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Axis Multi Asset Allocation Fund

Growth
44.170.02% (+0.01)

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Axis Multi Asset Allocation Fund

Growth
HybridMulti Asset Allocation Fund
Mid-size FundAssets Under Mgmt: ₹ 1,280 Cr
Very High RiskPrinciple investment will be at very high risk
44.170.02% (+0.01)

Price Chart

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Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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HybridMulti Asset Allocation Fund
Mid-size FundAssets Under Mgmt: ₹ 1,280 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.0446.271.26
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.1842.780.85

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
Nil on or before 12M for 10% of Investment and 1% for remaining investments Nil after 12M
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
NIFTY 500 - TRI

About Multi Asset Allocation Fund

Multi asset allocation funds invest in multi assets comprising of debt, equity and gold. The fund have minimum of 10% allocation in each asset class.

Peers & Comparison

Comparing 3 mutual funds from 
HybridMulti Asset Allocation Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Axis Multi Asset Allocation Fund18.32%9.14%10.97%
ICICI Pru Multi-Asset Fund18.77%20.65%16.89%
Kotak Multi Asset Allocation Fund19.74%—23.10%
SBI Multi Asset Allocation Fund15.35%15.42%12.32%

Price Comparison

Compare Axis Multi Asset Allocation Fund with any MF, ETF, stock or index
Compare Axis Multi Asset Allocation Fund with any MF, ETF, stock or index
Axis Multi Asset Allocation Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
+2 moreCash & EquivalentsCorporate DebtGovernment SecuritiesMutual FundsEquity1.88%4.76%7.71%9.62%12.45%63.58%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+35 moreIT Services & ConsultingInvestment Banking & BrokeragePrivate BanksG-SecOthers52.37 %5.37 %6.20 %8.19 %9.62 %18.24 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2414.47%13.06%17.45%17.22%18.02%18.24%
Others as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • HDFC Bank Ltd
    HDFCBANK
    3M change : -0.14 %

    Holdings

    3.38 %

    -0.14 %
  • Infosys Ltd
    INFY
    3M change : -0.86 %

    Holdings

    2.92 %

    -0.86 %
  • ICICI Bank Ltd
    ICICIBANK
    3M change : -0.59 %

    Holdings

    2.67 %

    -0.59 %

AMC Profile

Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.

  • No.of Schemes

    71

  • Total AUM

    ₹ 3,19,688.04 Cr.

Fund Manager Profile

Ashish Naik

AUM:  ₹41,498.93 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 6yrs

Devang Shah

AUM:  ₹92,825.30 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 9yrs

Hardik Shah

AUM:  ₹37,114.64 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Aditya Pagaria

AUM:  ₹86,549.43 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

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