Why multi asset allocation fund should be a part of your portfolio?
1 year, 10 months ago

Why multi asset allocation fund should be a part of your portfolio?

Live Mint  

Multi Asset Allocation Funds are balanced fund or asset allocation fund that must invest at least 10% of their assets in three asset classes: equity, debt, and gold. Singh, Deputy MD and CBO, SBI Mutual Fund Multi Asset Allocation Funds make for a good addition to an investment portfolio of investors looking for exposure to different asset classes managed by professionals. Investors looking to diversify their portfolio by gaining exposure to an actively managed portfolio across a variety of asset classes under a single unified scheme may consider multi-asset allocation funds as a good option. Diversification: Multi-asset allocation funds provide the advantage of diversification by allocating investments across different asset classes such as stocks, bonds, commodities, and real estate. Multi-asset allocation funds are suitable for investors who want to allocate their fund to different asset classes or have a low-risk appetite but wants to earn steady returns on their investment.

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History of this topic

Your Questions Answered: How are multi-asset allocation funds different from equity funds?
3 weeks, 2 days ago

Your Questions Answered: How are multi-asset allocation funds different from equity funds?

Live Mint  

My wife and I have been investing in an equity mutual fund for the past 7 years. Multi-asset allocation funds are hybrid mutual funds that invest in at least three different asset classes, with a minimum allocation of 10% in each asset class. Dynamic asset allocation: One of the defining features of multi-asset allocation funds is their flexibility in adjusting …

Can multi-asset funds balance risk and returns?
1 month ago

Can multi-asset funds balance risk and returns?

Live Mint  

MUMBAI : Multi-asset funds work on the principle that by investing across different asset classes, investors can reduce volatility and optimize their returns, as at least one asset class is likely to do better than others in a given economic cycle. As the regulations only require multi-asset funds to keep a minimum of 10% each in at least three asset …

Are Multi-Asset Funds Your Best Investment Option? Know Here
3 months, 4 weeks ago

Are Multi-Asset Funds Your Best Investment Option? Know Here

ABP News  

By Chakrivardhan Kuppala Investors today face a maze of choices, especially during uncertain times when markets fluctuate, interest rates vary, and global events create ripples. Regulations ensure that these funds invest at least 10 per cent in three different asset classes, giving fund managers the freedom to tweak allocations based on market conditions. These funds can be a good choice …

Why should you have multi-asset allocation funds in your portfolio?
1 year, 1 month ago

Why should you have multi-asset allocation funds in your portfolio?

Live Mint  

In the realm of investments, risk and return are interconnected aspects. Lately, investors have observed a surge in the launch of multi-asset allocation funds by various asset management companies, urging individuals to allocate and reallocate their funds across diverse asset classes. Relying on different asset classes Contemporary investors who remain skeptical about the necessity of effective asset allocation should recognize …

Why the importance of a multi asset portfolio cannot be overstated?
1 year, 1 month ago

Why the importance of a multi asset portfolio cannot be overstated?

Live Mint  

‘Don’t put all your eggs in one basket’, once said a wise man. This approach involves diversifying investments across various asset classes, offering a range of benefits that contribute to reduced volatility, enhanced risk-adjusted returns, downside protection during turbulent times, and access to different market opportunities. A multi-asset portfolio facilitates access to these different asset classes, enabling investors like Fund …

Multi-asset allocation funds: What is prompting fund houses to launch new scheme
1 year, 1 month ago

Multi-asset allocation funds: What is prompting fund houses to launch new scheme

Live Mint  

The dynamics of the investment terrain are continually evolving, posing a challenge for even seasoned investors to stay abreast of the changes. For those unfamiliar, multi-asset allocation in mutual funds entails the approach of investing in various asset classes within a single fund. In mutual funds, multi-asset allocation entails distributing your funds across different asset classes within a singular fund. …

Are multi-asset funds the right product in a soaring market?
1 year, 6 months ago

Are multi-asset funds the right product in a soaring market?

Live Mint  

Diversification is the only free lunch," Nobel Prize-winning economist Harry Markowitz has said. What doesn’t Kirtan Shah, founder and chief executive officer of Credence Wealth, says that investors should not solely rely on multi-asset funds for their asset allocation needs. Investors should look for a multi-asset fund that behaves like one and not focus too much on how the fund’s …

Why are balanced advantage funds getting popular among investors? An explainer
1 year, 7 months ago

Why are balanced advantage funds getting popular among investors? An explainer

Live Mint  

Balanced Advantage Funds, also known as dynamic asset allocation funds, are one of the seven categories of hybrid mutual funds which do not have any restriction in deciding the proportion of allocation to different asset classes i.e., equity and debt instruments. Why should you invest in balanced advantage funds? There are 29 schemes in the category of balanced advantage funds …

Why is asset allocation important in investment? Here are 6 reasons
1 year, 11 months ago

Why is asset allocation important in investment? Here are 6 reasons

Live Mint  

Investing is an art and creating a balance between various asset classes in order to increase returns and reduce risk is the ultimate goal for portfolio management. Asset allocation is a crucial component of investment strategy that involves dividing an investment portfolio among different asset categories, such as stocks, bonds, real estate, and cash, in order to achieve specific investment …

What is asset allocation and how to choose for your portfolio?
2 years, 1 month ago

What is asset allocation and how to choose for your portfolio?

Live Mint  

There are certain terms that are very frequently used in the personal finance space. The technical definition of asset allocation is “Asset allocation is the implementation of an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio according to the investor's risk tolerance, goals and investment time frame. Asset …

Diversification across asset classes is vital for a dynamic and strong portfolio
2 years, 10 months ago

Diversification across asset classes is vital for a dynamic and strong portfolio

Live Mint  

Asset allocation is a very important part of creating and balancing your investment portfolio. Asset Allocation also provides for a direction to the future income and cash flows of the investor in terms of where he should invest to achieve his/her financial goal. Asset Allocation reduces overall risk in terms of the variability of returns for a given level of …

Multi-asset investing: Win some, lose some
3 years ago

Multi-asset investing: Win some, lose some

Live Mint  

2020 and 2021 were stand-out years for equity investors, with markets surging northwards. How multi-asset investing works: Simply put, multi-asset investing entails investing across various asset classes such as equity, fixed income, cash, and gold. Particularly noteworthy are multi-asset allocation funds/funds of funds, wherein investments are made across various asset classes: equity, fixed income, gold, and cash, and in some …

How diversified should a mutual fund be?
6 years, 4 months ago

How diversified should a mutual fund be?

Live Mint  

Diversification is an important parameter to evaluate a mutual fund portfolio. Given the quality of stocks in this category and lower risk, large-cap fund managers may also be more willing to hold a larger portion of the portfolio in a smaller list of curated stocks. For example, The JM Core 11 Fund holds 11 stocks and the Aditya Birla Sun …

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