Mutual fund analysis · Multi Asset Allocation

Multi Asset Allocation funds: every scheme, ranked by quarter return

Multi Asset Allocation · 37 schemes at Q2 FY27

Q2 FY27: the median Multi Asset Allocation fund returned −1% over the quarter; 6 of 34 schemes gained. Best WhiteOak Capital Multi Asset Allocation Fund +1%.

Rank by

An underlined fund opens its page — holdings, what moved it, and how it behaves. Pages exist for the fund houses whose filings we ingest (SBI, HDFC, Nippon India).

#SchemeFund houseQuarter1 year3 years5 yearsQuarter return, each quarter since Q3 FY24
1WhiteOak Capital Multi Asset Allocation FundWhiteOak Capital+1%+9%+15%—
2Edelweiss Multi Asset Allocation FundEdelweiss+1%+6%+7%—
3Bank of India Multi Asset Allocation FundBank of India0%+9%——
4Canara Robeco Multi Asset Allocation FundCanara Robeco0%+6%——
5LIC MF Multi Asset Allocation FundLIC0%+3%——
6360 ONE Multi Asset Allocation Fund360 ONE0%+13%——
7Mirae Asset Multi Asset Allocation FundMirae Asset0%+7%——
8Nippon India Multi Asset Allocation Fund Nippon India0%+8%+17%+14%
9Axis Multi Asset Allocation FundAxis0%+6%+12%+7%
10Mahindra Manulife Multi Asset Allocation FundMahindra Manulife−1%+8%——
11Kotak Multi Asset Allocation FundKotak Mahindra−1%+11%——
12PGIM India Multi Asset Allocation FundPGIM India−1%———
13The Wealth Company Multi Asset Allocation FundThe Wealth Company−1%———
14Bajaj Finserv Multi Asset Allocation FundBajaj Finserv−1%+6%——
15Bandhan Multi Asset Allocation FundBandhan−1%+9%——
16Invesco India Multi Asset Allocation FundInvesco−1%+8%——
17HDFC Multi Asset Allocation Fund HDFC−1%0%+10%+9%
18Capitalmind Multi Asset Allocation FundCapitalmind−1%———
19Sbi Multi Asset Allocation Fund SBI−1%+7%+13%+12%
20Aditya Birla Sun Life Multi Asset Allocation FundAditya Birla Sun Life−1%+8%+14%—
21Union Multi Asset Allocation FundUnion−2%+7%——
22Shriram Multi Asset Allocation FundShriram−2%+4%+9%—
23Sundaram Multi Asset Allocation FundSundaram−2%+1%——
24Groww Multi Asset Allocation FundGroww−2%———
25DSP Multi Asset Allocation FundDSP−2%+9%+16%—
26quant Multi Asset Allocation Fundquant−2%+13%+20%+17%
27Quantum Multi Asset Allocation FundQuantum−2%−2%——
28UTI Multi Asset Allocation FundUTI−2%+2%+13%+12%
29ICICI Prudential Multi Asset Allocation FundICICI Prudential−2%+1%+13%+14%
30HSBC Multi Asset Allocation FundHSBC−2%+8%——
31Baroda BNP Paribas Multi Asset FundBaroda BNP Paribas−2%+4%+12%—
32Franklin India Multi Asset Allocation FundFranklin Templeton−2%+5%——
33Samco Multi Asset Allocation FundSamco−3%+3%——
34Tata Multi Asset Allocation FundTata−3%+2%+11%+10%
35Alphagrep Multi Asset Allocation Fundsince Jul 2026AlphaGrep————
36ITI Multi Asset Allocation Fundsince Sep 2026ITI————
37JM Multi Asset Allocation Fundsince Jul 2026JM Financial————

Joined and left since last quarter

Joined Multi Asset Allocation

  • Alphagrep Multi Asset Allocation Fund
  • ITI Multi Asset Allocation Fund
  • JM Multi Asset Allocation Fund