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Axis Multi Asset Allocation Fund - Direct Plan - Growth Option

Axis · Multi Asset
Moderate
₹51.61
Current NAV
25 Jun 2026
28.8%
1Y Return
9.8%
3Y CAGR
18.8%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.18%.
  • Well-diversified portfolio aligned with the Multi Asset mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.58
Sharpe Ratio
1.08
Beta
0.08
Alpha
0.68
Sortino
Fund Details
Fund House Axis
Category Multi Asset
AUM ₹630 Cr
Expense Ratio 0.18%
Min SIP ₹500
Min Lumpsum ₹1000
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