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Best Multi Asset Allocation Mutual Funds

Multi Asset Allocation funds must hold at least 10% in each of three asset classes, typically equity, debt and gold. That built-in spread reduces dependence on any single market.

We currently track 19 direct-plan Multi Asset Allocation schemes from 19 fund houses with a median 5-year CAGR of 13.4%. Every figure below is calculated from official daily NAV history and refreshed each day. Use the column headers to re-rank the table by any period — the best 1-year performer is often not the best over 5 or 10 years, which is exactly why we default to the longer horizon.

Showing 19 of 19 schemes · sorted by Y5 high to low · page 1 of 1

Rank by1Y CAGR3Y CAGR5Y CAGR10Y CAGR
Sort by1M6M1Y3Y5Y, sorted high to low10Y

Multi Asset Allocation funds — frequently asked questions

Which Multi Asset Allocation fund has the highest 5-year CAGR?

Quant Multi Asset Allocation Fund - Direct Plan - Growth Option currently leads the Multi Asset Allocation category with a 5-year CAGR of 18.1%. Past returns describe what already happened and do not predict future performance — treat the ranking as a starting point for research, not a recommendation.

What is a good 5-year return for a Multi Asset Allocation fund?

Across the 19 Multi Asset Allocation schemes we track, the median 5-year CAGR is 13.4%. Comparing a fund against that median, rather than against the category's single best performer, is a more realistic benchmark.

How is CAGR calculated on this page?

CAGR is the compound annual growth rate between the NAV on the horizon start date and the latest NAV, using growth-plan NAVs published by the AMCs. Where a scheme's NAV history has a gap or a re-denomination, we adjust for it rather than report a distorted figure. Expense ratios are already reflected in NAV; exit loads and taxes are not.

Why does this list only show direct plans?

Direct plans have no distributor commission, so their expense ratio is lower and their NAV growth is higher than the regular plan of the same scheme. Showing both would list every fund twice, so we rank direct plans only.