Archive · 23 Jan 2026
Top 3 Multi-Asset Funds with 29% Returns
Multi-asset allocation funds are a type of investment fund that spreads money across different types of assets like stocks, bonds, and gold.
This helps to balance risk and return.
Over the past year, some of these funds have given really good returns, up to 29%, and they also have low fees.
Three such funds are Kotak Multi Asset Allocation Fund, DSP Multi Asset Allocation Fund, and Invesco India Multi Asset Allocation Fund.
These funds invest in a mix of Indian and global stocks, bonds, and precious metals.
They are good for people who want to invest in different things without having to manage it themselves.
However, they come with a high risk, so it's important to think carefully before investing.
Multi-asset allocation funds have delivered an average return of around 20% over the past year.
Kotak Multi Asset Allocation Fund (Direct) has a 1-year return of 29.35% and an expense ratio of 0.50%.
DSP Multi Asset Allocation Fund (Direct) has a 1-year return of 27.96% and an expense ratio of 0.27%.
Invesco India Multi Asset Allocation Fund (Direct) has a 1-year return of 25.35% and an expense ratio of 0.51%.
These funds invest across multiple asset classes, including equities, debt, and commodities like gold, aiming to balance risk and returns.
- Who
- Investors in multi-asset allocation funds
- What
- Top-performing multi-asset allocation funds with low expense ratios
- When
- Over the past year
- Where
- India
- Why
- To achieve diversification, automatic asset rebalancing, and relatively smoother journeys compared to pure equity funds
- Kotak Multi Asset Allocation Fund (Direct)
- 1-year return: 29.35%, Expense ratio: 0.50%
- DSP Multi Asset Allocation Fund (Direct)
- 1-year return: 27.96%, Expense ratio: 0.27%
- Invesco India Multi Asset Allocation Fund (Direct)
- 1-year return: 25.35%, Expense ratio: 0.51%
- Average return of multi-asset allocation funds
- 20% over the past year
- Kotak Multi Asset Allocation Fund assets
- ₹10,836 crore
- DSP Multi Asset Allocation Fund assets
- ₹6,440 crore
- Invesco India Multi Asset Allocation Fund assets
- ₹686 crore