Mutual Fund SIP Returns - Hybrid: Multi Asset Allocation
| Scheme Name | AMC Name | Launch Date | AUM (Crore) | TER (%) | Invested Amount | Current Value | Return (%) |
|---|---|---|---|---|---|---|---|
| quant Multi Asset Allocation Fund Gr Reg Plan | QuantMF | 21-03-2001 | 5,268.08 | 2.57 | 36000.0 | 39655.34 | 23.22 |
| Kotak Multi Asset Allocation Fund Reg Gr | Invest Online | KotakMF | 03-09-2023 | 13,447.43 | 1.66 | 36000.0 | 38984.45 | 18.94 |
| DSP Multi Asset Allocation Fund Reg Gr | DSPMF | 05-09-2023 | 9,241.13 | 1.58 | 36000.0 | 38704.38 | 17.42 |
| HSBC Multi Asset Allocation Reg Gr | HSBCMF | 28-02-2024 | 2,844.33 | 2.53 | 36000.0 | 38612.42 | 16.42 |
| Bandhan Multi Asset Allocation Reg Gr | BandhanMF | 05-01-2024 | 3,240.29 | 1.92 | 36000.0 | 38552.1 | 16.03 |
| Nippon India Multi Asset Allocation Fund Reg Gr | NipponIndiaMF | 10-08-2020 | 14,737.58 | 1.55 | 36000.0 | 38235.44 | 14.07 |
| Invesco India Multi Asset Allocation Fund Gr | InvescoMF | 17-12-2024 | 1,056.77 | 1.67 | 36000.0 | 38233.89 | 13.98 |
| ABSL Multi Asset Allocation Fund Reg Gr | ABSLMF | 31-01-2023 | 6,530.45 | 1.77 | 36000.0 | 37963.53 | 12.26 |
| SBI Multi Asset Allocation Reg Gr | Invest Online | SBIMF | 21-12-2005 | 17,665.99 | 1.84 | 36000.0 | 37959.29 | 12.23 |
| Bank of India Multi Asset Allocation Reg Gr | Invest Online | BOIMF | 28-02-2024 | 357.41 | 2.05 | 36000.0 | 37774.05 | 11.05 |
| Mirae Asset Multi Asset Allocation Reg Gr | MiraeMF | 10-01-2024 | 3,341.6 | 1.93 | 36000.0 | 37668.74 | 10.38 |
| Mahindra Manulife Multi Asset Allocation Reg Gr | MahindraManulifeMF | 13-03-2024 | 1,097.58 | 1.87 | 36000.0 | 37647.7 | 10.25 |
| WhiteOak Capital Multi Asset Allocation Fund Reg Gr | WhiteOakCapitalMF | 12-05-2023 | 7,118.26 | 1.8 | 36000.0 | 37626.35 | 10.17 |
| Union Multi Asset Allocation Fund Reg Gr | Invest Online | UnionMF | 10-09-2024 | 963.63 | 2.29 | 36000.0 | 37603.33 | 9.97 |
| Baroda BNP Paribas Multi Asset Fund Reg Gr | BarodaMF | 19-12-2022 | 1,408.46 | 2.06 | 36000.0 | 37568.04 | 9.75 |
| Axis Multi Asset Allocation Fund Reg Gr | Invest Online | AxisMF | 01-08-2010 | 2,234.15 | 2.6 | 36000.0 | 37269.86 | 7.87 |
| Samco Multi Asset Allocation Fund Reg Gr | SamcoMF | 24-12-2024 | 401.71 | 4.57 | 36000.0 | 37253.95 | 7.81 |
| Bajaj Finserv Multi Asset Allocation Reg Gr | BajajFinservMF | 03-06-2024 | 1,811.41 | 3.28 | 36000.0 | 37245.25 | 7.71 |
| LIC MF Multi Asset Allocation Fund Reg Gr | LICMF | 14-02-2025 | 940.47 | 3.82 | 36000.0 | 37219.68 | 7.55 |
| Tata Multi Asset Allocation Fund Reg Plan Gr | TataMF | 04-03-2020 | 5,000.99 | 1.88 | 36000.0 | 37108.49 | 6.9 |
| Shriram Multi Asset Allocation Fund Reg Gr | ShriramMF | 08-09-2023 | 138.53 | 2.33 | 36000.0 | 37099.51 | 6.8 |
| Canara Robeco Multi Asset Allocation Fund Reg Plan Gr | CanaraMF | 30-05-2025 | 1,271.22 | 2.12 | 36000.0 | 37066.75 | 6.6 |
| Edelweiss Multi Asset Allocation Fund Reg Gr | EdelweissMF | 23-06-2023 | 2,591.9 | 2.11 | 36000.0 | 36859.36 | 5.3 |
| Sundaram Multi Asset Allocation Reg Gr | SundaramMF | 03-01-2024 | 3,276.67 | 2.06 | 36000.0 | 36839.42 | 5.18 |
| UTI Multi Asset Allocation Fund Reg Gr | UTIMF | 19-11-2008 | 6,864.59 | 2.28 | 36000.0 | 36792.49 | 4.89 |
| ICICI Pru Multi Asset Fund Gr | ICICIMF | 31-10-2002 | 83,547.35 | 1.69 | 36000.0 | 36708.83 | 4.39 |
| HDFC Multi Asset Allocation Fund Gr | Invest Online | HDFCMF | 05-08-2005 | 5,887.05 | 2.2 | 36000.0 | 36251.21 | 1.54 |
| Quantum Multi Asset Allocation Reg Gr | QuantumMF | 07-03-2024 | 56.88 | 1.99 | 36000.0 | 36012.94 | 0.08 |
| Category Average | - | - | - | - | 36000.0 | 37589.89 | 9.96 |
| AK Multi Asset Allocation TRI | - | 06-06-2005 | - | - | 36000.0 | 36245.15 | 1.5 |
Mutual Fund SIP Returns helps you get monthly SIP returns instantly for all mutual fund schemes in a category of your choice. You can select any period - between 1 year to 22 years - select the monthly SIP amount from the drop down, from Rs 1,000/ 2,000, 3,000, 5,000, 10,000, 15,000, 20,000, 25,000, 30,000, 35,000, 40,000, 45,000 and 50,000. Along with the monthly SIP returns of each scheme in the selected category, you also get the AMC name, launch date, AUM (in Crores), expense ratio, Total amount invested in the selected period and the total current value along with the SIP return percentage in XIRR. At the end of the table, you get to see the Scheme Category average SIP returns and the benchmark SIP returns. This help you figure out how the scheme monthly SIP returns have done compared to the category and Benchmark monthly SIP returns. The results can be downloaded in excel.
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.
