Axis Multi Asset AllocationMntly IDCW-P

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4–7 yearsInvestment Horizon

HNI,MATarget Segments

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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 Deviation13.1%

Sharpe Ratio0.08

Strategy Details

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

Portfolio Holdings Overview

SectoralAllocation

Consumers19.18%

Energy & Infra6.81%

Capital Goods21.17%

Technology9.09%

Utilities1.78%

Financial Services33.78%

Services8.19%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

Axis Gold ETFUtilities11.78%

ICICI Bank LtdFinancial Services5.57%

Net Receivables / (Payables)Utilities4.80%

HDFC Bank LtdFinancial Services4.23%

Axis Silver ETFUtilities3.34%

Clearing Corporation Of India LtdUtilities3.26%

Bharti Airtel LtdServices2.79%

Axis Bank LtdFinancial Services2.60%

Reliance Industries LtdEnergy & Infra2.48%

Larsen & Toubro LtdCapital Goods2.13%

Fund House Management

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

Fund Manager Track Record

Krishnaa N

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

102 years

Combined Team Experience

₹ 2,04,683 Cr

Assets Under Management

Hardik Shah

Co-Portfolio Manager

Mr. Hardik Shah has experience of 18 years. Manages 180 funds at Axis Asset Management Company Limited with an AUM of approximately ₹7,209 Cr Holds a B.E. 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.

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.

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.

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.

Hardik Shah

Co-Portfolio Manager

Mr. Hardik Shah has experience of 18 years. Manages 180 funds at Axis Asset Management Company Limited with an AUM of approximately ₹7,209 Cr Holds a B.E. 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.

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.

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.

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.

Firm Overview

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%

Regulatory & Tax Information

INF846K01776

ISIN

DailyDealing Frequency

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

STCG | <1Year 20%%

Tax Implications (India)