- Mutual Funds
- Axis Mutual Fund
- Axis Multi Asset Allocation Fund IDCW (PIDCW-M)
Formerly Axis Multi Asset Allocation IDCW-P
Axis Multi Asset Allocation Fund IDCW (PIDCW-M)
₹ 20.0498
NAV (Jul 26)
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 20.0498
NAV (Jul 26)
Fund Returns
Last 1Y | 22.6% |
Last 3Y | 10.4% |
Last 5Y | 14.5% |
Last 10Y | 10.6% |
Since Inception | 10.1% |
6 Month CAGR | 18% |
Scheme Information
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 | 2.1 |
Launched (14y ago) | Aug 23, 2010 |
AUM in Crores | 1245.865 |
ISIN | INF846K01776 |
Lock-in | No Lock-in |
Benchmark | Domestic Price of Gold |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 10.1 |
Standard Deviation (5yr) | 14.2 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.432 |
Sharpe Ratio (5yr) | 0.566 |
YTM | 7.31 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Multi Asset Allocation Fund IDCW (PIDCW-M) | 10,45,123 | 3,12,511 | 14.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
axis gold etf
8.3%hdfc bank ltd
5.8%icici bank ltd
4.8%axis silver etf
4.5%reliance industries ltd
3.1%Allocation by Sector
financial services
17.6%industrials
11.5%basic materials
7.8%consumer cyclical
7.5%consumer defensive
6.9%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 37,036 cr | ||
₹ 11,720 cr | ||
₹ 3,282 cr | ||
₹ 841 cr | ||
₹ 3,355 cr |
About the AMC
Axis Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.4% | 7.9% | ||
5.9% | 7% | ||
6.1% | 8% | ||
5.9% | 7% | ||
- | 5.4% |
Axis Multi Asset Allocation Fund IDCW (PIDCW-M) Review
Axis Multi Asset Allocation Fund IDCW (PIDCW-M) is a Multi Asset Allocation Hybrid fund and has delivered an annualised return of 9.8% over a period of 13 years. The fund was previously known as Axis Multi Asset Allocation IDCW-P. The fund is managed by Axis Asset Management Company Limited. The fund managers are Ashish Naik, Devang Shah, Hardik Shah, Jayesh Sundar, Pratik Tibrewal.
Nav of Axis Multi Asset Allocation Fund IDCW (PIDCW-M) as of 7/26/2024 is ₹20.05 with the total AUM as of 7/26/2024 is ₹1245.865. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Multi Asset Allocation Fund IDCW (PIDCW-M) 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 IDCW (PIDCW-M) 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 IDCW (PIDCW-M)?
How to invest in Axis Multi Asset Allocation Fund IDCW (PIDCW-M)?
You can invest in Axis Multi Asset Allocation Fund IDCW (PIDCW-M) 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 IDCW (PIDCW-M)?
The minimum sip amount for Axis Multi Asset Allocation Fund IDCW (PIDCW-M) is ₹1000. You can invest in multiples of ₹5000.
Is Axis Multi Asset Allocation Fund IDCW (PIDCW-M) good to invest in?
As per Scripbox experts, Axis Multi Asset Allocation Fund IDCW (PIDCW-M) is a Neutral fund. You can investAxis Multi Asset Allocation Fund IDCW (PIDCW-M) 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 IDCW (PIDCW-M)?
The expense ratio of the Axis Multi Asset Allocation Fund IDCW (PIDCW-M) is 2.1% for regular plan.