Quant Multi Asset Allocation Fund has outperformed its peers with a 5.9% return over the last six months, according to July 2026 data. The fund has also shown strong long-term performance, significantly exceeding its benchmark returns over one and three-year periods. Investors should note that fund leadership can shift frequently, as seen with different leaders in one-month performance rankings.
The Quant Multi Asset Allocation Fund has secured the leading position among multi-asset funds with an AUM above ₹1,500 crore, delivering a 5.9% return over the past six months as of early July. This performance stands ahead of competitors like the Edelweiss Multi Asset Allocation Fund and the WOC Multi Asset Allocation Fund, which recorded returns of 3.7% and 3.5%, respectively, during the same timeframe.
Long-Term Performance Consistency
Beyond short-term gains, the fund has maintained a notable lead over its benchmark indices across longer time horizons. In a one-year performance comparison, the fund achieved an 18.4% return, which is 12.8 percentage points higher than its benchmark return of 5.7%. The trend continues over a three-year period, where the fund recorded a 22.8% compound annual growth rate, far exceeding the 7.4% return generated by its benchmark. These figures suggest that the fund's investment strategy has been effective in capturing gains during market fluctuations over the past few years.
Dynamic Nature of Fund Rankings
While the Quant Multi Asset Allocation Fund holds the top spot for six-month and three-month durations, the leadership in this category is dynamic. For instance, in the most recent one-month return period, the Nippon India Multi Asset Allocation Fund outperformed the category with a 1.7% gain. This variance emphasizes that fund performance can fluctuate significantly based on the time window analyzed and the specific asset allocation strategy employed by each fund manager.
Scale and Market Presence
Among the top funds in this space, asset size varies considerably, which can influence how a fund manages liquidity and deployment. The SBI Multi Asset Allocation Fund holds the largest corpus in this group with ₹19,354.2 crore in assets. In contrast, the Quant Multi Asset Allocation Fund manages a corpus of ₹5,615.0 crore, while the Nippon India Multi Asset Allocation Fund oversees ₹15,481.1 crore. Investors tracking these funds may want to consider how different fund sizes impact the manager's ability to enter or exit positions in various asset classes like equity, debt, and gold, which typically form the core of a multi-asset strategy.
Moving forward, investors may monitor whether the fund can sustain its performance gap against its benchmark. Other factors to track include any changes in the fund manager's asset allocation strategy, the impact of overall market volatility on its specific holdings, and how the fund's expense ratio compares to other players in the multi-asset category over the coming quarters.