She plans the multi way with Multi Asset
Allocation Fund
Multi Asset Allocation Funds are hybrid schemes that allocate at least 10% to a minimum of three asset classes, usually equity, debt, and other assets such as gold or silver.
Want to know more about Multi Asset Allocation?
The Rise of Women Investors in India
Women account for nearly one in four individual mutual fund investors in India.
They hold around 33% of total individual investors' AUM, and the assets managed by women investors have more than doubled over the past five years.
Women Investors' Share in Individual Investor Base and AUM
For the Woman Who Plans Ahead
A diversified investment structure may help align with different life stages and responsibilities.
Whether she is planning for:
Financial independence
Growing her business
Travel dreams
A home
Retirement
Or goals yet to take shapeWhat is a Multi Asset Allocation Fund?
Multi Asset Allocation Funds are hybrid schemes that invest in at least three asset classes, with a minimum allocation of 10% in each, typically equity, debt and gold or silver.
Equity may offer long-term growth potential, along with market volatility.
Debt instruments may provide relatively stable income, subject to interest rate and credit risks.
Gold has historically shown a different performance pattern compared to equity and debt during certain market conditions.
Why Think Multi?
All in One
Get exposure to multiple asset classes such as Equity, Debt and commodities through a single scheme, instead of managing separate investments.
Diversification
Different asset classes may perform differently over time. Investing across them may help manage overall portfolio fluctuations.
Taxation
Tax treatment depends on the fund’s equity exposure and the applicable tax laws. It will be taxed as per equity or non-equity mutual fund rules, as defined under prevailing regulations.
More women today are taking charge of their financial decisions.
As goals evolve and responsibilities expand, planning across asset classes within a defined structure is one way to approach the journey ahead.
An Investor Education and Awareness Initiative by Shriram Mutual Fund.
All Mutual Fund investors have to go through a one-time KYC (know your Customer) process.Investors should deal only with registered mutual funds, to be verified on SEBI website under 'Intermediaries/ Market Infrastructure Institutions'.For redressal of your complaints, you may please visit https://scores.sebi.gov.in For more info on KYC, change in various details & redressal of complaints, visit https://www.shriramamc.in
You may consult your Financial advisor or Mutual Fund distributors before taking investment decisions.
The information provided on this page is for educational purposes only and should not be considered as financial advice.Past performance is not indicative of future results.Always consult with a financial advisor before making any investment decisions.
