The average 1 year return of Multi Asset Allocation Mutual Funds is 21.01 % for regular funds and 22.47 % for direct funds. The average 3 year return is 13.04 % for regular funds and 14.41 % for direct funds. The average 1 year SIP return is -8.09 % for regular funds and -6.92 % for direct funds. The average 3 year SIP return is 15.48 % for regular funds and 16.87 % for direct funds. The average Sharpe Ratio is 0.81 and the average Standard Deviation is 8.53%.
Find the best Multi Asset Allocation Fund for October 2024. Dive into detailed performance metrics, historical data, and comprehensive insights to help you make informed investment decisions.
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Uti Multi Asset Allocation Fund | |
27.63% | 16.56% | 15.17% | 11.23% | 9.56% | 28.81% | 17.58% | 16.14% | 12.21% | 10.47% | 8.73% | -8.06% | -9.65% | % | 0.61 | 1.13 | ||
| Quant Multi Asset Fund | |
36.50% | 19.81% | 27.00% | 21.19% | 17.08% | 38.26% | 21.71% | 28.66% | 22.27% | 17.80% | 12.89% | -11.07% | -17.23% | % | 0.55 | 1.08 | ||
| Nippon India Multi Asset Fund | |
25.50% | 13.93% | % | % | % | 27.08% | 15.45% | % | % | % | 8.83% | -7.02% | -11.08% | % | 0.42 | 0.84 | ||
| Hdfc Multi-Asset Fund | |
19.24% | 11.20% | 15.12% | 11.57% | 10.63% | 20.63% | 12.61% | 16.55% | 12.75% | 11.64% | 6.39% | -4.42% | -6.27% | % | 0.45 | 0.87 | ||
| Tata Multi Asset Opportunities Fund | |
20.98% | 12.41% | % | % | % | 22.81% | 14.28% | % | % | % | 7.74% | -6.04% | -7.13% | % | 0.40 | 0.78 | ||
| Icici Prudential Multi-Asset Fund | |
23.36% | 18.05% | 20.53% | 15.20% | 14.06% | 24.34% | 18.88% | 21.34% | 16.06% | 14.96% | 7.84% | -4.19% | -9.16% | % | 0.78 | 1.47 | ||
| Sbi Multi Assest Allocation Fund | |
21.02% | 13.37% | 13.97% | 11.56% | 10.98% | 22.16% | 14.41% | 14.93% | 12.54% | 11.99% | 7.07% | -5.66% | -5.78% | % | 0.59 | 1.04 | ||
| Axis Multi Asset Allocation Fund | |
21.76% | 6.10% | 12.27% | 11.14% | 9.95% | 22.90% | 7.44% | 13.81% | 12.56% | 11.29% | 10.11% | -13.62% | -11.49% | % | 0.05 | 0.07 | ||
| Motilal Oswal Multi Asset Fund | |
6.74% | 5.93% | % | % | % | 8.23% | 7.31% | % | % | % | 7.20% | -6.47% | -5.43% | % | 0.04 | 0.06 |
Return Calculated On: 19 November 2024
Ratios Calculated On: 31 October 2024
Performance Indicators
LumpSum Investment Value Chart
SIP vs Lumpsum Investment (R) Chart
SIP vs Lumpsum Investment (D) Chart
| 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 | 14,568.00 | 11,776.45 | ||||||||||
| Baroda BNP Paribas Multi Asset Fund | 14,822.40 | 11,660.18 | ||||||||||
| Bank of India Multi Asset Allocation Fund | ||||||||||||
| Whiteoak Capital Multi Asset Allocation Fund | 14,414.40 | 10,828.90 | ||||||||||
| Edelweiss Multi Asset Allocation Fund | 12,968.40 | 10,423.06 | ||||||||||
| DSP Multi Asset Allocation Fund | 14,668.80 | |||||||||||
