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Hybrid: Multi Asset Allocation

by Shubham Satyarth Feb 07, 2025

What is it?


Multi-asset allocation funds invest in at least three different categories (generally equity, debt, and commodity). According to the SEBI, these funds must invest a minimum of 10% in each asset class.


Objective


The objective of the multi-asset allocation funds is to generate decent returns by investing in multiple asset classes. They aim to reduce risks by diversifying the portfolio.


Suitability and opinion


These funds are suitable for investors who want to create a diversified investment portfolio for long-term wealth creation. As these funds can change allocations in different asset classes as per market conditions, they can be a good option for someone who is willing to generate higher returns and is comfortable with high risk. As the fund manager can change allocations, his or her skill has a huge impact on fund returns. But, we believe that retail investors can avoid this category altogether and choose from hybrid fund options like aggressive, balanced, and conservative hybrid funds.

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