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Multi Asset Allocation Mutual Funds

Find here some best Multi Asset Allocation fund to invest

  • Annual Returns 13.73%
  • Average Risk Medium
  • Total Funds 21

What is Multi Asset Allocation Mutual Fund?

Multi Asset Allocation Mutual Funds are hybrid category schemes, that invest across different asset classes i.e., in a mix of equity, debt, cash and commodity instruments, to provide investors with long-term capital growth. The major allocation is given to equity instruments, so that the full benefit of opportunities that are associated with these instruments can be taken. Multi Asset Allocation Funds are a great option for investors who have a moderate risk appetite and are looking for a moderate and stable growth in long term. 

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Top Performing Multi Asset Allocation in India for High Returns

AMC List

  • Kotak
  • Aditya Birla Sun Life
  • ICICI
  • Tata
  • HDFC
  • SBI
  • UTI
  • Nippon
  • Sundaram
  • Canara
  • Invesco
  • Axis
  • Baroda BNP Paribas
  • DSP
  • EDELWEISS
  • Franklin
  • HSBC
  • LIC
  • Mirae Asset
  • Motilal Oswal
  • Mahindra
  • PGIM
  • WOC
  • Bandhan
  • 360 One
  • Bajaj Finserv
  • Quant
  • Parag Parikh
  • ITI

Minimum SIP Amt.

  • ₹100 - ₹500
  • ₹500 - ₹1000
  • ₹1000 - ₹5000

Fund Option

  • Growth
  • Dividend
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Snapshot

Returns

Risk

Information

NAV Details

Compare Funds

Lumpsum 3Y P.a 20.08%
SIP 3Y P.a. 25.69%
Return Vs Category

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Risk Vs Category

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Invest

Lumpsum 3Y P.a 17.88%
SIP 3Y P.a. 23.99%
Return Vs Category

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Risk Vs Category

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Invest

Lumpsum 3Y P.a 15.56%
SIP 3Y P.a. 21.44%
Return Vs Category

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Risk Vs Category

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Invest

Lumpsum 3Y P.a -
SIP 3Y P.a. -
Return Vs Category

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Risk Vs Category

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Lumpsum 3Y P.a -
SIP 3Y P.a. -
Return Vs Category

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Risk Vs Category

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Lumpsum 3Y P.a 19.79%
SIP 3Y P.a. 21.22%
Return Vs Category

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Risk Vs Category

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Invest

Lumpsum 3Y P.a -
SIP 3Y P.a. -
Return Vs Category

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Risk Vs Category

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Invest

Lumpsum 3Y P.a -
SIP 3Y P.a. -
Return Vs Category

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Lumpsum 3Y P.a 7.54%
SIP 3Y P.a. 14.96%
Return Vs Category