| Hdfc Multi-Asset Fund | 14,308.80 | 11,678.24 | 49,507.20 | 43,970.33 | 121,296.00 | 87,233.52 | 180,734.40 | 136,154.09 | 329,436.00 | 218,414.04 | 830,232.00 | 427,190.22 |
| HSBC Multi Asset Allocation Fund | ||||||||||||
| Icici Prudential Multi-Asset Fund | 14,803.20 | 11,808.07 | 59,223.60 | 47,714.83 | 152,628.00 | 104,781.60 | 226,212.00 | 169,071.17 | 447,360.00 | 292,047.96 | 1,450,818.00 | 666,617.40 |
| Bandhan Multi Asset Allocation Fund | ||||||||||||
| Kotak Multi Asset Allocation Fund | 14,803.20 | 11,771.46 | ||||||||||
| Mahindra Manulife Multi Asset Allocation Fund | ||||||||||||
| Mirae Asset Multi Asset Allocation Fund | ||||||||||||
| Motilal Oswal Multi Asset Fund | 12,808.80 | 10,986.90 | 42,793.20 | 39,278.92 | ||||||||
| Quant Multi Asset Fund | 16,380.00 | 12,088.51 | 61,920.00 | 50,442.55 | 198,210.00 | 118,721.34 | 322,492.80 | 200,898.85 | 580,560.00 | 351,774.00 | 1,205,082.00 | 698,148.90 |
| Nippon India Multi Asset Fund | 15,060.00 | 11,898.42 | 53,244.00 | 46,892.09 | ||||||||
| Sbi Multi Assest Allocation Fund | 14,522.40 | 10,594.48 | 52,452.00 | 44,258.08 | 115,380.00 | 81,360.54 | 180,633.60 | 127,343.92 | 340,176.00 | 209,238.00 | 824,202.00 | 421,833.60 |
| Shriram Multi Asset Allocation Fund | 13,764.00 | 10,981.57 | ||||||||||
| Sundaram Multi Asset Allocation Fund | ||||||||||||
| tata multi asset opportunities fund | 14,517.60 | 11,651.93 | 51,130.80 | 44,539.31 | ||||||||
| UTI Multi Asset Allocation Fund | 15,315.60 | 11,879.18 | 57,006.00 | 48,829.75 | 121,572.00 | 94,403.76 | 176,979.60 | 144,827.34 | 299,100.00 | 230,201.64 | 745,146.00 | 433,617.30 |
| Quantum Multi Asset Allocation Fund | ||||||||||||
| Axis Multi Asset Allocation Fund | 14,611.20 | 11,852.66 | 42,998.40 | 42,547.93 | 107,028.00 | 81,642.36 | 175,954.80 | 129,889.79 | 309,792.00 | 213,572.88 | ||
| 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 | |
| Kotak Multi Asset Allocation Fund | 15,022.80 | 11,869.10 | ||||||||||
| Aditya Birla Sun Life Multi Asset Allocation Fund | 14,781.60 | 11,872.34 | ||||||||||
| Baroda BNP Paribas Multi Asset Fund | 15,013.20 | 11,742.00 | ||||||||||
| Bank of India Multi Asset Allocation Fund | ||||||||||||
| Whiteoak Capital Multi Asset Allocation Fund | 14,588.40 | 10,900.99 | ||||||||||
| DSP Multi Asset Allocation Fund | 14,880.00 | |||||||||||
| Edelweiss Multi Asset Allocation Fund | 13,009.20 | 10,440.16 | ||||||||||
| Hdfc Multi-Asset Fund | 14,475.60 | 11,755.13 | 51,415.20 | 44,870.72 | 129,036.00 | 90,471.90 | 194,594.40 | 142,840.74 | 360,816.00 | 232,217.76 | ||
| HSBC Multi Asset Allocation Fund | ||||||||||||
| Icici Prudential Multi-Asset Fund | 14,920.80 | 11,861.16 | 60,483.60 | 48,315.10 | 157,830.00 | 106,997.22 | 238,324.80 | 174,048.17 | 483,660.00 | 305,499.00 | ||
