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Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
★★★★★ monitor_heart Health Score: 55/100 · AverageAxis Mutual Fund · Hybrid · Multi Asset Allocation
₹44.15
AUM: ₹2,293 Cr
NAV updated 18 days ago
Plan
Regular
Option
Growth
Risk
High
Expense Ratio
1.4%
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Fund Manager
R Sivakumar, Ashish Naik
Inception
Jan 2013
Benchmark
Groww Equity Hybrid
Sharpe Ratio
0.58
Std Dev (1Y)
12.57%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+3.39%
3m
+6.74%
6m
+0.49%
1y
+13.15%
3y
+14.45%
5y
+11.02%
10y
+12.07%
since inception
+9.91%
rate_review TopFund's Take on Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option sits in the middle of the pack for Multi Asset Allocation funds, currently carrying a 1-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 55/100.
Cost: At 1.4%, the expense ratio runs 119% above the Multi Asset Allocation category average of 0.64%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a moderate Sharpe ratio of 0.58 — decent risk-adjusted performance, without being exceptional. Separately, annualised volatility of 12.57% is fairly typical for actively managed equity 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.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
The current NAV (Net Asset Value) of Axis Multi Asset Allocation Fund - Regular Plan - Growth Option is ₹44.15. NAV is updated every business day after market close by AMFI.
1Y: 13.15% · 3Y CAGR: 14.45% · 5Y CAGR: 11.02%
The expense ratio is 1.4% per annum — the annual fee deducted from your investment to cover fund management costs.
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option is managed by R Sivakumar, Ashish Naik at Axis Mutual Fund.
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option is a High risk fund. Suitable for investors with a 3+ year horizon.
Yes, Axis Multi Asset Allocation Fund - Regular Plan - Growth Option is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
The Assets Under Management (AUM) of Axis Multi Asset Allocation Fund - Regular Plan - Growth Option is ₹2,293 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.