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Risk Vs Category

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Invest

Lumpsum 3Y P.a 13.52%
SIP 3Y P.a. 17.29%
Return Vs Category

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Risk Vs Category

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Invest

Short Term

Long Term

SIP

Rolling Term

1 Week -3.08%
1 Month 1.51%
3 Months -4.43%
6 Months 1.23%
1 Year 27.12%
Invest
1 Week -1.72%
1 Month 1.75%
3 Months -3.26%
6 Months 3.58%
1 Year 22.08%
Invest
1 Week -1.95%
1 Month 2.63%
3 Months -1.15%
6 Months 4.7%
1 Year 20.7%
Invest
1 Week -0.99%
1 Month 2.14%
3 Months 1.8%
6 Months 6.82%
1 Year 18.41%
Invest
1 Week -1.12%
1 Month 3.36%
3 Months -1.66%
6 Months 4.31%
1 Year 17.91%
Invest
1 Week -1.95%
1 Month 0.87%
3 Months -2.79%
6 Months 3.06%
1 Year 17.79%
Invest
1 Week -2.55%
1 Month 0.63%
3 Months -1.27%
6 Months 4.85%
1 Year 17.35%
Invest
1 Week -3.44%
1 Month 1.64%
3 Months -3.38%
6 Months 1.4%
1 Year 17.19%
Invest
1 Week -2.92%
1 Month 2.02%
3 Months -3.11%
6 Months 4.12%
1 Year 16.64%
Invest
1 Week -2.03%
1 Month 1.16%
3 Months -2.29%
6 Months 2.02%
1 Year 15.43%
Invest
2 Years 22.96%
3 Years 20.08%
5 Years 27.48%
Annual Rt 11.67%
Invest
2 Years 24%
3 Years 17.88%
5 Years 15.44%
Annual Rt 13.05%
Invest
2 Years 21.46%
3 Years 15.56%
5 Years -
Annual Rt 19.57%
Invest
2 Years -
3 Years -
5 Years -
Annual Rt 19.23%
Invest
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Annual Rt 23.41%
Invest
2 Years 20.32%
3 Years 19.79%
5 Years 20.51%
Annual Rt 21.15%
Invest
2 Years -
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Annual Rt 26.05%
Invest
2 Years -
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5 Years -
Annual Rt 29.77%
Invest
2 Years 13.57%
3 Years 7.54%
5 Years 12.3%
Annual Rt 10.2%
Invest
2 Years 16.03%
3 Years 13.52%
5 Years -
Annual Rt 21.2%
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Min SIP ₹1000
Min Lumpsum ₹5000
Expense Ratio 1.88%
Fund Manager Sanjeev Sharma
Launch Date 18-Apr 2001
Invest
Min SIP ₹500
Min Lumpsum ₹5000
Expense Ratio 1.78%
Fund Manager Sunil Madhukar Patil
Launch Date 17-Dec 2008
Invest
Min SIP ₹100
Min Lumpsum ₹5000
Expense Ratio 1.51%
Fund Manager Vikram Dhawan
Launch Date 27-Aug 2020
Invest
Min SIP ₹100
Min Lumpsum ₹500
Expense Ratio 1.96%
Fund Manager Piyush Baranwal
Launch Date 19-May 2023
Invest
Min SIP ₹100
Min Lumpsum ₹500
Expense Ratio 1.85%
Fund Manager Dhaval Shah
Launch Date 31-Jan 2023
Invest
Min SIP ₹500
Min Lumpsum ₹5000
Expense Ratio 1.46%
Fund Manager Sankaran Naren
Launch Date 31-Oct 2002
Invest
Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio 1.66%
Fund Manager Jay Kothari
Launch Date 21-Sep 2023
Invest
Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio 1.73%
Fund Manager Abhishek Bisen
Launch Date 22-Sep 2023
Invest
Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio 2.07%
Fund Manager Devang Shah
Launch Date 23-Aug 2010
Invest
Min SIP ₹100
Min Lumpsum ₹5000
Expense Ratio 1.88%
Fund Manager Murthy Nagarajan
Launch Date 04-Mar 2020
Invest
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Comparison of Top Multi Asset Allocation Funds

Multi Asset Allocation Funds Return Calculator

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  • Invested Amount
  • Estimated Returns

  • Invested Amount ₹43,855
  • Interest Earned ₹6,145

Frequently Asked Questions

Who should invest in Multi Asset Allocation Mutual Funds?
Multi Asset Allocation funds are suitable for the investors who can digest high risk in search for higher returns. Moreover, these funds are not suitable for the investors who are stepping in the finance market with a short term investment perspective as they might end up delivering negative returns.
What is the minimum investment required for investing in Multi Asset Allocation funds?
The minimum investment depends from one scheme to another. In general, for lumpsum investment the minimum investment can range from Rs. 500 to Rs. 5000. Whereas, in case of SIP, the range may vary between Rs. 500 to Rs. 1000. For authentic information, never forget to check the scheme related documents.
What is the investment philosophy followed by Multi Asset Allocation companies?
The fund manager of Multi Asset Allocation fund targets the best small sized companies having the potential to generate excellent gains in the future. Such companies do not have much resources as the large cap or mid cap companies but have high potential to outperform many big companies.
Why to invest in Multi Asset Allocation funds?
Multi Asset Allocation funds have more tendency of providing exceptional returns than the other categories of funds. Moreover, they can also be a suitable option for providing diversification to your portfolio.
How risky are Multi Asset Allocation funds?
Multi Asset Allocation funds are one of the riskiest mutual funds. But at the same time rewards are also high. Therefore, an investor who is willing to expose his corpus towards risk for fetching higher returns should invest in Multi Asset Allocation funds.
Are Multi Asset Allocation Funds for long term investment?
Yes, Multi Asset Allocation funds are a suitable choice for generating long term capital appreciation. Moreover, in short term these funds can cause double digit losses to the investors. Thus, always maintain a long term investment perspective while investing in Multi Asset Allocation mutual funds.
What is the benchmark of Multi Asset Allocation Fund?
Benchmark is a standard with which a mutual fund competes in terms of growth & performance. Different Multi Asset Allocation funds have different benchmark. Thus, read the mutual fund document carefully to know the benchmark.
What are the taxes applied on Multi Asset Allocation Mutual Funds?
Multi Asset Allocation funds are eligible for two types of taxes- STCG (Short Term Capital Gain) and LTCG (Long Term Capital Gain). STCG is the capital gain generated on the units which are hold for up to 1 year. The STCG tax imposed by the Government of India is 15%. LTCG is the profit generated on the units which are hold for more than one years. The LTCG levied is 10% for the profit above Rs. 1 Lakh.

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