Quant Multi Asset Allocation Fund (Direct – Growth): A Diversified Engine for All-Weather Investing
Reason for recommendation
In today’s volatile markets, investors increasingly seek diversification and stability without the complexity of managing multiple schemes. Fund-of-Funds (FoFs) have emerged as a smart, simplified solution — allocating seamlessly across equities, debt, commodities, real estate, and international assets, while ensuring expert rebalancing and active management.
Amid this evolving category, the Quant Multi Asset Allocation Fund stands out as a top-tier, all-weather portfolio choice — delivering consistent long-term alpha and demonstrating strong adaptability through market cycles.
Performance – A Consistent Alpha Generator
The fund has outperformed its peers across every time frame, underscoring robust execution and disciplined strategy.
| Time Horizon | Fund Return | Category Average | Outperformance |
|---|---|---|---|
| 1 Year | 12.70 % | 12.68 % | +0.02 % |
| 2 Years | 27.84 % | 19.84 % | +8.00 % |
| 3 Years | 21.95 % | 17.63 % | +4.32 % |
| 4 Years | 19.97 % | 13.88 % | +6.09 % |
| 5 Years | 27.72 % | 17.86 % | +9.86 % |
This sustained outperformance highlights the fund manager’s tactical allocation discipline and ability to capture upside across market regimes while limiting downside risks.
Portfolio Structure – The Power of Diversification
A balanced, data-driven allocation anchors this fund’s resilience:
Equity (53.77 %) – Growth participation through diversified large- and mid-cap exposure
Debt (10.80 %) – Stability and predictable income
Commodities (12.22 %) – Inflation hedge, particularly through gold and energy exposure
Real Estate (4.40 %) – Tangible, low-correlated asset play
Cash & Equivalents (18.81 %) – Liquidity buffer for tactical deployment
Sectorally, Energy (16.97 %) and Financials (15.14 %) dominate — both well-positioned to benefit from India’s capex expansion and consumption upcycle.
Top Holdings
Reliance Industries Ltd.
Premier Energies Ltd.
Life Insurance Corporation of India
JIO Financial Services Ltd.
HDFC Life Insurance Co Ltd.
ITC Ltd.
Infosys Ltd.
Tata Power Company Ltd.
Larsen & Toubro Ltd.
Hindustan Unilever Ltd.
These holdings combine sectoral leadership, balance-sheet strength, and high earnings visibility, helping maintain stability while capturing growth across multiple themes.
Why It Deserves a Place in Your Portfolio
For investors seeking a steady, well-balanced growth option, this fund offers:
Consistent long-term performance
Dynamic asset rebalancing across cycles
Multi-sector and multi-asset diversification
Higher alpha potential relative to traditional hybrid or balanced funds
While volatility may be slightly elevated, the return-to-risk profile remains superior due to its strategic blend of growth, stability, and liquidity.
For deeper insights into multi-asset investing, tactical allocation, and risk-managed portfolio construction, explore expert perspectives from Ranjit Jha (CEO) — a leading voice in investment strategy and wealth management innovation.
To align your portfolio with diversified, high-conviction opportunities, connect with Rurash Financials — your partner in goal-based investing, AIFs, and multi-asset solutions.