Multi asset allocation mutual funds invest in a minimum of three asset classes and aim to lower risks through proper diversification.
Multi asset allocation mutual funds are those investing in at least three asset classes, including debt, equities and commodities like gold. There has to be a minimum allocation of 10% to each of these asset classes, and these funds are tailored to lower risks through proper diversification. The aim here is to ensure balanced returns, and fund managers adjust allocations dynamically based on market conditions. This is done to leverage market opportunities and minimise overall volatility in turn.
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| Fund Name | Category | Risk | NAV | Expense Ratio | 1Y Returns | 3Y Returns | 5Y Returns | Rating | Fund Size (in Cr) | Exit Load |
|---|---|---|---|---|---|---|---|---|---|---|
Nippon India Multi - Asset Omni FoF Fund | Hybrid | Very High | 23.37 | 0.14 | 12.8% | 20.9% | NA | 5 | ₹1,265 | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 12 Months. See more |
Nippon India Multi Asset Active FoF Fund | Hybrid | Very High | NA | - | 8.5% | 20.0% | NA | 5 | ₹907 | - |
ICICI Prudential Multi Asset Fund | Hybrid | Very High | 876.53 | 0.69 | 13.4% | 20.0% | 25.3% | 5 | ₹67,999 | Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 365 days. See more |
Nippon India Multi Asset Allocation Fund | Hybrid | Very High | 24.79 | 0.28 | 15.9% | 21.3% | 19.1% | 4 | ₹7,759 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. See more |
Kotak Multi Asset Allocator FoF - Dynamic Fund | Hybrid | Very High | NA | - | 5.3% | 18.8% | 20.3% | 4 | ₹1,857 | - |
SBI Multi Asset Allocation Fund | Hybrid | Very High | 69.95 | 0.62 | 13.3% | 18.3% | 16.1% | 4 | ₹10,484 | For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months See more |
HDFC Multi-Asset Active FoF Fund | Hybrid | High | 19.93 | 0.07 | 12.0% | 17.1% | NA | 4 | ₹4,792 | Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 365 days. See more |
HDFC Multi Asset Fund | Hybrid | High | 82.98 | 0.77 | 10.8% | 15.8% | 16.4% | 4 | ₹4,929 | Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 12 months. See more |
ICICI Prudential Asset Allocator Fund | Hybrid | High | 136.34 | 0.2 | 9.7% | 15.2% | 16.2% | 4 | ₹27,750 | Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year. See more |
Franklin India Income Plus Arbitrage Active FoF Fund | Hybrid | Moderate | 24.16 | 0.24 | 13.8% | 15.0% | 15.7% | 4 | ₹76 | - |
UTI Multi Asset Allocation Fund | Hybrid | Very High | 85.90 | 0.58 | 9.6% | 20.3% | 16.7% | 3 | ₹6,375 | Exit load of 1%, if redeemed within 30 days. |
Kotak Multi Asset Omni FoF Fund | Hybrid | Very High | 267.44 | 0.4 | 12.2% | 20.0% | 20.8% | 3 | ₹1,963 | Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days See more |
Aditya Birla Sun Life Multi-Asset Omni FoF Fund | Hybrid | Very High | 37.10 | 0.21 | 12.3% | 18.3% | 17.1% | 3 | ₹244 | Exit load of 1% if redeemed within 1 year |
Tata Multi Asset Allocation Fund | Hybrid | Very High | 27.09 | 0.4 | 10.9% | 16.4% | 18.5% | 3 | ₹4,277 | Exit load of 0.50%, if redeemed within 30 days. |
Aditya Birla Sun Life Asset Allocator FoF Fund | Hybrid | Very High | NA | - | 3.7% | 16.2% | 16.7% | 3 | ₹227 | - |
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Fund Performance: The Nippon India Multi - Asset Omni FoF Fund comes under the Hybrid category of Nippon India Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Nippon India Multi - Asset Omni FoF Fund via lump sum is ₹5,000 and via SIP is ₹100.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹1,265Cr |
| 1Y Returns | 12.8% |
Fund Performance: The Nippon India Multi Asset Active FoF Fund comes under the Hybrid category of Nippon India Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Nippon India Multi Asset Active FoF Fund via lump sum is ₹5,000 and via SIP is ₹100.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹907Cr |
| 1Y Returns | 8.5% |
Fund Performance: The ICICI Prudential Multi Asset Fund has given 19.97% annualized returns in the past three years and 25.34% in the last 5 years. The ICICI Prudential Multi Asset Fund comes under the Hybrid category of ICICI Prudential Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in ICICI Prudential Multi Asset Fund via lump sum is ₹5,000 and via SIP is ₹100.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹67,999Cr |
| 1Y Returns | 13.4% |
Fund Performance: The Nippon India Multi Asset Allocation Fund has given 21.33% annualized returns in the past three years and 19.15% in the last 5 years. The Nippon India Multi Asset Allocation Fund comes under the Hybrid category of Nippon India Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Nippon India Multi Asset Allocation Fund via lump sum is ₹5,000 and via SIP is ₹100.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹7,759Cr |
