-0.06 %)
Net Assets (Cr) ₹15,770 on 31 Dec 22
Category Hybrid - Multi Asset
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.81
Sharpe Ratio 1.23
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.

DateValue
31 Jan 18₹10,000
31 Jan 19₹9,495
31 Jan 20₹10,261
31 Jan 21₹11,339
31 Jan 22₹16,079
31 Jan 23₹17,950

ICICI Prudential Multi-Asset Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for ICICI Prudential Multi-Asset Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Feb 23

DurationReturns
1 Month -0.2%
3 Month 2.7%
6 Month 8.9%
1 Year 11.6%
3 Year 20.5%
5 Year 12.4%
10 Year
15 Year
Since launch 21%
Historical performance (Yearly) on absolute basis
YearReturns
2022 16.8%
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%
Fund Manager information for ICICI Prudential Multi-Asset Fund
NameSinceTenure
Sankaran Naren1 Feb 1210.92 Yr.
Anuj Tagra28 May 184.6 Yr.
Ihab Dalwai3 Jun 175.58 Yr.
Sri Sharma30 Apr 211.67 Yr.
Gaurav Chikane2 Aug 211.42 Yr.
Sharmila D’mello31 Jul 220.42 Yr.

Data below for ICICI Prudential Multi-Asset Fund as on 31 Dec 22

Asset Allocation
Asset ClassValue
Cash26.25%
Equity66.29%
Debt4.43%
Other3.02%
Equity Sector Allocation
SectorValue
Financial Services21.17%
Utility8.3%
Energy8.14%
Consumer Cyclical7.94%
Technology5.59%
Communication Services4.97%
Health Care4.25%
Industrials2.86%
Basic Materials2.66%
Real Estate0.27%
Consumer Defensive0.12%
Debt Sector Allocation
SectorValue
Cash Equivalent23.29%
Government3.89%
Corporate3.5%
Credit Quality
RatingValue
AA5.25%
AAA94.75%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 31 Mar 17 | NTPC
8%₹1,308 Cr78,601,554
↑ 3,304,684
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 06 | ICICIBANK
6%₹974 Cr10,936,375
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 17 | ONGC
5%₹790 Cr53,835,524
↓ -88,550
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 16 | BHARTIARTL
4%₹663 Cr8,230,293
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK
4%₹566 Cr3,476,438
Infosys Ltd (Technology)
Equity, Since 31 Oct 19 | INFY
4%₹556 Cr3,689,149
7.42% Govt Stock 2033
Sovereign Bonds | -
3%₹489 Cr49,124,650
ICICI Pru Gold ETF
- | -
3%₹488 Cr101,034,055
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIGI
3%₹402 Cr3,246,376
↑ 46,241
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 20 | RELIANCE
3%₹400 Cr1,570,250

2. Edelweiss Multi Asset Allocation Fund

(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 CAGR/Annualized return of since its launch.  Ranked 71 in Multi Asset category.  Return for 2022 was 5.3% , 2021 was 27.1% and 2020 was 12.7% .

Below is the key information for Edelweiss Multi Asset Allocation Fund

Edelweiss Multi Asset Allocation Fund
Growth
Launch Date 12 Aug 09
NAV (01 Feb 23) ₹40.3 ↓ -0.09   (-0.22 %)
Net Assets (Cr) ₹432 on 31 Dec 22
Category Hybrid - Multi Asset
AMC Edelweiss Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.37
Sharpe Ratio 0.08
Information Ratio 0.19
Alpha Ratio 0.5
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Jan 18₹10,000
31 Jan 19₹9,620
31 Jan 20₹10,700
31 Jan 21₹11,827
31 Jan 22₹15,271
31 Jan 23₹15,971

Edelweiss Multi Asset Allocation Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Edelweiss Multi Asset Allocation Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Feb 23

DurationReturns
1 Month -1%
3 Month -1%
6 Month 4.5%
1 Year 3.4%
3 Year 14.2%
5 Year 9.7%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2022 5.3%
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%
Fund Manager information for Edelweiss Multi Asset Allocation Fund
NameSinceTenure
Dhawal Dalal23 Nov 211.11 Yr.
Bhavesh Jain1 Oct 211.25 Yr.
Bharat Lahoti14 Oct 157.22 Yr.

