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Multi Asset Allocation Funds

  • Average Return 17.73%
  • No of Funds 12

What is Multi Asset Allocation Mutual Fund

Multi Asset Allocation Funds are hybrid funds that must invest a minimum of 10% in at least 3 asset classes. These funds typically have a combination of equity, debt, and one more asset class like gold, real estate, etc.

Advantages of Multi Asset Allocation Funds

  • Lesser risk than most hybrid funds as the investments are spread across multiple asset classes
  • Lower allocation to stocks means the returns can fall behind in rising markets
  • Suitable for an investment horizon of at least 3 years

Top schemes of Multi Asset Allocation Mutual Funds sorted by last 5 year returns

12 funds
ShowReturns forvia
Quant

Fund Size

₹937 Crs

Return (p.a)

+ 26.37% + 91.66% + 18.12% + 159.25% + 8.57% + 8.57% + 23.19% + 40.05% + 5.79% + 5.79% + 16.74% + 17.88% + 9.78% + 9.78% + 2.80% + 2.80%

ETM Rank

#1 of 6
ICICI Prudential

Fund Size

₹21,705 Crs

Return (p.a)

+ 21.44% + 70.14% + 16.64% + 139.27% + 9.13% + 9.13% + 23.23% + 40.05% + 6.06% + 6.06% + 20.01% + 21.44% + 12.69% + 12.69% + 3.37% + 3.37%

ETM Rank

#3 of 6
Growth Portfolio

Min SIP

₹ 5,000

5 Yrs Return

+ 16.96 % p.a. + 15.5 % p.a. + 26.93 % + 12.71 % p.a. + 10.82 % p.a. + 25.95 % + 16.4 % p.a. + 22.75 %

HDFC

Fund Size

₹1,913 Crs

Return (p.a)

+ 15.05% + 45.67% + 12.00% + 86.65% + 6.19% + 6.19% + 13.53% + 22.28% + 3.50% + 3.50% + 12.30% + 13.04% + 8.48% + 8.48% + 1.40% + 1.40%

ETM Rank

#4 of 6
SBI

Fund Size

₹1,246 Crs

Return (p.a)

+ 13.68% + 40.87% + 11.59% + 82.60% + 9.15% + 9.15% + 14.06% + 23.20% + 5.69% + 5.69% + 15.10% + 16.08% + 11.42% + 11.42% + 3.07% + 3.07%

ETM Rank

#2 of 6
UTI

Fund Size

₹858 Crs

Return (p.a)

+ 12.23% + 35.91% + 9.70% + 65.26% + 7.28% + 7.28% + 12.88% + 21.14% + 2.81% + 2.81% + 14.16% + 15.06% + 10.30% + 10.30% -0.48% -0.48%

ETM Rank

#6 of 6
Axis

Fund Size

₹1,432 Crs

Return (p.a)

+ 12.19% + 35.76% + 11.19% + 78.82% + 5.36% + 5.36% + 8.59% + 13.79% + 2.21% + 2.21% + 5.58% + 5.85% + 5.37% + 5.37% + 0.10% + 0.10%

ETM Rank

#5 of 6
Aditya Birla SL

Fund Size

₹2,434 Crs

Return (p.a)

N.A. N.A.N.A. N.A. + 7.81% + 7.81% N.A. N.A. + 3.95% + 3.95% N.A. N.A.N.A. N.A. + 1.08% + 1.08%

ETM Rank

Unranked
Baroda BNP Paribas

Fund Size

₹1,284 Crs

Return (p.a)

N.A. N.A.N.A. N.A. + 7.10% + 7.10% N.A. N.A. + 4.54% + 4.54% N.A. N.A.N.A. N.A. + 1.85% + 1.85%

ETM Rank

Unranked
Edelweiss

Fund Size

₹248 Crs

Return (p.a)

N.A. N.A.N.A. N.A.N.A. N.A.N.A. N.A.N.A. N.A.N.A. N.A.N.A. N.A. + 0.56% + 0.56%

ETM Rank

Unranked
Motilal Oswal

Fund Size

₹113 Crs

Return (p.a)

N.A. N.A.N.A. N.A. + 9.05% + 9.05% + 9.62% + 15.53% + 6.71% + 6.71% + 12.16% + 12.88% + 10.95% + 10.95% + 4.30% + 4.30%

ETM Rank

Unranked
Nippon India

Fund Size

₹1,413 Crs

Return (p.a)

N.A. N.A.N.A. N.A. + 8.05% + 8.05% N.A. N.A. + 4.84% + 4.84% + 14.13% + 15.03% + 10.74% + 10.74% + 1.67% + 1.67%

ETM Rank

Unranked
Tata

Fund Size

₹1,757 Crs

Return (p.a)

N.A. N.A.N.A. N.A. + 7.38% + 7.38% + 15.56% + 25.88% + 4.39% + 4.39% + 13.83% + 14.70% + 9.40% + 9.40% + 1.48% + 1.48%

ETM Rank

Unranked

Show all funds

Multi Asset Allocation Funds Returns Calculator

See what your investment would have yielded in

Select fund
Quant Multi Asset Fund
via inI want to invest offor a period of for

How to invest in Multi Asset Allocation Funds?

It is quite easy to invest in Multi Asset Allocation mutual funds on ET Money. Here are the steps that you have to follow.

  • Register online on ET Money app or website
  • Head to Mutual Funds sections and choose the Multi Asset Allocation fund you want to invest in.
  • Click on invest and choose the amount and mode of investment (SIP or Lumpsum)
  • Provide your KYC details (Pan number, Bank details) and complete your investment.

Frequently Asked Questions

Which are the best Multi Asset Allocation Mutual Funds to invest in 2023?

These are top 5 Multi Asset Allocation funds you can invest in 2023

Fund NameFund CategoryETM RankConsistency5 Year Return (Annualized)
Quant Multi Asset FundHybrid# 4 of 13
23.21 % p.a.
ICICI Prudential Multi Asset FundHybrid# 2 of 13
16.86 % p.a.
HDFC Multi Asset FundHybrid# 1 of 13
12.57 % p.a.
SBI Multi Asset Allocation FundHybrid# 5 of 13
12.13 % p.a.
UTI Multi Asset FundHybrid# 6 of 13
9.51 % p.a.

Multi-Asset Allocation Funds give you access to multiple asset classes. They keep changing the mix based on certain rules with an aim to give the optimal mix of different asset classes. For this reason, these funds are ideal for an investment horizon of at least 5 years.

The allocation of Multi-Asset Funds depends on which asset classes the fund will invest in. The percentage allocation to each of these asset classes is also decided by the fund and also the threshold that will trigger the movement of money from one asset class to another.

Multi Asset Allocation Funds have on an average delivered 14.3% p.a. returns in the last 5 years. Their 3 and 10 year annualized returns are 17.73% and 12.93% p.a.

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