Axis Multi Asset Allocation Fund Direct growth

Hybrid • Multi Asset • Direct growth

Insufficient Funds

Insufficient fund history to generate its report card

Credit Rating
Average credit rating
AA

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Hybrid

Multi Asset

Direct growth

Launched On
01 Jan 2013
12.8 years ago
Lock-in Period
No lock-in
NAV
as of 09 Oct 2025
₹49.42
+0.3063% (0.20)
AUM
₹1,612 Cr
Expense ratio
1.01%
Benchmark
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 3Y

As per tax slab

Units held more than 3Y

20%

Exit Load

If units sold before 12M

1%

If units sold after 12M

0%

Distribution

Asset split
Market capital
Equity63.59%
Debt28.18%
Cash8.24%

What's in this fund?

Credit Rating
Sectors
Holdings
Financial Services

Financial Services

25.87%
Consumer Cyclical

Consumer Cyclical

23.35%
Industrials

Industrials

13.31%
Technology

Technology

8.44%
Basic Materials

Basic Materials

7.51%

Fund House

Axis

Axis

Inc: 09 Oct 2009 • Total AUM: ₹3,08,147 Cr • Rank #7
Axis Mutual Fund, started in 2009, has Axis Bank Limited as its sponsor. The fund house is headed by Gop Kumar Bhaskaran as the CEO. As of 31 March 2024, it has an AUM of ₹ 2,74,000 Cr. It functions under the holding company Schroder Singapore Holdings Private Limited. The fund house has more than 1.26 Crore active investor accounts and a presence in over 100 cities.

Fund Managers

Ashish Naik

Experience: 9.29 yrs • Total AUM: 2,35,647 Cr

Hardik Shah

Experience: 3.68 yrs • Total AUM: 5,44,925 Cr

Aditya Pagaria

Experience: 9.15 yrs • Total AUM: 16,19,647 Cr

Devang Shah

Experience: 12.92 yrs • Total AUM: 17,65,272 Cr

Pratik Tibrewal

Experience: 3.33 yrs • Total AUM: 21,047 Cr

Krishnaa N

Experience: 1.59 yrs • Total AUM: 8,79,006 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.