Axis Multi Asset Allocation Fund
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation10.0%
Sharpe Ratio0.02
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Net Receivables / (Payables)Utilities8.86%
Axis Gold ETFUtilities7.48%
Axis Silver ETFUtilities5.88%
HDFC Bank LtdFinancial Services5.11%
ICICI Bank LtdFinancial Services4.18%
Clearing Corporation Of India LtdUtilities4.08%
Reliance Industries LtdEnergy & Infra2.99%
State Bank of IndiaFinancial Services2.58%
Infosys LtdTechnology2.57%
Kotak Mahindra Bank LtdFinancial Services2.50%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.06%
Regulatory & Tax Information
INF846K01EU6
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)