Archive · 9 Aug 2025
Multi-Asset Funds Lead Hybrid Category, Show Strong Growth
In the financial market, funds that invest in many different types of assets (like stocks and bonds) are doing very well.
These funds are growing because they help investors balance risk and reward.
Specifically, funds using strategies like arbitrage and those that allocate assets across different types of investments have grown.
Private banks still hold the largest amount of money in stocks.
These types of funds are popular because they offer a way to protect investments while still making money.
Experts recommend that investors should consider how these funds match up with their own personal goals.
Multi-asset allocation funds are top performers, leading hybrid fund growth.
Arbitrage funds saw a 22.2% AUM jump, multi-asset funds rose 15.4%.
Private banks hold the largest share in equity portfolios at ₹94,029 crore.
Multi-asset funds averaged 8.12% (1 year) and 16.46% (3 years) returns.
Experts suggest these funds offer stability amid market volatility.
- Who
- Investors
- What
- Multi-asset allocation funds are experiencing growth, with strong returns.
- When
- Quarter ended June 2025
- Where
- India
- Why
- Reflects a shift toward balancing risk and returns in volatile markets.
Investor Perspective
Expert Perspective
Suitability
Investor Perspective
Multi-asset funds may not be suitable for all investors, as they reduce investor control over allocation.
Expert Perspective
Multi-asset allocation funds offer convenience through diversification across asset classes in one product and the opportunity to navigate market conditions, helping balance returns and risk.
- Arbitrage Funds AUM Growth
- 22.2%
- Multi-Asset Allocation Funds Growth
- 15.4%
- Private Banks Equity Holdings
- ₹94,029 crore
- Multi-Asset Funds 1-Year Return
- 8.12%
- Multi-Asset Funds 3-Year Return
- 16.46%