Table of Contents
- Multi Asset Allocation Funds: An Overview
- Top 5 Best Multi Asset Allocation Funds FY 23 - 24
- 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 2023
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 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
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) ICICI Prudential Multi-Asset Fund Growth ₹573.194
↑ 2.18 ₹24,931 6.5 14.7 19.2 26.9 18 16.8 Edelweiss Multi Asset Allocation Fund Growth ₹48.91
↑ 0.32 ₹940 6.5 14 17.1 19.2 14.9 5.3 HDFC Multi-Asset Fund Growth ₹56.793
↑ 0.19 ₹2,000 4.5 9.1 12.2 14.6 13.3 4.3 SBI Multi Asset Allocation Fund Growth ₹47.1242
↑ 0.09 ₹2,224 6 14.1 18.4 14.2 12.9 6 UTI Multi Asset Fund Growth ₹56.6668
↑ 0.28 ₹892 9.3 15.4 22.9 14.1 11.2 4.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Nov 23 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 (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 (Erstwhile UTI Wealth Builder Fund) The objective of the Scheme is to achieve long term capital appreciation by investing predominantly in a diversified portfolio of equity and equity related instruments along with investments in Gold ETFs and Debt and Money Market Instruments. However, there can be no assurance that the investment objective of the Scheme will be achieved. UTI Multi Asset Fund is a Hybrid - Multi Asset fund was launched on 21 Oct 08. It is a fund with Moderately High risk and has given a Below is the key information for UTI Multi Asset Fund Returns up to 1 year are on 1. ICICI Prudential Multi-Asset Fund
CAGR/Annualized return of 21.2% since its launch. Ranked 53 in Multi Asset category. Return for 2022 was 16.8% , 2021 was 34.7% and 2020 was 9.9% . ICICI Prudential Multi-Asset Fund
Growth Launch Date 31 Oct 02 NAV (30 Nov 23) ₹573.194 ↑ 2.18 (0.38 %) Net Assets (Cr) ₹24,931 on 31 Oct 23 Category Hybrid - Multi Asset AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio 1.46 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 30 Nov 18 ₹10,000 30 Nov 19 ₹10,944 30 Nov 20 ₹11,201 30 Nov 21 ₹16,216 30 Nov 22 ₹19,190 30 Nov 23 ₹22,872 Returns for ICICI Prudential Multi-Asset Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Nov 23 Duration Returns 1 Month 5.1% 3 Month 6.5% 6 Month 14.7% 1 Year 19.2% 3 Year 26.9% 5 Year 18% 10 Year 15 Year Since launch 21.2% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Sankaran Naren 1 Feb 12 11.76 Yr. Anuj Tagra 28 May 18 5.43 Yr. Ihab Dalwai 3 Jun 17 6.42 Yr. Sri Sharma 30 Apr 21 2.51 Yr. Gaurav Chikane 2 Aug 21 2.25 Yr. Sharmila D’mello 31 Jul 22 1.25 Yr. Data below for ICICI Prudential Multi-Asset Fund as on 31 Oct 23
Asset Allocation
Asset Class Value Cash 20.14% Equity 67.14% Debt 10.6% Other 2.13% Equity Sector Allocation
Sector Value Financial Services 18.6% Energy 8.96% Utility 7.03% Consumer Cyclical 6.9% Health Care 6.17% Technology 5.09% Communication Services 4.67% Basic Materials 4.1% Industrials 3.38% Consumer Defensive 1.72% Real Estate 0.51% Debt Sector Allocation
Sector Value Cash Equivalent 19.38% Government 6.04% Corporate 5.32% Credit Quality
Rating Value A 4.17% AA 4.35% AAA 91.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity NTPC Ltd (Utilities)
Equity, Since 31 Mar 17 | 5325556% ₹1,608 Cr 68,202,163
↑ 626,020 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 06 | ICICIBANK6% ₹1,424 Cr 15,554,550
