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Axis Mutual Fund

Axis Multi-Asset Active FoF - Direct Plan - Growth

TopFund Score: 86/100 · Excellent

How this score is calculated

  • Star rating (35%)—
  • 3Y CAGR (30%)—
  • Expense ratio (20%)0.16%
  • AUM (15%)₹1,362 Cr

Not investment advice — an analytical read of public fund data. Methodology →

Axis Mutual Fund · Hybrid · Multi Asset Allocation

₹10.96

+0.0 (+0.0%)

AUM: ₹1,362 Cr

NAV updated 24 days ago

Plan

Direct

Option

Growth

Risk

High

Expense Ratio

0.16%

Exit Load

Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.

Fund Manager

Devang Shah

Inception

Dec 2025

Sharpe Ratio

0.46

Std Dev (1Y)

14.13%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+1.69%

3m

+5.49%

6m

+3.92%

1y

—

3y

—

5y

—

10y

—

since inception

+8.84%

TopFund's Take on Axis Multi-Asset Active FoF - Direct Plan - Growth

Axis Multi-Asset Active FoF - Direct Plan - Growth ranks among the stronger performers in the Multi Asset Allocation category. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 86/100.

Cost: At 0.16%, the expense ratio is meaningfully cheaper — about 74% below the Multi Asset Allocation category average of 0.62% (based on 211 comparable funds). Lower costs compound in your favour over long holding periods.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.46 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 14.13% is fairly typical for Multi Asset Allocation funds.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Hybrid fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

Sector Allocation

Unspecified 99.99%

Asset Allocation

Mutual Fund 98.99%
CBLO 1.28%

Frequently Asked Questions about Axis Multi-Asset Active FoF - Direct Plan - Growth

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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