Fund of Fortnight

Every fortnight, we recommend one open-ended equity diversified fund that has the best potential of returns for the next one year considering its constituents remain the same.[EasyDNNnews:PaidContentStart]

Reason for recommendation
Fund of Funds (FoFs) have become a smart solution for investors seeking diversification without the hassle of managing multiple funds. These funds automatically allocate investments across equities, debt, commodities, and even international assets, ensuring expert asset allocation and periodic rebalancing. For investors looking for a simplified, all-weather portfolio, Quant Multi Asset Allocation Fund stands out as a top choice.

This fund has consistently outperformed its peers across time frames, showcasing robust execution. Over one year, it delivered 12.70 per cent, slightly above the category average of 12.68 per cent. Over two years, returns stood at 27.84 per cent versus the category’s 19.84 per cent. The gap widens over longer periods — 3 years (21.95 per cent vs 17.63 per cent), 4 years (19.97 per cent vs 13.88 per cent), and 5 years (27.72 per cent vs 17.86 per cent). This sustained outperformance underscores the fund manager’s disciplined strategy and ability to navigate market cycles.

The scheme’s diversified asset allocation remains its key strength: 53.77 per cent in Equity (growth participation), 10.80 per cent in Debt (stability), 12.22 per cent in Commodities (inflation hedge), 4.40 per cent in Real Estate (tangible exposure), and 18.81 per cent in Cash & Equivalents (liquidity). Such diversification cushions the portfolio against volatility while maintaining

consistent returns. Sectorally, Energy (16.97 per cent) and Financials (15.14 per cent) lead the portfolio— both sectors poised to benefit from India’s capex and consumption upcycle.

With consistent long-term performance, balanced sector exposure, and a disciplined multi-asset strategy, Quant Multi Asset Allocation Fund offers stability with growth. While volatility may be marginally higher, its superior alpha and diversification make it a compelling choice for investors seeking a steady, well-balanced investment option.

[EasyDNNnews:PaidContentEnd] [EasyDNNnews:UnPaidContentStart]

[EasyDNNnews:UnPaidContentEnd]