Data below for Edelweiss Multi Asset Allocation Fund as on 31 Dec 22

Asset Allocation
Asset ClassValue
Cash13.02%
Equity73.03%
Debt13.95%
Equity Sector Allocation
SectorValue
Financial Services25.4%
Technology7.63%
Consumer Cyclical6.17%
Industrials5.68%
Basic Materials5.55%
Consumer Defensive5.49%
Energy5.06%
Health Care3.62%
Communication Services3.51%
Utility2.15%
Real Estate0.52%
Debt Sector Allocation
SectorValue
Cash Equivalent12.81%
Government9.46%
Corporate4.7%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | ICICIBANK
6%₹25 Cr285,550
↑ 6,486
National Housing Bank
Debentures | -
5%₹20 Cr2,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 15 | HDFCBANK
4%₹17 Cr105,496
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 20 | RELIANCE
4%₹16 Cr61,957
↑ 250
5.63% Govt Stock 2026
Sovereign Bonds | -
4%₹15 Cr1,600,000
Infosys Ltd (Technology)
Equity, Since 31 May 15 | INFY
4%₹15 Cr101,112
↑ 8,705
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 16 | ITC
4%₹15 Cr458,613
↑ 33,366
7.38% Govt Stock 2027
Sovereign Bonds | -
3%₹15 Cr1,500,000
State Bank of India (Financial Services)
Equity, Since 30 Jun 15 | SBIN
3%₹14 Cr230,891
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
3%₹13 Cr155,393
↑ 98,285

3. HDFC Multi-Asset Fund

(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 CAGR/Annualized return of 9.6% since its launch.  Ranked 33 in Multi Asset category.  Return for 2022 was 4.3% , 2021 was 17.9% and 2020 was 20.9% .

Below is the key information for HDFC Multi-Asset Fund

HDFC Multi-Asset Fund
Growth
Launch Date 17 Aug 05
NAV (01 Feb 23) ₹49.741 ↑ 0.08   (0.15 %)
Net Assets (Cr) ₹1,636 on 31 Dec 22
Category Hybrid - Multi Asset
AMC HDFC Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 2.29
Sharpe Ratio -0.04
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.

DateValue
31 Jan 18₹10,000
31 Jan 19₹9,807
31 Jan 20₹10,892
31 Jan 21₹12,618
31 Jan 22₹15,086
31 Jan 23₹15,851

HDFC Multi-Asset Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for HDFC Multi-Asset Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Feb 23

DurationReturns
1 Month -0.3%
3 Month 0.7%
6 Month 3.5%
1 Year 4.4%
3 Year 13.4%
5 Year 9.7%
10 Year
15 Year
Since launch 9.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.3%
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%
Fund Manager information for HDFC Multi-Asset Fund
NameSinceTenure
Anil Bamboli17 Aug 0517.39 Yr.
Arun Agarwal24 Aug 202.36 Yr.
Krishan Daga23 May 184.61 Yr.
Srinivasan Ramamurthy13 Jan 220.97 Yr.
Bhagyesh Kagalkar2 Feb 220.91 Yr.
Priya Ranjan1 May 220.67 Yr.

Data below for HDFC Multi-Asset Fund as on 31 Dec 22

Asset Allocation
Asset ClassValue
Cash18.74%
Equity55.65%
Debt13.06%
Other12.55%
Equity Sector Allocation
SectorValue
Financial Services21.3%
Industrials9.28%
Basic Materials7.32%
Consumer Defensive5.79%
Technology5.74%
Consumer Cyclical4.33%
Energy3.66%
Health Care3.59%
Communication Services3.36%
Utility1.59%
Real Estate0.88%
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
A2.06%
AA0.84%
AAA97.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Gold ETF
- | -
13%₹209 Cr43,440,000
↑ 2,160,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 18 | HDFCBANK
5%₹80 Cr490,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | AXISBANK
5%₹75 Cr808,400
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK
4%₹73 Cr821,560
↓ -50,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
3%₹46 Cr305,183
Future on Tata Motors Ltd
Derivatives | -
3%-₹42 Cr
7.27% Govt Stock 2026
Sovereign Bonds | -
2%₹40 Cr4,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Jun 18 | BHARTIARTL
2%₹39 Cr485,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 18 | RELIANCE
2%₹38 Cr150,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 18 | HDFC
2%₹37 Cr140,000
↓ -11,853

4. SBI Multi Asset Allocation Fund

(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 CAGR/Annualized return of 8.2% since its launch.  Ranked 11 in Multi Asset category.  Return for 2022 was 6% , 2021 was 13% and 2020 was 14.2% .

Below is the key information for SBI Multi Asset Allocation Fund

SBI Multi Asset Allocation Fund
Growth
Launch Date 21 Dec 05
NAV (01 Feb 23) ₹38.7645 ↓ -0.10   (-0.26 %)
Net Assets (Cr) ₹601 on 31 Dec 22
Category Hybrid - Multi Asset
AMC SBI Funds Management Private Limited
Rating
Risk Moderate
Expense Ratio 1.85
Sharpe Ratio 0.16
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.