↑ 990,500 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK4% ₹985 Cr 6,669,609 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 16 | BHARTIARTL4% ₹896 Cr 9,796,288 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | MARUTI3% ₹842 Cr 810,109 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 17 | 5003123% ₹834 Cr 44,812,015
↑ 2,136,750 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 20 | RELIANCE3% ₹785 Cr 3,432,991
↑ 185,486 Infosys Ltd (Technology)
Equity, Since 31 Oct 19 | INFY3% ₹780 Cr 5,696,943
↑ 743,118 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Sep 16 | SUNPHARMA2% ₹602 Cr 5,531,965 ICICI Pru Gold ETF
- | -2% ₹541 Cr 101,034,055 2. Edelweiss Multi Asset Allocation Fund
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% . Edelweiss Multi Asset Allocation Fund
Growth Launch Date 12 Aug 09 NAV (01 Dec 23) ₹48.91 ↑ 0.32 (0.66 %) Net Assets (Cr) ₹940 on 31 Oct 23 Category Hybrid - Multi Asset AMC Edelweiss Asset Management Limited Rating ☆ Risk Moderately High Expense Ratio 2.5 Sharpe Ratio 0.81 Information Ratio 1.88 Alpha Ratio 4.92 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Nov 18 ₹10,000 30 Nov 19 ₹11,007 30 Nov 20 ₹11,848 30 Nov 21 ₹15,710 30 Nov 22 ₹17,120 30 Nov 23 ₹20,045 Returns for Edelweiss Multi Asset Allocation Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Nov 23 Duration Returns 1 Month 6% 3 Month 6.5% 6 Month 14% 1 Year 17.1% 3 Year 19.2% 5 Year 14.9% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Dhawal Dalal 23 Nov 21 1.94 Yr. Bhavesh Jain 14 Oct 15 8.05 Yr. Bharat Lahoti 1 Oct 21 2.08 Yr. Data below for Edelweiss Multi Asset Allocation Fund as on 31 Oct 23
Asset Allocation
Asset Class Value Cash 11.23% Equity 75.73% Debt 13.05% Equity Sector Allocation
Sector Value Financial Services 22.57% Consumer Cyclical 8.82% Technology 7.55% Industrials 6.75% Health Care 6.1% Consumer Defensive 5.8% Utility 3.91% Energy 3.8% Basic Materials 3.4% Communication Services 2.73% Real Estate 0.36% Debt Sector Allocation
Sector Value Cash Equivalent 11.06% Government 8.14% Corporate 5.05% Securitized 0.03% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Edelweiss Liquid Dir Gr
Investment Fund | -6% ₹54 Cr 179,775
↑ 165,973 7.06% Govt Stock 2028
Sovereign Bonds | -5% ₹49 Cr 5,000,000
↑ 2,500,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | ICICIBANK4% ₹38 Cr 413,632 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 15 | HDFCBANK4% ₹37 Cr 250,745 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 16 | ITC3% ₹32 Cr 743,370 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 20 | RELIANCE3% ₹28 Cr 122,750 7.38% Govt Stock 2027
Sovereign Bonds | -3% ₹25 Cr 2,500,000 Small Industries Development Bank Of India
Debentures | -3% ₹25 Cr 2,500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹24 Cr 265,565 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT2% ₹23 Cr 79,772 3. HDFC Multi-Asset Fund
CAGR/Annualized return of 9.9% since its launch. Ranked 33 in Multi Asset category. Return for 2022 was 4.3% , 2021 was 17.9% and 2020 was 20.9% . HDFC Multi-Asset Fund
