LIC MF All Weather Asset Allocator
Fund Snapshot
| Year of Inception | 2022 |
| Number of Stocks | 13-17 |
| Investment Horizon | 3-5 years |
| Fund Managers | Dr Azeem Ahmad |
Fund Overview
They seek to invest in Indian equities that run high quality businesses, run by a high-quality management, enjoying sustained long-term growth prospects at fair price. Our stock selection is style market cap agnostic. As a result they also understand that most fundamental risks are not knowing or fully understanding the idiosyncratic business risk of each company that they own in the portfolio. Hence, they manage this risk through conventional in-depth bottom up / top down research combined with new age risk weighted portfolios.
All Weather Asset Allocator
It is a multi-asset strategy designed to deliver higher risk weighted returns on an equity/bond/gold portfolio. The strategy is mix of processes and active allocation. The delivery is through direct allocation /or FoF structure, making it differentiated strategy on Asset Allocation platform.
Key Features:
- Asset Allocation Model : Uses globally accepted asset allocation models to decide asset allocation between gold/bond & equity
- Risk Adjusted Returns : Focus is on the post-tax returns with higher risk adjusted profile (as debt is tax in-efficient if churned frequently)
- Choice of Variants : Investor can choose amongst three variants Conservative, Aggressive & Dynamic based on their risk profile
- Pricing : As it is asset allocation, Investor are rewarded with Professional Wealth Management and Asset Allocation Strategy at competitive price
