Mutual Fund Trailing Returns - Hybrid: Multi Asset Allocation
Data as on - 09-06-2026
| 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. (%) |
| Kotak Multi Asset Allocation Fund Reg Gr | Invest Online | 03-09-2023 | 13,447.43 | 1.66 | 18.89 | 1/28 | - | - | - | - | - | - | 17.81 |
| quant Multi Asset Allocation Fund Gr Reg Plan | 21-03-2001 | 5,268.08 | 2.57 | 16.96 | 2/28 | 23.35 | 1/11 | 19.59 | 1/8 | 18.18 | 1/6 | 11.78 |
| HSBC Multi Asset Allocation Reg Gr | 28-02-2024 | 2,844.33 | 2.53 | 15.76 | 3/28 | - | - | - | - | - | - | 14.46 |
| DSP Multi Asset Allocation Fund Reg Gr | 05-09-2023 | 9,241.13 | 1.58 | 15.67 | 4/28 | - | - | - | - | - | - | 18.5 |
| Bandhan Multi Asset Allocation Reg Gr | 05-01-2024 | 3,240.29 | 1.92 | 13.52 | 5/28 | - | - | - | - | - | - | 14.83 |
| Invesco India Multi Asset Allocation Fund Gr | 17-12-2024 | 1,056.77 | 1.67 | 12.89 | 6/28 | - | - | - | - | - | - | 14.66 |
| Nippon India Multi Asset Allocation Fund Reg Gr | 10-08-2020 | 14,737.58 | 1.55 | 12.47 | 7/28 | 18.8 | 2/11 | 14.89 | 3/8 | - | - | 16.61 |
| Mahindra Manulife Multi Asset Allocation Reg Gr | 13-03-2024 | 1,097.58 | 1.87 | 11.74 | 8/28 | - | - | - | - | - | - | 13.61 |
| SBI Multi Asset Allocation Reg Gr | Invest Online | 21-12-2005 | 17,665.99 | 1.84 | 11.53 | 9/28 | 16.56 | 3/11 | 13.13 | 5/8 | 11.36 | 3/6 | 9.64 |
| ABSL Multi Asset Allocation Fund Reg Gr | 31-01-2023 | 6,530.45 | 1.77 | 11.02 | 10/28 | 15.62 | 6/11 | - | - | - | - | 15.96 |
| Union Multi Asset Allocation Fund Reg Gr | Invest Online | 10-09-2024 | 963.63 | 2.29 | 11.02 | 11/28 | - | - | - | - | - | - | 9.5 |
| WhiteOak Capital Multi Asset Allocation Fund Reg Gr | 12-05-2023 | 7,118.26 | 1.8 | 10.09 | 12/28 | 15.21 | 7/11 | - | - | - | - | 15.19 |
| Mirae Asset Multi Asset Allocation Reg Gr | 10-01-2024 | 3,341.6 | 1.93 | 8.99 | 13/28 | - | - | - | - | - | - | 12.33 |
| Bank of India Multi Asset Allocation Reg Gr | Invest Online | 28-02-2024 | 357.41 | 2.05 | 8.58 | 14/28 | - | - | - | - | - | - | 9.85 |
| Axis Multi Asset Allocation Fund Reg Gr | Invest Online | 01-08-2010 | 2,234.15 | 2.6 | 8.27 | 15/28 | 12.87 | 10/11 | 9.49 | 8/8 | 10.62 | 6/6 | 9.69 |
| Bajaj Finserv Multi Asset Allocation Reg Gr | 03-06-2024 | 1,811.41 | 3.28 | 7.4 | 16/28 | - | - | - | - | - | - | 8.46 |
| Shriram Multi Asset Allocation Fund Reg Gr | 08-09-2023 | 138.53 | 2.33 | 6.44 | 17/28 | - | - | - | - | - | - | 9.41 |
| Canara Robeco Multi Asset Allocation Fund Reg Plan Gr | 30-05-2025 | 1,271.22 | 2.12 | 6.18 | 18/28 | - | - | - | - | - | - | 6.39 |
