MC Financial Services

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option Invest Now
Fund Manager: "Mr. Ashish Naik, Mr. Devang Shah, Mr. Hardik Shah, Mr. Aditya Pagaria, Mr. Pratik Tibrewal, Ms. Krishnaa N (For Foreign Securities) " | Hybrid: Multi Asset Allocation | NIFTY 500 TRI(65.00), NIFTY Composite Debt Index(20.00), Domestic Price of Gold(7.50), Domestic Price of Silver(7.50)

44.7717 0.17 (0.39 %)

NAV as on 05-03-2026

2,109.86 Cr

AUM as on 30-01-2026

Fund House: Axis Mutual Fund

Rtn ( Since Inception )

10.12%

Inception Date

Aug 01, 2010

Expense Ratio

1.92%

Fund Status

Open Ended Scheme

Min. Investment

100

Min. Topup

100

Min. SIP Amount

100

Risk Status

very high

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.

Snapshot Portfolio Fund Card

Fund Performance

₹ 1,00,000 Invested for

10y

FUND

₹2.51L (20.25%)

GOLD

₹2.51L (20.25%)

NIFTY

₹2.51L (20.25%)

3 and 6 Months returns are absolute

NAV Movement

Returns (%)

	3 Mon	6 Mon	1 Yr	3 Yrs	5 Yrs	10 Yrs
Fund	3.03	9.68	22.72	16.24	11.51	11.47
AK Multi Asset Allocation TRI	0.59	7.13	20.46	14.43	12.09	13.07
Hybrid: Multi Asset Allocation	1.95	8.77	20.39	18.28	15.83	13.55
Rank within Category	10	11	10	8	8	5
Number of Funds within Category	32	30	27	10	8	6

Peer Comparison

			Return (%)
Scheme Name	AUM (crore)	Expense Ratio	1 Yr	3 Yrs	5 Yrs	10 Yrs
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option	2,109.86	1.92	22.72	16.24	11.51	11.47
Kotak Multi Asset Allocation Fund - Regular Plan - Growth Option	12,041.25	1.68	30.44	0.0	0.0	0.0
HSBC Multi Asset Allocation Fund - Regular - Growth	2,689.61	1.76	28.79	0.0	0.0	0.0
DSP Multi Asset Allocation Fund - Regular - Growth	7,626.8	1.43	26.9	0.0	0.0	0.0
Union Multi Asset Allocation Fund- Regular Plan - Growth Option	904.58	2.13	25.86	0.0	0.0	0.0
quant Multi Asset Allocation Fund-GROWTH OPTION - Regular Plan	4,834.1	1.75	25.81	22.84	24.77	18.06
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	12,446.28	1.36	25.23	21.38	16.52	0.0
Invesco India Multi Asset Allocation Fund - Growth	845.98	1.71	23.19	0.0	0.0	0.0
Mahindra Manulife Multi Asset Allocation Fund- Regular Plan - Growth	1,025.31	1.86	22.82	0.0	0.0	0.0
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth	6,092.27	1.75	22.76	18.04	0.0	0.0

Yearly Performance (%)

Historical Returns (%)

	2010	2011	2012	2013	2014	2015	2016	2017	2018	2019
Fund	7.12	15.91	1.87	15.29	18.02	22.8	-5.75	12.93	15.4	1.51
	0	0	0	0	0
Hybrid: Multi Asset Allocation	-

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Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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