Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

2,065 Cr

Lock In Period

N/A

Expense Ratio

1.97

Benchmark

NIfty 500 Total Return

Exit Load

If redeemed/switch out within 12 months from the date of allotmentFor 10% of investment : NilFor remaining investment : 1%If redeemed/switch out after 12 months from the date of allotment: Nil.

Summary

Latest details for Axis Multi Asset Allocation Fund Growth include a 44.1108 NAV as of Apr 22,2026 and returns since inception of 54.70%. Minimum investments start at SIP ₹100. The Axis Multi Asset Allocation Fund Growth AUM is ₹2,065 Cr, with a lock-in of N/A years, expense ratio of 1.97%, and benchmark NIfty 500 Total Return. Exit load is - If redeemed/switch out within 12 months from the date of allotmentFor 10% of investment : NilFor remaining investment : 1%If redeemed/switch out after 12 months from the date of allotment: Nil.. In the growth review for 1M Month/Year, the fund recorded 4.35% returns, against a category average of 1.95% and a category best of 15.47%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.351.9515.47
6M2.481.9211.45
1Y14.976.0423.82
3Y15.6516.6096.14

Portfolio Analysis

  • Equity: 65.80%
  • Debt: 33.49%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC Bank Limited7.85%
2. ICICI Bank Limited4.70%
3. Axis Bank Limited1.65%
4. Kotak Mahindra Bank Limited1.16%
5. The Federal Bank Limited0.64%
6. RBL Bank Limited0.25%

1. State Bank of India3.30%

1. Reliance Industries Limited3.26%

1. Divi's Laboratories Limited0.90%
2. Torrent Pharmaceuticals Limited0.83%
3. JB Chemicals & Pharmaceuticals Limited0.60%
4. Sun Pharmaceutical Industries Limited0.37%
5. Sudeep Pharma Limited0.19%

1. Infosys Limited2.03%
2. Billionbrains Garage Ventures Ltd0.47%
3. Tata Consultancy Services Limited0.28%

1. Bharti Airtel Limited2.24%

1. Larsen & Toubro Limited2.06%

1. Bajaj Finance Limited1.03%
2. Shriram Finance Limited0.71%

1. Mahindra & Mahindra Limited1.01%
2. Hyundai Motor India Ltd0.59%

1. SBI Life Insurance Company Limited0.92%
2. HDFC Life Insurance Company Limited0.68%

1. ITC Limited1.44%

1. Hindustan Unilever Limited0.98%
2. Godrej Consumer Products Limited0.37%

1. Jubilant Foodworks Limited0.92%
2. The Indian Hotels Company Limited0.41%

1. Max Healthcare Institute Limited0.83%
2. Healthcare Global Enterprises Limited0.50%

1. Tata Motors Ltd1.29%

1. Nestle India Limited0.64%
2. Britannia Industries Limited0.64%

1. Titan Company Limited1.15%

About Fund

Axis Multi Asset Allocation Fund Growth managed by Axis Mutual Fund,is a Asset Allocationscheme with Assets Under Management of ₹2,065 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 1.97. Under the expert guidance of Ashish Naik ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Ashish Naik

Mr. Ashish Naik is a B.E from Mumbai University and MBA from XLRI, Jamshedpur. Prior to joining Axis Mutual Fund he was associated with organizations such as Goldman Sachs and has over 7 years of experience as an Equity Analyst.

Peer Comparison

Fund Name1Y3Y
This FundAxis Retirement Fund - Dynamic Plan Growth1.162248.3346
This FundHDFC Multi-Asset Allocation Fund - Growth8.614749.0362
This FundAxis Multi Asset Allocation Fund Growth14.969354.6964
This FundICICI Prudential Multi Asset Fund Growth11.16868.6426
This FundQuant Multi Asset Allocation Fund Growth22.325688.5979

FAQs

Axis Multi Asset Allocation Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Axis Multi Asset Allocation Fund Growth is 1.97. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Axis Multi Asset Allocation Fund Growth’s fund performance is as follows:
  • 1 Month : 4.35%
  • 6 Months : 2.48%
  • 1 Year : 14.97%
  • 3 Years : 15.65%
Returns of Axis Multi Asset Allocation Fund Growth are updated daily based on NAV of ₹ 44.1108 as on Apr 22,2026. Since inception, the return has been 54.70%.

You can invest in Axis Multi Asset Allocation Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Axis Multi Asset Allocation Fund Growth is ₹2,065 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Axis Multi Asset Allocation Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500