No more limiting to one, because it’s time to go for
‘three-in-one’!
Presenting Multi-Asset Allocation Funds,
a type of open ended hybrid scheme that invests in at least three asset classes
with a minimum
allocation of at least 10% each in all three asset classes.
Three most popular asset classes in this scheme include; Equity, Debt and Gold.
You may consider this type of scheme to earn potential returns across all market conditions.
This is
because of the fact that each asset class behaves differently in varied economic conditions. And by
investing in this scheme,
the fund manager chooses good blend of asset classes based on the
prevailing market scenario. This strategic asset allocation is decided
by evaluating market
situation and after understanding the roles of each asset class.
E.g. equity helps in potential wealth creation, gold may
help in economic uncertainties by acting as a
hedge against inflation; whereas debt aims to offer stability to your investment portfolio.
Balanced portfolio
In these funds, a well
performing asset class may balance the overall portfolio returns even when some of the asset classes
might not be
working that well.
Risk adjusted returns
Various single asset class
schemes have witnessed difficulty in providing stable or potential returns, especially during crisis
periods. However, as this scheme
invests in various asset classes it seeks to offer you considerable
return, while limiting the risk of losing money even when the markets are volatile.
A well balanced food plate is the one that has a variety of items in it. Right? Similarly, investing in multiple asset classes can help you build a diversified portfolio. By investing directly in this scheme, you escape the trouble of investing in each asset class separately and ensure that your investments are diversified across various asset classes.
Our economy tends to be volatile a lot of times, so taking the risk of
investing in a single asset class might not be a great decision.
Multi Asset Allocation
Funds aim to help you sail through all the ups and downs of the economy by letting the fund
manager allocate and relocate your funds across various asset classes depending on when and
where the growth potential lies.
If you desire to build a diversified investment portfolio, Multi Asset Allocation Fund is for you!
This scheme type is good for individuals who are looking out for long term wealth creation with an investment horizon of 5 years or more.
The recent couple of years have witnessed magnified volatility with regards to the financial markets in India. Apart from the pandemic, Russia’s invasion of Ukraine, steep rise in crude oil prices, weakening of the Indian rupee and the second wave of COVID-19 could be seen as a few contributors to this market upheaval. Know More
You may have heard of the age-old proverb, ‘variety is the spice of life’. But, did you know that variety as a concept is also important when it comes to personal finance and investment decisions. It finds its implication in the term ‘diversification’, which many financial experts and fund Know More
Multi-Asset Funds are a type of mutual fund scheme that can be considered by novice retail investors. As an investor if you are looking for investment avenues for long term wealth creation, then it may be prudent to add multi-asset allocation mutual fund schemes to your portfolio. Know More
In case you are a retail investor who is considering investing in a multi-asset allocMulti-asset allocation funds are a type of mutual fund scheme that invests across various asset classes. The aim of these funds is to create diversification within a mutual fund portfolio. Know More
*Multi Asset Allocation Category of schemes can take exposure to Exchange
Traded Commodity Derivatives having Gold/Silver
as underlying goods and such other goods as permitted by
SEBI.
An Investor Education & Awareness Initiative by ICICI Prudential Mutual Fund
Click here to learn
more about KYC requirements, SEBI registered Mutual Funds and grievance redressal.
Mutual Fund
investments are subject to market risks, read all scheme related documents carefully.
Visit www.icicipruamc.com/note to know more about the process to complete a
one-time Know Your Customer (KYC) requirement to invest in Mutual Funds. Investors should only deal with
registered Mutual Funds, details of which can be verified on the SEBI website www.sebi.gov.in/intermediaries.html
For any queries, complaints & grievance redressal, investors may reach out to the AMCs and / or Investor
Relations Officers. Additionally, investors may also lodge complaints on https://scores.gov.in if they are
unsatisfied with the resolutions given by AMCs. SCORES portal facilitates you to lodge your complaint online
with SEBI and subsequently view its status.
I. Know Your Customer (KYC):
• A recent passport sized
Photograph
• A Proof of identity – A copy of your
PAN card
• A Proof of Address – A copy of your Voter ID card, Passport or Driving License
To
invest in Mutual Funds, you will need to complete your Know Your Customer (KYC) requirements. You can do
so by visiting any AMC branch or nearest Point of Service and submitting the completed KYC Form along with
all the required self-attested documents.
Individual investors would be required to submit the following documents –
If you are already KYC Verified and would like to update any of your information, you can submit a completed
KYC Details Change Form with the required self-attested documents at your nearest AMC branch or Point of
Service.
II. SEBI registered Mutual Funds:
We advise investors to make
informed decisions and are cautioned to invest only
with SEBI registered Mutual
Funds. List of Registered Mutual Funds is available at sebi.gov.in/intermediaries.html!
III. Complaint
Redressal:
For any queries, complaints &
grievance redressal you can reach out to us at
enquiry@icicipruamc.com or call
us on 1800222999.
If you are unsatisfied with the resolution or wish to escalate the matter, you may
write to Investor Service
Officer at servicehead@icicipruamc.com. For this purpose, Mr. Rajen Kotak is the Investor Relations Officer
of the Mutual Fund. He can be contacted at 2nd Floor, Block B-2, Nirlon Knowledge Park, Western Express
Highway, Goregaon (East), Mumbai – 400 063. Tel No.:022-2685 2000, FAX No.: 022 -2686 8313.
In case
the
investor is not satisfied with the resolution given by AMC, he can approach SEBI by registering
his complaint on SCORES (SEBI Complaints Redress System) through scores.gov.in/scores/Welcome.html!
Mutual
Fund investments are subject to market risks, read all scheme related documents carefully.
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