MAAFs: Rebalance if allocation in portfolio has drifted significantly
Last Update Date: 06-10-2026
Published by Business Standard
Abhishek Kumar's role: Quoted
Abhishek Kumar said these funds suit investors whose risk appetite is conservative or moderate and who have a horizon of at least five years. He suggested checking that a fund keeps at least 65 per cent in equity so it is taxed as an equity fund, and avoiding funds with weak downside protection or heavy concentration in one asset class.
More of Abhishek's views on mutual funds
The article examines multi-asset allocation funds, which are required to spread money over three or more asset classes, keeping at least 10 per cent in every one. It discusses how fund managers allocate across assets, the benefits and drawbacks of the approach, which investors these funds suit, how to pick one, and why current investors are better off not reacting to short spells of performance.
Publisher source
MAAFs: Rebalance if allocation in portfolio has drifted significantly