Axis Multi Asset Allocation Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Axis Multi Asset Allocation Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

2,500 Cr

Lock In Period

N/A

Expense Ratio

2.41

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.

Benchmark

NIfty 500 Total Return

Axis Multi Asset Allocation Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.740.7615.47
6M0.852.8911.45
1Y14.765.8521.23
3Y14.2814.8588.13

Portfolio Analysis

  • Equity: 69.56%
  • Debt: 30.44%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI Bank Limited6.50%
2. HDFC Bank Limited4.38%
3. Axis Bank Limited2.01%
4. The Federal Bank Limited0.87%
5. Kotak Mahindra Bank Limited0.83%

1. Torrent Pharmaceuticals Limited1.14%
2. Cipla Limited0.85%
3. Alkem Laboratories Limited0.65%
4. Sun Pharmaceutical Industries Limited0.56%
5. Emcure Pharmaceuticals Limited0.48%

1. Mahindra & Mahindra Limited2.45%
2. Hyundai Motor India Ltd0.60%

1. Larsen & Toubro Limited2.55%

1. Bharti Airtel Limited2.47%

1. Tech Mahindra Limited0.86%
2. Tata Consultancy Services Limited0.68%
3. Coforge Limited0.59%
4. HCL Technologies Limited0.15%

1. Cube Highways Trust-InvIT Fund1.24%
2. Indus Infra Trust0.99%

1. Reliance Industries Limited2.19%

1. State Bank of India2.11%

1. Bajaj Finance Limited1.89%

1. Fortis Healthcare Limited0.63%
2. Max Healthcare Institute Limited0.59%
3. Krishna Institute Of Medical Sciences Limited0.50%

1. Swiggy Limited1.13%
2. Eternal Limited0.55%

1. Sapphire Foods India Limited0.69%
2. The Indian Hotels Company Limited0.44%
3. Chalet Hotels Limited0.43%

1. SBI Life Insurance Company Limited1.31%

1. NTPC Limited1.11%
2. Tata Power Company Limited0.19%

1. UltraTech Cement Limited0.83%
2. JK Cement Limited0.46%

1. Oil & Natural Gas Corporation Limited1.24%

1. Hindustan Unilever Limited0.66%
2. Godrej Consumer Products Limited0.52%

1. Titan Company Limited1.17%

1. Minda Corporation Limited0.65%
2. Tenneco Clean Air India Limited0.48%

1. TVS Motor Company Limited1.10%
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About Fund Axis Multi Asset Allocation Fund Growth

Axis Multi Asset Allocation Fund Growth managed by Axis Mutual Fund,is a Asset Allocationscheme with Assets Under Management of ₹2,500 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.41. 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 Growth2.842442.5501
This FundTata Multi Asset Allocation Fund Growth9.863945.2963
This FundAxis Multi Asset Allocation Fund Growth14.756449.2588
This FundSBI Multi Asset Allocation Fund Growth14.312354.3277
This FundQuant Multi Asset Allocation Fund Growth19.772181.1321

Axis Multi Asset Allocation Fund Growth 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 2.41. 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 : 2.74%
  • 6 Months : 0.85%
  • 1 Year : 14.76%
  • 3 Years : 14.28%
Returns of Axis Multi Asset Allocation Fund Growth are updated daily based on NAV of ₹ 45.7052 as on Aug 18,2026. Since inception, the return has been 49.26%.

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 ₹2,500 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.