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Axis Multi Asset Allocation Fund - Regular Plan - Monthly IDCW

Axis · Multi Asset
Moderate
₹19.46
Current NAV
25 Jun 2026
26.2%
1Y Return
20.2%
3Y CAGR
16.2%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.62).
  • Well-diversified portfolio aligned with the Multi Asset mandate.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
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
1.62
Sharpe Ratio
0.62
Beta
-2.38
Alpha
2.14
Sortino
Fund Details
Fund House Axis
Category Multi Asset
AUM ₹3170 Cr
Expense Ratio 1.42%
Min SIP ₹500
Min Lumpsum ₹1000
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