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Nippon India Multi Asset Fund follows a simple asset allocation model that provides a tax-efficient diversified solution for long term investors.
The fund maintains a stable allocation across domestic equity (50%), international equity (20%), commodities (15%) and debt (15%).
International equity is passively invested in the MSCI World Index to capture global equity opportunities. Domestic equity is actively managed akin to a large & midcap fund, with a strong focus on bottom up stock picks.
Commodities exposure of 15% includes minimum 10% in gold and the balance either in gold or tactically in other commodities including silver and oil.
Debt allocation is managed akin to a short term fund – low on duration, low on credit risk.
Over the last 12 months, the fund has outperformed peer group average by 2% - outperformance driven in initial period by overseas equity allocation and more recently by stock picks in domestic cyclicals and a clear underweight on global cyclicals.
Taxation is akin to the erstwhile debt fund tax rules – 20%LTCG with indexation benefits, which suits investors in higher tax brackets.
This fund is part of a complement of 6 asset allocation solutions that Nippon India MF has made available (2 inflation fighters and 4wealth creators) to suit almost all unique investor needs and risk appetites.
Vijay’s discussions are always well researched and incisive giving us an in-depth view of the products services under review. Mr.Ashutosh replies with utmost clarity to all queries with precision. Now I know more about Nippon’s Multi Asset & Allocator F Funds.
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