How multi-asset allocation funds launched since 2025 are performing

As the gold and silver prices scaled new heights in 2025, several mutual fund houses attempted to tap into investors' interest in truly diversified portfolios by launching new multi-asset allocation funds. Eight such schemes have been launched since February 2025. These schemes are hybrid funds that allocate assets across equity, debt, previous metals, and sometimes even REITs and InvITs, offering asset diversification within a single fund.

If you have been closely following the multi-asset allocation fund launches, you may want to know how these schemes have performed amid high volatility in both equity and commodity markets since their launch.

This article takes a look at how each of them has performed since inception.

Before reading further, please note this exercise is purely for educational and informational purposes. Returns over a few months, or even a year, is too short a window to judge a multi-asset allocation fund.

Performance of new multi-asset allocation funds

Let's take a look at each scheme one by one:

360 One Multi Asset Allocation Fund

Launched on 20 August 2025, this scheme's assets under management (AUM) reached ₹453 crore by May 31, 2026. As of June 15, the scheme's regular plan has delivered 5.74% returns in 3 months and 20.92% since inception.

The 360 One Multi Asset Allocation Fund has allocated 22.41% towards equity, 33.72% towards debt and 43.84 towards others, including gold and silver.

As of June 15, 2026, the scheme ranked 28th among 33 schemes in terms of the past three-month performance but first among 37 schemes since inception.

Canara Robeco Multi Asset Allocation Fund

Launched on 30 May 2025, this scheme's AUM reached ₹1290 crore by May 31, 2026. As of June 15, the scheme's regular plan has delivered 3.53% returns in 3 months and 8.22% since inception.

The Canara Robeco Multi Asset Allocation Fund has allocated 67.07% towards equity, 11.6% towards debt and 21.78% towards others, including gold and silver.

As of June 15, 2026, the scheme ranked 14 among 33 schemes in terms of the past three-month performance and 28 among 37 schemes since inception.

Capitalmind Multi Asset Allocation Fund

Launched on 16 March 2026, this scheme's AUM reached ₹36 crore by May 31, 2026. As of June 15, the scheme's regular plan has delivered 0.46% since inception.

The Capitalmind Multi Asset Allocation Fund has allocated 38.37% towards equity, 18.04% towards debt and 43.58% towards others, including gold and silver.

As of June 15, 2026, the scheme ranked 36 among 37 schemes in terms of performance since its inception.

Franklin India Multi Asset Allocation Fund

Launched on 31 July 2025, this scheme's AUM reached ₹2803 crore by May 31, 2026. As of June 15, the scheme's regular plan has delivered 3.42% returns in 3 months and 8.75% since inception.

The Franklin India Multi Asset Allocation Fund has allocated 66.40% towards equity, 14.94% towards debt and 18.69% towards others, including gold and silver.

As of June 15, 2026, the scheme ranked 16 among 33 schemes in terms of the past three-month performance and 27 among 37 schemes since its inception.

Groww Multi Asset Allocation Fund

Launched on 30 September 2025, this scheme's AUM reached ₹409 crore by May 31, 2026. As of June 15, the scheme's regular plan has delivered 2.38% returns in 3 months and 1.17% since inception.

The Groww Multi Asset Allocation Fund has allocated 65.75% towards equity, 9.18% towards debt and 25.12 towards others, including gold and silver.

As of June 15, 2026, the scheme ranked 25th among 33 schemes in terms of the past three-month performance and 35 among 37 schemes since its inception.

LIC MF Multi Asset Allocation Fund

Launched on 14 February 2025, this scheme's AUM reached ₹963 crore by May 31, 2026. As of June 15, the scheme's regular plan has delivered 4.89% returns in 3 months and 15.04% since inception.

The LIC MF Multi Asset Allocation Fund has allocated 66.89% towards equity, 10.20% towards debt and 22.87% towards others, including gold and silver.

As of June 15, 2026, the scheme ranked 7th among 33 schemes in terms of the past three-month performance and 10 among 37 schemes since its inception.

PGIM India Multi Asset Allocation Fund

Launched on 28 November 2025, this scheme's AUM reached ₹273 crore by May 31, 2026. As of June 15, the scheme's regular plan has delivered 2.48% returns in 3 months and 3.40% since inception.

The PGIM India Multi Asset Allocation Fund has allocated 66.28% towards equity, 10.07% towards debt and 23.65% towards others, including gold and silver.

As of June 15, 2026, the scheme ranked 23rd among 33 schemes in terms of the past three-month performance and 32 among 37 schemes since its inception.

The Wealth Company Multi Asset Allocation Fund

Launched on 9 December 2025, this scheme's AUM reached ₹176 crore by May 31, 2026. As of June 15, the scheme's regular plan has delivered 5.23% returns in 3 months and 7.03% since inception.

The The Wealth Company Multi Asset Allocation Fund has allocated 58.28% towards equity, 17.57% towards debt and 24.18 towards others, including gold and silver.

As of June 15, 2026, the scheme ranked 6th among 33 schemes in terms of the past three-month performance and 31 among 37 schemes since its inception.