Quant Multi Asset Allocation Fund has outperformed its peer group with a 4.7% gain over the last three months. The fund also reports strong long-term performance, with annualised returns of 22% over the past three years, consistently beating its benchmark.
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The Quant Multi Asset Allocation Fund has emerged as a top performer within its category, delivering a 4.7% return over the three months leading up to July 22, 2026. This performance stands out against other funds in the segment, where competitors such as the WOC Multi Asset Allocation Fund and Edelweiss Multi Asset Allocation Fund recorded returns of 2.0% and 1.8% respectively, according to data from ACE MF.
Multi-asset allocation funds are designed to lower overall portfolio risk by spreading capital across different asset classes, such as stocks, debt instruments, and commodities like gold. For investors, the appeal of this fund category lies in its ability to adjust the mix of these assets based on changing market conditions.
Beyond short-term gains, the fund has maintained a strong track record over extended periods. It reported a 19.7% return over the past year and a 22.0% return over the last three years. These figures are significantly higher than its benchmark, which posted returns of 5.4% and 7.2% for the corresponding one-year and three-year periods. This performance gap suggests that the fund's investment strategy has effectively identified opportunities across multiple asset classes.
When evaluating these funds, investors often consider the size of the corpus, known as Assets Under Management (AUM), which reflects the total money managed by the fund. The WOC Multi Asset Allocation Fund currently manages the largest corpus among the top five funds in this peer group, standing at Rs 7,762.6 crore. In comparison, the Quant Multi Asset Allocation Fund manages an AUM of Rs 5,980.4 crore.
While the fund's historical returns are higher than the benchmark, investors should keep in mind that past performance does not guarantee future results. The primary monitorable for this fund will be how its active management style adapts to future shifts in market cycles, as multi-asset funds often change their allocation strategy to navigate both rising and falling markets. Investors may want to track the fund's updated asset allocation reports to understand how it maintains this balance between equity, debt, and commodities moving forward.