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

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

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

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 The Nifty 50 fell over 12% in two years, while the ICICI Prudential Multi Asset Allocation Fund delivered positive returns of around 9.5% over the same period. How did this happen despite holding some familiar stocks? In this video, we explain how multi-asset allocation funds work, why asset allocation and rebalancing matter, and how equity, debt, and gold can influence portfolio performance. We’ll explore this fund’s portfolio, asset allocation, long-term performance, and risk metrics. You’ll also understand who might consider this category and the 3 important checks to evaluate any multi-asset fund. Remember, past performance does not guarantee future returns. This video is for educational purposes only and is not investment advice. Time Stamp 00:00 - Introduction 01:37 - What is Asset Allocation? 08:00 - How did this fund outperform Nifty? 10:47 - Fund's Long term performance 12:40 - Risks related to the fund 14:35 - Who is this fund actually meant for? 15:43 - Top 3 checks while analysing any multi asset fund Learn more about your ad choices. Visit megaphone.fm/adchoices
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