Quant Multi Asset Allocation Fund has delivered a 21% compound annual growth rate over three years, significantly outpacing its benchmark's 7.2% return. This strong performance positions it as a leader among multi-asset funds, highlighting the impact of its active management style compared to major peers.
The Quant Multi Asset Allocation Fund has recorded a compound annual growth rate (CAGR) of 21.0% over the last three years, based on data from ACE MF as of July 29, 2026. This performance has drawn attention as it substantially exceeds the 7.2% return provided by its benchmark over the same period. This return reflects the fund's active strategy, which involves adjusting exposure across asset classes like equity, debt, and gold to capitalize on market movements.
Performance Against Peers
When evaluated against funds with at least Rs 1,500 crore in assets under management (AUM), the scheme currently holds the top position in three-year returns. For comparison, the Nippon India Multi Asset Allocation Fund delivered a 17.5% CAGR, while the UTI Multi Asset Allocation Fund recorded 15.3% over the same three-year window. While these funds compete for market share, the SBI Multi Asset Allocation Fund maintains the largest corpus among the top five schemes, managing Rs 19,354.2 crore.
Evaluating Consistent Returns
Investors often look at different timeframes to understand how a fund performs under varying market conditions. While the Quant scheme leads in the three-year category, short-term data shows a different pattern. For example, the UTI Multi Asset Allocation Fund led the one-month return chart with a 1.8% gain and also outperformed on a three-month basis with a 3.6% return.
Past performance is not a guarantee of future results, and investors should note that multi-asset funds carry risks associated with the underlying assets—namely equities, debt instruments, and gold. The volatility of these asset classes can impact the fund's net asset value (NAV). Furthermore, active management strategies can lead to periods of underperformance if the manager's market outlook does not align with actual market trends.
Investors tracking these funds should look beyond just the annual returns. It is useful to monitor the fund's expense ratio, portfolio turnover—which indicates how frequently the fund manager buys and sells assets—and the overall risk-adjusted return, often measured by metrics like the Sharpe ratio, which helps determine if the returns are due to smart investment choices or taking on excessive risk.