best multi asset funds

+ 17.49% 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. 14.79 Fincash Mutual Funds Best Multi Asset Allocation Funds. + 87.23% HDFC Multi-Asset Fund is a Hybrid - Multi Asset fund was launched on 17 Aug 05. + 3.79 + 2.25% + %, N.A.N.A.N.A. % % %, N.A. %, N.A. + 11.21%, + Additionally, the risk is distributed with both risky and non-risky securities. + 7.22 -7.62 -1.36 N.A. + 122.89% N.A. + 1.58% It is a fund with Moderate risk and has given a CAGR/Annualized return of 9.6% since its launch. fidelity aktien % + 3.13%

0.3 % A: If you are looking for quick returns, then you should not be investing in this fund. Multi asset allocation funds are a part of the hybrid category.

% + N.A.N.A. 9.18 N.A. -0.46 How to invest in Multi Asset Allocation Funds? To generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments, fixed income instruments & gold exchange traded funds. 3.8 2.44 -0.05% Depending these parameters, you'll have to select suitable multi-asset investment funds. + 23.98% Net Profit of 76,357 Invest Now Invest Now Returns for SBI Multi Asset Allocation Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. % + 7.67 + liquidity %, N.A. 4.63 And, You are Ready to Invest!

% Axis Triple Advantage Fund is a Hybrid - Multi Asset fund was launched on 23 Aug 10. N.A. It is a fund with Moderate risk and has given a CAGR/Annualized return of 8.2% since its launch.

6.47 N.A. For this reason, these funds are ideal for an investment horizon of at least 5 years. -0.76% 15.1 For defensive considerations, the Scheme may invest in debt, money market instruments and derivatives. % Hence, even if the ROI is excellent, you will have to wait for at least 5 years to realize your investment.

So if you are looking to diversify your portfolio with high and low-risk investments, then you could consider Investing in this fund. N.A.

0.48 FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)ICICI Prudential Multi-Asset Fund Growth 430.252 1.65 13,016-3.50.718.817.212.234.7add_shopping_cartEdelweiss Multi Asset Allocation Fund Growth 37.29 0.24 238-3.1-5.26.513.910.227.1add_shopping_cartHDFC Multi-Asset Fund Growth 46.847 0.18 1,476-1.3-2.85.213.69.417.9add_shopping_cartAxis Triple Advantage Fund Growth 28.1607 0.14 1,591-4.7-10.70.112.810.122.8add_shopping_cartSBI Multi Asset Allocation Fund Growth 36.8378 0.00 542-3.1-1.93.110.38.313add_shopping_cartNote: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. + 7.07 % Net Profit of 95,578 Invest Now Invest Now Returns for Edelweiss Multi Asset Allocation Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. % -1.45 N.A. + 7.76%, +

It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.1% since its launch. Ready to Invest?Talk to our investment specialistDisclaimer:By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I + 7.96% +

However, there can be no assurance that the %, N.A.N.A.N.A. % 3.58 18 % To provide regular income, liquidity and attractive returns to investors in addition Return for 2021 was 34.7% , 2020 was 9.9% and 2019 was 7.7% . It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.1% since its launch. N.A. funds Lesser risk than most hybrid funds as the investments are spread across multiple asset classes, Lower allocation to stocks means the returns can fall behind in rising markets, Suitable for an investment horizon of at least 3 years, Register online on ET Money app or website. 112358 | CIN: U74999MH2016PTC282153, 2022 Shepard Technologies Private Limited. % N.A. + 2.41% % Return for 2021 was 17.9% , 2020 was 20.9% and 2019 was 9.3% .

+ 52.56% N.A. % -1.36%, N.A. 0.52 13.15 N.A. -2.89 accept the terms of Privacy Policy and

