The table below shows the Best Multi Asset Allocation Fund based on AUM, NAV and minimum SIP.
| Name | AUM | NAV | Minimum SIP |
| ICICI Pru Multi-Asset Fund | 22631.04 | 592.07 | 500.00 |
| Aditya Birla SL Multi Asset Allocation Fund | 2541.74 | 11.25 | 100.00 |
| HDFC Multi-Asset Fund | 1913.25 | 59.24 | 1500.00 |
| Tata Multi Asset Opp Fund | 1787.41 | 19.23 | 150.00 |
| SBI Multi Asset Allocation Fund | 1614.84 | 48.99 | 5000.00 |
| Nippon India Multi Asset Fund | 1448.37 | 15.80 | 100.00 |
| Axis Multi Asset Allocation Fund | 1365.48 | 35.31 | 100.00 |
| Baroda BNP Paribas Multi Asset Fund | 1254.84 | 11.06 | 500.00 |
| Quant Multi Asset Fund | 978.39 | 97.20 | 100.00 |
| UTI Multi Asset Fund | 862.17 | 56.36 | 100.00 |
Best Multi Asset Allocation Fund merge diverse asset classes for investment. They create portfolios, tailored to individual investors, blending multiple assets to optimize returns. Composition varies based on investor preferences.
Contents:
- Best Multi Asset Mutual Funds
- Top 10 Multi Asset Funds India
- Best Multi Asset Funds
- Best Multi Asset Allocation Fund
- Top 10 Multi Asset Funds India
- Best Multi Asset Allocation Fund – FAQs
- Introduction to Best Multi Asset Allocation Fund
Best Multi Asset Mutual Funds
The table below shows Best Multi Asset Mutual Funds based on lowest to highest expense ratio.
| Name | Expense Ratio |
| DSP Multi Asset Allocation Fund | 0.00 |
| Shriram Multi Asset Allocation Fund | 0.00 |
| Kotak Multi Asset Allocation Fund | 0.00 |
| Baroda BNP Paribas Multi Asset Fund | 0.22 |
| Aditya Birla SL Multi Asset Allocation Fund | 0.30 |
| Edelweiss Multi Asset Allocation Fund | 0.35 |
| Nippon India Multi Asset Fund | 0.45 |
| Tata Multi Asset Opp Fund | 0.47 |
| WOC Multi Asset Allocation Fund | 0.50 |
| Quant Multi Asset Fund | 0.68 |
Top 10 Multi Asset Funds India
The table below shows Top 10 Multi Asset Funds India In India based on Absolute Returns of 6M.
| Name | Absolute Returns – 6M |
| SBI Multi Asset Allocation Fund | 14.03 |
| ICICI Pru Multi-Asset Fund | 13.55 |
| Aditya Birla SL Multi Asset Allocation Fund | 13.05 |
| UTI Multi Asset Fund | 12.81 |
| Tata Multi Asset Opp Fund | 12.70 |
| Motilal Oswal Multi Asset Fund | 12.66 |
| Nippon India Multi Asset Fund | 11.05 |
| Axis Multi Asset Allocation Fund | 10.31 |
| Quant Multi Asset Fund | 10.23 |
| Baroda BNP Paribas Multi Asset Fund | 10.19 |
Best Multi Asset Funds
The table below shows Best Multi Asset Funds based on exit load i.e the fee that the AMC charges investors when exiting or redeeming their fund units.
| Name | AMC | Exit Load |
| DSP Multi Asset Allocation Fund | DSP Investment Managers Private Limited | 0.00 |
| Edelweiss Multi Asset Allocation Fund | Edelweiss Asset Management Limited | 0.10 |
| Aditya Birla SL Multi Asset Allocation Fund | Aditya Birla Sun Life AMC Limited | 1.00 |
| Tata Multi Asset Opp Fund | Tata Asset Management Private Limited | 1.00 |
| Nippon India Multi Asset Fund | Nippon Life India Asset Management Limited | 1.00 |
| Quant Multi Asset Fund | Quant Money Managers Limited | 1.00 |
| Baroda BNP Paribas Multi Asset Fund | Baroda BNP Paribas Asset Management India Pvt. Ltd. | 1.00 |
| Shriram Multi Asset Allocation Fund | Shriram Asset Management Company Limited | 1.00 |
| Kotak Multi Asset Allocation Fund | Kotak Mahindra Asset Management Company Limited | 1.00 |
| WOC Multi Asset Allocation Fund | WhiteOak Capital Asset Management Limited | 1.00 |
Best Multi Asset Allocation Fund
The table below shows Best Multi Asset Allocation Fund based on Absolute Return 1 Year and AMC.
