Axis Multi Asset Allocation

All Cap

Diversified

Hybrid

India Multi Asset

Others

Emotionally driven

Investor Profile

4–7 yearsInvestment Horizon

HNI, UHNI, Retail Investor, Mass AffluentTarget Segments

SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

Axis Multi Asset Allocation Fund Growth mixes stocks and bonds for balanced growth and stability.

What This Strategy Does

Axis Multi Asset Allocation Fund Growth is an equity flexi-cap fund which captures India's ₹200+ trillion diversified opportunity through a multi-asset approach, deploying capital across financials, industrials, and consumer sectors to achieve broad-based earnings growth.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

0.0% AnnuallyAlpha

+10.1% vs +9.2% benchmarkSince Inception

+11.9% vs +6.1% benchmark3Y Annualized

+6.4% vs +4.5% benchmark5Y Annualized

Axis Multi Asset Allocation

Benchmark Index

Benchmark Performance Comparison

Axis Multi Asset Allocation Fund

NIFTY 50 + FD Returns

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Risk Profile

Standard Deviation12.1%

Maximum Drawdown-9.6% | Oct 2024

Sharpe Ratio0.71

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Core Investment Theme

Delivers dynamic asset allocation across equities, bonds, and cash to navigate varying market conditions. This multi-asset approach aims to capture upside during bull markets while providing downside protection during volatility. The impact is smoother returns and lower drawdowns versus a pure equity portfolio.

Portfolio Holdings Overview

SectoralAllocation

Financial Services31.03%

Capital Goods20.14%

Services10.82%

Consumers23.08%

Energy & Infra6.77%

Utilities1.68%

Technology6.49%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

Axis Gold ETFUtilities12.27%

ICICI Bank LtdFinancial Services5.82%

Clearing Corporation Of India LtdUtilities4.60%

Net Receivables / (Payables)Utilities3.82%

HDFC Bank LtdFinancial Services3.65%

Axis Silver ETFUtilities2.61%

Larsen & Toubro LtdCapital Goods2.51%

Axis Bank LtdFinancial Services2.24%

Bharti Airtel LtdServices2.18%

Reliance Industries LtdEnergy & Infra2.09%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Krishnaa N

Lead Portfolio Manager

Krishnaa N has experience of 3 years. Manages 152 funds at Axis Asset Management Company Limited with an AUM of approximately ₹1,28,440 Cr

Pratik Tibrewal

Co-Portfolio Manager

Mr. Pratik Tibrewal has experience of 15 years. Manages 23 funds at Axis Asset Management Company Limited with an AUM of approximately ₹1,875 Cr Holds a MBA degree.

Ashish Naik

Co-Portfolio Manager

Mr. Ashish Naik has experience of 24 years. Manages 24 funds at Axis Asset Management Company Limited with an AUM of approximately ₹36,138 Cr Holds a PGDBM degree.

Aditya Pagaria

Co-Portfolio Manager

Mr. Aditya Pagaria has experience of 20 years. Manages 186 funds at Axis Asset Management Company Limited with an AUM of approximately ₹14,583 Cr Holds a PGDBM degree.

Devang Shah

Co-Portfolio Manager

Mr. Devang Shah has experience of 23 years. Manages 261 funds at Axis Asset Management Company Limited with an AUM of approximately ₹16,437 Cr Holds a B.Com degree.

Pratik Tibrewal

Co-Portfolio Manager

Mr. Pratik Tibrewal has experience of 15 years. Manages 23 funds at Axis Asset Management Company Limited with an AUM of approximately ₹1,875 Cr Holds a MBA degree.

Ashish Naik

Co-Portfolio Manager

Mr. Ashish Naik has experience of 24 years. Manages 24 funds at Axis Asset Management Company Limited with an AUM of approximately ₹36,138 Cr Holds a PGDBM degree.

Aditya Pagaria

Co-Portfolio Manager

Mr. Aditya Pagaria has experience of 20 years. Manages 186 funds at Axis Asset Management Company Limited with an AUM of approximately ₹14,583 Cr Holds a PGDBM degree.

Devang Shah

Co-Portfolio Manager

Mr. Devang Shah has experience of 23 years. Manages 261 funds at Axis Asset Management Company Limited with an AUM of approximately ₹16,437 Cr Holds a B.Com degree.

CW Expert Take

Axis operates with entrepreneurial agility despite institutional backing. Their investment philosophy emphasizes quality compounding in equities and prudent credit selection in debt. The fund house has built focused expertise rather than chasing asset gathering, resulting in concentrated portfolios with high-conviction ideas.

84 years

Combined Team Experience

₹ 1,97,474 Cr

Assets Under Management

Firm Overview

AMCAxis Asset Management Company Limited

Total AUM₹3,61,984.16 Cr

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)2.33%

Exit Load1%

Regulatory & Tax Information

INF846K01768

ISIN

DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)