Multi Asset Portfolio

The Multi-Asset Portfolio offers a well-balanced mix of Equity, Debt, and Gold mutual fund schemes, designed to deliver growth, stability, and diversification across market cycles. By blending these asset classes, it aims to optimize returns while reducing overall portfolio risk.

Key Highlights

Rebalance

Periodic adjustments help maintain the ideal asset mix, ensuring your portfolio stays aligned with your risk profile and market conditions.

Investment Mode

Multi Asset Portfolio offers the flexibility to invest through a one-time lump sum or convenient monthly SIPs, allowing investors to build a multi asset portfolio.

All-Weather Performance

By combining growth, income, and safety assets, the portfolio is designed to perform well across market cycles, reducing the need for frequent investment decisions.

Strategy Overview

The Multi-Asset Portfolio combines equity, debt, and gold mutual funds to create a balanced and resilient investment strategy. It aims to maximize returns while minimizing risk through smart diversification across asset classes. This approach ensures steady performance and long-term wealth stability in varying market conditions.

Spreads investments across equity, debt, and gold, reducing the impact of volatility in any single asset class.
Balances growth from equities with the stability of debt and the hedge of gold, ensuring smoother performance across market cycles.
Automatically adjusts exposure based on market conditions, helping investors capture opportunities while protecting downside risk.

3 years Performance Snapshot

Updated Monthly

Past performance is not indicative of future returns.

Key Facts

Strategy Type: Multi Asset

Minimum SIP: Rs.10000

Type: Open Ended Schemes

Equity Taxation: Long & Short Term Capital Tax

Gold Taxation: Long Term Capital Tax & Slab Rate

Debt Taxation: Tax Slab Rate

Investment Duration: 3+ Years

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Taxation

Equity

Long-Term Capital Gains (LTCG) Sold after 12 months: 12.5% (plus surcharge & cess) on gains above ₹1.25 lakh in a year.

Short-Term Capital Gains (STCG) Sold within 12 months: 20% (plus surcharge & cess)

Gold

Long-Term Capital Gains (LTCG) Sold after 24 months: 12.5% (plus surcharge & cess)

Short-Term Capital Gains (STCG) Sold before 24 months: Tax Slab Rate

Debt Fund: Tax Slab Rate

Risk & Compliance

This product invests predominantly in Gold & Silver fund schemes and is subject to market risks.

Past performance is not indicative of future returns.