Kotak MF Active Momentum Fund NFO 728x90

Mutual Fund Trailing Returns - Hybrid: Multi Asset Allocation

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Data as on - 01-08-2025
1 Year 3 Years 5 Years 10 Years
Scheme Name Launch Date AUM (Crore)  TER (%) Rtn.
(%)
Rank Rtn.
(%)
Rank Rtn.
(%)
Rank Rtn.
(%)
Rank Since Launch Rtn. (%)
WhiteOak Capital Multi Asset Allocation Fund Reg Gr 12-05-2023 2,585.54 1.68 15.06 1/23 - - - - - - 17.07
DSP Multi Asset Allocation Fund Reg Gr 05-09-2023 3,377.03 1.57 11.16 2/23 - - - - - - 18.81
Nippon India Multi Asset Allocation Fund Reg Gr 10-08-2020 6,367.91 1.45 8.55 3/23 18.22 4/8 - - - - 17.22
Edelweiss Multi Asset Allocation Fund Reg Gr 23-06-2023 1,878.53 0.73 8.32 4/23 - - - - - - 7.91
Mirae Asset Multi Asset Allocation Reg Gr 10-01-2024 2,091.65 1.98 7.72 5/23 - - - - - - 12.97
ICICI Pru Multi Asset Fund Gr 31-10-2002 62,013.62 1.39 7.42 6/23 19.55 2/8 23.56 2/7 14.95 2/6 20.9
ABSL Multi Asset Allocation Fund Reg Gr 31-01-2023 4,276.92 1.82 7.16 7/23 - - - - - - 17.1
Bandhan Multi Asset Allocation Reg Gr 05-01-2024 2,019.96 1.97 7.05 8/23 - - - - - - 14.54
Sundaram Multi Asset Allocation Reg Gr 03-01-2024 2,688.25 1.86 6.82 9/23 - - - - - - 13.46
SBI Multi Asset Allocation Reg Gr | Invest Online 21-12-2005 8,940.04 1.43 6.18 10/23 15.96 5/8 13.95 6/7 10.87 4/6 9.46
Mahindra Manulife Multi Asset Allocation Reg Gr 13-03-2024 623.82 2.04 6.16 11/23 - - - - - - 13.1
HDFC Multi Asset Fund Gr | Invest Online 05-08-2005 4,544.56 1.88 5.65 12/23 13.89 7/8 15.31 5/7 10.89 3/6 10.31
Quantum Multi Asset Allocation Reg Gr 07-03-2024 36.65 1.95 5.4 13/23 - - - - - - 9.31
quant Multi Asset Allocation Fund Gr Reg Plan 21-03-2001 3,557.7 1.85 4.46 14/23 20.55 1/8 26.31 1/7 17.03 1/6 11.45
Tata Multi Asset Allocation FundReg PlanGr 04-03-2020 3,956.09 1.83 4.23 15/23 15.03 6/8 17.17 3/7 - - 18.21
Axis Multi Asset Allocation Fund Reg Gr | Invest Online 01-08-2010 1,482.78 2.06 3.08 16/23 10.61 8/8 13.43 7/7 10.1 5/6 9.66
Bank of India Multi Asset Allocation Reg Gr | Invest Online 28-02-2024 348.25 2.05 3.0 17/23 - - - - - - 8.58
Baroda BNP Paribas Multi Asset Fund Reg Gr 19-12-2022 1,199.63 2.11 2.87 18/23 - - - - - - 16.2
UTI Multi Asset Allocation Fund Reg Gr 19-11-2008 5,890.22 1.73 2.72 19/23 18.73 3/8 15.44 4/7 9.97 6/6 12.66
HSBC Multi Asset Allocation Reg Gr 28-02-2024 2,154.15 1.86 1.83 20/23 - - - - - - 13.06
Kotak Multi Asset Allocation Fund Reg Gr | Invest Online 03-09-2023 8,219.73 1.74 1.11 21/23 - - - - - - 15.5
Bajaj Finserv Multi Asset Allocation Reg Gr 03-06-2024 1,207.27 2.03 0.22 22/23 - - - - - - 6.86
Union Multi Asset Allocation Fund Reg Gr | Invest Online 10-09-2024 798.01 2.19 - - - - - - - - 4.77
Invesco India Multi Asset Allocation Fund Gr 17-12-2024 406.18 1.85 - - - - - - - - 8.59
Samco Multi Asset Allocation Fund Reg Gr 24-12-2024 298.04 2.21 - - - - - - - - 17.03
LIC MF Multi Asset Allocation Fund Reg Gr 14-02-2025 619.23 2.22 - - - - - - - - 10.71
Canara Robeco Multi Asset Allocation Fund Reg Plan Gr 30-05-2025 0 2.21 - - - - - - - - 0.7
Franklin India Multi Asset Allocation Fund Gr 11-07-2025 0 0.0 - - - - - - - - -
Shriram Multi Asset Allocation Fund Reg Gr 08-09-2023 148.5 2.35 -7.17 23/23 - - - - - - 9.54
Category Average - - - 5.17 - 16.57 - 17.88 - 12.3 - 12.35

Mutual Fund Trailing Returns show returns of various periods. The returns can be sorted from highest to lowest to find the Top and Best Performing Mutual Funds in each category. You can find Mutual Fund returns for the period 1 week, 1 month, 3 months, 6 months, I year, 3 years, 5 years, 10 years, Since Inception and YTD (Year to Date). In the trailing returns all the schemes have been considered irrespective of Scheme AUM.

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