| Bandhan Multi Asset Allocation Fund | ||||||||||||
| Mahindra Manulife Multi Asset Allocation Fund | ||||||||||||
| Mirae Asset Multi Asset Allocation Fund | ||||||||||||
| Motilal Oswal Multi Asset Fund | 12,987.60 | 11,086.68 | 44,488.80 | 40,167.79 | ||||||||
| Quant Multi Asset Fund | 16,591.20 | 12,177.94 | 64,900.80 | 51,728.90 | 211,566.00 | 124,369.20 | 343,114.80 | 211,939.90 | 617,700.00 | 372,463.68 | ||
| Nippon India Multi Asset Fund | 15,249.60 | 11,983.36 | 55,389.60 | 47,935.44 | ||||||||
| Sbi Multi Assest Allocation Fund | 14,659.20 | 10,649.54 | 53,913.60 | 44,959.14 | 120,306.00 | 83,422.92 | 192,099.60 | 131,767.02 | 372,372.00 | 220,286.64 | ||
| Shriram Multi Asset Allocation Fund | 14,026.80 | 11,099.34 | ||||||||||
| Sundaram Multi Asset Allocation Fund | ||||||||||||
| tata multi asset opportunities fund | 14,737.20 | 11,750.57 | 53,722.80 | 45,740.12 | ||||||||
| UTI Multi Asset Allocation Fund | 15,457.20 | 11,945.76 | 58,525.20 | 49,573.04 | 126,774.00 | 96,766.98 | 188,160.00 | 149,847.60 | 324,816.00 | 241,794.60 | ||
| Quantum Multi Asset Allocation Fund | ||||||||||||
| Axis Multi Asset Allocation Fund | 14,748.00 | 11,916.72 | 44,654.40 | 43,337.92 | 114,570.00 | 84,671.76 | 192,292.80 | 136,926.97 | 349,776.00 | 230,187.00 | ||
| Bajaj Finserv Multi Asset Allocation Fund | ||||||||||||
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Hdfc Multi-Asset Fund |
-6.27 | -4.42 | -1.96 | 6.39 | 4.54 |
| Icici Prudential Multi-Asset Fund |
-9.16 | -4.19 | -1.87 | 7.84 | 5.85 |
| Motilal Oswal Multi Asset Fund |
-5.43 | -6.47 | -2.07 | 7.20 | 5.24 |
| Quant Multi Asset Fund |
-17.23 | -11.07 | -3.88 | 12.89 | 9.34 |
| Nippon India Multi Asset Fund |
-11.08 | -7.02 | -3.33 | 8.83 | 6.42 |
| Sbi Multi Assest Allocation Fund |
-5.78 | -5.66 | -1.92 | 7.07 | 4.75 |
| Tata Multi Asset Opportunities Fund |
-7.13 | -6.04 | -2.35 | 7.74 | 5.48 |
| Uti Multi Asset Allocation Fund |
-9.65 | -8.06 | -2.36 | 8.73 | 6.18 |
| Axis Multi Asset Allocation Fund |
-11.49 | -13.62 | -4.11 | 10.11 | 6.99 |
| 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 |
0.87
|
0.45
|
0.88
|
0.35
|
|
|
|
|
|
|
| Icici Prudential Multi-Asset Fund |
1.47
|
0.78
|
1.34
|
0.36
|
|
|
|
|
|
|
| Motilal Oswal Multi Asset Fund |
0.06
|
0.04
|
0.44
|
0.47
|
|
|
|
|
|
|
| Quant Multi Asset Fund |
1.08
|
0.55
|
1.03
|
0.38
|
|
|
|
|
|
|
| Nippon India Multi Asset Fund |
0.84
|
0.42
|
0.86
|
0.36
|
|
|
|
|
|
|
| Sbi Multi Assest Allocation Fund |
1.04
|
0.59
|
0.93
|
0.40
|
|
|
|
|
|
|
| Tata Multi Asset Opportunities Fund |
0.78
|
0.40
|
0.82
|
0.37
|
|
|
|
|
|
|
| Uti Multi Asset Allocation Fund |
1.13
|
0.61
|
0.96
|
0.41
|
|
|
|
|
|
|
| Axis Multi Asset Allocation Fund |
0.07
|
0.05
|
0.32
|
0.42
|
|
|
|
|
