Axis Multi Asset Allocation Fund Growth Direct Plan

39.63
NAV (Apr 22,2024)

The Axis Multi Asset Allocation Fund - Growth - Direct Plan is a mutual fund that allows investors to diversify their investments across multiple asset classes, including equity, debt, and gold. With a minimum investment of ₹100 and an expense ratio of 1.03%, this fund aims to provide long-term capital growth. As of the latest data, the fund has an AUM (Assets Under Management) of ₹1235.17 crore. Please note that the PE (Price-Earnings) ratio is 42.76 and the PB (Price-to-Book) ratio is 8.69.

Axis Multi Asset Allocation Fund Growth Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Axis Multi Asset Allocation Fund Growth Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    42.69
  • P/B Ratio
    UM_URBAN_MONEY

    7.54
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.13
  • Sortino
    UM_URBAN_MONEY

    0.21

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.43%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

1173.79 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 23, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,538.6 (5.39%)11,095.29 (10.95%)12,119.34 (21.19%)14,072.21 (40.72%)19,240.7 (92.41%)
31,615.8 (5.39%)33,285.87 (10.95%)36,358.02 (21.19%)42,216.63 (40.72%)57,722.1 (92.41%)
52,693 (5.39%)55,476.45 (10.95%)60,596.7 (21.19%)70,361.05 (40.72%)96,203.5 (92.41%)
84,308.8 (5.39%)88,762.32 (10.95%)96,954.72 (21.19%)1,12,577.68 (40.72%)1,53,925.6 (92.41%)
1,05,386 (5.39%)1,10,952.9 (10.95%)1,21,193.4 (21.19%)1,40,722.1 (40.72%)1,92,407 (92.41%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Axis Gold ETF13.84%
  • Government of India6.03%
  • ICICI Bank Limited5.54%
  • HDFC Bank Limited4.24%
  • Reliance Industries Limited3.97%
  • Tata Consultancy Services Limited2.97%
  • Larsen & Toubro Limited2.52%
  • PI Industries Limited2.40%
  • Net Receivables Payables2.20%
  • Infosys Limited2.08%
  • Bharti Airtel Limited2.04%
  • Avenue Supermarts Limited1.90%
  • NTPC Limited1.50%
  • Bajaj Finserv Limited1.46%
  • United Spirits Limited1.44%
  • Cummins India Limited1.39%
  • Varun Beverages Limited1.39%
  • Bajaj Finance Limited1.38%
  • Ambuja Cements Limited1.37%
  • State Bank of India April Future1.35%
  • Cholamandalam Investment and Finance Company Ltd CCD1.23%
  • Tata Motors Limited1.20%
  • Sansera Engineering Limited1.19%
  • Clean Science and Technology Limited1.10%
  • SKF India Limited1.07%
  • Sun Pharmaceutical Industries Limited1.04%
  • KEI Industries Limited1.03%
  • Sona BLW Precision Forgings Limited1.02%
  • Coal India Limited1.02%
  • Cipla Limited0.99%
  • Godrej Properties Limited0.98%
  • State Bank of India0.96%
  • Sumitomo Chemical India Limited0.95%
  • Apollo Hospitals Enterprise Limited0.93%
  • ICICI Lombard General Insurance Company Limited0.93%
  • Shree Cement Limited0.88%
  • Divi s Laboratories Limited0.87%
  • Bharti Telecom Limited0.86%
  • KFin Technologies Limited0.85%
  • JB Chemicals & Pharmaceuticals Limited0.85%
  • National Bank For Agriculture and Rural Development0.84%
  • Jio Financial Services Limited0.83%
  • UNO Minda Limited0.82%
  • Godrej Consumer Products Limited0.80%
  • Oil & Natural Gas Corporation Limited0.80%
  • Hindustan Unilever Limited0.80%
  • Life Insurance Corporation Of India0.78%
  • Hindustan Petroleum Corporation Limited April Future0.77%
  • SBI Life Insurance Company Limited0.77%
  • FSN E Commerce Ventures Limited0.77%
  • Jindal Steel & Power Limited0.74%
  • Dabur India Limited0.72%
  • Indian Bank0.71%
  • Zomato Limited0.65%
  • GPT Healthcare Limited0.63%
  • CreditAccess Grameen Limited0.61%
  • InterGlobe Aviation Limited0.61%
  • TeamLease Services Limited0.55%
  • HDFC Life Insurance Company Limited0.54%
  • Maruti Suzuki India Limited0.54%
  • Mahanagar Telephone Nigam Limited0.52%
  • MTAR Technologies Limited0.50%
  • Motherson Sumi Wiring India Limited0.46%
  • Power Finance Corporation Limited0.45%
  • Mahindra & Mahindra Limited April Future0.43%
  • Rajasthan State Development Loans UDAY BOND0.43%
  • Tata Motors Finance Limited0.42%
  • Fine Organic Industries Limited0.41%
  • Max Healthcare Institute Limited0.39%
  • Clearing Corporation of India Ltd0.30%
  • India Infrastructure Fin Co Ltd0.25%
  • Bharat Highways Invit0.15%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Quant Multi Asset Fund - GrowthQuant Multi Asset Fund - Growth