| Name | Absolute Returns – 1Y |
| ICICI Pru Multi-Asset Fund | 22.21 |
| Nippon India Multi Asset Fund | 19.24 |
| SBI Multi Asset Allocation Fund | 19.19 |
| Tata Multi Asset Opp Fund | 17.84 |
| UTI Multi Asset Fund | 16.89 |
| Motilal Oswal Multi Asset Fund | 15.51 |
| HDFC Multi-Asset Fund | 13.67 |
| Quant Multi Asset Fund | 11.12 |
| Axis Multi Asset Allocation Fund | 7.14 |
Top 10 Multi Asset Funds India
The table below shows Top 10 Multi Asset Funds India In India based on CAGR of 3 years.
| Name | CAGR 3Y |
| ICICI Pru Multi-Asset Fund | 29.31 |
| Quant Multi Asset Fund | 28.12 |
| Tata Multi Asset Opp Fund | 19.89 |
| Nippon India Multi Asset Fund | 17.32 |
| HDFC Multi-Asset Fund | 16.62 |
| SBI Multi Asset Allocation Fund | 14.91 |
| Axis Multi Asset Allocation Fund | 14.37 |
| UTI Multi Asset Fund | 13.79 |
| Motilal Oswal Multi Asset Fund | 8.15 |
Best Multi Asset Allocation Fund – FAQs
What are the best multi asset funds?
The Best Multi Asset Funds #1: ICICI Pru Multi-Asset Fund
The Best Multi Asset Funds #2: Aditya Birla SL Multi Asset Allocation Fund
The Best Multi Asset Funds #3: HDFC Multi-Asset Fund
The Best Multi Asset Funds #4: Tata Multi Asset Opp Fund
The Best Multi Asset Funds #5: SBI Multi Asset Allocation Fund
These funds are listed based on the Highest AUM.
Is a multi asset allocation fund good?
Multi-asset allocation funds can be beneficial due to diversification across various assets, reducing risks. They suit investors seeking balanced portfolios and risk management.
Are multi asset funds risky?
Multi-asset funds can vary in risk. While diversification can mitigate risks, market fluctuations in different assets can still pose challenges. Proper research and understanding are crucial for investors.
Can we invest lumpsum in a multi asset fund?
Yes, investors can invest a lump sum in a multi-asset fund. This approach allows for immediate exposure to diverse asset classes, aiding in balanced and comprehensive portfolio construction.
How do I choose a multi asset fund?
When choosing a multi-asset fund, consider your financial goals, risk tolerance, and investment horizon. Evaluate fund performance, asset allocation strategy, fees, and the fund manager’s track record for informed decisions.
What are the top 5 performing mutual funds?
Top 5 performing mutual funds #1: ICICI Pru Multi-Asset Fund
Top 5 performing mutual funds #2: Quant Multi Asset Fund
Top 5 performing mutual funds #3: Tata Multi Asset Opp Fund
Top 5 performing mutual funds #4: Nippon India Multi Asset Fund
Top 5 performing mutual funds #5: HDFC Multi-Asset Fund
These funds are listed based on the Highest CAGR of 3 years.
Introduction to Best Multi Asset Allocation Fund
Best Multi Asset Allocation Fund – AUM, NAV
ICICI Pru Multi-Asset Fund
ICICI Prudential Multi Asset Fund-Growth, an offering by ICICI Prudential Mutual Fund, has a 20-year 11-month history and manages assets worth 22631.04 Crores.
Aditya Birla SL Multi Asset Allocation Fund
Aditya Birla Sun Life Multi Asset Allocation Fund Direct – Growth, offered by Aditya Birla Sun Life Mutual Fund, has an 8-month history, managing assets worth 2541.74 Crores.
HDFC Multi-Asset Fund
HDFC Multi Asset Fund Direct-Growth, by HDFC Mutual Fund, has a 10-year 9-month history, managing assets worth 1913.25 Crores in its Multi Asset Allocation mutual fund scheme.