| 1Y Returns | 15.9% |
Fund Performance: The Kotak Multi Asset Allocator FoF - Dynamic Fund has given 18.81% annualized returns in the past three years and 20.33% in the last 5 years. The Kotak Multi Asset Allocator FoF - Dynamic Fund comes under the Hybrid category of Kotak Mahindra Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Kotak Multi Asset Allocator FoF - Dynamic Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹1,857Cr |
| 1Y Returns | 5.3% |
Fund Performance: The SBI Multi Asset Allocation Fund has given 18.26% annualized returns in the past three years and 16.14% in the last 5 years. The SBI Multi Asset Allocation Fund comes under the Hybrid category of SBI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in SBI Multi Asset Allocation Fund via lump sum is ₹5,000 and via SIP is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹10,484Cr |
| 1Y Returns | 13.3% |
Fund Performance: The HDFC Multi-Asset Active FoF Fund comes under the Hybrid category of HDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in HDFC Multi-Asset Active FoF Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹4,792Cr |
| 1Y Returns | 12.0% |
Fund Performance: The HDFC Multi Asset Fund has given 15.79% annualized returns in the past three years and 16.45% in the last 5 years. The HDFC Multi Asset Fund comes under the Hybrid category of HDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in HDFC Multi Asset Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹4,929Cr |
| 1Y Returns | 10.8% |
Fund Performance: The ICICI Prudential Asset Allocator Fund has given 15.24% annualized returns in the past three years and 16.19% in the last 5 years. The ICICI Prudential Asset Allocator Fund comes under the Hybrid category of ICICI Prudential Mutual Funds.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹27,750Cr |
| 1Y Returns | 9.7% |
Fund Performance: The Franklin India Income Plus Arbitrage Active FoF Fund has given 15.01% annualized returns in the past three years and 15.67% in the last 5 years. The Franklin India Income Plus Arbitrage Active FoF Fund comes under the Hybrid category of Franklin Templeton Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Franklin India Income Plus Arbitrage Active FoF Fund via lump sum is ₹5,000 and via SIP is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹76Cr |
| 1Y Returns | 13.8% |
Fund Performance: The UTI Multi Asset Allocation Fund has given 20.25% annualized returns in the past three years and 16.73% in the last 5 years. The UTI Multi Asset Allocation Fund comes under the Hybrid category of UTI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in UTI Multi Asset Allocation Fund via lump sum is ₹5,000 and via SIP is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹6,375Cr |
| 1Y Returns | 9.6% |
Fund Performance: The Kotak Multi Asset Omni FoF Fund has given 20% annualized returns in the past three years and 20.8% in the last 5 years. The Kotak Multi Asset Omni FoF Fund comes under the Hybrid category of Kotak Mahindra Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Kotak Multi Asset Omni FoF Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹1,963Cr |
| 1Y Returns | 12.2% |
Fund Performance: The Aditya Birla Sun Life Multi-Asset Omni FoF Fund has given 18.29% annualized returns in the past three years and 17.11% in the last 5 years. The Aditya Birla Sun Life Multi-Asset Omni FoF Fund comes under the Hybrid category of Aditya Birla Sun Life Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Aditya Birla Sun Life Multi-Asset Omni FoF Fund via lump sum is ₹1,000 and via SIP is ₹100.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹244Cr |
| 1Y Returns | 12.3% |
Fund Performance: The Tata Multi Asset Allocation Fund has given 16.4% annualized returns in the past three years and 18.54% in the last 5 years. The Tata Multi Asset Allocation Fund comes under the Hybrid category of Tata Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Tata Multi Asset Allocation Fund via lump sum is ₹5,000 and via SIP is ₹100.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹4,277Cr |
| 1Y Returns | 10.9% |
Fund Performance: The Aditya Birla Sun Life Asset Allocator FoF Fund has given 16.24% annualized returns in the past three years and 16.72% in the last 5 years. The Aditya Birla Sun Life Asset Allocator FoF Fund comes under the Hybrid category of Aditya Birla Sun Life Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Aditya Birla Sun Life Asset Allocator FoF Fund via lump sum is ₹1,000 and via SIP is ₹100.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹227Cr |
| 1Y Returns | 3.7% |
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