INCOME TAX20 Sept 2026
3 multi-asset funds delivered over 14% in 1 year; how did the funds with the most investors’ money fare?
Multi-asset allocation funds have given very different one-year returns. Only three crossed 14%: 360 ONE led at 19.91%, then Quant at 16.29% and Kotak at 14.68%. But the biggest fund, ICICI Prudential, which manages ₹87,833 crore, returned just 3.54%. So a large fund size does not promise better returns. Check your own fund's one-year performance before adding more money.
Key Statutory Highlights
- Three multi-asset allocation funds delivered over 14% in one year, led by 360 ONE at 19.91%, followed by Quant at 16.29% and Kotak at 14.68%.
- ICICI Prudential Multi Asset Allocation Fund was the largest in the category by net assets at ₹87,833 crore, but its one-year return was only 3.54%.
- Returns across the category ranged widely, from 360 ONE's 19.91% at the top down to Quantum at 1.33%.
Actionable Advice for Taxpayers / Founders:Compare your own multi-asset fund's one-year return and net assets with the category numbers above before investing more, and remember that past one-year returns do not guarantee future results.
Statutory Disclaimer: TaxQue Shorts are AI-assisted editorial briefs for compliance awareness. This brief has not passed every source check; confirm the original notification before acting. This does not constitute formal legal or CA counsel.
TaxQue News Desk
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