As Equity markets make fresh life time highs it's important for investors to increase the surface area of investments avenues. It means looking for opportunities in other asset classes. As investors it would be juggling various asset classes to get best returns from each asset class by timing your moves.

In this regard Tata Multi Asset Opportunities fund may be a good choice for investors. Since inception it has delivered steady returns with a fair degree of consistency. In the present elevated market limiting risk to the portfolio is important. Diversification is important but works best when constituents of a portfolio do not move in tandem. Their price dynamics must be fundamentally different.

Equity is a wealth creator of a portfolio as it generates strong returns over the long term and helps most financial goals.

Debt is for generating regular income and is expected to provide steady low risk returns. Gold acts as an inflation hedge though it has beaten equities in many years and insulates portfolios during volatile Markets.

Tata Multi Asset fund was rolled out in March 2020 and has since juggled investments well to generate healthy returns (17.4% CAGR)

Investors can consider SIP’s in taken Multi Asset Opportunities fund with a five year perspective.

A blog from Santosh G Akerkar.For Educational and Awareness purposes.