Top Three Best Performing Multi-Asset Allocation Funds in Last 5 Years - Details Inside!
These funds provide diversification by allocating investments in equities, debt, and commodities such as gold and silver(at least 10 per cent to each asset).
Multi-asset allocation funds invest across different asset classes to optimise risk-adjusted returns. These funds provide diversification by allocating investments in equities, debt, and commodities such as gold and silver(at least 10 per cent to each asset). Here are the top three best-performing multi-asset allocation funds:
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Quant Multi Asset Fund has delivered a CAGR of 14.83 per cent since its inception. Quant Mutual Fund manages this fund and follows a diversified investment approach with exposure to the BSE 200 TRI, MCX I-COMDEX Composite Index, and CRISIL Short-Term Bond Index. As of 31st January 2025, the fund's total assets under management (AUM) stood at Rs 3,107.1 crore. The fund has a total expense ratio (TER) of 0.61 per cent. Investors are required to make a minimum investment of Rs 5,000, with a minimum top-up of Rs 1,000. The fund has an exit load of 1 per cent if redeemed within 15 days.
ICICI Prudential Multi-Asset Fund has a strong performance track record with a CAGR of 16.53 per cent since inception. ICICI Prudential Mutual Fund manages the fund and follows a benchmark allocation of NIFTY 200 TRI, NIFTY Composite Debt Index, Domestic Price of Gold, MCX I-COMDEX Composite Index, and Domestic Prices of Silver. The AUM of the fund stands at Rs 52,760.77 crore as of 31st January 2025. It has a TER of 0.7 per cent and requires a minimum investment of Rs 5,000. The exit load is 1 per cent for redemptions within 365 days for units exceeding 30 per cent of the total investment.
HDFC Multi-Asset Fund has provided a CAGR of 11.51 per cent since its inception. Managed by HDFC Mutual Fund, this fund follows an allocation strategy involving NIFTY 50 TRI, NIFTY Composite Debt Index, and Domestic Price of Gold. As of 31st January 2025, the AUM of the fund was Rs 3,892.7 crore, and the TER stood at 0.79 per cent. Investors can start with a minimum investment of Rs 100, with a minimum top-up of Rs 100. The exit load for this fund is 1 per cent for redemptions exceeding 15 per cent of the total investment within 12 months.
These funds provide a balanced investment approach by diversifying across multiple asset classes. Investors seeking long-term growth with diversified exposure can consider these multi-asset allocation funds based on their risk appetite and investment goals.
Disclaimer: The article is for informational purposes only and not investment advice.