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  • Axis Mutual Fund
  • Axis Multi Asset Allocation Fund (Growth)

Formerly Axis Triple Advantage Gr

Axis Mutual Fund

Axis Multi Asset Allocation Fund (Growth)

HybridMulti Asset Allocation

37.7201

NAV (Jul 19)

13.2%
5 Year CAGR
Scripbox Opinion
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 ->

Fund Size

Good

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

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

37.7201

NAV (Jul 19)

Fund Returns

Last 1Y
20.1%
Last 3Y
10%
Last 5Y
13.9%
Last 10Y
10.5%
Since Inception
10%
6 Month CAGR
15.4%

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,fixed income instruments & gold Exchange Traded Funds.

Expense Ratio
2.11
Launched (14y ago)
Aug 23, 2010
AUM in Crores
1197.407
ISIN
INF846K01768
Lock-in
No Lock-in
Benchmark
Domestic Price of Gold
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
10.2
Standard Deviation (5yr)
14.2
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.444
Sharpe Ratio (5yr)
0.579
YTM
7.34
Fund Managers

Hardik Shah

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Multi Asset Allocation Fund (Growth)70%10,15,590 2,82,97813.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-07-19

Top Stock Holdings

See all holdings

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Tata Balanced Advantage Fund (G)
Tata Balanced Advantage Fund (G)

₹ 9,275 cr

₹ 11,281 cr

₹ 35,122 cr

₹ 3,375 cr

₹ 3,214 cr

amc-img

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 295,858 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 62 equity,113 debt and 32 hybrid funds.amc-img
phone-img022-43255161
Fund NameScripbox Opinion
Till Date CAGR

5.2%

7.9%

5.8%

7%

5.9%

7%

6.1%

8%

-

5.3%

Axis Multi Asset Allocation Fund (G) Review

Axis Multi Asset Allocation Fund (G) is a Multi Asset Allocation Hybrid fund and has delivered an annualised return of 10% over a period of 13 years. The fund was previously known as Axis Triple Advantage Gr. The fund is managed by Axis Asset Management Company Limited. The fund manager’s name is Hardik Shah.

Nav of Axis Multi Asset Allocation Fund (G) as of 7/19/2024 is ₹37.72 with the total AUM as of 7/22/2024 is ₹1197.407. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Multi Asset Allocation Fund (G) was launched on Aug 23, 2010. The category risk of the fund is Very High Risk.

The minimum SIP amount for Axis Multi Asset Allocation Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Axis Multi Asset Allocation Fund (G)?

Axis Multi Asset Allocation Fund (G) is a Multi Asset Allocation Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Axis Multi Asset Allocation Fund (G)?

You can invest in Axis Multi Asset Allocation Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Axis Multi Asset Allocation Fund (G)?

The minimum sip amount for Axis Multi Asset Allocation Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Axis Multi Asset Allocation Fund (G) good to invest in?

As per Scripbox experts, Axis Multi Asset Allocation Fund (G) is a Neutral fund. You can investAxis Multi Asset Allocation Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Axis Multi Asset Allocation Fund (G)?

The expense ratio of the Axis Multi Asset Allocation Fund (G) is 2.11% for regular plan.