Multi Asset Allocation Mutual Funds
Multi-Asset Allocation Mutual Funds are balanced funds that invest at least 10% of their portfolio in three or more asset classes as per the SEBI guidelines. The fund can invest in a diverse range of assets and securities in the equity and debt market, including gold, real estate, commodities, bonds, stocks, gold, international equities, etc. This wide range of investment options provides investors the benefit of exposure to a diversified portfolio and a lower risk from volatility in any asset class. View More
Multi Asset Allocation Mutual Funds List
Fund Name | Fund Size(Cr.) | 3Y | 5Y | |
---|---|---|---|---|
Quant Multi Asset Fund - Direct Growth
|
2,984 | 23.10% | 29.09% | |
ICICI Pru Multi-Asset Fund - Direct Growth
|
50,496 | 20.35% | 21.98% | |
UTI-Multi Asset Allocation Fund - Direct Growth
|
4,060 | 18.25% | 16.47% | |
Nippon India Multi Asset Allocation Fund-Dir Growth
|
4,344 | 16.17% | - | |
SBI Multi Asset Allocation Fund - Direct Growth
|
6,258 | 15.47% | 15.08% | |
Tata Multi Asset Opportunities Fund - Dir Growth
|
3,676 | 15.03% | - | |
HDFC Multi-Asset Fund - Direct Growth
|
3,702 | 14.02% | 16.73% | |
AXIS Multi Asset Allocation Fund - Direct Growth
|
1,312 | 8.65% | 14.07% | |
Motilal Oswal Multi Asset Fund - Direct Growth
|
112 | 8.60% | - | |
Baroda BNP Paribas Multi Asset Fund - Dir Growth
|
1,235 | - | - |
Who Should Invest in Multi-Asset Allocation Mutual Funds?
Features of Multi-Asset Allocation Mutual Funds
Taxability of Multi-Asset Allocation Funds
Risk Involved in Multi-Asset Allocation Funds
Advantages of Multi-Asset Allocation Funds
Who Are These Funds Suited For?
Popular Multi Asset Allocation Mutual Funds
- Quant Multi Asset Fund - Direct Growth
- ₹ 1000
- ₹ 2,9840
- 23.10%
- Min SIP Investment Amt
- ₹ ₹ 1000
- AUM (Cr.)
- ₹ 2,984
- 3Y Return
- 23.10%
- Min SIP Investment Amt
- ₹ ₹ 1000
- AUM (Cr.)
- ₹ 2,984
- 3Y Return
- 23.10%
- ICICI Pru Multi-Asset Fund - Direct Growth
- ₹ 100
- ₹ 50,4960
- 20.35%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 50,496
- 3Y Return
- 20.35%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 50,496
- 3Y Return
- 20.35%
- UTI-Multi Asset Allocation Fund - Direct Growth
- ₹ 500
- ₹ 4,0600
- 18.25%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 4,060
- 3Y Return
- 18.25%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 4,060
- 3Y Return
- 18.25%
- Nippon India Multi Asset Allocation Fund-Dir Growth
- ₹ 100
- ₹ 4,3440
- 16.17%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 4,344
- 3Y Return
- 16.17%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 4,344
- 3Y Return
- 16.17%
- SBI Multi Asset Allocation Fund - Direct Growth
- ₹ 500
- ₹ 6,2580
- 15.47%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 6,258
- 3Y Return
- 15.47%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 6,258
- 3Y Return
- 15.47%
- Tata Multi Asset Opportunities Fund - Dir Growth
- ₹ 100
- ₹ 3,6760
- 15.03%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 3,676
- 3Y Return
- 15.03%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 3,676
- 3Y Return
- 15.03%
- HDFC Multi-Asset Fund - Direct Growth
- ₹ 100
- ₹ 3,7020
- 14.02%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 3,702
- 3Y Return
- 14.02%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 3,702
- 3Y Return
- 14.02%
- AXIS Multi Asset Allocation Fund - Direct Growth
- ₹ 100
- ₹ 1,3120
- 8.65%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 1,312
- 3Y Return
- 8.65%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 1,312
- 3Y Return
- 8.65%
- Motilal Oswal Multi Asset Fund - Direct Growth
- ₹ 500
- ₹ 1120
- 8.60%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 112
- 3Y Return
- 8.60%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 112
- 3Y Return
- 8.60%
- Baroda BNP Paribas Multi Asset Fund - Dir Growth
- ₹ 500
- ₹ 1,2350
- -
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 1,235
- 3Y Return
- -
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 1,235
- 3Y Return
- -
FAQs
Multi-Asset Allocation Funds keep changing their asset allocation per specific rules and market conditions to give optimal returns to their investors. Due to this, it is ideal for holding onto a Multi-Asset Allocation mutual fund for at least 5 years, with the longer horizon improving the chances of generating a higher return.
On average, Multi-Asset Allocation Funds have given investors an average return of 10.63% in the last 5 years and 8.84% annualized annual returns in the previous 10 years.
Investors looking for alternatives to a fixed income or those who want to gain marginally better returns with a lower risk appetite can invest in multi-asset allocation funds. Since the fund doesn’t invest in any particular asset class or instrument, it is ideal for beginners and those who do not have much financial knowledge.
There are no fixed expense ratios that mutual fund houses must abide by when investing in multi-asset allocation funds, and fund managers can fix an allocation for each index per their investment goal.
Multi-Asset Funds do not invest in any particular industry, asset class, or segment. The allocation percentage for each fund is determined by the fund’s objective and the strategy adopted by the fund manager.
Since Multi-Asset Allocation Funds invest in different asset classes, any volatility or hit to a particular asset class is not felt by the overall fund. This helps the overall returns to be consistent despite market fluctuations and allows investors to get relatively reduced volatility.
A fund with an expense ratio of greater than 1% – 2% is considered high for multi-asset allocation funds, and investors should compare the expense ratio when planning their investments.
Investing in Multi-Asset Allocation Funds is very easy using the 5paisa app. Here are the steps you need to follow – Download the 5paisa app or log in using the website, head to the mutual fund section and choose ‘Multi-Asset Allocation Funds.’ Once selected, you can get a list of funds to invest in. You can choose SIP or Lumpsum and complete your KYC registration to complete your investment.
- Aggressive Hybrid
- Arbitrage
- Balanced Hybrid
- Banking and PSU
- Childrens
- Conservative Hybrid
- Contra
- Corporate Bond
- Credit Risk
- Dividend Yield
- Dynamic Asset
- Dynamic Bond
- ELSS
- Equity Savings
- Fixed Maturity Plans
- Flexi Cap
- Floater
- Focused
- FoFs Domestic
- FoFs Overseas
- Gilt Fund with 10 year
- Gilt
- Index
- Large & Mid Cap
- Large Cap
- Liquid
- Long Duration
- Low Duration
- Medium Duration
- Medium to Long Duration
- Mid Cap
- Money Market
- Multi Asset Allocation
- Multi Cap
- Overnight
- Passive ELSS
- Retirement
- Sectoral / Thematic
- Short Duration
- Small Cap
- Ultra Short Duration
- Value