Best Multi Asset Allocation Fund (March 2025)

Ranked On: 28 March 2025

Filter Table:

Fund Name	BMSMONEY Rank	Rating	1Y (R)	3Y (R)	5Y (R)	7Y (R)	10Y (R)	1Y (D)	3Y (D)	5Y (D)	7Y (D)	10Y (D)	Std. Dev.	Max Drawdown	VaR _{1Y 95%}	Jensen's Alpha	Beta	Sortino Ratio	Sharpe Ratio

Fund Name	1Y (R)	3Y (R)	5Y (R)	7Y (R)	10Y (R)	1Y (D)	3Y (D)	5Y (D)	7Y (D)	10Y (D)	Std. Dev.	Max Drawdown	VaR _{1Y 95%}	Jensen's Alpha	Sortino Ratio	Sharpe Ratio
Icici Prudential Multi-Asset Fund	6.87%	16.06%	26.15%	15.36%	13.76%	7.68%	16.89%	27.00%	16.20%	14.65%	7.80%	-5.15%	-8.30%	%	0.75	1.36
Nippon India Multi Asset Fund	3.72%	12.52%	%	%	%	4.99%	14.00%	%	%	%	9.10%	-7.50%	-11.20%	%	0.40	0.80
Sbi Multi Assest Allocation Fund	4.54%	12.40%	15.18%	10.88%	10.26%	5.51%	13.42%	16.17%	11.85%	11.28%	7.68%	-6.13%	-9.49%	%	0.45	0.84
Hdfc Multi-Asset Fund	5.32%	11.06%	18.79%	11.17%	10.25%	6.52%	12.41%	20.28%	12.39%	11.28%	6.85%	-5.94%	-6.51%	%	0.39	0.75
Uti Multi Asset Allocation Fund	2.34%	15.05%	17.75%	10.48%	8.85%	3.48%	16.12%	18.78%	11.46%	9.78%	9.51%	-9.75%	-11.10%	%	0.49	0.98
Quant Multi Asset Fund	-2.78%	14.43%	31.01%	19.76%	15.89%	-1.54%	16.16%	32.84%	20.91%	16.66%	12.96%	-12.19%	-17.27%	%	0.37	0.72
Tata Multi Asset Opportunities Fund	1.22%	10.29%	18.36%	%	%	2.68%	12.05%	20.36%	%	%	8.80%	-9.44%	-8.77%	%	0.27	0.55
Axis Multi Asset Allocation Fund	4.35%	6.15%	15.39%	9.87%	8.96%	5.39%	7.41%	16.95%	11.29%	10.31%	10.59%	-11.52%	-13.75%	%	0.05	0.06
Motilal Oswal Multi Asset Fund	-13.03%	0.77%	%	%	%	-11.80%	2.07%	%	%	%	9.52%	-22.33%	-21.62%	%	-0.15	-0.48

Showing 1 to 9 of 9 entries

Return Calculated On: 07 April 2025 | Ratios Calculated On: 28 March 2025

As On: 07 April 2025

Filter Table:

Fund Name	1D	1W	1M	3M	6M	1Y	3Y	5Y	7Y	10Y	15Y

Fund Name	1D	1W	1M	3M	6M	1Y	3Y	5Y	7Y	10Y	15Y
Aditya Birla Sun Life Multi Asset Allocation Fund	-2.45	-4.43	-1.14	-5.36	-5.84	4.64
Baroda BNP Paribas Multi Asset Fund	-2.48	-4.31	-0.85	-4.75	-7.86	1.83
Bank of India Multi Asset Allocation Fund	-1.81	-2.64	0.16	-4.21	-4.30	1.58
Whiteoak Capital Multi Asset Allocation Fund	-1.41	-1.84	0.14	0.08	2.17	11.51
Edelweiss Multi Asset Allocation Fund	0.04	0.53	1.24	2.53	4.31	8.53
Hdfc Multi-Asset Fund	-1.62	-2.38	0.17	-1.79	-2.84	5.32	11.06	18.79	11.17	10.25	10.27
HSBC Multi Asset Allocation Fund	-3.19	-4.96	-1.38	-15.15	-11.77	-2.87
Icici Prudential Multi-Asset Fund	-1.57	-3.25	-0.55	-0.70	-2.36	6.87	16.06	26.15	15.36	13.76	14.06
Bandhan Multi Asset Allocation Fund	-2.17	-4.15	-2.58	-5.57	-7.17	2.95
Kotak Multi Asset Allocation Fund	-2.19	-4.28	-2.03	-7.28	-9.19	0.49

Showing 1 to 10 of 23 entries

As On: 07 April 2025

Filter Table:

Fund Name	1D	1W	1M	3M	6M	1Y	3Y	5Y	7Y	10Y	15Y

Fund Name	1D	1W	1M	3M	6M	1Y	3Y	5Y	7Y	10Y
Aditya Birla Sun Life Multi Asset Allocation Fund	-2.44	-4.40	-1.03	-5.07	-5.24	6.06
Baroda BNP Paribas Multi Asset Fund	-2.47	-4.28	-0.76	-4.50	-7.35	3.01
Bank of India Multi Asset Allocation Fund	-1.81	-2.61	0.25	-3.94	-3.80	2.55
Whiteoak Capital Multi Asset Allocation Fund	-1.40	-1.80	0.25	0.38	2.80	12.88
Edelweiss Multi Asset Allocation Fund	0.04	0.54	1.27	2.61	4.48	8.86
Hdfc Multi-Asset Fund	-1.61	-2.36	0.25	-1.54	-2.30	6.52	12.41	20.28	12.39	11.28
HSBC Multi Asset Allocation Fund	-3.18	-4.93	-1.27	-14.86	-11.17	-1.54
Icici Prudential Multi-Asset Fund	-1.56	-3.24	-0.49	-0.52	-1.99	7.68	16.89	27.00	16.20	14.65
Bandhan Multi Asset Allocation Fund	-2.16	-4.11	-2.46	-5.23	-6.46	4.57
Kotak Multi Asset Allocation Fund	-2.18	-4.25	-1.92	-6.99	-8.58	1.89