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+ + as on 20 Jul 22 DurationReturns1 Month 6.5% 3 Month -3.1% 6 Month -5.2% 1 Year 6.5% 3 Year 13.9% 5 Year 10.2% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis YearReturns2021 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% 2012 20.5% Fund Manager information for Edelweiss Multi Asset Allocation Fund NameSinceTenureDhawal Dalal23 Nov 210.6 Yr.Bhavesh Jain1 Oct 210.75 Yr.Bharat Lahoti14 Oct 156.72 Yr.Data below for Edelweiss Multi Asset Allocation Fund as on 30 Jun 22 Asset Allocation Asset ClassValueCash16.76%Equity76.55%Debt6.69% Equity Sector Allocation SectorValueFinancial Services20.42%Consumer Cyclical8.45%Technology7.73%Energy6.62%Consumer Defensive5.85%Basic Materials5.19%Industrials4.49%Health Care3.75%Communication Services2.79%Utility2.75% Debt Sector Allocation SectorValueCash Equivalent16.36%Government6.69%Corporate0.4% Credit Quality RatingValueAAA100% Top Securities Holdings / Portfolio NameHoldingValueQuantity 5.63% Govt Stock 2026 Sovereign Bonds | -7%15 Cr1,600,000 ICICI Bank Ltd (Financial Services)Equity, Since 31 Mar 15 | ICICIBANK5%12 Cr156,500 11,500 Nifty 30/06/2022 - | -5%12 Cr7,000 7,000 HDFC Bank Ltd (Financial Services)Equity, Since 31 Oct 15 | HDFCBANK5%12 Cr82,901 10,401 Reliance Industries Ltd (Energy)Equity, Since 31 Aug 20 | RELIANCE5%11 Cr40,952 6,500 ITC Ltd (Consumer Defensive)Equity, Since 30 Sep 16 | ITC4%9 Cr323,694 153,000 Infosys Ltd (Technology)Equity, Since 31 May 15 | INFY3%8 Cr52,783 4,225 State Bank of India (Financial Services)Equity, Since 30 Jun 15 | SBIN3%6 Cr136,989 36,989 Bharti Airtel Ltd (Communication Services)Equity, Since 31 Oct 19 | BHARTIARTL3%6 Cr90,079 12,103 Axis Bank Ltd (Financial Services)Equity, Since 28 Feb 19 | 5322153%6 Cr86,757 10,757 3. Beyond one year there is no exit load if you leave the market. N.A. + Return for 2021 was 27.1% , 2020 was 12.7% and 2019 was 10.4% . + 9.32% + 11.93% N.A. % + 5.6% 1.14 % portfolio of floating rate and fixed rate debt instruments, equity, money market + 36.41% % SBI Multi Asset Allocation Fund (Erstwhile SBI Magnum Monthly Income Plan Floater) To provide regular income, liquidity and attractive returns to investors in addition Realize gains, cut risks, Copyright 2022 etmoney.com All Rights Reserved, Aditya Birla Sun Life Financial Planning FOF Aggressive Plan, HDFC Dynamic PE Ratio Fund of Funds Scheme, Aditya Birla Sun Life Financial Planning FOF Moderate Plan, Aditya Birla Sun Life Financial Planning FOF Conservative Plan, Axis Retirement Savings Fund - Dynamic Plan, Motilal Oswal Asset Allocation Passive FoF - Aggressive, Motilal Oswal Asset Allocation Passive FoF - Conservative. The investment manager will have the discretion to take aggressive asset calls i.e. to mitigating the impact of interest rate risk through an actively managed N.A. Also, there is no difficulty in entering the market or leaving the market. Below is the key information for Edelweiss Multi Asset Allocation Fund Edelweiss Multi Asset Allocation Fund Growth Launch Date 12 Aug 09 NAV (20 Jul 22) 37.29 0.24 (0.65 %) Net Assets (Cr) 238 on 30 Jun 22 Category Hybrid - Multi AssetAMC Edelweiss Asset Management Limited Rating Risk Moderately HighExpense Ratio 2.36Sharpe Ratio -0.01Information Ratio 0.12Alpha Ratio 1.78Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years. +

+ 11.34%, + + 0.36% Edelweiss Multi Asset Allocation Fund (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. %, N.A.N.A.N.A.

A: A multi-asset portfolio is tailor-made and customized to suit your requirements. -1.76 % N.A. 10.06 SBI Multi Asset Allocation Fund is a Hybrid - Multi Asset fund was launched on 21 Dec 05. % Please remove a selected fund to compare this one. % ICICI Prudential Multi-Asset Fund is a Hybrid - Multi Asset fund was launched on 31 Oct 02. -1.36% %, N.A. + 8.3% The AMC may choose to churn the portfolio of the Scheme in order to achieve the investment objective. N.A. N.A. N.A. -1.1 + 89.27%