| Baroda BNP Paribas Multi Asset Fund Reg Gr | 19-12-2022 | 1,408.46 | 2.06 | 6.06 | 19/28 | 15.09 | 8/11 | - | - | - | - | 14.22 |
| Tata Multi Asset Allocation Fund Reg Plan Gr | 04-03-2020 | 5,000.99 | 1.88 | 5.79 | 20/28 | 13.18 | 9/11 | 11.85 | 6/8 | - | - | 16.44 |
| LIC MF Multi Asset Allocation Fund Reg Gr | 14-02-2025 | 940.47 | 3.82 | 5.75 | 21/28 | - | - | - | - | - | - | 13.89 |
| Edelweiss Multi Asset Allocation Fund Reg Gr | 23-06-2023 | 2,591.9 | 2.11 | 5.61 | 22/28 | - | - | - | - | - | - | 7.26 |
| Sundaram Multi Asset Allocation Reg Gr | 03-01-2024 | 3,276.67 | 2.06 | 5.08 | 23/28 | - | - | - | - | - | - | 11.0 |
| ICICI Pru Multi Asset Fund Gr | 31-10-2002 | 83,547.35 | 1.69 | 4.04 | 24/28 | 15.78 | 5/11 | 16.49 | 2/8 | 15.54 | 2/6 | 20.29 |
| UTI Multi Asset Allocation Fund Reg Gr | 19-11-2008 | 6,864.59 | 2.28 | 3.93 | 25/28 | 15.82 | 4/11 | 13.2 | 4/8 | 10.64 | 4/6 | 12.33 |
| Samco Multi Asset Allocation Fund Reg Gr | 24-12-2024 | 401.71 | 4.57 | 2.82 | 26/28 | - | - | - | - | - | - | 13.55 |
| HDFC MultiAsset Fund Gr | Invest Online | 05-08-2005 | 5,887.05 | 2.2 | 2.35 | 27/28 | 11.71 | 11/11 | 10.74 | 7/8 | 10.64 | 5/6 | 10.01 |
| Quantum Multi Asset Allocation Reg Gr | 07-03-2024 | 56.88 | 1.99 | 1.13 | 28/28 | - | - | - | - | - | - | 6.88 |
| Franklin India Multi Asset Allocation Fund Gr | 11-07-2025 | 2,764.58 | 1.91 | - | - | - | - | - | - | - | - | 7.02 |
| 360 ONE Multi Asset Allocation Fund Reg Plan Gr | 30-07-2025 | 430.57 | 2.13 | - | - | - | - | - | - | - | - | 19.15 |
| Groww Multi Asset Allocation Fund Reg Gr | 10-09-2025 | 404 | 2.71 | - | - | - | - | - | - | - | - | -0.59 |
| PGIM India Multi Asset Allocation Fund Reg Plan Gr | 11-11-2025 | 266.49 | 2.36 | - | - | - | - | - | - | - | - | 2.0 |
| The Wealth Company Multi Asset Allocation Fund Reg Gr | 19-11-2025 | 162.55 | 2.1 | - | - | - | - | - | - | - | - | 5.45 |
| Capitalmind Multi Asset Allocation Fund Reg Gr | 23-02-2026 | 28.63 | 2.13 | - | - | - | - | - | - | - | - | 0.89 |
| Kotak Multi Asset Active FOF Reg Gr | 08-04-2026 | 0 | 0.0 | - | - | - | - | - | - | - | - | -1.24 |
| Category Average | - | - | - | 8.93 | - | 15.82 | - | 13.67 | - | 12.83 | - | 11.06 |
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.
Advisorkhoj develops innovative mutual fund research tools and Calculators that may help you in your investments. Mutual Fund Distributors who wish to display MF Research and calculators on their website may write to sales@advisorkhoj.com for APIs.