Showing 1 to 10 of 23 entries

As On: 07 April 2025

Filter Table:

Fund Name	1 Year	3 Year	5 Year	7 Year	10 Year	15 Year

Fund Name	1 Year	3 Year	5 Year	7 Year	10 Year	15 Year
Aditya Birla Sun Life Multi Asset Allocation Fund	-4.50
Baroda BNP Paribas Multi Asset Fund	-7.10
Bank of India Multi Asset Allocation Fund	-5.22
Whiteoak Capital Multi Asset Allocation Fund	7.80
Edelweiss Multi Asset Allocation Fund	8.95
Hdfc Multi-Asset Fund	-0.33	11.26	12.66	12.31	11.36	10.69
HSBC Multi Asset Allocation Fund	-17.21
Icici Prudential Multi-Asset Fund	-14.33	14.49	19.32	17.84	16.23	15.25
Bandhan Multi Asset Allocation Fund	-6.99
Kotak Multi Asset Allocation Fund	-10.44

Showing 1 to 10 of 23 entries

As On: 07 April 2025

Filter Table:

Fund Name	1 Year	3 Year	5 Year	7 Year	10 Year	15 Year

Fund Name	1 Year	3 Year	5 Year	7 Year	10 Year
Aditya Birla Sun Life Multi Asset Allocation Fund	-3.22
Baroda BNP Paribas Multi Asset Fund	-6.02
Bank of India Multi Asset Allocation Fund	-4.25
Whiteoak Capital Multi Asset Allocation Fund	9.15
Edelweiss Multi Asset Allocation Fund	9.29
Hdfc Multi-Asset Fund	0.80	12.60	14.09	13.66	12.54
HSBC Multi Asset Allocation Fund	-16.03
Icici Prudential Multi-Asset Fund	-13.70	15.37	20.19	18.66	17.07
Bandhan Multi Asset Allocation Fund	-5.51
Kotak Multi Asset Allocation Fund	-9.18

Showing 1 to 10 of 23 entries

Performance Indicators

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Calculated On: 28 March 2025

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Fund Name	VaR 1 Y _95%	Max Drawdown %	Average Drawdown %	Standard Deviation %	Semi Deviation %

Fund Name	VaR 1 Y _95%	Max Drawdown %	Average Drawdown %	Standard Deviation %	Semi Deviation %
Sbi Multi Assest Allocation Fund	-9.49	-6.13	-3.15	7.68	5.29
Hdfc Multi-Asset Fund	-6.51	-5.94	-2.64	6.85	4.83
Icici Prudential Multi-Asset Fund	-8.30	-5.15	-2.15	7.80	5.68
Motilal Oswal Multi Asset Fund	-21.62	-22.33	-5.09	9.52	7.32
Quant Multi Asset Fund	-17.27	-12.19	-6.06	12.96	9.22
Nippon India Multi Asset Fund	-11.20	-7.50	-4.53	9.10	6.56
Tata Multi Asset Opportunities Fund	-8.77	-9.44	-3.82	8.80	6.25
Uti Multi Asset Allocation Fund	-11.10	-9.75	-3.33	9.51	6.92
Axis Multi Asset Allocation Fund	-13.75	-11.52	-6.08	10.59	7.31

Showing 1 to 9 of 9 entries

Calculated On: 28 March 2025

Filter Table:

Fund Name	Sharpe Ratio	Sortino Ratio	Sterling ratio	Hurst Index	Jensen’s Alpha	Beta	R²	Treynor Ratio	Modigliani² Measure	Active Return

Fund Name	Sharpe Ratio	Sortino Ratio	Sterling ratio	Hurst Index
Sbi Multi Assest Allocation Fund	0.84	0.45	0.84	0.38
Hdfc Multi-Asset Fund	0.75	0.39	0.76	0.36
Icici Prudential Multi-Asset Fund	1.36	0.75	1.18	0.35
Motilal Oswal Multi Asset Fund	-0.48	-0.15	0.06	0.39
Quant Multi Asset Fund	0.72	0.37	0.75	0.36
Nippon India Multi Asset Fund	0.80	0.40	0.82	0.36
Tata Multi Asset Opportunities Fund	0.55	0.27	0.61	0.39
Uti Multi Asset Allocation Fund	0.98	0.49	0.84	0.42
Axis Multi Asset Allocation Fund	0.06	0.05	0.34	0.40

Showing 1 to 9 of 9 entries

Multi Asset Allocation Fund

Best Multi Asset Allocation Fund March 2025

Multi Asset Allocation Fund Returns (Regular)

Multi Asset Allocation Fund Returns (Direct)

Multi Asset Allocation Fund SIP XIRR (Regular)

Multi Asset Allocation Fund SIP XIRR (Direct)

Multi Asset Allocation Fund Performance Chart (Regular Plan)

Multi Asset Allocation Fund Risk

Multi Asset Allocation Fund Risk Adjusted Performance Measures