Best Multi Asset Mutual Funds – Expense Ratio
DSP Multi Asset Allocation Fund
DSP Multi Asset Allocation Fund diversifies across equity, debt, commodities like Gold ETF, exchange traded commodity derivatives, and overseas securities. This strategy minimizes risks, enhancing overall portfolio stability amid varying asset class performances. The fund maintains a competitive expense ratio of 0.00.
Shriram Multi Asset Allocation Fund
Shriram Multi Asset Allocation Fund adapts to diverse asset class performances affected by economic cycles, global events, and geopolitical factors. It ensures moderate volatility, reasonable returns, and tax-efficient investing, simplifying the process for investors. Plus, it provides the advantage of Long Term Capital Gains taxation. The fund maintains a competitive expense ratio of 0.00.
Kotak Multi Asset Allocation Fund
Kotak Multi Asset Allocation Fund scheme aims for long-term capital appreciation by investing in Kotak Mahindra Mutual Fund schemes, ETFs, and Index schemes (both domestic and offshore, including Gold ETFs). However, there’s no guarantee that the objective will be achieved. The fund maintains a competitive expense ratio of 0.00.
Top 10 Multi Asset Funds India – Absolute Returns of 6M
Motilal Oswal Multi Asset Fund
The Motilal Oswal Multi Asset Fund Direct – Growth scheme exhibits lower consistency in delivering returns compared to most funds in its category. It also demonstrates a limited ability to mitigate losses during market declines. The absolute returns for the past 6 months are 12.66%.
Axis Multi Asset Allocation Fund
The Axis Multi Asset Allocation Direct Plan – Growth scheme maintains consistent returns in line with most funds in its category. However, its ability to minimize losses during market declines is below average. The absolute returns for the past 6 months are 10.31%.
Quant Multi Asset Fund
The Quant Multi Asset Fund Direct-Growth scheme provides returns in line with most funds in its category but has a below-average ability to control losses during market declines. Its equity investments focus on Unclassified, Financial, Healthcare, Energy, and Construction sectors. The absolute returns for the past 6 months are 10.23%.
Best Multi Asset Funds – Exit Load
Edelweiss Multi Asset Allocation Fund
The fund predominantly invests in Financial, Metals & Mining, Healthcare, Communication, and Services sectors. It has a lower exposure to Financial and Metals & Mining sectors compared to other funds in the same category. The exit load for this fund is 0.10%, indicating a fee charged when investors exit the fund within a specified period, discouraging premature withdrawals.
Nippon India Multi Asset Fund
Nippon India Multi Asset Fund Direct – Growth scheme maintains consistent returns similar to most funds in its category. Its ability to minimize losses during market declines is average. The fund’s equity investments focus on Unclassified, Financial, Energy, Automobile, and Technology sectors. It has relatively lower exposure to Unclassified and Financial sectors compared to other funds in the category. The exit load for this fund is 1.00%.
Baroda BNP Paribas Multi Asset Fund
The fund’s equity investments are concentrated in Financial, Unclassified, Energy, Technology, and Construction sectors, with comparatively lower exposure to Financial and Unclassified sectors within the category. On the debt side, the fund has low credit quality, suggesting lending to borrowers with poor creditworthiness. The exit load for this fund is 1.00%.
Best Multi Asset Allocation Fund – Absolute Returns – 1Y
SBI Multi Asset Allocation Fund
The SBI Multi Asset Allocation Fund Direct-Growth scheme exhibits consistent returns comparable to most funds in its category. Its ability to limit losses during market declines is average. The fund has delivered absolute returns of 19.19% over the past year.
Tata Multi Asset Opp Fund
Tata Multi Asset Opportunities Fund Direct – Growth scheme provides consistent returns comparable to most funds in its category. It demonstrates an above-average ability to limit losses during market declines. The fund’s equity investments focus on Financial, Energy, Technology, Construction, and Capital Goods sectors, with relatively lower exposure to Financial and Energy sectors compared to other funds in the category. The fund has delivered absolute returns of 17.84% over the past year.
UTI Multi Asset Fund
UTI Multi Asset Fund Direct-Growth scheme offers consistent returns in line with most funds in its category. Its ability to mitigate losses during market declines is average, indicating moderate risk management strategies. The fund has delivered absolute returns of 16.89% over the past year.
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