What are Multi Asset Allocation Funds?

Choosing the right asset class to invest in can be challenging. However, Multi Asset Allocation Funds can provide a solution. They typically invest in equity, debt, and gold-related instruments, including Exchange Traded Funds (ETFs) for equity, debt, and gold. Compared to traditional hybrid funds that combine equity and debt, Multi Asset Allocation Funds offer better portfolio diversification. Different asset classes are less likely to move in the same direction simultaneously, by including asset classes with lower correlations to traditional ones, these funds aim to reduce risk.

Benefits of Multi Asset Allocation Funds

Convenience

Fund offers a convenient way to gain exposure to multi asset classes in one fund.

Diversification

Invest in at least 3 asset classes to manage risk and seek growth in various market conditions.

Tax Efficiency

Provide equity / non-equity taxation benefits depending on the asset allocation.

Why Multi Asset Allocation Funds?

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By investing in Multi Asset Allocation Funds, you can achieve diversification across asset classes, which serves as a protective measure for your portfolio in the event of a negative occurrence affecting a specific asset class. This diversification helps mitigate risks and reduces the need for you to constantly readjust your asset allocation according to changing market conditions. Unlike individual investors who may incur capital gains taxes when making investment switches, the fund manager takes care of the rebalancing process in these funds, allowing you to avoid such tax implications.

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