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
Listen to expert conversations and investment insights anytime on Spotify.
Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
ALL WEATHER
Benchmark: BSE 500 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Ckredence Wealth Management Pvt Ltd
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹233.32 | 1.53 | 17.68 | 5.23 | 14.00 | 9.38 | 17.58 | 20.05 | 15.17 | 15.17 |
| Benchmark | NA | 1.73 | 12.10 | -3.53 | -1.96 | 1.52 | 12.53 | 15.29 | 12.20 | 12.01 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Dr Azeem Ahmad
Dr. Azeem Ahmad is a financial markets veteran who joined LIC Mutual Fund in September 2020 to lead their Portfolio Management Services (PMS) division. With over two decades of experience, he previously held senior roles at ICICI Securities, where he specialized in equity research and strategy. At LIC MF, he has been instrumental in launching and managing sophisticated investment strategies, including the Factor PMS, which utilizes rules-based filters to identify low-beta, high-quality stocks. His investment philosophy centers on a "barbell play" and a rigorous seven-point checklist for bottom-up stock picking, prioritizing risk-adjusted returns and forensic assessment to navigate market volatility.
Get In Touch With
Our Investment Experts
Our experts will understand your goals, map the right strategy across AIFs, PMS, Mutual Funds and Wealth Solutions, and guide you through every step.