Best Multi Asset Allocation Fund December 2024

  • A review of the different performance parameters of the fund is as follows:
    1. Returns: It indicates the appreciation in the investment's value within the investment period, represented as a percentage or a specific amount of money. We conducted an analysis of the six return parameters of this fund to assess their performance. To assess performance, we have segmented the return parameters into three groups: the top 25%, parameters below the top 25% but still above average, and …
    2. A review of the different performance parameters of the fund is as follows:
      1. Returns: It captures the increment in the investment's value during the investment period, articulated as either a percentage or a monetary denomination. We carefully examined five return parameters of this fund to gauge its performance. The return parameters have been divided into three performance groups: the top 25%, parameters below the top 25% but exceeding the average, and parameters below the average mark. Please …
      2. A review of the different performance parameters of the fund is as follows:
        1. Returns: It indicates the appreciation in the investment's value within the investment period, represented as a percentage or a specific amount of money. We conducted an analysis of the six return parameters of this fund to assess their performance. To assess performance, we have segmented the return parameters into three groups: the top 25%, parameters below the top 25% but still above average, and …

Full review at the fund page (link in the table below.)

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
16.71% 16.70% 14.92% 10.92% 9.24% 17.89% 17.75% 15.91% 11.90% 10.15% 8.62% -7.92% -9.65% % 0.63 1.15
20.81% 17.98% 27.25% 21.35% 16.95% 22.35% 19.80% 28.97% 22.46% 17.71% 12.93% -11.07% -17.23% % 0.48 0.94
16.46% 17.91% 19.99% 14.66% 13.85% 17.38% 18.74% 20.81% 15.51% 14.74% 7.54% -4.76% -5.85% % 0.82 1.47
16.66% 14.48% % % % 18.12% 15.98% % % % 8.61% -6.24% -9.45% % 0.44 0.85
11.98% 11.78% % % % 13.65% 13.61% % % % 7.66% -6.04% -7.13% % 0.39 0.74
12.56% 11.39% 14.24% 11.32% 10.41% 13.87% 12.79% 15.67% 12.52% 11.44% 6.60% -5.01% -6.27% % 0.34 0.66
12.00% 13.65% 13.59% 11.33% 10.78% 13.07% 14.70% 14.56% 12.31% 11.80% 7.19% -5.66% -5.78% % 0.52 0.93
15.19% 6.11% 11.67% 10.52% 9.39% 16.27% 7.42% 13.20% 11.94% 10.73% 10.23% -14.55% -13.29% % 0.01 -0.02
-0.86% 4.62% % % % 0.54% 5.98% % % % 7.71% -11.64% -8.95% % -0.07 -0.22

Return Calculated On: 20 January 2025

Ratios Calculated On: 31 December 2024

As On: 20 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Multi Asset Allocation Fund
0.32
1.68
-0.67
-2.91
0.16
14.98
Baroda BNP Paribas Multi Asset Fund
0.19
1.15
-1.04
-5.36
-2.52
12.85
Bank of India Multi Asset Allocation Fund
0.13
2.08
-1.51
-2.72
-0.88
Whiteoak Capital Multi Asset Allocation Fund
0.93
0.93
0.68
4.95
17.77
Edelweiss Multi Asset Allocation Fund
0.12
0.30
0.53
1.63
3.68
7.83
Hdfc Multi-Asset Fund
0.26
1.01
0.02
-2.40
0.23
12.56
11.39
14.24
11.32
10.41
10.56
HSBC Multi Asset Allocation Fund
0.51
3.15
-4.78
-2.74
0.98
Icici Prudential Multi-Asset Fund
1.55
1.28
-2.04
1.05
16.46
17.91
19.99
14.66
13.85
14.38
Bandhan Multi Asset Allocation Fund
0.20
1.60
-0.32
-3.38
-0.09
Kotak Multi Asset Allocation Fund
0.26
2.03
-1.08
-3.82
-2.15
14.07
Mahindra Manulife Multi Asset Allocation Fund
0.27
1.52
0.51
-2.42
-0.32
Mirae Asset Multi Asset Allocation Fund
0.31
1.47
-0.02
-2.20
0.47
Motilal Oswal Multi Asset Fund
0.39
1.73
-3.55
-10.05
-7.56
-0.86
4.62
Quant Multi Asset Fund
0.41
2.43
-0.20
-1.83
0.36
20.81
17.98
27.25
21.35
16.95
13.46
Nippon India Multi Asset Fund
1.54
-0.68
-3.23
-0.10
16.66
14.48
Sbi Multi Assest Allocation Fund
0.21
1.14
0.14
-2.44
-0.04
12.00
13.65
13.59
11.33
10.78
10.59
Shriram Multi Asset Allocation Fund
-0.01
0.96
-3.50
-7.28
-9.30
2.89
Sundaram Multi Asset Allocation Fund
0.16
1.55
0.24
-3.50
-1.55
tata multi asset opportunities fund
0.16
1.30
-1.55
-3.44
-1.94
11.98
11.78
UTI Multi Asset Allocation Fund
0.00
0.61
-0.96
-3.15
0.39
16.71
16.70
14.92
10.92
9.24
9.73
Quantum Multi Asset Allocation Fund
0.47
0.84
0.28
-1.55
0.56
Axis Multi Asset Allocation Fund
0.26
1.39
-1.31
-3.74
-0.49
15.19
6.11
11.67
10.52
9.39
Bajaj Finserv Multi Asset Allocation Fund
0.29
1.05
-0.67
-4.76
-4.57

