These schemes can invest in three asset classes. That is, they can invest in an extra asset class apart from equity and debt. They should invest a minimum of 10 per cent in each of the asset classes. Multi-asset funds offer a more diverse exposure. Some invest in gold too, besides equity and debt.

Invest in Best Hybrid Multi Asset Allocation Funds

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These schemes can invest in three asset classes. That is, they can invest in an extra asset class apart from equity and debt. They should invest a minimum of 10 per cent in each of the asset classes. Multi-asset funds offer a more diverse exposure. Some invest in gold too, besides equity and debt.

ICICI Prudential Debt Management Fund - option


-

Returns 3Y

16.29%

Returns 5Y

14.69%

Min Order

₹5,000

Min SIP

₹100

Exit load : Upto 10% of units within 1 Year from the date of allotment - Nil More than 10% of units within 1 Year from the date of allotment - 1% of applicable Net Asset Value (NAV) After 1 Year from the date of allotment - Nil w.e.f. 10th November 2016.

Invest
SIP

Principal Retirement Savings Fund - Moderate Plan


Hybrid-Aggressive

Returns 2Y

6.52%

Returns 3Y

9.63%

Min Order

₹5,000

Min SIP

₹2,000

Exit load : NIL

Invest
SIP

Edelweiss Multi-Asset Allocation Fund


Hybrid-Multi-Asset-Allocation

Returns 1Y

8.59%

Returns 2Y

9.17%

Min Order

₹5,000

Min SIP

₹500

Exit load : Nil

Invest
SIP

SBI MULTI ASSET ALLOCATION FUND - ANNUAL


Hybrid-Multi-Asset-Allocation

Returns 3Y

8.45%

Returns 5Y

10.59%

Min Order

₹5,000

Min SIP

₹500

Exit load : For exit within 1 year from the date of allotment For 10% of investment : Nil For remaining investment: 1.00% For exit after one year from the date of allotment – Nil

Invest
SIP

IDFC Asset Allocation Fund of Fund-Aggressive Plan


Hybrid-Multi-Asset-Allocation

Returns 2Y

6.94%

Returns 3Y

10.26%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : 1.50% if redeemed before 18 months from the date of .allotment

Invest
SIP

Sundaram Multi Asset Fund


Hybrid-Multi-Asset-Allocation

Returns 2Y

13.61%

Returns 3Y

9.86%

Min Order

₹5,000

Min SIP

₹250

Exit load : Exit Load 1% if redeemed within 12 months from date of allotment

Invest
SIP

SBI DYNAMIC ASSET ALLOCATION FUND


Hybrid-Multi-Asset-Allocation

Returns 2Y

9.8%

Returns 3Y

10.39%

Min Order

₹5,000

Min SIP

₹500

Exit load : For exit within 1 year from the date of allotment - 1%; For exit after 1 year from the date of allotment - Nil.

Invest
SIP

IDFC Asset Allocation Fund of Fund-Moderate Plan


Hybrid-Multi-Asset-Allocation

Returns 2Y

6.98%

Returns 3Y

9.41%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : 1.50% if redeemed before 18 months from the date of .allotment

Invest
SIP

HDFC Multi-Asset Fund


Hybrid-Multi-Asset-Allocation

Returns 3Y

8.36%

Returns 5Y

9.55%

Min Order

₹5,000

Min SIP

₹500

Exit load : As per Offer Document

Invest
SIP

UTI - Multi Asset Fund


Hybrid-Multi-Asset-Allocation

Returns 2Y

5.8%

Returns 3Y

9.33%

Min Order

₹5,000

Min SIP

₹500

Exit load : -

Invest
SIP

Axis Triple Advantage Fund


Hybrid-Multi-Asset-Allocation

Returns 3Y

8.94%

Returns 5Y

9.05%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : If redeemed/switch out within 12 months from the date of allotment: - For 10% of investment : Nil - For remaining investment : 1% If redeemed/switch out after 12 months from the date of allotment: Nil (w.e.f. 15th June 2015)

Invest
SIP

Essel 3 in 1 Fund


Hybrid-Multi-Asset-Allocation

Returns 1Y

6.09%

Returns 2Y

6.03%

Min Order

₹1,000

Min SIP

₹500

Exit load : For units in excess of 15% of the investment,1% will be charged for redemption within 365 days

Invest
SIP

DSP Dynamic Asset Allocation Fund


Hybrid-Multi-Asset-Allocation

Returns 3Y

10.04%

Returns 5Y

9.15%

Min Order

₹500

Min SIP

₹500

Exit load : Holding Period from date of allotment Less than or equal to one year 1% Greater than one year and less than or equal to two years 0.5% Greater than two years Nil

Invest
SIP

Who should invest in

Such funds suit moderate-to-high risk profile investors, given that the funds would invest predominantly in equity assets.


How long should you stay invested in ?

Time Horizon of at least 10 Years


How to invest in ?

You can click on the Multi Asset Allocation Hybrid Funds link in Jama.co.in and choose the desired fund. You can also take your free risk profile assessment which then advises you on the percentage asset allocation you should have inMulti Asset Allocation Hybrid Funds. Click on invest button from there and continue to make the investment.

Invest only in direct plans of small cap funds and take the advice of a SEBI Registered Investment advisor to invest in the right funds.




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