The table below shows the Top Performed Multi Asset Allocation Fund in 10 Years based on the AUM, NAV, and minimum SIP.
| Name | AUM (Cr) | NAV | Minimum SIP |
| ICICI Pru Multi-Asset Fund | 41,159.52 | 753.65 | 500 |
| SBI Multi Asset Allocation Fund | 5,309.36 | 60.41 | 5000 |
| HDFC Multi-Asset Fund | 3,141.18 | 73.26 | 1500 |
| Quant Multi Asset Fund | 2,541.51 | 141.23 | 100 |
| UTI Multi Asset Allocation Fund | 2,418.31 | 77.15 | 100 |
| Axis Multi Asset Allocation Fund | 1,197.41 | 43.56 | 100 |
Content:
- What Is The Multi Asset Allocation Fund?
- Best Top Performed Multi Asset Allocation Fund in 10 Years
- List Of Top Performed Multi Asset Allocation Funds in 10 Years
- Top Performed Multi Asset Allocation Fund in 10 Years
- Who Should Invest In Top Performed Multi Asset Allocation Fund in 10 Years?
- How To Invest In Top Performed Multi Asset Allocation Fund in 10 Years?
- Performance Metrics Of Best Performed Multi Asset Allocation Fund in 10 Years?
- Benefits Of Investing In Top Performed Multi Asset Allocation Fund in 10 Years?
- Challenges Of Investing In Best Performed Multi Asset Allocation Fund in 10 Years?
- Introduction to Top Performed Multi Asset Allocation Fund in 10 Years
- Best Top Performed Multi Asset Allocation Fund in 10 Years – FAQs
What Is The Multi Asset Allocation Fund?
A multi-asset allocation fund invests in a diversified portfolio of asset classes, including equities, debt, and commodities. This approach aims to balance risk and return by spreading investments across various asset classes, providing stable returns, and reducing volatility over the long term.
Best Top Performed Multi Asset Allocation Fund in 10 Years
The table below shows a List Of Top Performed Multi Asset Allocation Funds in 10 Years based on Highest 3Y CAGR and Minimum SIP
| Name | CAGR 3Y % | Minimum SIP |
| Quant Multi Asset Fund | 24.84 | 100 |
| ICICI Pru Multi-Asset Fund | 24.23 | 500 |
| UTI Multi Asset Allocation Fund | 19.61 | 100 |
| SBI Multi Asset Allocation Fund | 16.30 | 5000 |
| HDFC Multi-Asset Fund | 15.40 | 1500 |
| Axis Multi Asset Allocation Fund | 11.57 | 100 |
List Of Top Performed Multi Asset Allocation Funds in 10 Years
The table below shows the Best Top Performed Multi Asset Allocation Fund in 10 Years based on the lowest to highest expense ratio and Minimum SIP
| Name | Expense Ratio | Minimum SIP |
| SBI Multi Asset Allocation Fund | 0.54 | 5000 |
| Quant Multi Asset Fund | 0.67 | 100 |
| ICICI Pru Multi-Asset Fund | 0.74 | 500 |
| HDFC Multi-Asset Fund | 0.80 | 1500 |
| Axis Multi Asset Allocation Fund | 1.07 | 100 |
| UTI Multi Asset Allocation Fund | 1.09 | 100 |
Top Performed Multi Asset Allocation Fund in 10 Years
The table below shows the Top Performed Multi Asset Allocation Fund in 10 Years based on exit load, i.e., the fee that the AMC charges investors when they exit or redeem their fund units.
| Name | AMC | Exit Load |
| Quant Multi Asset Fund | Quant Money Managers Limited | 1 |
| ICICI Pru Multi-Asset Fund | ICICI Prudential Asset Management Company Limited | 1 |
| UTI Multi Asset Allocation Fund | UTI Asset Management Company Private Limited | 1 |
| SBI Multi Asset Allocation Fund | SBI Funds Management Limited | 1 |
| HDFC Multi-Asset Fund | HDFC Asset Management Company Limited | 1 |
| Axis Multi Asset Allocation Fund | Axis Asset Management Company Ltd. | 1 |
Who Should Invest In Top Performed Multi Asset Allocation Fund in 10 Years?
Investors seeking diversified exposure with balanced risk should consider top-performing multi-asset allocation funds. Ideal for those with a medium to long-term investment horizon, these funds suit individuals looking to achieve stable returns while minimizing risk through diversified asset allocation.
How To Invest In Top Performed Multi Asset Allocation Fund in 10 Years?
To invest in a top-performing multi-asset allocation fund, research the best-performing funds over the past decade. Open an account with a reliable broker or mutual fund platform, complete the KYC process, and choose between lump-sum or systematic investment plan (SIP) options based on your financial goals.
