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Multi Asset / Dynamicregulargrowth📊 Nifty 500 TRI Index (65%) + Nifty Composite Debt Index (20%) + Domestic Price of Physical Gold (7.5%) + Domestic Price of Physical Silver (7.5%).

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Axis Mutual Fund

#12 of 28 (1Y)

₹43.6782

0.42 (-0.96%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹43.6782

0.42 (-0.96%)

29 May 2026

AMFI: 113064

Direct · Growth

₹₹51.1313

0.49 (-0.95%)

29 May 2026

AMFI: 120524

Regular · IDCW

₹₹19.2963

0.19 (-0.96%)

29 May 2026

AMFI: 113065

Direct · IDCW

₹₹26.9315

0.26 (-0.95%)

29 May 2026

AMFI: 120523

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.12%
1 Month-0.53%
3 Months-3.45%
6 Months+2.12%
1 Year+12.54%
3 Years (CAGR)+13.99%
5 Years (CAGR)+10.34%
10 Years (CAGR)+10.99%
Since Inception (Aug 2010)+9.85%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+8.76%
3 Year SIP+11.94%
5 Year SIP+10.93%
Since Inception (Aug 2010)+10.51%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹94,500

Invested

₹2,29,259

Value today

10.4%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹4,368

Value today

9.8%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹9,45,000

Withdrawn

₹20,75,234

Corpus left

+₹20,20,234 net gain — withdrew ₹9,45,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹11,87,00,946

Value today

+4429.4%

vs lumpsum

STP beat direct lumpsum by 4429.4% — reduced timing risk paid off

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹2,70,127

Value today

2.7×

Multiple

Staying invested through that crash turned ₹1L into ₹2,70,127 — a 2.7× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹1,17,998

Regular plan

₹1,09,580

Direct earns ₹8,418 more on a ₹60K investment1.40% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseAxis Mutual Fund
CategoryMulti Asset / Dynamic
Plan Typeregular
Optiongrowth
AUM₹2,071 Cr
Expense Ratio1.91%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNifty 500 TRI Index (65%) + Nifty Composite Debt Index (20%) + Domestic Price of Physical Gold (7.5%) + Domestic Price of Physical Silver (7.5%).
Launch Date23 Aug 2010
AMFI Code113064

Risk Metrics

Trailing 1 year, annualised

0.18

Sharpe Ratio

Alpha

Beta

0.17

Sortino

11.32%

Std Dev

-12.25%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Apr 2026

Equity2 holdings · 3.6%
Security% NAV

7.48% National Bank For Agriculture and Rural Development (15/09/2028)

INE261F08EO7

2.23%

8.55% Shriram Finance Limited (28/04/2028) **

INE721A07SP0

1.37%
Debt1 holding · 1.1%
Security% NAV

Punjab National Bank (04/02/2027)

INE160A16UD4

1.14%
Fund Units4 holdings · 30.2%
Security% NAV

Axis Gold ETF

INF846K01W80

12.11%

Axis Gold ETF

INF846K01W80

10.91%

Axis Silver ETF

INF846K011K1

4.65%

Axis Silver ETF

INF846K011K1

2.51%
Other43 holdings · 82.8%
Security% NAV

HDFC Bank Limited

INE040A01034

7.85%

HDFC Bank Limited

INE040A01034

5.42%

ICICI Bank Limited

INE090A01021

4.70%

ICICI Bank Limited

INE090A01021

4.08%

State Bank of India

INE062A01020

3.34%

State Bank of India

INE062A01020

3.30%

Reliance Industries Limited

INE002A01018

3.26%

Reliance Industries Limited

INE002A01018

3.26%

Larsen & Toubro Limited

INE018A01030

3.00%

Bharti Airtel Limited

INE397D01024

2.50%

7.48% National Bank For Agriculture and Rural Development (15/09/2028)

INE261F08EO7

2.42%

Bharti Airtel Limited

INE397D01024

2.24%

Larsen & Toubro Limited

INE018A01030

2.06%

Mahindra & Mahindra Limited

INE101A01026

2.04%

Infosys Limited

INE009A01021

2.03%

Axis Bank Limited

INE238A01034

1.67%

Axis Bank Limited

INE238A01034

1.65%

8.55% Shriram Finance Limited (28/04/2028) **

INE721A07SP0

1.47%

ITC Limited

INE154A01025

1.46%

ITC Limited

INE154A01025

1.44%

SBI Life Insurance Company Limited

INE123W01016

1.42%

Tata Motors Ltd

INE1TAE01010

1.29%

Bharat Heavy Electricals Limited

INE257A01026

1.23%

Titan Company Limited

INE280A01028

1.18%

Kotak Mahindra Bank Limited

INE237A01036

1.16%

Titan Company Limited

INE280A01028

1.15%

Bajaj Finance Limited

INE296A01032

1.03%

Mahindra & Mahindra Limited

INE101A01026

1.01%

Sagility Limited

INE0W2G01015

0.98%

Hindustan Unilever Limited

INE030A01027

0.98%

Pidilite Industries Limited

INE318A01026

0.98%

7.18% Government of India (14/08/2033)

IN0020230085

0.97%

NTPC Limited

INE733E01010

0.96%

Sagility Limited

INE0W2G01015

0.95%

Bajaj Finserv Limited

INE918I01026

0.95%

Bajaj Finance Limited

INE296A01032

0.94%

Bajaj Finserv Limited

INE918I01026

0.94%

Bharat Heavy Electricals Limited

INE257A01026

0.93%

SBI Life Insurance Company Limited

INE123W01016

0.92%

Supreme Industries Limited

INE195A01028

0.92%

Jubilant Foodworks Limited

INE797F01020

0.92%

Divi's Laboratories Limited

INE361B01024

0.91%

Jindal Steel Limited

INE749A01030

0.91%

Performance Comparison

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Investment Objective

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option invests across at least three asset classes — equity, debt, and one more (gold, international equity, or REITs) — with a minimum 10% in each. This diversification aims to reduce portfolio volatility and provide more stable returns.

About This Fund

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option is a Multi Asset / Dynamic mutual fund offered by Axis Mutual Fund. The fund has been operational for over 15 years. It manages assets worth ₹2,071 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty 500 TRI Index (65%) + Nifty Composite Debt Index (20%) + Domestic Price of Physical Gold (7.5%) + Domestic Price of Physical Silver (7.5%).. The current expense ratio is 1.91%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations