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Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Axis · Multi Asset
Moderate
₹42.74
Current NAV
26 Oct 2026
-0.1%
1Y Return
11.9%
3Y CAGR
6.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.73).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.23).
  • Very large asset base (AUM: ₹11,780 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (2.23%) which can affect compounding over long horizons.
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
1.73
Sharpe Ratio
1.03
Beta
5.23
Alpha
1.95
Sortino
Fund Details
Fund House Axis
Category Multi Asset
AUM ₹11780 Cr
Expense Ratio 2.23%
Min SIP ₹500
Min Lumpsum ₹1000
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