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of India Multi Asset Allocation Fund |
0.59%
|
-0.26%
|
-2.52%
|
-1.03%
|
1.58%
|
%
|
%
|
%
|
%
|
%
|
%
|
| HSBC Multi Asset Allocation Fund |
1.32%
|
0.31%
|
-3.35%
|
-1.34%
|
4.77%
|
%
|
%
|
%
|
%
|
%
|
%
|
| Aditya Birla Sun Life Multi Asset Allocation Fund |
0.58%
|
-0.35%
|
-3.61%
|
-0.52%
|
5.60%
|
21.40%
|
%
|
%
|
%
|
%
|
%
|
| Baroda BNP Paribas Multi Asset Fund |
0.59%
|
-1.09%
|
-4.99%
|
-2.03%
|
3.27%
|
23.52%
|
%
|
%
|
%
|
%
|
%
|
| Whiteoak Capital Multi Asset Allocation Fund |
0.35%
|
-0.15%
|
-1.30%
|
2.66%
|
6.50%
|
20.12%
|
%
|
%
|
%
|
%
|
%
|
| DSP Multi Asset Allocation Fund |
%
|
%
|
-2.92%
|
1.06%
|
5.92%
|
22.24%
|
%
|
%
|
%
|
%
|
%
|
| Edelweiss Multi Asset Allocation Fund |
0.10%
|
0.15%
|
0.53%
|
2.11%
|
4.15%
|
8.07%
|
%
|
%
|
%
|
%
|
%
|
| Hdfc Multi-Asset Fund |
0.36%
|
-0.63%
|
-2.73%
|
-0.73%
|
5.08%
|
19.24%
|
11.20%
|
15.12%
|
11.57%
|
10.63%
|
10.73%
|
| Icici Prudential Multi-Asset Fund |
0.21%
|
-0.54%
|
-3.19%
|
-0.48%
|
4.24%
|
23.36%
|
18.05%
|
20.53%
|
15.20%
|
14.06%
|
14.93%
|
| Bandhan Multi Asset Allocation Fund |
0.52%
|
-0.75%
|
-3.23%
|
-0.79%
|
5.08%
|
%
|
%
|
%
|
%
|
%
|
%
|
| Kotak Multi Asset Allocation Fund |
0.71%
|
-0.26%
|
-3.48%
|
-1.87%
|
4.65%
|
23.36%
|
%
|
%
|
%
|
%
|
%
|
| Mahindra Manulife Multi Asset Allocation Fund |
0.49%
|
-0.33%
|
-2.81%
|
-0.79%
|
4.22%
|
%
|
%
|
%
|
%
|
%
|
%
|
| Mirae Asset Multi Asset Allocation Fund |
0.44%
|
-0.57%
|
-2.98%
|
-0.50%
|
4.90%
|
%
|
%
|
%
|
%
|
%
|
%
|
| Motilal Oswal Multi Asset Fund |
0.73%
|
-0.98%
|
-6.06%
|
-5.03%
|
1.55%
|
6.74%
|
5.93%
|
%
|
%
|
%
|
%
|
| Quant Multi Asset Fund |
0.08%
|
0.15%
|
-2.07%
|
0.90%
|
2.21%
|
36.50%
|
19.81%
|
27.00%
|
21.19%
|
17.08%
|
13.51%
|
| Nippon India Multi Asset Fund |
0.46%
|
-0.56%
|
-3.52%
|
-0.83%
|
4.62%
|
25.50%
|
13.93%
|
%
|
%
|
%
|
%
|
| Sbi Multi Assest Allocation Fund |
0.48%
|
-0.46%
|
-2.80%
|
-0.49%
|
3.37%
|
21.02%
|
13.37%
|
13.97%
|
11.56%
|
10.98%
|
10.68%
|
| Shriram Multi Asset Allocation Fund |
0.60%
|
-0.37%
|
-5.72%
|
-6.46%
|
-4.63%
|
14.70%
|
%
|
%
|
%
|
%
|
%
|
| Sundaram Multi Asset Allocation Fund |
0.58%
|
-0.45%
|
-4.19%
|
-2.01%
|
2.49%
|
%
|
%
|
%
|
%
|
%
|
%
|
| tata multi asset opportunities fund |
0.17%
|
-0.93%
|
-2.96%
|
-1.27%
|
3.56%
|
20.98%
|
12.41%
|
%
|
%
|
%
|
%
|
| UTI Multi Asset Allocation Fund |
0.40%
|
-0.55%
|
-3.56%
|
-2.24%
|
4.45%
|
27.63%
|
16.56%
|
15.17%
|
11.23%
|
9.56%
|
9.93%
|
| Quantum Multi Asset Allocation Fund |
0.37%
|
-0.46%
|
-1.92%
|
0.19%
|
4.58%
|
%
|
%
|
%
|
%
|
%
|
%
|
| Axis Multi Asset Allocation Fund |
0.67%
|
-0.37%
|
-3.46%
|
-1.78%
|
6.07%
|
21.76%
|
6.10%
|
12.27%
|
11.14%
|
9.95%
|
%
|
| Bajaj Finserv Multi Asset Allocation Fund |
0.35%
|
-1.04%
|
-4.07%
|
-4.45%
|
%
|
%
|
%
|
%
|
%
|
%
|
%