DateValue
31 Jan 18₹10,000
31 Jan 19₹10,105
31 Jan 20₹11,216
31 Jan 21₹12,542
31 Jan 22₹14,336
31 Jan 23₹15,021

SBI Multi Asset Allocation Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for SBI Multi Asset Allocation Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Feb 23

DurationReturns
1 Month -1.6%
3 Month -0.1%
6 Month 2.6%
1 Year 4.2%
3 Year 10.1%
5 Year 8.4%
10 Year
15 Year
Since launch 8.2%
Historical performance (Yearly) on absolute basis
YearReturns
2022 6%
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%
Fund Manager information for SBI Multi Asset Allocation Fund
NameSinceTenure
Dinesh Balachandran31 Oct 211.17 Yr.
Mohit Jain30 Nov 175.09 Yr.
Raj gandhi27 Feb 202.85 Yr.

Data below for SBI Multi Asset Allocation Fund as on 31 Dec 22

Asset Allocation
Asset ClassValue
Cash12.4%
Equity48.16%
Debt26.37%
Other13.08%
Equity Sector Allocation
SectorValue
Financial Services13.61%
Basic Materials9.07%
Industrials6.74%
Utility5.13%
Health Care3.98%
Communication Services2.48%
Consumer Defensive2.2%
Real Estate1.96%
Technology1.58%
Consumer Cyclical1.03%
Energy0.32%
Debt Sector Allocation
SectorValue
Government21.46%
Cash Equivalent10.78%
Corporate6.53%
Credit Quality
RatingValue
AA13.53%
AAA86.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
SBI Gold ETF
- | -
12%₹71 Cr14,336,000
6.79% Govt Stock 2029
Sovereign Bonds | -
11%₹65 Cr6,650,000
6.1% Govt Stock 2031
Sovereign Bonds | -
7%₹40 Cr4,350,000
GAIL (India) Ltd (Utilities)
Equity, Since 31 Mar 21 | 532155
4%₹23 Cr2,350,297
Equitas Holding Ltd (Financial Services)
Equity, Since 15 Apr 22 | 539844
3%₹19 Cr1,500,000
7.26% Govt Stock 2029
Sovereign Bonds | -
3%₹18 Cr1,830,000
Harsha Engineers International Ltd (Industrials)
Equity, Since 15 Sep 22 | 543600
3%₹18 Cr434,456
ICICI Bank Ltd (Financial Services)
Equity, Since 15 Apr 22 | ICICIBANK
3%₹17 Cr200,000
Bharti Telecom Limited
Debentures | -
2%₹15 Cr150
Citicorp Finance (India) Limited
Debentures | -
2%₹15 Cr150

5. Axis Triple Advantage Fund

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 CAGR/Annualized return of 8.8% since its launch.  Return for 2022 was -5.8% , 2021 was 22.8% and 2020 was 18% .

Below is the key information for Axis Triple Advantage Fund

Axis Triple Advantage Fund
Growth
Launch Date 23 Aug 10
NAV (01 Feb 23) ₹28.6458 ↑ 0.12   (0.42 %)
Net Assets (Cr) ₹1,661 on 31 Dec 22
Category Hybrid - Multi Asset
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.14
Sharpe Ratio -0.76
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.

DateValue
31 Jan 18₹10,000
31 Jan 19₹9,755
31 Jan 20₹11,670
31 Jan 21₹13,219
31 Jan 22₹16,281
31 Jan 23₹15,338

Axis Triple Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Axis Triple Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Feb 23

DurationReturns
1 Month -2.4%
3 Month -3.5%
6 Month -2.3%
1 Year -6.7%
3 Year 9.7%
5 Year 9%
10 Year
15 Year
Since launch 8.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -5.8%
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%
Fund Manager information for Axis Triple Advantage Fund
NameSinceTenure
R Sivakumar14 Sep 1012.3 Yr.
Ashish Naik22 Jun 166.53 Yr.
Hardik Shah31 Jan 220.92 Yr.

Data below for Axis Triple Advantage Fund as on 31 Dec 22

Asset Allocation
Asset ClassValue
Cash5.49%
Equity74.27%
Debt9.48%
Other10.75%
Equity Sector Allocation
SectorValue
Financial Services28.49%
Technology9.69%
Basic Materials7.57%
Consumer Defensive7.27%
Consumer Cyclical6.83%
Industrials6.07%
Health Care4.51%
Energy4.42%
Real Estate1.03%
Debt Sector Allocation
SectorValue
Cash Equivalent5.49%
Government5.24%
Corporate4.25%
Credit Quality
RatingValue
AA7.6%
AAA92.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Axis Gold ETF
- | -
11%₹192 Cr42,550,400
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | ICICIBANK
6%₹107 Cr1,124,622
↓ -96,216
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 17 | 500034
6%₹97 Cr145,002
↓ -8,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 12 | HDFC
5%₹90 Cr335,020
Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY
5%₹90 Cr551,199
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
5%₹84 Cr209,258
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
5%₹79 Cr233,145
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 19 | RELIANCE
4%₹77 Cr282,419
↑ 50,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
4%₹71 Cr364,779
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK
4%₹70 Cr432,486

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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.

Disclaimer:
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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