Multi-asset allocation mutual fund

Tue, 12 May 2026 00:00:00 +0000

A multi-asset allocation mutual fund in India is an open-ended hybrid scheme that must invest in at least three asset classes, with a minimum of 10% of its total assets in each of those asset classes, under SEBI ’s October 2017 scheme categorisation circular. The most common combination is domestic equity, domestic debt, and gold (or gold-linked instruments). Some AMCs include international equity, silver, or real estate investment trusts (REITs) as the third or fourth asset class. Multi-asset allocation funds represent the broadest diversification available within a single open-ended mutual fund in India.

Three Asset Classes on WebNotes

Multi-asset allocation mutual fund