Performance Metrics Of Best Performed Multi Asset Allocation Fund in 10 Years?
Analyzing the performance metrics of the top multi-asset allocation fund over the last 10 years highlights diversified growth and stability.
- Annualized Return: Consistent annualized returns of 8-10% over the decade.
- Volatility: Low to moderate volatility with a standard deviation of around 5-7%.
- Expense Ratio: Competitive expense ratio, typically between 1.5-2%.
- Sharpe Ratio: High Sharpe ratio indicates superior risk-adjusted returns.
- Consistency: Stable performance with few negative years.
- Drawdown: Limited drawdown during market downturns.
- Diversification: Broad diversification across equities, debt, and commodities.
- Income Generation: Regular income distribution through dividends and interest.
Benefits Of Investing In Top Performed Multi Asset Allocation Fund in 10 Years?
The main benefits of investing in a top-performing multi-asset allocation fund over ten years include diversified exposure, balanced risk, and stable returns, making it suitable for conservative investors.
- Diversified Exposure: Investing in multiple asset classes like equities, debt, and commodities reduces risk by spreading investments across different sectors, providing a well-rounded portfolio.
- Balanced Risk: These funds balance the risk and return by dynamically adjusting the asset allocation based on market conditions, offering a safer investment option.
- Stable Returns: By diversifying across various assets, the fund aims to provide stable and consistent returns over the long term, reducing the impact of market volatility.
- Risk Mitigation: The diversified approach helps mitigate the risks associated with
investing in a single asset class, ensuring better protection during market downturns.
Challenges Of Investing In Best Performed Multi Asset Allocation Fund in 10 Years?
The main challenges of investing in a top-performing multi-asset allocation fund over ten years include complex management, higher fees, and potential underperformance compared to single-asset funds.
- Complex Management: Managing a portfolio with multiple asset classes requires complex strategies and active management, which may be difficult for some investors to understand.
- Higher Fees: Due to active management and diversified investments, these funds often have higher expense ratios, which can impact overall returns over the long term.
- Potential Underperformance: In a strong bull market for a particular asset class, multi-asset funds may underperform compared to single-asset funds focused on that class.
- Allocation Shifts: Frequent rebalancing of the portfolio based on market conditions can lead to higher transaction costs and potential tax implications for the investors.
Introduction to Top Performed Multi Asset Allocation Fund in 10 Years
ICICI Pru Multi-Asset Fund
ICICI Pru Multi-Asset Fund, Category: Multi Asset Allocation Fund, having AUM of ₹41159.52 Crore, CAGR 5Y: 21.77%, exit load: 1%, expense ratio: 0.74%.
ICICI Prudential Multi Asset Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by ICICI Prudential Mutual Fund. This scheme was made available to investors on 12 Oct 1993. S Naren and Ihab Dalwai are the Current Fund Managers of ICICI Prudential Multi-Asset Fund Direct-Growth fund. The fund currently has an Asset Under Management(AUM) of ₹41159.52 Crore and the Latest NAV as of 02 Aug 2024 is ₹761.33.
The ICICI Prudential Multi-Asset Fund Direct-Growth is rated Very High Risk. Minimum SIP Investment is set to ₹100. The minimum Lumpsum Investment is ₹5,000. Exit Load for units in excess of 30% of the investment, 1% will be charged for redemption within 365 days.
SBI Multi Asset Allocation Fund
SBI Multi Asset Allocation Fund, Category: Multi Asset Allocation Fund, having AUM of ₹5309.36 Crore, CAGR 5Y: 16.09%, exit load: 1%, expense ratio: 0.54%.
SBI Multi Asset Allocation Fund Direct-Growth is a Hybrid Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Dinesh Ahuja and Ruchit Mehta are the Current Fund Managers of the SBI Multi Asset Allocation Fund Direct-Growth fund. The fund currently has an Asset Under Management (AUM) of ₹5309.36 Crore and the Latest NAV as of 02 Aug 2024 is ₹60.93.
The SBI Multi Asset Allocation Fund Direct-Growth is rated as Very High risk. The minimum SIP Investment is set to ₹500. The minimum Lumpsum Investment is ₹5,000. For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months
HDFC Multi-Asset Fund
HDFC Multi-Asset Fund, Category: Multi Asset Allocation Fund, having AUM of ₹3141.18 Crore, CAGR 5Y: 17.42%, exit load: 1%, expense ratio: 0.80%.
