Contents
1. Quant Multi Asset Allocation Direct Development2. Nippon India Multi Asset Direct Development3. ICICI Prudential Multi Asset Direct Development4. UTI Multi Asset Allocation Direct Development5. SBI Multi Asset Allocation Direct Development6. Tata Multi Asset Alternatives Direct Development7. HDFC Multi Asset Fund Direct Development8. Axis Multi Asset Allocation Direct DevelopmentDesk Displaying Greatest Performing Multi-Asset Allocation Funds in 2025Closing Ideas
Synopsis- Multi Asset Allocation Funds supply diversified funding in fairness, debt and commodities particularly gold,making them balanced funding within the unstable markets. These funds assist in decreasing danger and sustaining secure features. On this article, we rank the most effective performing Multi-Asset Allocation Funds in 2025 based mostly on 3 yr SIP XIRR efficiency and different key metrics.
1. Quant Multi Asset Allocation Direct Development
- 3-12 months SIP XIRR: 22.31%
- AUM: ₹3,570 Crores as on 11-07-2025
- Expense Ratio: 0.58%
- NAV: ₹285.02
- Minimal Lump Sum: ₹5,000
- Minimal SIP: ₹1,000
- The fund has offered the most effective 3 years SIP returns within the class. Appropriate for buyers in search of long run development.
2. Nippon India Multi Asset Direct Development
- 3-12 months SIP XIRR: 20.90%
- AUM: ₹6,367 Crores as on 11-07-2025
- Expense Ratio: 0.29%
- NAV: ₹23.18
- Minimal Lump Sum: ₹5,000
- Minimal SIP: ₹100
- This fund has the lowest expense ratio as in comparison with friends and has monitor report, which makes it worth fund to the associated fee aware investor.
3. ICICI Prudential Multi Asset Direct Development
- 3-12 months SIP XIRR: 19.93%
- AUM: ₹62,013 Crores as on 11-07-2025
- Expense Ratio: 0.67%
- NAV: ₹835.65
- Minimal Lump Sum: ₹5,000
- Minimal SIP: ₹100
- This multi asset fund has the biggest Asset Below Administration, trusted by many.
4. UTI Multi Asset Allocation Direct Development
- 3-12 months SIP XIRR: 19.84%
- AUM: ₹5,890 Crores as on 11-07-2025
- Expense Ratio: 0.59%
- NAV: ₹82.40
- Minimal Lump Sum: ₹5,000
- Minimal SIP: ₹500
5. SBI Multi Asset Allocation Direct Development
- 3-12 months SIP XIRR: 17.96%
- AUM: ₹8,940 Crores as on 11-07-2025
- Expense Ratio: 0.57%
- NAV: ₹66.32
- Minimal Lump Sum: ₹5,000
- Minimal SIP: ₹500
6. Tata Multi Asset Alternatives Direct Development
- 3-12 months SIP XIRR: 16.66%
- AUM: ₹3,956 Crores as on 11-07-2025
- Expense Ratio: 0.40%
- NAV: ₹25.81
- Minimal Lump Sum: ₹5,000
- Minimal SIP: ₹100
- The providing of this fund is most well-liked by cost-sensitive buyers because it has one of many lowest expense ratios.
7. HDFC Multi Asset Fund Direct Development
- 3-12 months SIP XIRR: 15.93%
- AUM: ₹4,544 Crores as on 11-07-2025
- Expense Ratio: 0.77%
- NAV: ₹79.66
- Minimal Lump Sum: ₹100
- Minimal SIP: ₹100
- Greatest suited to buyers in search of an entry with a minimal quantity of 100.
8. Axis Multi Asset Allocation Direct Development
- 3-12 months SIP XIRR: 14.02%
- AUM: ₹1,483 Crores as on 11-07-2025
- Expense Ratio: 1.02%
- NAV: ₹46.25
- Minimal Lump Sum: ₹100
- Minimal SIP: ₹100
- It’s the most costly fund with a relatively low SIP returns.
Desk Displaying Greatest Performing Multi-Asset Allocation Funds in 2025
| Fund Title | 3Y SIP XIRR (%) | Fund Dimension (Cr) | Expense Ratio (%) | NAV (₹) | Min Lumpsum (₹) | Min SIP (₹) |
| Quant Multi Asset Allocation – Direct Development | 22.31% | ₹3,570 | 0.58% | ₹285.02 | ₹5,000 | ₹1,000 |
| Nippon India Multi Asset – Direct Development | 20.90% | ₹6,367 | 0.29% | ₹23.18 | ₹5,000 | ₹100 |
| ICICI Prudential Multi Asset – Direct Development | 19.93% | ₹62,013 | 0.67% | ₹835.65 | ₹5,000 | ₹100 |
| UTI Multi Asset Allocation – Direct Development | 19.84% | ₹5,890 | 0.59% | ₹82.40 | ₹5,000 | ₹500 |
| SBI Multi Asset Allocation – Direct Development | 17.96% | ₹8,940 | 0.57% | ₹66.32 | ₹5,000 | ₹500 |
| Tata Multi Asset Alternatives – Direct Development | 16.66% | ₹3,956 | 0.40% | ₹25.81 | ₹5,000 | ₹100 |
| HDFC Multi Asset Fund – Direct Development | 15.93% | ₹4,544 | 0.77% | ₹79.66 | ₹100 | ₹100 |
| Axis Multi Asset Allocation – Direct Development | 14.02% | ₹1,483 | 1.02% | ₹46.25 | ₹100 | ₹100 |
Closing Ideas
Multi Asset Allocation Funds stay a dependable possibility for buyers who search for diversification, and publicity to a number of market segments with an “multi function” Single fund. The Fund presents a balanced possibility for long run wealth creation to first time buyers and for buyers seeking to hedge fairness volatility.
Written by Prajwal Hegde
