Positive impactSector
Best multi-asset allocation funds: Only 4 crossed 15% SIP returns in 3 years; Quant, Nippon India led the category
Mint 13 hrs ago·18 Aug 2026, 7:43 am
Multi-asset allocation funds, which invest across equities, debt, and gold, are designed to balance risk and return. However, recent performance data shows that only four funds in this category have managed to deliver SIP returns exceeding 15% over a three-year period. Quant Mutual Fund currently leads this group with a return of 18.51%. This limited success highlights how volatile market conditions can impact even diversified portfolios.
For investors, this performance underscores the importance of looking beyond short-term gains. While five-year data reveals that other major players like ICICI Prudential, SBI, and UTI have crossed the 15% mark, the three-year trend suggests that consistent returns in this category can be unpredictable. Investors should focus on long-term goals and the fund's historical performance over longer periods rather than short-term fluctuations.
Key takeaways
- Category: Sector.
- AI reads the tone as positive (potentially bullish) for the stock.
Why it matters
A routine update. The tone is positive — historically associated with upward pressure, though not predictive. Use the price and stock snapshot to gauge how the market is responding.
