Axis Mutual Fund

Axis Multi Asset Allocation Fund Direct Plan Growth

₹ 44.57

NAV (May 07)

17.264%
5 Year CAGR
Scripbox Opinion
neutral-badge
Neutral
Click here for top ranked funds in multi asset allocation mutual funds.

Multi Asset Allocation funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

Multi Asset Allocation funds have exposure to at least 3 different asset classes.

This category has few funds and relatively small amounts invested in them.

Also each fund is unique in its investment strategy.It is better for investors to make the allocation to multiple asset classes themselves and choose the right funds in each asset class.

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Poor

The performance of the fund on a Downside Protection Measure metric has been Poor

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

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Scheme Information

Investment Objective

The Scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments, debt and money market instruments, Exchange Traded Commodity Derivatives / Units of Gold ETFs, Silver ETF & units of REITs/InvITs.

Expense Ratio
1.06 %
Launched
-
AUM in Crores
1348.3
ISIN
INF846K01EV4
Lock-in (days)
No Lock-in
Benchmark
NA
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
10.5
Beta
1
Sharpe Ratio
0.3
asset-allocation

Asset allocation and Holdings

Last updated on 2025-04-11

Top Stock Holdings

Axis Gold ETF-Growth

7.8%
7.8%

HDFC Bank Ltd.

5.24%
5.24%

Others

4.36%
4.36%

Axis Silver ETF Regular-Growth

4.14%
4.14%

ICICI Bank Ltd.

4.09%
4.09%
See all holdings
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Allocation by Sector

Financial

10.91%
10.911056%

Services

5.15%
5.152938%

Healthcare

4.41%
4.410422%

Technology

4.39%
4.388028%

Automobile

3.77%
3.773373%
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Frequently Asked Questions

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