HYBRID

Very High

35.24%

Shriram Multi Asset Allocation Fund - Regular Plan - GrowthShriram Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

19.96%

Nippon India Multi Asset Fund - Regular Plan - GrowthNippon India Multi Asset Fund - Regular Plan - Growth

HYBRID

Very High

18.48%

SBI Multi Asset Allocation Fund - Regular Plan - GrowthSBI Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

14.14%

DSP Multi Asset Allocation Fund - Regular Plan - GrowthDSP Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

13.86%

HDFC Multi-Asset Fund - GrowthHDFC Multi-Asset Fund - Growth

HYBRID

High

13.19%

WhiteOak Capital Multi Asset Allocation Fund - Regular Plan - GrowthWhiteOak Capital Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

High

12.03%

Tata Multi Asset Opportunities Fund - Regular Plan - GrowthTata Multi Asset Opportunities Fund - Regular Plan - Growth

HYBRID

Very High

10.87%

Motilal Oswal Multi Asset Fund - Regular Plan - GrowthMotilal Oswal Multi Asset Fund - Regular Plan - Growth

HYBRID

High

4.20%

Edelweiss Multi Asset Allocation Fund - Regular Plan - IDCWEdelweiss Multi Asset Allocation Fund - Regular Plan - IDCW

HYBRID

Low

3.73%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Multi Asset Fund - GrowthQuant Multi Asset Fund - Growth

HYBRID

Very High

48.24%

UTI Multi Asset Allocation Fund - Regular Plan - GrowthUTI Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

34.87%

ICICI Prudential Multi-Asset Fund - GrowthICICI Prudential Multi-Asset Fund - Growth

HYBRID

Very High

33.77%

Nippon India Multi Asset Fund - Regular Plan - GrowthNippon India Multi Asset Fund - Regular Plan - Growth

HYBRID

Very High

31.47%

SBI Multi Asset Allocation Fund - Regular Plan - GrowthSBI Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

28.45%

Baroda BNP Paribas Multi Asset Fund - Regular Plan - GrowthBaroda BNP Paribas Multi Asset Fund - Regular Plan - Growth

HYBRID

Very High

23.58%

HDFC Multi-Asset Fund - GrowthHDFC Multi-Asset Fund - Growth

HYBRID

High

23.15%

Tata Multi Asset Opportunities Fund - Regular Plan - GrowthTata Multi Asset Opportunities Fund - Regular Plan - Growth

HYBRID

Very High

22.87%

Aditya Birla Sun Life Multi Asset Allocation Fund - Regular Plan - GrowthAditya Birla Sun Life Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

19.96%

Motilal Oswal Multi Asset Fund - Regular Plan - GrowthMotilal Oswal Multi Asset Fund - Regular Plan - Growth

HYBRID

High

16.83%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Multi Asset Fund - GrowthQuant Multi Asset Fund - Growth

HYBRID

Very High

28.84%

ICICI Prudential Multi-Asset Fund - GrowthICICI Prudential Multi-Asset Fund - Growth

HYBRID

Very High

25.23%

Nippon India Multi Asset Fund - Regular Plan - GrowthNippon India Multi Asset Fund - Regular Plan - Growth

HYBRID

Very High

16.66%

SBI Multi Asset Allocation Fund - Regular Plan - GrowthSBI Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

15.92%

Tata Multi Asset Opportunities Fund - Regular Plan - GrowthTata Multi Asset Opportunities Fund - Regular Plan - Growth

HYBRID

Very High

15.82%

UTI Multi Asset Allocation Fund - Regular Plan - GrowthUTI Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

