Growth of
Equity
Income
Generation from
Debt
Diversification of Commodities
Multi Asset
Allocation
Fund
For detailed investment strategy please refer Scheme Information Document (SID).
LIC MF Multi Asset Allocation Fund offers far more convenient way to invest across different asset classes.
In a dynamic global environment, asset allocation across multiple asset classes can help in reducing volatility.
The scheme will have Equity taxation which may reduce the tax liability.
Helps in generating risk adjusted returns.
Investors looking for long term wealth creation.
Investors looking for diversification across asset classes.
Investors having an investment horizon of 3 years and above.
Investors looking for risk adjusted returns.
Acceptance of Transactions through Online platforms viz.,
Instruments | Indicative allocations (% of total assets) | |
---|---|---|
Minimum | Maximum | |
Equity and Equity related instruments** | 65 | 80 |
Debt and Money market instruments | 10 | 25 |
Units of Gold ETFs | 10 | 25 |
Units of Silver ETFs | 0 | 10 |
Units issued by Real Estate Investment Trusts (REITs) & Infrastructure Investment Trusts (InvITs) | 0 | 10 |
*** The Scheme may invest in derivatives instruments (including fixed income derivatives) as permitted upto 50% of the net asset of the Scheme for the purpose of hedging, portfolio balancing and arbitrage, based on the opportunities available and subject to guidelines issued by SEBI from time to time. Please refer the Scheme Information Document for detailed asset allocation pattern.
Particulars | Exit Load | |
---|---|---|
For upto 12% of units held | Remaining 88% of units held | |
If units redeemed/switched out within 3 months from allotment date | Nil | 1% of applicable NAV |
If units redeemed/switched out after 3 months from allotment date | Nil |
*Amounts under IDCW option can be distributed out of investors capital (equalization reserve), which is part of sale price that represents realized gains. For detailed disclosure on default plans and options, kindly refer SAI (Statement of Additional Information).
*Investors should consult their financial advisers if in doubt about whether the product is
suitable for them. The change in Risk-o-meter will be evaluated on a monthly basis. For Scheme
related details, including updation in Riskometer (if any) may please be referred on our
website:www.licmf.com
MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.
MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS,
READ ALL SCHEME
RELATED
DOCUMENTS CAREFULLY.