1 year, 5 years , 10 year - this fund all time WIN of 27% CAGR

General
1

I seen fund in diffrent category in mutual fund ,

10 lakhs investment in 2020 is grown today 45 lakhs lumpsum

but only multi asset fund given 25% CAGR in last 1 ,2, 10 ,15 years period

QUANT Multi asset is pure winner and DSP also ICICI als- but i invested in quant multi asset no negative returns in last 5 years period

All other caps or not performed well in last 5 years

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Your Opinion please, I feel this fund is my property I will happily pass to next generation, money will grow slowly and steady

2

Since the general consensus over years of observation,
is that no fund-manager/fund can beat the benchmark consistently,
What is/are plausible reason(s) for this exceptional performance?

Are these reasons immune to “reversion to mean” ?

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3

Its a good fund. Within Multi Asset cat, I mainly have Quant Multi Asset Alloc Fund and SBI Multi Asset Alloc Fund which I think has lil more consistent returns when you compare year by year - ofc it is has a more conservative strategy and overall 5-10 year returns are lesser than Quant’s.

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4

Are you looking only at point to point returns? Rolling returns may be good idea.
3 year rolling returns form inception suggest that for first half icici pru multi asset performed better and in second half for most of time its on 2nd position.

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yes. Quant wins handsomely in 2nd half but it may not remain in position forever…

Inscribe above words in golden letters. It would be difficult to find a fund which will win in all conditions.
’

yes… money will grow, but dont expect number 1 performance for next 30-40 years, and there is nothing wrong in it unless fund managers screws up something major.

I believe completely passive truly mulitasset (gold + global) investing is way to go.

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5

passive have one problem - keep a lens and look closely means - any big market crash are something happen globally - passive fund cannot act immediately - we need to travel with market - in active fund manger can act immediately to reduce position or to hedge with some other instrument - this is not possible in passive

global +gold is available in DSP multi asset fund last 1 year is 30% - dsp have global exposure + value based strategy

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6

To pass on something to next generation… its truly long term horizon. i would put my money on @cvs guidance about benchmark beating.
Anyhow its personal finance. Not necessarily what is right for me will work for everyone else. .

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7

how about Mirae Asset Global X Artificial Intelligence & Technology fund, for next 5-7 yrs…

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8

dont go there now , they all are trading in high valuation , all analaystic are telling AI bubble ,
next 5 year valuation is trading now - any time will burst in america

now safe market is india

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