15.56%

HDFC Multi-Asset Fund - GrowthHDFC Multi-Asset Fund - Growth

HYBRID

High

14.68%

Motilal Oswal Multi Asset Fund - Regular Plan - GrowthMotilal Oswal Multi Asset Fund - Regular Plan - Growth

HYBRID

High

6.78%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Multi Asset Fund - GrowthQuant Multi Asset Fund - Growth

HYBRID

Very High

28.24%

ICICI Prudential Multi-Asset Fund - GrowthICICI Prudential Multi-Asset Fund - Growth

HYBRID

Very High

19.32%

SBI Multi Asset Allocation Fund - Regular Plan - GrowthSBI Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

14.07%

HDFC Multi-Asset Fund - GrowthHDFC Multi-Asset Fund - Growth

HYBRID

High

13.95%

UTI Multi Asset Allocation Fund - Regular Plan - GrowthUTI Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

12.89%

Fund Managers

JS

Mr. Jayesh SundarFund Manager

DS

Mr. Devang ShahFund Manager - Fixed Income

Mr. Devang Shah has 9 years total experience. He is with Axis Asset Management Co. Ltd. from October 16, 2012 till date. His previous experience includes Pricewaterhouse Coopers, Deutsche AMC & ICICI Prudential AMC.

HS

Mr. Hardik ShahFund Manager - Fixed Income

AN

Mr. Ashish NaikFund Manager

Previous experience includes 6 years with Goldman Sachs as an equity analyst.

Get your latest Credit Score, FREE

Compare with similar Funds

Axis Multi Asset Allocation Fund - Growth - Direct Plan

vs

Axis Multi Asset Allocation Fund - Growth - Direct Plan

vs

Axis Multi Asset Allocation Fund - Growth - Direct Plan

vs

Axis Multi Asset Allocation Fund - Growth - Direct Plan

vs

Axis Multi Asset Allocation Fund - Growth - Direct Plan

vs

Axis Multi Asset Allocation Fund - Growth - Direct Plan

vs

Axis Multi Asset Allocation Fund - Growth - Direct Plan

vs

Axis Multi Asset Allocation Fund - Growth - Direct Plan

vs

Axis Multi Asset Allocation Fund - Growth - Direct Plan

vs

Axis Multi Asset Allocation Fund - Growth - Direct Plan

vs

Mutual Funds Calculator

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actua

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertai

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your

Feb 29, 2024

Flexi Cap Fund

Are you tired of the same old mutual funds that limit your investment options and returns? Do you want to explore the full potential of the stock market and invest in the best companies across all sizes and sectors? If y

Feb 29, 2024

STCG Tax on Mutual Fund

As an investor in mutual funds, you may be aware of the various benefits they offer, such as diversification, professional management, and liquidity. But do you also know about the tax implications of your mutual fund in

Feb 29, 2024

Conservative Hybrid Funds

A conservative hybrid fund is known as a low-risk investment option. The name gives you a fair idea of a conservative hybrid fund’s associated risk, offering a unique combination of safety, stability, and potential

Feb 29, 2024

Fund of Funds (FOFs)

Are you looking for a way to diversify your investments and access a variety of funds with different strategies and asset classes? If yes, then you might want to consider Fund of Funds (FOFs) as an option. FOFs are mutua

Feb 28, 2024

Expense Ratios: Calculations, Components, and Investment Impact

The expense ratio is one of the most critical yet often overlooked aspects of investing in mutual funds and ETFs. Whether you’re a seasoned investor or just starting to dip your toes into finance, understanding thi

Feb 28, 2024

Total Expense Ratio (TER)

The Total Expense Ratio (TER) is a significant indicator of the expenses associated with overseeing and running an investment fund, like a mutual fund or Exchange-Traded Fund (ETF). Calculated as a percentage of the fund

Feb 14, 2024

Indexation in Mutual Funds

‘Indexation’ is a pivotal term for investors during decision-making. It is also considered vital to reduce tax liabilities associated with investments, especially in debt mutual funds. Although calculating In

Feb 13, 2024

Yield to Maturity

Yield to Maturity (YTM) stands out as a pivotal concept among investors. It’s a term that often bounces around in financial discussions, yet its understanding remains elusive to many. Whether you’re a novice

Feb 07, 2024

What is Arbitrage Fund

Arbitrage funds are a type of investment strategy. I.e., the funds generate income by simultaneously buying and selling securities in various markets for different prices. As exploiting the price differences between the

Urban Money