Make Multi-Asset Funds A Part Of Your Portfolio
Dalal Street Investment Journal|October 25, 2021
Saravana Kumar S Partner, My Investmentt

A multi-asset fund, as the name suggests, is a mutual fund scheme having exposure to more than one asset class. It essentially means that in such schemes investors’ money is not concentrated in one particular asset class such as equity, debt, gold, etc. Instead, a proper in-built asset allocation strategy in multi-asset funds ensures asset diversification, thus weeding out any concentration risks in the portfolio. It is worth mentioning that asset allocation is one of the most important aspects of investment that investors should stick to, irrespective of the market cycles.

A proper fund allocation in various asset classes aids in minimising risk and helps generate steady as well as inflation-beating returns. As per the SEBI category definition, a multiasset fund will maintain a minimum exposure of 10 per cent to three or more asset classes. However, depending on the market situations and various other factors, a multi-asset fund strategically changes its allocation with an aim to deliver better returns. Typically, for such a fund, equity exposure can range between 10 per cent and 80 per cent depending on market conditions.

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