Return for 2021 was 13% , 2020 was 14.2% and 2019 was 10.6% . DateValue30 Jun 1710,00030 Jun 1810,89530 Jun 1911,59230 Jun 2010,82330 Jun 2115,65030 Jun 2216,185 Edelweiss Multi Asset Allocation Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:Investment Tenure:YearsExpected Annual Returns:% Total investment amount is 300,000 expected amount after 5 Years is 395,578. + 13.4% It is quite easy to invest in Multi Asset Allocation mutual funds on ET Money. as on 20 Jul 22 DurationReturns1 Month 4.5% 3 Month -3.1% 6 Month -1.9% 1 Year 3.1% 3 Year 10.3% 5 Year 8.3% 10 Year 15 Year Since launch 8.2% Historical performance (Yearly) on absolute basis YearReturns2021 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% 2012 11.7% Fund Manager information for SBI Multi Asset Allocation Fund NameSinceTenureDinesh Balachandran31 Oct 210.66 Yr.Raj gandhi27 Feb 202.34 Yr.Data below for SBI Multi Asset Allocation Fund as on 30 Jun 22 Asset Allocation Asset ClassValueCash24.72%Equity39.14%Debt23.72%Other12.42% Equity Sector Allocation SectorValueFinancial Services9.4%Basic Materials7.23%Utility4.64%Health Care4.54%Real Estate3.88%Industrials3.5%Consumer Defensive3.25%Consumer Cyclical1.22%Communication Services0.84%Technology0.32%Energy0.31% Debt Sector Allocation SectorValueCash Equivalent24.72%Government23.72% Credit Quality RatingValueAAA100% Top Securities Holdings / Portfolio NameHoldingValueQuantity 6.79% Govt Stock 2029 Sovereign Bonds | -12%64 Cr6,650,000 SBI ETF Gold - | -11%59 Cr13,211,000 6.1% Govt Stock 2031 Sovereign Bonds | -7%39 Cr4,350,000 GAIL (India) Ltd (Utilities)Equity, Since 31 Mar 21 | 5321554%24 Cr1,628,559 -54,285 7.26% Govt Stock 2029 Sovereign Bonds | -3%18 Cr1,830,000 ICICI Bank Ltd (Financial Services)Equity, Since 15 Apr 22 | ICICIBANK3%14 Cr200,000 ACC Ltd (Basic Materials)Equity, Since 28 Feb 19 | 5004102%12 Cr58,621 AIA Engineering Ltd (Industrials)Equity, Since 30 Apr 22 | AIAENG2%12 Cr58,485 Equitas Holding Ltd (Financial Services)Equity, Since 15 Apr 22 | 5398442%12 Cr1,500,000 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)Equity, Since 31 Mar 22 | 5409752%12 Cr625,000, (Erstwhile ICICI Prudential Dynamic Plan). + 7.09% 3.63 + % portfolio of floating rate and fixed rate debt instruments, equity, money market A: The greatest advantage is that there is no exit load. as on 20 Jul 22 DurationReturns1 Month 4.6% 3 Month -1.3% 6 Month -2.8% 1 Year 5.2% 3 Year 13.6% 5 Year 9.4% 10 Year 15 Year Since launch 9.6% Historical performance (Yearly) on absolute basis YearReturns2021 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% 2012 11.8% Fund Manager information for HDFC Multi-Asset Fund NameSinceTenureAnil Bamboli17 Aug 0516.88 Yr.Arun Agarwal24 Aug 201.85 Yr.Krishan Daga23 May 184.11 Yr.Srinivasan Ramamurthy13 Jan 220.46 Yr.Sankalp Baid22 Jan 211.44 Yr.Bhagyesh Kagalkar2 Feb 220.41 Yr.Data below for HDFC Multi-Asset Fund as on 30 Jun 22 Asset Allocation Asset ClassValueCash24.39%Equity55.21%Debt9.07%Other11.33% Equity Sector Allocation SectorValueFinancial Services20.14%Technology8.49%Industrials8.29%Basic Materials6.38%Consumer Defensive5.48%Consumer Cyclical4.8%Energy4.35%Health Care3.95%Communication Services3.2%Utility1.5% Debt Sector Allocation SectorValueCash Equivalent24.39%Government7.84%Corporate1.23% Credit Quality RatingValueA2.73%AA7.16%AAA90.1% Top Securities Holdings / Portfolio NameHoldingValueQuantity HDFC Gold ETF - | -12%176 Cr39,000,000 Infosys Ltd (Technology)Equity, Since 31 Jan 16 | INFY5%70 Cr463,283 HDFC Bank Ltd (Financial Services)Equity, Since 31 May 18 | HDFCBANK4%68 Cr490,000 ICICI Bank Ltd (Financial Services)Equity, Since 30 Jun 18 | ICICIBANK4%66 Cr871,560 Axis Bank Ltd (Financial Services)Equity, Since 31 Jan 21 | 5322154%54 Cr783,400 20,000 Reliance Industries Ltd (Energy)Equity, Since 30 Jun 18 | RELIANCE3%46 Cr174,750 7.27% Govt Stock 2026 Sovereign Bonds | -3%40 Cr4,000,000 Housing Development Finance Corp Ltd (Financial Services)Equity, Since 30 Jun 18 | HDFC2%35 Cr151,853 Bharti Airtel Ltd (Communication Services)Equity, Since 30 Jun 18 | BHARTIARTL2%31 Cr440,000 60,000 Future on Axis Bank Ltd Derivatives | -2%-31 Cr4. % It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21% since its launch. % However, there is no assurance that the investment objective of the Scheme will be realized. + 4.87% + Below is the key information for ICICI Prudential Multi-Asset Fund, Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. %, N.A. + 7.41% -5.69 5.2 It is a fund with Moderate risk and has given a CAGR/Annualized return of 8.2% since its launch.