Multi Asset Allocation Fund Details
Multi Asset Allocation Fund Details
WHAT ARE
MULTI ASSET ALLOCATION FUNDS?
Multi asset allocation funds invest in at least three asset classes.
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Multi Asset Allocation Fund Details
The fund manager has to invest a minimum of at least 10% to each class as per SEBI rules.
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Multi Asset Allocation Fund Details
The three different asset classes are
equity, debt, and gold.
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Multi Asset Allocation Fund Details
Fund managers continuously evaluate economic trends, market risks, and asset performance to determine
optimal allocation
across each asset class.
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Multi Asset Allocation Fund Details
This ensures
diversified exposure and balanced risk.
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Multi Asset Allocation Fund Details
Investment in equity ensures long-term growth. Investment in debt ensures stability. Investment in gold or other commodities acts as a hedge against inflation and market volatility.
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Multi Asset Allocation Fund Details
ALLOCATION OF
SBI M.A.A.F.
(AS IN JUNE 2025)
Portfolio Classification (%):
Large Cap: ~22.29%
Midcap Small: ~6.47%
Small Cap: ~16.07%
ETF: ~11.34%
Others (Convertible Debentures, Real Estate Investment Trust, Infrastructure Investment Trust, Cash, Cash Equivalents, And Others)
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Multi Asset Allocation Fund Details
ALLOCATION OF
HDFC M.A.A.F.
(AS IN JULY 2025)
Portfolio Classification (%):
Equity: 67.10
Sovereign: 5.64
Units issued by InvIT: 0.09
Units issued by ReIT: 2.16
AAA/AAA(SO)/A1+/A1+(SO) & Equivalent: 5.03
AA+: 1.89
Cash, Cash Equivalents and Net Current Assets: 18.09
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Multi Asset Allocation Fund Details
MAIN ADVANTAGES OF
MULTI ASSET ALLOCATION FUNDS
The fixed allocation ensures built-in diversification across market segments.
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Multi Asset Allocation Fund Details
These funds
diversify investments
across multiple asset classes, helping to reduce concentration risk and enhance
portfolio stability.
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Multi Asset Allocation Fund Details
These funds are
actively managed
by experienced professionals.
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Multi Asset Allocation Fund Details
Because of their
active management
and exposure to multiple asset classes, these funds often come with
relatively higher costs.
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Multi Asset Allocation Fund Details
WHO SHOULD INVEST IN
MULTI ASSET ALLOCATION FUNDS?
Ideal for investors seeking a diversified investment approach through a single fund.
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Multi Asset Allocation Fund Details
Suitable for investors who prefer not to actively manage allocations across equity, debt, or other market segments themselves.
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Multi Asset Allocation Fund Details
It's primarily an equity fund with a fixed, diversified allocation, but it also has the flexibility to strategically manage its remaining assets in both equity and non-equity instruments.
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Multi Asset Allocation Fund Details
Some names of Multi Asset Allocation Funds:
Nippon India Multi Cap Fund, Kotak Multicap Fund, ICICI Prudential Multicap Fund, Axis Multicap Fund, HDFC Multi Cap Fund, SBI Multicap Fund among others.
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Multi Asset Allocation Fund Details
DISCLAIMER:
The information, content, and materials provided herein are for informational and educational purposes only and do not constitute financial, investment, legal, tax or other professional advice. This information has been prepared without taking into account your individual financial situation, objectives, or needs. You should not rely on this information as a substitute for professional advice tailored to your specific needs.