As On: 20 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Multi Asset Allocation Fund
0.33
1.70
-0.57
-2.60
0.82
16.63
Baroda BNP Paribas Multi Asset Fund
0.20
1.17
-0.95
-5.09
-1.96
14.20
Bank of India Multi Asset Allocation Fund
0.14
2.10
-1.42
-2.47
-0.42
Whiteoak Capital Multi Asset Allocation Fund
0.95
1.04
0.99
5.60
19.21
Edelweiss Multi Asset Allocation Fund
0.12
0.30
0.56
1.71
3.84
8.16
Hdfc Multi-Asset Fund
0.28
1.03
0.12
-2.12
0.81
13.87
12.79
15.67
12.52
11.44
HSBC Multi Asset Allocation Fund
0.52
3.17
-4.68
-2.42
1.67
Icici Prudential Multi-Asset Fund
1.57
1.34
-1.86
1.43
17.38
18.74
20.81
15.51
14.74
Bandhan Multi Asset Allocation Fund
0.21
1.62
-0.19
-3.01
0.69
Kotak Multi Asset Allocation Fund
0.27
2.06
-0.96
-3.49
-1.45
15.75
Mahindra Manulife Multi Asset Allocation Fund
0.29
1.55
0.65
-2.01
0.50
Mirae Asset Multi Asset Allocation Fund
0.33
1.51
0.11
-1.82
1.27
Motilal Oswal Multi Asset Fund
0.39
1.75
-3.46
-9.55
-6.78
0.54
5.98
Quant Multi Asset Fund
0.42
2.46
-0.09
-1.52
1.00
22.35
19.80
28.97
22.46
17.71
Nippon India Multi Asset Fund
1.56
-0.58
-2.93
0.51
18.12
15.98
Sbi Multi Assest Allocation Fund
0.22
1.16
0.22
-2.22
0.43
13.07
14.70
14.56
12.31
11.80
Shriram Multi Asset Allocation Fund
0.00
0.99
-3.34
-6.84
-8.44
4.86
Sundaram Multi Asset Allocation Fund
0.17
1.58
0.38
-3.10
-0.72
tata multi asset opportunities fund
0.17
1.33
-1.44
-3.11
-1.24
13.65
13.61
UTI Multi Asset Allocation Fund
0.01
0.64
-0.85
-2.85
0.96
17.89
17.75
15.91
11.90
10.15
Quantum Multi Asset Allocation Fund
0.46
0.83
0.37
-1.18
1.30
Axis Multi Asset Allocation Fund
0.26
1.41
-1.23
-3.49
0.02
16.27
7.42
13.20
11.94
10.73
Bajaj Finserv Multi Asset Allocation Fund
0.30
1.08
-0.55
-4.40
-3.83

Performance Indicators


Calculated On: 31 December 2024

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Hdfc Multi-Asset Fund -6.27 -5.01 -2.27 6.60 4.65
Icici Prudential Multi-Asset Fund -5.85 -4.76 -1.99 7.54 5.54
Motilal Oswal Multi Asset Fund -8.95 -11.64 -3.31 7.71 5.63
Quant Multi Asset Fund -17.23 -11.07 -4.54 12.93 9.20
Nippon India Multi Asset Fund -9.45 -6.24 -3.34 8.61 6.13
Sbi Multi Assest Allocation Fund -5.78 -5.66 -2.17 7.19 4.84
Tata Multi Asset Opportunities Fund -7.13 -6.04 -2.52 7.66 5.32
Uti Multi Asset Allocation Fund -9.65 -7.92 -2.36 8.62 6.06
Axis Multi Asset Allocation Fund -13.29 -14.55 -6.36 10.23 7.04

Calculated On: 31 December 2024

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
Hdfc Multi-Asset Fund
0.66
0.34
0.77
0.34
Icici Prudential Multi-Asset Fund
1.47
0.82
1.26
0.36
Motilal Oswal Multi Asset Fund
-0.22
-0.07
0.24
0.45
Quant Multi Asset Fund
0.94
0.48
0.94
0.38
Nippon India Multi Asset Fund
0.85
0.44
0.90
0.37
Sbi Multi Assest Allocation Fund
0.93
0.52
0.89
0.40
Tata Multi Asset Opportunities Fund
0.74
0.39
0.80
0.38
Uti Multi Asset Allocation Fund
1.15
0.63
0.97
0.42
Axis Multi Asset Allocation Fund
-0.02
0.01
0.27
0.41

