logo
logo
Axis Multi-Asset Omni FoFIDCW-R

Axis Multi-Asset Omni FoFIDCW-R

4–7 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

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

Risk Profile

Risk Profile

Strategy Details

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

Portfolio Holdings Overview

Portfolio Holdings Overview

Geographic Allocation

Domestic98.08541%
International1.91458%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
Axis Gold ETFUtilities13.07%
Axis Large & Mid Cap Dir GrUtilities11.31%
Axis Liquid Dir GrUtilities10.48%
Axis Medium Term Dir GrUtilities9.60%
Axis Value Dir GrUtilities8.95%
ICICI Pru Banking & Fin Svcs Dir GrUtilities8.77%
Axis India Manufacturing Dir GrUtilities8.41%
Axis Flexi Cap Dir GrUtilities7.35%
ICICI Pru Technology Dir GrUtilities3.81%
Axis Silver ETFUtilities3.12%

Fund House Management

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

Fund Manager Track Record

Fund Manager Track Record

SD

Shreyash Devalkar

Mr. Shreyash Devalkar has experience of 19 years. Manages 36 funds at Axis Asset Management Company Limited with an AUM of approximately ₹1,15,152 Cr Holds a MMS degree.

Team

69 years

Combined Team Experience

AUM

₹ 1,75,771 Cr

Assets Under Management

AP
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.

MH
Mayank Hyanki
Co-Portfolio Manager

Mayank Hyanki has experience of 3 years. Manages 32 funds at Axis Asset Management Company Limited with an AUM of approximately ₹29,599 Cr

DS
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.

Firm OverviewFirm Overview

Total AUM₹3,61,984.16 Cr

Operational & Regulatory Details

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

iconCosts and Fees

Total Expense Ratio (TER)1.34%

iconRegulatory & Tax Information

INF846KA1358
verified
ISIN
DailyDealing Frequency

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

STCG | <1Year 20%%

Tax Implications (India)
Let's Chat