Mirae Asset Multi Asset Allocation Fund

The investment objective of the scheme is to provide long-term capital appreciation from a portfolio investing in equity and equity related securities, Debt and money market instruments, *Gold ETFs, Silver ETFs and Exchange Traded Commodity Derivatives.
However, there is no assurance that the investment objective of the Scheme will be realized.

Equity: The equity portion of the scheme will be in a mix of pure equity and arbitrage opportunities with a minimum of 65% of the overall portfolio. Net equity levels will be managed dynamically within a range of 40% to 75% based on the internal framework. Further, stock selection will be a blend of top down and bottom up approach. The equity portfolio will be diversified across sectors and market capitalization, with a large cap bias.

Debt:The scheme will mainly follow a buy and hold strategy and investments will be made across debt instruments. The debt portion of the scheme will be kept within short to medium duration based on directional movement of interest rates.

Commodities: The core part of the commodity investment will be in Gold with tactical allocation to Silver and other ETCDs.

REITs /InVITs & Foreign Equity: The scheme also has the provision to invest in REITs and InVITs which adds flavour of a distinct asset class. The scheme also has the flexibility to invest in foreign equity with a view to capitalize on themes and opportunities not available in India. The investment in foreign equity will be made based on relative attractiveness of foreign equity vs domestic equity.

• Diversification - May benefit from diversification across asset classes through a single fund
• Hassle free - Does away with the hassle of predicting which asset class will do well & allows the combination which may work for you
• Risk-adjusted Returns - Seeks to provide better investment experience ‒ risk adjusted returns
• Alpha Generation - Potential to generate alpha through actively managed equity portfolio
• Rebalancing - Portfolio will be rebalanced on a regular basis based on the underlying framework
• Tax Efficient Returns - a) No tax on rebalancing within the fund; b) equity taxation on redemption