Growth Launch Date 17 Aug 05 NAV (01 Dec 23) ₹56.793 ↑ 0.19 (0.34 %) Net Assets (Cr) ₹2,000 on 31 Oct 23 Category Hybrid - Multi Asset AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderate Expense Ratio 2.1 Sharpe Ratio 0.67 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 30 Nov 18 ₹10,000 30 Nov 19 ₹10,873 30 Nov 20 ₹12,390 30 Nov 21 ₹15,691 30 Nov 22 ₹16,630 30 Nov 23 ₹18,654 Returns for HDFC Multi-Asset Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Nov 23 Duration Returns 1 Month 4.1% 3 Month 4.5% 6 Month 9.1% 1 Year 12.2% 3 Year 14.6% 5 Year 13.3% 10 Year 15 Year Since launch 9.9% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Anil Bamboli 17 Aug 05 18.22 Yr. Arun Agarwal 24 Aug 20 3.19 Yr. Srinivasan Ramamurthy 13 Jan 22 1.8 Yr. Bhagyesh Kagalkar 2 Feb 22 1.74 Yr. Nirman Morakhia 15 Feb 23 0.71 Yr. Dhruv Muchhal 22 Jun 23 0.36 Yr. Data below for HDFC Multi-Asset Fund as on 31 Oct 23
Asset Allocation
Asset Class Value Cash 16.86% Equity 55.36% Debt 15.51% Other 12.27% Equity Sector Allocation
Sector Value Financial Services 21.96% Industrials 8.17% Basic Materials 6.6% Consumer Cyclical 6.42% Technology 5.58% Health Care 5.19% Consumer Defensive 4.62% Energy 3.29% Communication Services 2.3% Utility 1.84% Real Estate 1.56% Debt Sector Allocation
Sector Value Cash Equivalent 16.86% Government 9.2% Corporate 4.77% Securitized 1.54% Credit Quality
Rating Value AA 1.79% AAA 98.21% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Gold ETF
- | -13% ₹267 Cr 49,740,000
↑ 1,500,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 18 | HDFCBANK5% ₹107 Cr 725,200 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | 5322154% ₹89 Cr 910,750 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK4% ₹78 Cr 850,000 Future on Axis Bank Ltd
Derivatives | -3% -₹54 Cr State Bank of India (Financial Services)
Equity, Since 31 Aug 21 | SBIN3% ₹54 Cr 953,000
↑ 50,000 Future on Titan Co Ltd
Derivatives | -3% -₹51 Cr Titan Co Ltd (Consumer Cyclical)
Equity, Since 30 Nov 20 | TITAN3% ₹51 Cr 159,750
↑ 24,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY2% ₹42 Cr 305,183 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Jun 18 | BHARTIARTL2% ₹41 Cr 450,000
↓ -35,000 4. SBI Multi Asset Allocation Fund
CAGR/Annualized return of 9% since its launch. Ranked 11 in Multi Asset category. Return for 2022 was 6% , 2021 was 13% and 2020 was 14.2% . SBI Multi Asset Allocation Fund
Growth Launch Date 21 Dec 05 NAV (01 Dec 23) ₹47.1242 ↑ 0.09 (0.20 %) Net Assets (Cr) ₹2,224 on 31 Oct 23 Category Hybrid - Multi Asset AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.8 Sharpe Ratio 1.35 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 30 Nov 18 ₹10,000 30 Nov 19 ₹11,230 30 Nov 20 ₹12,337 30 Nov 21 ₹14,468 30 Nov 22 ₹15,522 30 Nov 23 ₹18,374 Returns for SBI Multi Asset Allocation Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Nov 23 Duration Returns 1 Month 5.6% 3 Month 6% 6 Month 14.1% 1 Year 18.4% 3 Year 14.2% 5 Year 12.9% 10 Year 15 Year Since launch 9% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Dinesh Balachandran 31 Oct 21 2 Yr. Mohit Jain 30 Nov 17 5.92 Yr. Raj gandhi 27 Feb 20 3.68 Yr. Data below for SBI Multi Asset Allocation Fund as on 31 Oct 23
Asset Allocation
Asset Class Value Cash 29.68% Equity 38.81% Debt 17.31% Other 12.85% Equity Sector Allocation
Sector Value Financial Services 8.58% Basic Materials 5.38% Industrials 4.87% Consumer Defensive 3.92% Real Estate 3.67% Health Care 3.35% Technology 3.25% Consumer Cyclical 2.93% Utility 1.64% Communication Services 1.2% Debt Sector Allocation
Sector Value Cash Equivalent 29.23% Corporate 13.22% Government 5.9% Credit Quality
Rating Value AA 41.92% AAA 58.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity SBI Gold ETF
- | -13% ₹290 Cr 54,216,000
↑ 11,480,000 6.79% Govt Stock 2029
Sovereign Bonds | -3% ₹64 Cr 6,650,000 Cholamandalam Investment & Finance Co Ltd.
