Perfect thaali fund! Why Radhika Gupta likes Edelweiss Multi Asset Omni FoF

When markets keep moving up and down and it becomes difficult for investors to predict which investment will perform well next, Radhika Gupta, Managing Director and CEO of Edelweiss Mutual Fund, recently highlighted the simplicity and effectiveness of the Edelweiss Multi Asset Omni FoF, calling it a “perfect thaali fund” for investors navigating uncertain times.

Just like a thaali offers a bit of everything on one plate, this fund brings together different asset classes in a single portfolio.

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She posted on social media platform X:

“65-10-10-15. Equity-gold-silver-debt. This simple but powerful multi asset FoF construct completes three months, and while the period is short, the results work in turbulent times. A perfect thali of asset classes, and passive + active funds.”

This fund of funds (FoF) follows a clear and disciplined asset allocation model of 65-10-10-15, spread across equity, gold, silver and debt. Much like a well-balanced thaali offering different flavours on one plate, this portfolio construction combines growth, stability and diversification in a single solution.The fund allocates 65% to equities, providing long-term growth potential through a mix of passive and active strategies. This equity exposure is complemented by 10% each in gold and silver, two assets that have historically tended to perform well during periods of stress, inflation or currency volatility. The remaining 15% is invested in debt, adding stability and cushioning the portfolio during equity market drawdowns.This mix helps reduce risk, as when one asset underperforms, another may support the portfolio.Gupta also mentioned that while the Edelweiss Multi Asset Omni FoF has completed just three months, the short track record has already demonstrated how such a structure can help during volatile market conditions. Instead of relying solely on equities, investors get the comfort of exposure to relatively safer assets such as gold and debt.

Another standout feature of the Omni FoF is its blend of passive and active funds. Passive strategies offer cost efficiency and market-linked returns, while active strategies aim to generate alpha and manage downside risks. Together, they create a diversified investment approach that does not depend on a single style or market outcome.

Radhika Gupta’s “perfect thaali” description resonates with this fund as it offers investors a ready-made diversified portfolio—growth from equities, protection from precious metals, and stability from debt—all in one product.

In an earlier post on the fund, Gupta said:

“It’s a simple, powerful construct that works.”Also Read | Radhika Gupta on how Edelweiss MF’s new Multi Asset Omni FoF is simple powerful constructLaunched on September 3, 2025, the Edelweiss Multi Asset Omni Fund of Fund is an open-ended FoF scheme investing in equity-oriented schemes, debt-oriented schemes, and Gold and Silver ETFs.

The minimum application amount is Rs 100, with investments allowed in multiples of Re 1 thereafter. The fund is suitable for investors seeking long-term capital appreciation through investments in equity-oriented schemes, debt-oriented schemes, and Gold and Silver ETFs. The scheme is managed by Bharat Lahoti and Bhavesh Jain.