ReviewDirect · GrowthPrefer peers first
Quant Multi Asset Allocation Fund
quant Mutual FundHybrid Scheme - Multi Asset Allocation13.8 years
The scheme aims to generate income and capital appreciation by investing in instruments across the three asset classes viz. Equity, Debt and Commodity.
- NAV
- 177.1139
- 29 Oct 2026
- 1Y
- +8.4%
- Trailing CAGR
- AUM
- ₹6,608.27 Cr
- 30 Sept 2026
- Volatility
- n/a
- History still thin
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 29 Oct 2026
Stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
In three lines
Watch if · Maximum drawdown exceeded 35%.
Watch if · Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
Prefer peers if · Prefer Aditya Birla Sun Life Multi Asset Allocation Fund if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
13.8 years of path to read.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
Pass
1.19% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Watch
Peak-to-trough -44.8%. Ask whether you can hold through a similar fall.
Vs category
Pass
59% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
Watch
Yug Tibrewal · 1.7 years on the scheme.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Watch
Top 10 holdings ≈ 78.4% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
Drawdown rehearsal
This scheme’s worst fall on file is about 45%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+8.4%
- 3Y+21.5%
- 5Y+18.3%
- 10Y+18.3%
- SI+15.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+2.8%
- 3Y+12.9%
- 5Y+17.7%
- 10Y+21.1%
- Since inception
- +15.4%
- Calendar-day CAGR
- Excess 1Y
- +5.6%
- Category median, same plan and option
- 3Y win rate
- +59%
- Windows beating the median
- 3Y percentile
- 100
- Vs comparable share classes
- SIP 3Y XIRR
- +12.9%
- Simulated monthly SIP
- Worst rolling 3Y
- -6.1%
- 2645 daily-ending windows
- Median rolling 3Y
- +19.0%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2152 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -44.8%
- Worst peak-to-trough
- Current
- -5.0%
- Below last peak
- Current spell
- 100 days
- Days below latest peak
- Time below peak
- +80%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 31 days
- 101 recovered episodes
- Longest recovery
- 2262 days
- Trough to prior peak
23 Sept 2014 – 3 Dec 2020
Trough 24 Sept 2014 · recovered in 2262 days
-44.8%
13 Apr 2022 – 7 Sept 2022
Trough 20 Jun 2022 · recovered in 79 days
-15.9%
27 Sept 2024 – 5 Jun 2025
Trough 3 Mar 2025 · recovered in 94 days
-12.5%
17 Jan 2022 – 4 Apr 2022
Trough 24 Feb 2022 · recovered in 39 days
-12.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
100
Vs category
85
Consistency
55
Risk-adjusted
n/a
Drawdown
0
Mean
60
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Review
Buying stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 59% of rolling 3-year windows.
- Three-year return is above the category median.
Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
Portfolio
30 Sept 2026 · 52 holdings · top 10 are 78.4%.
- Top 5
- 51.0%
- Top 10
- 78.4%
- Largest holding
- 15.5%
- Effective holdings
- 13.0
Net Current Assets
Unspecified
15.5%
Repo
Unspecified
10.1%
Reliance Industries Ltd
Energy & Utilities
8.5%
Nippon India ETF Gold BeES IDCW
Unspecified
8.5%
Bharti Airtel Ltd
Technology
8.4%
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Aditya Birla Sun Life Multi Asset Allocation Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +3.9%
- 3Y
- +15.4%
- Vol
- 9.8%
- Max DD
- -12.8%
- Sharpe
- 0.93
- 3Y win
- +60%
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
BANDHAN MULTI ASSET ALLOCATION FUND
Bandhan Mutual Fund
- 1Y
- +5.0%
- 3Y
- n/a
- Vol
- 9.2%
- Max DD
- -10.0%
- Sharpe
- 0.78
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
Kotak Multi Asset Allocation Fund
Kotak Mahindra Mutual Fund
- 1Y
- +4.3%
- 3Y
- +16.2%
- Vol
- 12.3%
- Max DD
- -13.8%
- Sharpe
- 0.79
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
Nippon India Multi Asset Allocation Fund
Nippon India Mutual Fund
- 1Y
- +3.1%
- 3Y
- +17.9%
- Vol
- 9.5%
- Max DD
- -10.8%
- Sharpe
- 1.09
- 3Y win
- +84%
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
Union Multi Asset Allocation Fund
Union Mutual Fund
- 1Y
- +2.6%
- 3Y
- n/a
- Vol
- 11.2%
- Max DD
- -12.4%
- Sharpe
- 0.27
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher TER · Lower trailing returns