AXIS Multi Asset Allocation Fund – Direct (IDCW-M)
₹ 100
Min SIP
₹ 100
Min Lumpsum
1.07 %
Expense Ratio
Rating
1,245
Fund Size (in Cr)
12 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 22.8% | 11.6% | 15.9% | 11.2% | ||||
| Category Average | 19.6% | 13.9% | 14.6% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
-0.93
Alpha
2.93
SD
0.72
Beta
0.46
Sharpe
Exit Load
| Exit Load | If redeemed/swich out within 12 months from the date of allotment: - For 10% of investment : Nil - For remaining investment : 1% NIL - If redeemed/switch out after 12 months from the date of allotment. |
|---|
Fund Objective
The Scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments, debt and money market instruments, Exchange Traded Commodity Derivatives / Units of Gold ETFs, Silver ETF & units of REITs/InvITs. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Fund Managers
R Sivakumar
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Multi Asset Allocation .
-
- 101
-
16%Fund Size - 101
-
9.4%Fund Size - 101
-
-Fund Size - 101
-
- Hybrid .
- Multi Asset Allocation .
-
- 2,541
-
43.6%Fund Size - 2,541
-
24.8%Fund Size - 2,541
-
30.4%Fund Size - 2,541
-
- Hybrid .
- Multi Asset Allocation .
-
- 43,928
-
31.1%Fund Size - 43,928
-
24.2%Fund Size - 43,928
-
21.8%Fund Size - 43,928
-
- Hybrid .
- Multi Asset Allocation .
-
- 2,418
-
38.3%Fund Size - 2,418
-
19.6%Fund Size - 2,418
-
17.2%Fund Size - 2,418
-
- Hybrid .
- Multi Asset Allocation .
-
- 3,601
-
31.2%Fund Size - 3,601
-
18.1%Fund Size - 3,601
-
-Fund Size - 3,601
AMC Contact Details
Axis Mutual Fund
AUM:
2,75,166 Cr
Address:
One Lodha Place. 22nd & 23rd Floor,
Senapati Bapat Marg, Lower Par
el, Maharashtra, Mumbai - 400013.
Contact:
022-43255161
Email ID:
customerserivce@axismf.com
More Funds from Axis Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Mid Cap .
-
- 30,143
-
44.9%Fund Size - 30,143
-
21.3%Fund Size - 30,143
-
27.1%Fund Size - 30,143
-
- Equity .
- Large & Mid Cap .
-
- 13,274
-
39.7%Fund Size - 13,274
-
19.3%Fund Size - 13,274
-
25.1%Fund Size - 13,274
-
- Equity .
- Small Cap .
-
- 22,262
-
40.2%Fund Size - 22,262
-
24.3%Fund Size - 22,262
-
31.2%Fund Size - 22,262
-
- Debt .
- Fixed Maturity Plans .
-
- 110
-
11.2%Fund Size - 110
-
14.5%Fund Size - 110
-
14%Fund Size - 110
-
- Debt .
- Fixed Maturity Plans .
-
- 565
-
11.2%Fund Size - 565
-
14.5%Fund Size - 565
-
14%Fund Size - 565
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 29,533
-
37.9%Fund Size - 29,533
-
26.1%Fund Size - 29,533
-
22%Fund Size - 29,533
-
- Equity .
- Large Cap .
-
- 2,120
-
42.2%Fund Size - 2,120
-
21.5%Fund Size - 2,120
-
21.7%Fund Size - 2,120
-
- Equity .
- Large Cap .
-
- 13,930
-
32.1%Fund Size - 13,930
-
17.7%Fund Size - 13,930
-
21.5%Fund Size - 13,930
-
- Equity .
- Large Cap .
-
- 59,364
-
38.6%Fund Size - 59,364
-
22.4%Fund Size - 59,364
-
21.4%Fund Size - 59,364
-
- Equity .
- Large Cap .
-
- 8,847
-
34.6%Fund Size - 8,847
-
18.6%Fund Size - 8,847
-
21.1%Fund Size - 8,847
Frequently Asked Questions
How to invest in AXIS Multi Asset Allocation Fund – Direct (IDCW-M) ?
You can invest in AXIS Multi Asset Allocation Fund – Direct (IDCW-M) in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for AXIS Multi Asset Allocation Fund – Direct (IDCW-M) in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of AXIS Multi Asset Allocation Fund – Direct (IDCW-M) ?
The NAV of AXIS Multi Asset Allocation Fund – Direct (IDCW-M) is ₹26.2 as of 26 July 2024.
How to redeem AXIS Multi Asset Allocation Fund – Direct (IDCW-M) holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of AXIS Multi Asset Allocation Fund – Direct (IDCW-M)?
The minimum SIP amount of AXIS Multi Asset Allocation Fund – Direct (IDCW-M) is ₹100
What are the top sectors AXIS Multi Asset Allocation Fund – Direct (IDCW-M) has invested in?
The top sectors AXIS Multi Asset Allocation Fund – Direct (IDCW-M) has invested in are
- Others - 14.94%
- Debt - 12.32%
- Banks - 11.28%
- Pharmaceuticals & Biotech - 4.67%
- IT-Software - 4.39%
Can I make investments in both the SIP and Lump Sum schemes of AXIS Multi Asset Allocation Fund – Direct (IDCW-M)?
Yes, You can select both SIP or Lumpsum investment of AXIS Multi Asset Allocation Fund – Direct (IDCW-M) based on your investment objective and risk tolerance.
How much returns have AXIS Multi Asset Allocation Fund – Direct (IDCW-M) generated ?
The AXIS Multi Asset Allocation Fund – Direct (IDCW-M) has delivered 11.2% since inception
What is the expense ratio of AXIS Multi Asset Allocation Fund – Direct (IDCW-M) ?
The expense ratio of AXIS Multi Asset Allocation Fund – Direct (IDCW-M) is 1.07 % as of 26 July 2024.
What is the AUM of AXIS Multi Asset Allocation Fund – Direct (IDCW-M)?
The AUM of AXIS Multi Asset Allocation Fund – Direct (IDCW-M) is ₹2,75,166 Cr as of 26 July 2024
What are the top stock holdings of AXIS Multi Asset Allocation Fund – Direct (IDCW-M)?
The top stock holdings of AXIS Multi Asset Allocation Fund – Direct (IDCW-M) are
- HDFC Bank - 5.85%
- ICICI Bank - 4.8%
- Reliance Industr - 3.09%
- TCS - 2.52%
- Infosys - 2.49%
How can I redeem my investments in AXIS Multi Asset Allocation Fund – Direct (IDCW-M)?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select AXIS Multi Asset Allocation Fund – Direct (IDCW-M) in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select AXIS Multi Asset Allocation Fund – Direct (IDCW-M) in Scheme, enter the redemption amount, and click on submit button.