Multi Asset Allocation fund returns by year
Every fund, 2017 to 2026, coloured by its rank in the category that year. 2026 runs to 11 Nov 2026.
Category average, 2025
17.2%
Highest, 2025
24.7%
DSP Multi Asset Allocation Fund
Most often in the top half
9 of 10 years
Quant Multi Asset Allocation Fund
Direct plan, Growth option.
| Fund | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Category average | 3.2% | 17.2% | 16.5% | 22.1% | 6.1% | 23.2% | 17.8% | 9.4% | 1.3% | 16.1% | |
| 9 of 10 | 6.4% | 17.7% | 27.6% | 23.9% | 15.3% | 57.0% | 27.1% | 10.8% | 3.8% | 2.0% | |
| 7 of 10 | -0.8% | 16.1% | 19.8% | 24.3% | 12.2% | 26.0% | 25.6% | 11.0% | 5.5% | 14.6% | |
| 6 of 10 | -0.4% | 19.5% | 17.1% | 25.0% | 17.6% | 35.5% | 10.7% | 8.5% | -1.1% | 29.4% | |
| 6 of 10 | 3.9% | 16.5% | 16.5% | 14.4% | -4.3% | 24.9% | 19.7% | 16.6% | 2.9% | 17.6% | |
| 5 of 10 | 1.4% | 19.6% | 13.9% | 25.5% | 7.0% | 14.0% | 14.9% | 11.2% | 1.8% | 12.0% | |
| 5 of 10 | 3.3% | 19.3% | 17.9% | 24.4% | 2.4% | 19.9% | 21.6% | 7.8% | -0.9% | 18.0% | |
| 4 of 5 | 4.0% | 15.4% | 18.9% | 30.1% | 7.9% | ||||||
| 4 of 6 | 4.3% | 21.0% | 20.1% | 25.9% | 4.6% | 21.1% | |||||
| 4 of 10 | 5.3% | 15.3% | 17.1% | 21.7% | 0.1% | 22.6% | 17.1% | 7.8% | -3.5% | 25.6% | |
| 3 of 3 | 4.8% | 24.7% | 18.1% | ||||||||
| 3 of 3 | 4.4% | 20.4% | 17.7% | ||||||||
| 3 of 3 | 7.4% | 18.4% | 19.0% | ||||||||
| 3 of 10 | 0.3% | 12.4% | 21.9% | 30.2% | 5.3% | 12.7% | 14.0% | 4.8% | 0.5% | 18.2% | |
| 2 of 2 | 4.9% | 24.3% | |||||||||
| 2 of 2 | 6.2% | 22.7% | |||||||||
| 2 of 2 | 3.9% | 21.0% | |||||||||
| 2 of 2 | 4.1% | 20.4% | |||||||||
| 2 of 2 | 5.4% | 20.1% | |||||||||
| 2 of 3 | 1.4% | 24.4% | 17.9% | ||||||||
| 2 of 4 | 4.5% | 18.7% | 11.1% | 17.8% | |||||||
| 2 of 6 | -0.6% | 16.5% | 16.3% | 20.2% | 8.9% | 24.6% | |||||
| 2 of 10 | 0.0% | 15.7% | 12.1% | 14.1% | 6.7% | 7.8% | 13.5% | 7.4% | 5.1% | 11.8% | |
| 2 of 10 | 2.0% | 14.4% | 14.8% | 19.4% | 5.8% | 19.6% | 22.1% | 10.0% | -1.3% | 12.5% | |
| 1 of 1 | 4.5% | ||||||||||
| 1 of 1 | 5.9% | ||||||||||
| 1 of 1 | 4.2% | ||||||||||
| 1 of 1 | 6.0% | ||||||||||
| 1 of 1 | 4.4% | ||||||||||
| 1 of 1 | 4.2% | ||||||||||
| 1 of 1 | 8.2% | ||||||||||
| 1 of 2 | 1.1% | 20.9% | |||||||||
| 1 of 2 | 0.3% | 20.6% | |||||||||
| 1 of 2 | 2.7% | 20.0% | |||||||||
| 1 of 2 | 6.0% | 11.4% | |||||||||
| 1 of 2 | 7.6% | 9.8% | |||||||||
| 1 of 3 | 6.0% | 7.2% | 8.3% | ||||||||
| 1 of 4 | 3.4% | 15.0% | 15.9% | 24.7% | |||||||
| 1 of 5 | 3.1% | 14.9% | 15.2% | 22.4% | 10.4% | ||||||
| 0 of 5 | -2.3% | 17.1% | 16.9% | 21.8% | 1.7% | ||||||
| 0 of 5 | 3.1% | 15.7% | 13.6% | 16.2% | 2.3% | ||||||
| 0 of 2 | -0.6% | 14.8% | |||||||||
| 0 of 3 | 2.4% | 10.1% | 10.9% | ||||||||
| 0 of 10 | -0.7% | 6.9% | 14.4% | 17.8% | 0.3% | 16.0% | 10.0% | 7.4% | 1.5% | 15.6% | |
| 0 of 1 | 1.0% | ||||||||||
| 0 of 1 | 2.2% | ||||||||||
| 0 of 1 | 2.2% | ||||||||||
| 0 of 1 | 1.7% | ||||||||||
| 0 of 1 | 0.3% |
Click a year to rank the funds by it. Blank: the fund did not exist for the whole year.
What is a quartile rank for a multi asset allocation fund?
Each calendar year the category's funds are ranked by that year's return and split into four equal groups. Quartile 1 is the top 25%, quartile 4 the bottom 25%. Years with fewer than four funds are not ranked.
Why look at calendar-year returns instead of 3- or 5-year returns?
A 5-year return can rest on one exceptional year. Year by year shows whether a fund stayed in the top half most years or swung between the top and the bottom, which a single long-period figure hides.
How is the category average worked out?
The simple average of every fund's return that calendar year, each fund counted once. The current year runs to the latest NAV.
Worked out from each fund's own daily NAV. Past performance does not indicate future returns.