Mutual Fund Category AMFI: 'Hybrid Scheme - Multi Asset Allocation', 'Hybrid Schemes - Multi Asset Allocation Fund'

Multi Asset Funds

Empirical historical performance, risk metrics vs benchmark, and constituent schemes rolling return analytics.

About this Category

Overview

Invests in at least three asset classes with a minimum allocation of at least 10% each in all three asset classes. This fund gives exposure to three or more asset classes and here investor does not pay tax for any balancing that fund manager does within the scheme portfolio.

Goal

Diversified fund with generally exposure to equity, debt and usually third is precious metals (gold).

Taxation

Depends on asset allocation of the scheme.

Questions

How is correlation of asset allocation fund vs equity indices?
How large are drawdowns vs pure equity funds/indices?

Analyze rolling returns, drawdowns, win/loss distributions, and risk metrics for the CATEGORY-MULTI-ASSET-FUNDS benchmark series. View Multi Asset Funds Series Details

End Amount

₹48,852.50

Initial: ₹10000 (Lumpsum)

Category CAGR

12.19%

Multi Asset Funds Return

Benchmark CAGR

11.64%

Nifty 50

Inflation Adj. CAGR

6.99%

Real Annualized Return

Alpha

0.03

Excess Return vs Benchmark

Beta

0.48

Volatility vs Benchmark

Sharpe Ratio

0.71

Risk-Adjusted Return

Sortino Ratio

1.13

Downside Risk-Adjusted Return

Multi Asset Funds vs Benchmark vs Inflation

Constituent Mutual Fund Schemes (37) Click column headers to sort by rolling return percentiles across 5-year and 10-year horizons.

Return statistics cached as of October 31, 2026 (cached version)

Scheme Name	2.5Th percentile return for 5 Years	Median percentile return for 5 Years	2.5Th percentile return for 10 Years	Median percentile return for 10 years
360 ONE Multi Asset Allocation Fund - Direct Plan - Growth MF_153774	-	-	-	-
Aditya Birla Sun Life Multi Asset Allocation Fund-Direct Growth MF_151307	-	-	-	-
ALPHAGREP MULTI ASSET ALLOCATION FUND-DIRECT-GROWTH MF_154438	-	-	-	-
Axis Multi Asset Allocation Fund - Direct Plan - Growth Option MF_120524	6.24%	11.85%	9.95%	11.46%
Bandhan Multi Asset Allocation Fund - Direct Plan - Growth MF_152324	-	-	-	-
Bajaj Finserv Multi Asset Allocation Fund - Direct Growth MF_152639	-	-	-	-
Bank of India Multi Asset Allocation Fund-Direct Plan-Growth MF_152396	-	-	-	-
Baroda BNP Paribas Multi Asset Fund - Direct Plan - Growth Option MF_150865	-	-	-	-
Canara Robeco Multi Asset Allocation Fund - Direct Plan - Growth MF_153465	-	-	-	-
Capitalmind Multi Asset Allocation Fund-Direct-Growth MF_154232	-	-	-	-
DSP Multi Asset Allocation Fund - Direct - Growth MF_152056	-	-	-	-
Edelweiss Multi Asset Allocation Fund - Direct Plan - Growth MF_151792	-	-	-	-
Franklin India Multi Asset Allocation Fund- Direct-Growth MF_153731	-	-	-	-
Groww Multi Asset Allocation Fund Direct Growth MF_153821	-	-	-	-
HDFC Multi Asset Allocation Fund - Growth Option - Direct Plan MF_119131	4.99%	11.32%	10.92%	11.97%
HSBC Multi Asset Allocation Fund - Direct - Growth MF_152380	-	-	-	-
ICICI Prudential Multi Asset Allocation Fund - Direct Plan - Growth MF_120334	5.73%	15.70%	14.62%	16.58%
Invesco India Multi Asset Allocation Fund - Direct Plan - Growth MF_153047	-	-	-	-
JM Multi Asset Allocation Fund (Direct) - Growth Option MF_154423	-	-	-	-
Kotak Multi Asset Allocation Fund - Direct Plan - Growth Option MF_152064	-	-	-	-
LIC MF Multi Asset Allocation Fund-Direct Plan-Growth MF_153246	-	-	-	-
Mahindra Manulife Multi Asset Allocation Fund- Direct Plan - Growth MF_152443	-	-	-	-
Mirae Asset Multi Asset Allocation Fund - Direct Plan - Growth MF_152344	-	-	-	-
Motilal Oswal Multi Asset Fund - Direct Plan - Growth Option MF_148454	-	-	-	-
Nippon India Multi Asset Allocation Fund - Direct Plan - Growth Option MF_148457	-	-	-	-
PGIM India Multi Asset Allocation Fund - Direct Plan - Growth Option MF_153987	-	-	-	-
quant Multi Asset Allocation Fund-GROWTH OPTION-Direct Plan MF_120821	3.80%	18.95%	13.60%	17.88%
Quantum Multi Asset Allocation Fund - Direct Plan Growth Option MF_152474	-	-	-	-
SBI MULTI ASSET ALLOCATION FUND - DIRECT PLAN - GROWTH MF_119843	7.90%	10.62%	10.82%	12.24%
Samco Multi Asset Allocation Fund - Direct Plan - Growth MF_153092	-	-	-	-
Shriram Multi Asset Allocation Fund - Direct Growth MF_152051	-	-	-	-
Sundaram Multi Asset Allocation Fund Direct Plan Growth MF_152314	-	-	-	-
Tata Multi Asset Allocation Fund-Direct Plan-Growth MF_148053	-	-	-	-
The Wealth Company Multi Asset Allocation Fund - Direct Growth MF_153999	-	-	-	-
UTI Multi Asset Allocation Fund - Direct Plan - Growth Option MF_120760	3.79%	9.33%	7.92%	11.03%
Union Multi Asset Allocation Fund- Direct Plan - Growth Option MF_152787	-	-	-	-
WhiteOak Capital Multi Asset Allocation Fund Direct Plan Growth MF_151745	-	-	-	-