Nifty fell 12%, this fund rose 9.5%. How? | Multi-Asset Funds Explained | CA Rachana Ranade

Rachana Ranade • 3 days ago

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What This Video Is About

The video discusses the ICICI Prudential Multi Asset Allocation Fund, a hybrid mutual fund that invests in multiple asset classes, including equity, debt, and gold. The fund's performance, asset allocation, and risk factors are analyzed.

Major Ideas Discussed

  • The fund has a diversified portfolio with investments in equity, debt, and gold, and the fund manager has the flexibility to change the asset allocation based on market conditions.
  • The fund has outperformed the Nifty 50 index over the last two years, with a return of 9.5% compared to the Nifty's return of -12%.
  • The fund has a low expense ratio, which means that the investor gets to keep more of their returns.
  • The fund is suitable for investors who want a smoother ride, do not want to take the headache of rebalancing their portfolio themselves, and have a time horizon of at least five years.
  • The fund's risk factors, including standard deviation, beta, and Sharpe ratio, are discussed.

What to Watch Next

Investors can consider monitoring the fund's performance, asset allocation, and risk factors, as well as their individual goals and risk tolerance, before investing in this fund.