Mutual fund analysis · Multi Asset Allocation
Multi Asset Allocation funds: every scheme, ranked by 5 years return
Multi Asset Allocation · 37 schemes at Q2 FY27
Q2 FY27: the median Multi Asset Allocation fund returned +12% over 5 years, annualized; 8 of 8 schemes gained. Best quant Multi Asset Allocation Fund +17%.
| # | Scheme | Fund house | Quarter | 1 year | 3 years | 5 years | 5 years return, each quarter since Q3 FY24 |
|---|---|---|---|---|---|---|---|
| 1 | quant Multi Asset Allocation Fund | quant | −2% | +13% | +20% | +17% | |
| 2 | ICICI Prudential Multi Asset Allocation Fund | ICICI Prudential | −2% | +1% | +13% | +14% | |
| 3 | Nippon India Multi Asset Allocation Fund | Nippon India | 0% | +8% | +17% | +14% | |
| 4 | Sbi Multi Asset Allocation Fund | SBI | −1% | +7% | +13% | +12% | |
| 5 | UTI Multi Asset Allocation Fund | UTI | −2% | +2% | +13% | +12% | |
| 6 | Tata Multi Asset Allocation Fund | Tata | −3% | +2% | +11% | +10% | |
| 7 | HDFC Multi Asset Allocation Fund | HDFC | −1% | 0% | +10% | +9% | |
| 8 | Axis Multi Asset Allocation Fund | Axis | 0% | +6% | +12% | +7% | |
| 9 | 360 ONE Multi Asset Allocation Fundsince Aug 2025 | 360 ONE | 0% | +13% | — | — | |
| 10 | Aditya Birla Sun Life Multi Asset Allocation Fundsince Feb 2023 | Aditya Birla Sun Life | −1% | +8% | +14% | — | |
| 11 | Alphagrep Multi Asset Allocation Fundsince Jul 2026 | AlphaGrep | — | — | — | — | |
| 12 | Bajaj Finserv Multi Asset Allocation Fundsince Jun 2024 | Bajaj Finserv | −1% | +6% | — | — | |
| 13 | Bandhan Multi Asset Allocation Fundsince Feb 2024 | Bandhan | −1% | +9% | — | — | |
| 14 | Bank of India Multi Asset Allocation Fundsince Mar 2024 | Bank of India | 0% | +9% | — | — | |
| 15 | Baroda BNP Paribas Multi Asset Fundsince Dec 2022 | Baroda BNP Paribas | −2% | +4% | +12% | — | |
| 16 | Canara Robeco Multi Asset Allocation Fundsince Jun 2025 | Canara Robeco | 0% | +6% | — | — | |
| 17 | Capitalmind Multi Asset Allocation Fundsince Mar 2026 | Capitalmind | −1% | — | — | — | |
| 18 | DSP Multi Asset Allocation Fundsince Sep 2023 | DSP | −2% | +9% | +16% | — | |
| 19 | Edelweiss Multi Asset Allocation Fundsince Jun 2023 | Edelweiss | +1% | +6% | +7% | — | |
| 20 | Franklin India Multi Asset Allocation Fundsince Jul 2025 | Franklin Templeton | −2% | +5% | — | — | |
| 21 | Groww Multi Asset Allocation Fundsince Oct 2025 | Groww | −2% | — | — | — | |
| 22 | HSBC Multi Asset Allocation Fundsince Mar 2024 | HSBC | −2% | +8% | — | — | |
| 23 | Invesco India Multi Asset Allocation Fundsince Dec 2024 | Invesco | −1% | +8% | — | — | |
| 24 | ITI Multi Asset Allocation Fundsince Sep 2026 | ITI | — | — | — | — | |
| 25 | JM Multi Asset Allocation Fundsince Jul 2026 | JM Financial | — | — | — | — | |
| 26 | Kotak Multi Asset Allocation Fundsince Oct 2023 | Kotak Mahindra | −1% | +11% | — | — | |
| 27 | LIC MF Multi Asset Allocation Fundsince Feb 2025 | LIC | 0% | +3% | — | — | |
| 28 | Mahindra Manulife Multi Asset Allocation Fundsince Mar 2024 | Mahindra Manulife | −1% | +8% | — | — | |
| 29 | Mirae Asset Multi Asset Allocation Fundsince Feb 2024 | Mirae Asset | 0% | +7% | — | — | |
| 30 | PGIM India Multi Asset Allocation Fundsince Dec 2025 | PGIM India | −1% | — | — | — | |
| 31 | Quantum Multi Asset Allocation Fundsince Mar 2024 | Quantum | −2% | −2% | — | — | |
| 32 | Samco Multi Asset Allocation Fundsince Dec 2024 | Samco | −3% | +3% | — | — | |
| 33 | Shriram Multi Asset Allocation Fundsince Sep 2023 | Shriram | −2% | +4% | +9% | — | |
| 34 | Sundaram Multi Asset Allocation Fundsince Jan 2024 | Sundaram | −2% | +1% | — | — | |
| 35 | The Wealth Company Multi Asset Allocation Fundsince Dec 2025 | The Wealth Company | −1% | — | — | — | |
| 36 | Union Multi Asset Allocation Fundsince Sep 2024 | Union | −2% | +7% | — | — | |
| 37 | WhiteOak Capital Multi Asset Allocation Fundsince May 2023 | WhiteOak Capital | +1% | +9% | +15% | — |
Joined and left since last quarter
- Alphagrep Multi Asset Allocation Fund
- ITI Multi Asset Allocation Fund
- JM Multi Asset Allocation Fund