SBI Multi Asset Allocation Fund

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


Invest in Equity, Fixed Income & Gold through one fund.


Diversification helps in portfolio stability.

Tax Efficiency

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

Why Multi Asset Allocation Funds?




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.

An Investor Education and Awareness Initiative.

Investors should deal only with registered Mutual Funds, details of which can be verified on the SEBI website ( ) under ‘Intermediaries/Market Infrastructure Institutions’. Please refer to website of mutual funds for process for completing one-time KYC (Know Your Customer) including process for change in address, phone number, bank details etc. Investors may lodge complaints on against registered intermediaries if they are unsatisfied with their responses. SCORES facilitates you to lodge your complaint online with SEBI and subsequently view its status.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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