HDFC Multi Asset Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 10 Dec 1999. Anil Bamboli and Chirag Setalvad are the Current Fund Managers of the HDFC Multi Asset Fund Direct Growth fund. The fund currently has an Asset Under Management (AUM) of ₹3141.18 Crore and the Latest NAV as of 02 Aug 2024 is ₹73.91.
The HDFC Multi Asset Fund Direct-Growth is rated as Very High Risk. Minimum SIP Investment is set to ₹100. The minimum Lumpsum Investment is ₹100. Exit Load for units in excess of 15% of the investment, 1% will be charged for redemption within 12 months.
Quant Multi Asset Fund
Quant Multi Asset Fund, Category: Multi Asset Allocation Fund, having AUM of ₹2541.51 Crore, CAGR 5Y: 30.39%, exit load: 1%, expense ratio: 0.67%.
Quant Multi Asset Fund Direct-Growth is a Hybrid Mutual Fund Scheme launched by Quant Mutual Fund. This scheme was made available to investors on 15 Apr 1996. Pushpa Rai is the Current Fund Manager of Quant Multi Asset Fund Direct Growth fund. The fund currently has an Asset Under Management (AUM) of ₹2541.51 Crore and the Latest NAV as of 02 Aug 2024 is ₹141.96.
The Quant Multi Asset Fund Direct-Growth is rated High Risk. Minimum SIP Investment is set to ₹1,000. The minimum Lumpsum Investment is ₹5,000. Exit load of 1%, if redeemed within 15 days.
UTI Multi Asset Allocation Fund
UTI Multi Asset Allocation Fund, Category: Multi Asset Allocation Fund, having AUM of ₹2418.31 Crore, CAGR 5Y: 17.19%, exit load: 1%, expense ratio: 1.09%.
UTI Multi Asset Allocation Fund Direct-Growth is a Hybrid Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 14 Nov 2002. V Srivatsa is the Current Fund Manager of UTI Multi Asset Allocation Fund Direct Growth fund. The fund currently has an Asset Under Management (AUM) of ₹2418.31 Crore and the Latest NAV as of 02 Aug 2024 is ₹78.01.
The UTI Multi Asset Allocation Fund Direct-Growth is rated as Very High Risk. The minimum SIP Investment is set to ₹500. The minimum Lumpsum Investment is ₹5,000. Exit load of 1% if units in excess of 10% are redeemed or switched out within 12 months
Axis Multi Asset Allocation Fund
Axis Multi Asset Allocation Fund, Category: Multi Asset Allocation Fund, having AUM of ₹1197.41 Crore, CAGR 5Y: 16.03%, exit load: 1%, expense ratio: 1.07%.
Axis Multi Asset Allocation Direct Plan-Growth is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. R Sivakumar and Ashish Naik are the Current Fund Managers of Axis Multi Asset Allocation Direct Plan-Growth fund. The fund currently has an Asset Under Management (AUM) of ₹1197.41 Crore and the Latest NAV as of 02 Aug 2024 is ₹43.96.
The Axis Multi Asset Allocation Direct Plan Growth is rated as Very High Risk. Minimum SIP Investment is set to ₹100. The minimum Lumpsum Investment is ₹100. Exit Load for units in excess of 10% of the investment, 1% will be charged for redemption within 12 months.
Best Top Performed Multi Asset Allocation Fund in 10 Years – FAQs
The Best Performed Multi Asset Allocation Funds in 10 Years # 1: ICICI Pru Multi-Asset Fund
The Best Performed Multi Asset Allocation Funds in 10 Years # 2:SBI Multi Asset Allocation Fund
The Best Performed Multi Asset Allocation Funds in 10 Years # 3:HDFC Multi-Asset Fund
The Best Performed Multi Asset Allocation Funds in 10 Years # 4:Quant Multi-Asset Fund
The Best Performed Multi Asset Allocation Funds in 10 Years # 5:UTI Multi Asset Allocation Fund
The Best Performed Multi Asset Allocation Funds in 10 Years are based on AUM.
Top Performed Multi Asset Allocation Funds in 10 Years based on 3-year returns are SBI Multi Asset Allocation Fund, Quant Multi Asset Fund, ICICI Pru Multi-Asset Fund, HDFC Multi-Asset Fund, Axis Multi Asset Allocation Fund.
Yes, you can invest in top-performing multi-asset allocation funds by researching and selecting a reliable fund through a broker or mutual fund platform.
Yes, investing in top-performing multi-asset allocation funds over ten years offers diversified exposure, balanced risk, and stable returns, making it a suitable option for conservative investors.
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Disclaimer: The above article is written for educational purposes, and the companies’ data mentioned in the article may change with respect to time The securities quoted are exemplary and are not recommendatory.
