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Why choose Multi Asset Allocation Funds?

Markets are dynamic and it is hard to predict which asset class will do well in a particular market condition. There are periods when equities outperform, while during uncertain times they may correct sharply. However, when equities are volatile, other asset classes such as debt, gold/silver may help limit the downside. In short, no single asset class can deliver in all types of market conditions.

Therefore it is prudent to diversify your investments across multiple asset classes, so when one asset class lags behind, the others can make up for it – helping to minimize volatility and maximize returns.

But selecting the right mix of assets in ever changing market conditions is hard. The smart thing to do is to invest in Multi Asset Allocation Funds. These funds invest in Equity, Debt, Gold/Silver with an aim to navigate different market conditions by dynamically allocating across asset classes to help optimize returns.


  • Optimal returns
    Dynamically adjusts asset allocation based on changing markets to optimize return



  • Diversification
    Investing in different asset classes like Equity, Debt, Gold/Silver ETFs, helps minimize risk



  • Better risk-reward outcome
    A well-diversified portfolio helps maintain a better risk-reward outcome



  • Convenience
    No worries about market movements and the right allocation, experts do it for you



  • Cost efficient
    Reduce the expenses of investing in multiple securities and choose one fund instead


Presenting

Invesco India Multi Asset Allocation Fund

A fund which aims to pick the right assets at the right time and capture market opportunities

Benefits of 3
Gain exposure to Equity, Debt and Gold/Silver ETFs in one fund
Actively Managed
Monthly1 adjustments in asset allocation based on changing markets to optimize returns
Expertise
Informed asset allocation decisions using proprietary framework
Wider Reach
Dynamically invests in domestic and overseas equities2
Tax Efficient
Benefit from Long Term Capital Gains taxation of 12.5% if held for over 24 months3
Notes - 1The Fund manager will endeavour to allocate the net asset of the scheme to different asset classes based on the results of asset allocation framework at a monthly frequency. However, the fund manager at his sole & absolute discretion reserves the right to not allocate the asset allocation based on the results of asset allocation framework.
2The Scheme will invest in Overseas securities / Overseas ETFs during NFO and on an ongoing basis. The Scheme intends to invest USD 25 Million subject to residual regulatory limit in overseas securities during a period of six months from the date of closure of New Fund Offer. The Scheme may make investments in overseas securities (i.e. ADRs, GDRs etc.) upto the available limit at the Fund level. Investments in Overseas ETFs is temporarily suspended and will be allowed once the communication is received from SEBI / AMFI.
3In view of the individual nature of tax consequences, each Investor / Unit holder is advised to consult his / her own professional tax advisor.

A well rounded portfolio

Exposure to Overseas securities4 upto 35% of the portfolio
Notes - The Scheme also has an enabling provision to invest upto 10% of net assets to units issued by REITs and InvITs. For more details of asset allocation, please refer Scheme Information Document (SID) of the Scheme.
4The Scheme will invest in Overseas securities / Overseas ETFs during NFO and on an ongoing basis. The Scheme intends to invest USD 25 Million subject to residual regulatory limit in overseas securities during a period of six months from the date of closure of New Fund Offer. The Scheme may make investments in overseas securities (i.e. ADRs, GDRs etc.) upto the available limit at the Fund level. Investments in Overseas ETFs is temporarily suspended and will be allowed once the communication is received from SEBI / AMFI.

Key Facts

Fund Managers Mr. Taher Badshah (Asset Allocation & Equities) &
Mr. Herin Shah (Asset Allocation, Equities, Fixed Income & Gold/Silver ETFs)
Minimum Investment Rs.1,000 and in multiples of Re.1 thereafter
SIP Amount Rs.500 and in multiples of Re.1 thereafter
Benchmark Nifty 200 TRI (60%) + CRISIL 10 year Gilt Index (30%) + Domestic Price of Gold (5%) + Domestic Price of Silver (5%)
Exit Load5 For each purchase of units through Lumpsum / Switch-in / Systematic Investment Plan (SIP), Systematic Transfer Plan (STP) and IDCW Transfer Plan, exit load will be as follows:
  • if upto 10% of Units allotted are redeemed / switched-out within 1 year: Nil
  • for any redemption / switch-out in excess of 10% of units within one year: 1%
  • if units are redeemed or switched-out after 1 year: Nil
  • Switch between the Plans under the Scheme: Nil
5Exit Load charged, if any, will be credited back to the scheme, net of Goods & Services Tax.
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This product is suitable for investors who are seeking*:
•  Capital appreciation/income over long term
•  Investment in diversified portfolio of instruments across multiple asset classes.
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
As per AMFI Tier 1 Benchmark i.e. Nifty 200 TRI (60%) + CRISIL 10 year Gilt Index (30%) + Domestic Price of Gold (5%) + Domestic Price of Silver (5%)

Note: The product labelling assigned during the NFO is based on internal assessment of the Scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made.

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