Fund Name 1Y
Invested Amount: 12,000 		3Y
Invested Amount: 36,000 		5Y
Invested Amount: 60,000 		7Y
Invested Amount: 84,000 		10Y
Invested Amount: 1,20,000 		15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Multi Asset Allocation Fund 13,797.60 10,465.97
Baroda BNP Paribas Multi Asset Fund 13,542.00 10,217.60
Bank of India Multi Asset Allocation Fund
Whiteoak Capital Multi Asset Allocation Fund 14,132.40 10,793.42
Edelweiss Multi Asset Allocation Fund 12,939.60 10,432.87
Hdfc Multi-Asset Fund 13,507.20 10,369.60 49,759.20 42,263.28 116,742.00 84,360.96 177,996.00 135,250.58 323,196.00 224,136.12 811,926.00 444,801.78
HSBC Multi Asset Allocation Fund
Icici Prudential Multi-Asset Fund 13,975.20 9,547.93 59,007.60 44,843.36 149,268.00 100,709.40 218,920.80 165,380.96 439,212.00 290,539.80 1,350,288.00 661,057.02
Bandhan Multi Asset Allocation Fund
Kotak Multi Asset Allocation Fund 13,688.40 10,332.60
Mahindra Manulife Multi Asset Allocation Fund
Mirae Asset Multi Asset Allocation Fund
Motilal Oswal Multi Asset Fund 11,896.80 9,439.91 41,227.20 36,265.50
Quant Multi Asset Fund 14,497.20 10,498.68 59,112.00 47,990.59 200,208.00 113,095.14 325,449.60 201,934.74 574,536.00 355,067.64 1,196,388.00 698,409.18
Nippon India Multi Asset Fund 13,999.20 10,471.62 54,007.20 44,964.40
Sbi Multi Assest Allocation Fund 13,440.00 10,383.36 52,844.40 43,528.54 113,466.00 84,772.26 178,029.60 134,700.97 334,140.00 223,047.12 814,950.00 448,035.30
Shriram Multi Asset Allocation Fund 12,346.80 9,575.08
Sundaram Multi Asset Allocation Fund
tata multi asset opportunities fund 13,437.60 10,228.62 50,277.60 42,372.47
UTI Multi Asset Allocation Fund 14,005.20 10,426.27 57,211.20 46,769.08 120,270.00 91,607.28 173,552.40 142,006.37 290,280.00 229,085.64 724,374.00 430,157.16
Quantum Multi Asset Allocation Fund
Axis Multi Asset Allocation Fund 13,822.80 10,429.03 43,016.40 40,922.82 104,214.00 78,739.98 169,192.80 126,146.83 294,504.00 210,740.76
Bajaj Finserv Multi Asset Allocation Fund

Fund Name 1Y
Invested Amount: 12,000 		3Y
Invested Amount: 36,000 		5Y
Invested Amount: 60,000 		7Y
Invested Amount: 84,000 		10Y
Invested Amount: 1,20,000 		15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Multi Asset Allocation Fund 13,995.60 10,550.18
Baroda BNP Paribas Multi Asset Fund 13,704.00 10,288.01
Bank of India Multi Asset Allocation Fund
Whiteoak Capital Multi Asset Allocation Fund 14,305.20 10,870.50
Edelweiss Multi Asset Allocation Fund 12,979.20 10,451.20
Hdfc Multi-Asset Fund 13,664.40 10,439.60 51,652.80 43,141.57 124,260.00 87,515.64 191,847.60 142,055.09 354,336.00 238,730.76
HSBC Multi Asset Allocation Fund
Icici Prudential Multi-Asset Fund 14,085.60 9,592.97 60,271.20 45,433.48 154,386.00 102,898.68 230,479.20 170,331.34 474,744.00 304,065.36
Bandhan Multi Asset Allocation Fund
Kotak Multi Asset Allocation Fund 13,890.00 10,419.35
Mahindra Manulife Multi Asset Allocation Fund
Mirae Asset Multi Asset Allocation Fund
Motilal Oswal Multi Asset Fund 12,064.80 9,525.04 42,854.40 37,097.21
Quant Multi Asset Fund 14,682.00 10,577.10 61,898.40 49,213.37 214,122.00 118,540.80 347,012.40 213,447.11 612,588.00 376,723.32
Nippon India Multi Asset Fund 14,174.40 10,547.45 56,170.80 45,981.61
Sbi Multi Assest Allocation Fund 13,568.40 10,440.34 54,320.40 44,225.50 118,374.00 86,991.06 189,327.60 139,489.31 366,024.00 234,980.40
Shriram Multi Asset Allocation Fund 12,583.20 9,679.72
Sundaram Multi Asset Allocation Fund
tata multi asset opportunities fund 13,638.00 10,315.22 52,786.80 43,520.94
UTI Multi Asset Allocation Fund 14,146.80 10,492.42 58,777.20 47,531.45 125,526.00 94,004.88 184,556.40 147,090.55 315,588.00 240,943.92
Quantum Multi Asset Allocation Fund
Axis Multi Asset Allocation Fund 13,952.40 10,489.24 44,622.00 41,689.44 111,516.00 81,648.18 184,951.20 132,998.29 332,424.00 227,232.00
Bajaj Finserv Multi Asset Allocation Fund