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DSP Multi Asset Allocation Fund |
%
|
%
|
-2.81%
|
1.41%
|
6.66%
|
24.00%
|
%
|
%
|
%
|
%
|
%
|
| Hdfc Multi-Asset Fund |
0.36%
|
-0.61%
|
-2.64%
|
-0.44%
|
5.69%
|
20.63%
|
12.61%
|
16.55%
|
12.75%
|
11.64%
|
%
|
| Aditya Birla Sun Life Multi Asset Allocation Fund |
0.58%
|
-0.33%
|
-3.51%
|
-0.18%
|
6.33%
|
23.18%
|
%
|
%
|
%
|
%
|
%
|
| Baroda BNP Paribas Multi Asset Fund |
0.60%
|
-1.06%
|
-4.90%
|
-1.73%
|
3.88%
|
25.11%
|
%
|
%
|
%
|
%
|
%
|
| Bank of India Multi Asset Allocation Fund |
0.59%
|
-0.24%
|
-2.45%
|
-0.81%
|
2.02%
|
%
|
%
|
%
|
%
|
%
|
%
|
| Whiteoak Capital Multi Asset Allocation Fund |
0.36%
|
-0.12%
|
-1.20%
|
2.98%
|
7.15%
|
21.57%
|
%
|
%
|
%
|
%
|
%
|
| Edelweiss Multi Asset Allocation Fund |
0.10%
|
0.16%
|
0.55%
|
2.19%
|
4.31%
|
8.41%
|
%
|
%
|
%
|
%
|
%
|
| HSBC Multi Asset Allocation Fund |
1.33%
|
0.34%
|
-3.24%
|
-1.00%
|
5.49%
|
%
|
%
|
%
|
%
|
%
|
%
|
| Icici Prudential Multi-Asset Fund |
0.21%
|
-0.52%
|
-3.14%
|
-0.29%
|
4.64%
|
24.34%
|
18.88%
|
21.34%
|
16.06%
|
14.96%
|
%
|
| Bandhan Multi Asset Allocation Fund |
0.52%
|
-0.72%
|
-3.11%
|
-0.40%
|
5.93%
|
%
|
%
|
%
|
%
|
%
|
%
|
| Kotak Multi Asset Allocation Fund |
0.71%
|
-0.23%
|
-3.37%
|
-1.52%
|
5.40%
|
25.19%
|
%
|
%
|
%
|
%
|
%
|
| Mahindra Manulife Multi Asset Allocation Fund |
0.49%
|
-0.30%
|
-2.68%
|
-0.38%
|
5.07%
|
%
|
%
|
%
|
%
|
%
|
%
|
| Mirae Asset Multi Asset Allocation Fund |
0.45%
|
-0.55%
|
-2.87%
|
-0.11%
|
5.75%
|
%
|
%
|
%
|
%
|
%
|
%
|
| Motilal Oswal Multi Asset Fund |
0.73%
|
-0.96%
|
-5.72%
|
-4.50%
|
2.41%
|
8.23%
|
7.31%
|
%
|
%
|
%
|
%
|
| Quant Multi Asset Fund |
0.09%
|
0.17%
|
-1.97%
|
1.22%
|
2.86%
|
38.26%
|
21.71%
|
28.66%
|
22.27%
|
17.80%
|
%
|
| Nippon India Multi Asset Fund |
0.47%
|
-0.54%
|
-3.43%
|
-0.53%
|
5.27%
|
27.08%
|
15.45%
|
%
|
%
|
%
|
%
|
| Sbi Multi Assest Allocation Fund |
0.48%
|
-0.44%
|
-2.73%
|
-0.25%
|
3.86%
|
22.16%
|
14.41%
|
14.93%
|
12.54%
|
11.99%
|
%
|
| Shriram Multi Asset Allocation Fund |
0.61%
|
-0.34%
|
-5.58%
|
-6.00%
|
-3.73%
|
16.89%
|
%
|
%
|
%
|
%
|
%
|
| Sundaram Multi Asset Allocation Fund |
0.58%
|
-0.42%
|
-4.06%
|
-1.59%
|
3.37%
|
%
|
%
|
%
|
%
|
%
|
%
|
| tata multi asset opportunities fund |
0.18%
|
-0.91%
|
-2.85%
|
-0.91%
|
4.32%
|
22.81%
|
14.28%
|
%
|
%
|
%
|
%
|
| UTI Multi Asset Allocation Fund |
0.41%
|
-0.53%
|
-3.48%
|
-1.97%
|
4.98%
|
28.81%
|
17.58%
|
16.14%
|
12.21%
|
10.47%
|
%
|
| Quantum Multi Asset Allocation Fund |
0.37%
|
-0.46%
|
-1.81%
|
0.65%
|
5.44%
|
%
|
%
|
%
|
%
|
%
|
%
|
| Axis Multi Asset Allocation Fund |
0.68%
|
-0.35%
|
-3.38%
|
-1.52%
|
6.61%
|
22.90%
|
7.44%
|
13.81%
|
12.56%
|
11.29%
|
%
|
| Bajaj Finserv Multi Asset Allocation Fund |
0.36%
|
-1.01%
|
-3.96%
|
-4.08%
|
%
|
%
|
%
|
%
|
%
|
%
|
%
|