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Axis Multi-Asset Active FoF - Direct Plan - IDCW
TopFund Score: 87/100 · Excellent
How this score is calculated
- Star rating (35%)—
- 3Y CAGR (30%)—
- Expense ratio (20%)0.18%
- AUM (15%)₹2,062 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Axis Mutual Fund · Hybrid · Multi Asset Allocation
₹10.15
AUM: ₹2,061 Cr
NAV updated 23 days ago
Plan
Direct
Option
Idcw
Risk
High
Expense Ratio
0.18%
Exit Load
Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year.
Fund Manager
Manish Banthia
Inception
Jul 2026
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
+0.23%
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 - IDCW
Axis Multi-Asset Active FoF - Direct Plan - IDCW 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 87/100.
Cost: At 0.18%, the expense ratio is meaningfully cheaper — about 71% 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
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Axis Multi-Asset Active FoF - Direct Plan - IDCW
The current NAV (Net Asset Value) of Axis Multi-Asset Active FoF - Direct Plan - IDCW is ₹10.15. NAV is updated every business day after market close by AMFI.
Return data is not yet available for this fund.
The expense ratio of Axis Multi-Asset Active FoF - Direct Plan - IDCW is 0.18% per annum. This is the annual fee charged by the fund to manage your investment.
Axis Multi-Asset Active FoF - Direct Plan - IDCW is managed by Manish Banthia at Axis Mutual Fund.
Axis Multi-Asset Active FoF - Direct Plan - IDCW is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, Axis Multi-Asset Active FoF - Direct Plan - IDCW is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Axis Multi-Asset Active FoF - Direct Plan - IDCW with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Axis Multi-Asset Active FoF - Direct Plan - IDCW is ₹2,062 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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