Debentures | -3% ₹57 Cr 6,000 JM Financial Asset Reconstruction Company Limited
Debentures | -2% ₹50 Cr 5,000 6.1% Govt Stock 2031
Sovereign Bonds | -2% ₹40 Cr 4,350,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 23 | SBIN2% ₹40 Cr 700,000
↑ 300,000 Mahindra Lifespace Developers Ltd (Real Estate)
Equity, Since 30 Apr 23 | MAHLIFE2% ₹36 Cr 738,287
↑ 400,000 NMDC Ltd (Basic Materials)
Equity, Since 28 Feb 19 | 5263712% ₹35 Cr 2,287,659 Emami Ltd (Consumer Defensive)
Equity, Since 31 Jul 23 | 5311621% ₹33 Cr 651,116 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 15 Feb 23 | EQUITASBNK1% ₹32 Cr 3,465,000 5. UTI Multi Asset Fund
CAGR/Annualized return of 12.1% since its launch. Ranked 34 in Multi Asset category. Return for 2022 was 4.4% , 2021 was 11.8% and 2020 was 13.1% . UTI Multi Asset Fund
Growth Launch Date 21 Oct 08 NAV (01 Dec 23) ₹56.6668 ↑ 0.28 (0.49 %) Net Assets (Cr) ₹892 on 31 Oct 23 Category Hybrid - Multi Asset AMC UTI Asset Management Company Ltd Rating ☆ Risk Moderately High Expense Ratio 1.61 Sharpe Ratio 1.63 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 30 Nov 18 ₹10,000 30 Nov 19 ₹10,493 30 Nov 20 ₹11,426 30 Nov 21 ₹13,097 30 Nov 22 ₹13,825 30 Nov 23 ₹16,990 Returns for UTI Multi Asset Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Nov 23 Duration Returns 1 Month 7.4% 3 Month 9.3% 6 Month 15.4% 1 Year 22.9% 3 Year 14.1% 5 Year 11.2% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis
Year Returns 2022 4.4% 2021 11.8% 2020 13.1% 2019 3.9% 2018 -0.5% 2017 17.1% 2016 7.3% 2015 -3.7% 2014 22.7% 2013 -3.4% Fund Manager information for UTI Multi Asset Fund
Name Since Tenure Sunil Patil 1 Sep 21 2.17 Yr. Sharwan Kumar Goyal 12 Nov 21 1.97 Yr. Data below for UTI Multi Asset Fund as on 31 Oct 23
Asset Allocation
Asset Class Value Cash 8.91% Equity 61.25% Debt 10.84% Other 18.99% Equity Sector Allocation
Sector Value Industrials 19.14% Consumer Cyclical 10.36% Financial Services 9.72% Consumer Defensive 8.72% Utility 5.76% Health Care 4.46% Basic Materials 3.18% Energy 2.83% Technology 1.08% Real Estate 0.74% Debt Sector Allocation
Sector Value Cash Equivalent 8.91% Government 8.58% Corporate 2.27% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity UTI Gold ETF
- | -19% ₹168 Cr 33,984,638
↑ 7,833,995 7.41% Govt Stock 2036
Sovereign Bonds | -6% ₹50 Cr 500,000,000
↓ -150,000,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 23 | LT5% ₹43 Cr 141,026
↓ -5,350 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 23 | AXISBANK4% ₹37 Cr 359,214
↓ -3,284 ITC Ltd (Consumer Defensive)
Equity, Since 31 Oct 22 | ITC4% ₹37 Cr 827,537
↓ -7,921 NTPC Ltd (Utilities)
Equity, Since 31 Oct 22 | NTPC4% ₹32 Cr 1,308,851
↓ -8,247 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | M&M3% ₹25 Cr 161,500
↓ -1,165 6.54% Govt Stock 2032
Sovereign Bonds | -3% ₹24 Cr 250,000,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Apr 23 | ULTRACEMCO3% ₹22 Cr 27,193 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 22 | VBL2% ₹20 Cr 216,702
↓ -2,000
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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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