Question 1

How many Multi Asset Allocation mutual funds are there in India?

Accepted Answer

There are 32 Multi Asset Allocation mutual funds with full portfolio disclosure data tracked on Asset Sadhu, sourced from monthly AMFI filings.

Question 2

How many stocks do Multi Asset Allocation funds typically hold?

Accepted Answer

On average, Multi Asset Allocation funds hold around 98 stocks. Individual funds range from more concentrated portfolios to highly diversified ones within the same SEBI category mandate.

Question 3

Which Multi Asset Allocation fund has the most diversified portfolio?

Accepted Answer

Among Multi Asset Allocation funds, The Wealth Company Multi Asset Allocation Fund by The Wealth Company Mutual Fund has one of the most diversified portfolios with a top-5 concentration of 16.46%.

Question 4

Which Multi Asset Allocation fund is most concentrated?

Accepted Answer

Quantum Multi Asset Allocation Fund by Quantum Mutual Fund has the highest concentration among Multi Asset Allocation funds, with the top 5 holdings accounting for 49.58% of NAV.

Question 5

Which Multi Asset Allocation fund is the most actively managed?

Accepted Answer

Quant Multi Asset Allocation Fund by quant Mutual Fund has the highest Active Share (80.33%) among Multi Asset Allocation funds, meaning it takes the most differentiated positions relative to its category peers.

Question 6

What is the SEBI mandate for Multi Asset Allocation funds?

Accepted Answer

Multi Asset Allocation is a SEBI-defined mutual fund category. Funds in this category must follow specific investment guidelines set by SEBI regarding market cap allocation, diversification, and portfolio composition. Asset Sadhu tracks portfolio data for all 32 funds in this category using monthly AMFI disclosures.

Fund	Holdings	Top 5 Wt.	Active Share	Large	Mid	Small	Gini
360 ONE Multi Asset Allocation Fund 360 ONE Mutual Fund	73	33.77%	74.33%	15.99%	3.37%	3.86%	0.521
Aditya Birla Sun Life Multi Asset Allocation Fund Aditya Birla Sun Life Mutual Fund	107	23.12%	66.27%	40.98%	16.54%	5.57%	0.462
Axis Multi Asset Allocation Fund Axis Mutual Fund	112	29.74%	60.84%	50.14%	9.28%	6.28%	0.544
Bajaj Finserv Multi Asset Allocation Fund Bajaj Finserv Mutual Fund	65	30.27%	66.91%	47.64%	7.41%	9.86%	0.464
Bandhan Multi Asset Allocation Fund Bandhan Mutual Fund	146	25.84%	56.04%	36.55%	14.66%	13.71%	0.570
Bank of India Multi Asset Allocation Fund Bank of India Mutual Fund	68	30.65%	74.42%	23.01%	3.06%	11.33%	0.507
Baroda BNP Paribas Multi Asset Fund Baroda BNP Paribas Mutual Fund	67	28.40%	67.94%	45.97%	16.19%	6.39%	0.439
Canara Robeco Multi Asset Allocation Fund Canara Robeco Mutual Fund	49	31.37%	65.23%	50.53%	11.45%	5.36%	0.410
DSP Multi Asset Allocation Fund DSP Mutual Fund	90	27.67%	65.79%	26.06%	4.83%	3.81%	0.511
Edelweiss Multi Asset Allocation Fund Edelweiss Mutual Fund	84	26.91%	77.88%	12.70%	8.31%	—	0.588
Franklin India Multi Asset Allocation Fund Franklin Templeton Mutual Fund	59	26.82%	67.24%	49.28%	5.23%	9.60%	0.374
Groww Multi Asset Allocation Fund Groww Mutual Fund	88	29.98%	58.01%	46.44%	16.51%	0.49%	0.487
HDFC Multi-Asset Allocation Fund HDFC Mutual Fund	119	29.23%	58.39%	52.51%	6.07%	7.11%	0.586
ICICI Prudential Multi-Asset Fund ICICI Prudential Mutual Fund	243	23.48%	61.21%	44.55%	14.73%	8.67%	0.670
Invesco India Multi Asset Allocation Fund Invesco Mutual Fund	88	39.25%	59.76%	34.08%	0.61%	—	0.677
Kotak Multi Asset Allocation Fund Kotak Mutual Fund	90	23.34%	75.06%	43.01%	14.23%	14.30%	0.513
LIC MF Multi Asset Allocation Fund LIC Mutual Fund	63	27.43%	69.36%	41.17%	12.92%	10.41%	0.361
Mahindra Manulife Multi Asset Allocation Fund Mahindra Manulife Mutual Fund	82	23.53%	64.05%	36.87%	6.29%	10.94%	0.386
Mirae Asset Multi Asset Allocation Fund Mirae Asset Mutual Fund	152	26.15%	56.68%	48.38%	7.70%	9.57%	0.566
Nippon India Multi Asset Allocation Fund Nippon India Mutual Fund	169	22.61%	59.96%	38.64%	9.29%	5.30%	0.537
PGIM India Multi Asset Allocation Fund PGIM Mutual Fund	89	23.35%	70.46%	43.79%	15.68%	3.82%	0.474
Quant Multi Asset Allocation Fund quant Mutual Fund	46	39.15%	80.33%	46.36%	12.37%	3.21%	0.606
Quantum Multi Asset Allocation Fund Quantum Mutual Fund	44	49.58%	70.42%	37.47%	5.36%	7.22%	0.585
Samco Multi Asset Allocation Fund Samco Mutual Fund	94	30.21%	79.66%	13.89%	37.92%	19.08%	0.514
SBI Multi Asset Allocation Fund SBI Mutual Fund	121	17.71%	78.66%	15.36%	13.32%	15.04%	0.452
Shriram Multi Asset Allocation Fund Shriram Mutual Fund	79	33.36%	62.85%	55.35%	3.71%	9.15%	0.565
Sundaram Multi Asset Allocation Fund Sundaram Mutual Fund	72	26.78%	63.65%	49.12%	10.00%	5.13%	0.496
Tata Multi Asset Allocation Fund Tata Mutual Fund	104	22.49%	56.55%	39.56%	10.74%	12.57%	0.472
The Wealth Company Multi Asset Allocation Fund The Wealth Company Mutual Fund	66	16.46%	65.20%	28.32%	15.48%	9.84%	0.299
Union Multi Asset Allocation Fund Union Mutual Fund	80	29.68%	61.34%	42.80%	11.15%	13.13%	0.486
UTI Multi Asset Allocation Fund UTI Mutual Fund	145	24.32%	67.66%	46.44%	14.04%	2.26%	0.583
WhiteOak Capital Multi Asset Allocation Fund WhiteOak Capital	179	26.35%	58.27%	19.84%	1.97%	4.71%	0.658