Quant Multi Asset Allocation Fund has quietly become one of the most impressive performers in the multi-asset fund category. What makes the fund stand out is its consistency — whether you look at 3-year, 5-year or 10-year returns, the fund has stayed at the No. 1 position, delivering over 20% CAGR across time periods. This kind of steady outperformance is rare in the market, especially across different cycles. Before moving further, let’s understand what multi-asset allocation funds are.
Multi-asset allocation funds spread money across equity, debt, commodities (like gold) and sometimes international assets.
They are designed to reduce risk through diversification, balance growth and stability, and provide a ready-made asset allocation strategy.
Such funds suit investors who prefer a single product for diversification, instead of managing multiple investments on their own.
Fund’s (direct plan) lump sum performance over 3, 5 and 10 years
3-year return: 21.12% (Rank: No. 1 among 18 funds)
5-year return: 26.43% (Rank: No. 1 among 11 funds)
10-year return: 18.57% (Rank: No. 1 among 11 funds)
Fund’s SIP performance exceptional
3-year SIP CAGR: 21.3%
5-year SIP CAGR: 22.3%
10-year SIP CAGR: 22.03%
An SIP of Rs 10,000 started in the fund 10 years ago would be worth now Rs 38.4 lakh.
These numbers highlight the fund’s ability to compound wealth steadily.
(Source: Value Research)
Quant Multi Asset Allocation Fund’s more details
Fund house: Quant Mutual Fund
Launch year: January 2013
Since inception return: 15.88% CAGR
Nature: Open-ended multi-asset allocation scheme
Risk rating: Very High
Asset size: Rs 4,182 crore (as of 30 Nov 2025)
Expense ratio: 0.67% (low cost)
The fund follows a blended benchmark of equities, commodities and debt, giving it flexibility to shift exposure based on market opportunities.
How does the risk-reward of the fund look?
The fund’s metrics indicate strong but active risk-taking:
Mean Return: 20.47% → High average returns
Standard Deviation: 11.32% → Noticeable ups and downs
Sharpe Ratio: 1.26 → Good reward for risk taken
Sortino Ratio: 2.14 → Better downside risk control
Beta: 1.07 → Moves slightly more than the market
Alpha: 5.69 → Strong outperformance over its benchmark
This shows skilled management, but also that returns come with volatility.
Where does it invest?
Sector-wise allocation:
Financials: 24.98%
Energy & Utilities: 16.40%
Technology: 6.02%
Consumer Discretionary: 2.87%
Consumer Staples: 2.76%
Top stock holdings:
SBI – 7.23%
Premier Energies – 5.19%
Jio Financial – 3.68%
HDFC Life – 3.07%
ICICI Bank – 2.95%
This shows a strong tilt towards financial and energy themes.
A word of caution for investors
While the returns are eye-catching, past performance does not guarantee future outcomes. The fund is tagged Very High risk, which means returns may fluctuate sharply. Investors should ensure they have a long-term horizon and the ability to handle volatility before investing. Checking suitability or consulting an advisor is always wise.
Summing up…
Quant Multi Asset Allocation Direct Fund has delivered exceptional wealth creation across different periods. For investors seeking diversification plus high growth potential — and who can tolerate market swings — it can be a promising option. But patience and risk appetite remain key to benefiting from this aggressive strategy.
Disclaimer: The above content is for informational purposes only. Mutual Fund investments are subject to market risks. Please consult your financial advisor before investing.