- Mutual Funds
- Axis Mutual Fund
- Axis Multi Asset Allocation Fund Pyt (PIDCW)
Formerly Axis Triple Advantage IDCW-P
Axis Multi Asset Allocation Fund Pyt (PIDCW)
₹ 17.6463
NAV (Oct 03)
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
₹ 17.6463
NAV (Oct 3)
Fund Returns
Last 1Y | 8.7% |
Last 3Y | 14.1% |
Last 5Y | 11.7% |
Last 10Y | 9.8% |
Since Inception | 8.9% |
6 Month CAGR | 12% |
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 | 2.08 |
Launched (13y ago) | Aug 23, 2010 |
AUM in Crores | 1365.485 |
ISIN | INF846K01776 |
Lock-in | No Lock-in |
Benchmark | Domestic Price of Gold |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 11.4 |
Standard Deviation (5yr) | 14.2 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.786 |
Sharpe Ratio (5yr) | 0.5 |
YTM | 7.42 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Multi Asset Allocation Fund Pyt (PIDCW) | 9,77,005 | 2,44,393 | 11.7% | |
| 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
Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 25,274 cr | ||
₹ 9,394 cr | ||
₹ 3,302 cr | ||
₹ 587 cr | ||
₹ 2,901 cr |
About the AMC
Axis Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.7% | 7.9% | ||
4.7% | 7% | ||
5.8% | 8% | ||
4.8% | 7.5% | ||
5.9% | 7% |
Axis Multi Asset Allocation Fund Pyt (PIDCW) Review
Axis Multi Asset Allocation Fund Pyt (PIDCW) is a Multi Asset Allocation Hybrid fund and has delivered an annualised return of 8.9% over a period of 13 years. The fund was previously known as Axis Triple Advantage IDCW-P. The fund is managed by Axis Asset Management Company Limited. The fund managers are Ashish Naik, Hardik Shah, Pratik Tibrewal, R Sivakumar.
Nav of Axis Multi Asset Allocation Fund Pyt (PIDCW) as of 10/3/2023 is ₹17.65 with the total AUM as of 10/4/2023 is ₹1365.485. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Multi Asset Allocation Fund Pyt (PIDCW) 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 Pyt (PIDCW) 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 Pyt (PIDCW)?
How to invest in Axis Multi Asset Allocation Fund Pyt (PIDCW)?
You can invest in Axis Multi Asset Allocation Fund Pyt (PIDCW) 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 Pyt (PIDCW)?
The minimum sip amount for Axis Multi Asset Allocation Fund Pyt (PIDCW) is ₹1000. You can invest in multiples of ₹5000.
Is Axis Multi Asset Allocation Fund Pyt (PIDCW) good to invest in?
As per Scripbox experts, Axis Multi Asset Allocation Fund Pyt (PIDCW) is a Neutral fund. You can investAxis Multi Asset Allocation Fund Pyt (PIDCW) 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 Pyt (PIDCW)?
The expense ratio of the Axis Multi Asset Allocation Fund Pyt (PIDCW) is 2.08% for regular plan.