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Business News/Market/Market Stats/    Axis Multi Asset Allocation Fund Growth

Axis Multi Asset Allocation Fund Growth

+
  • Hybrid
  • Multi Asset Allocation
  • Rating 1
  • Plan
34.35 -0.10 (-0.29%) NAV as on 18 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1178.10
  • CAGR 19.20%
  • Exit Load1.00%
  • Expense ratio2.14%
  • CategoryHybrid
  • Min Investment100
  • Min SIP100
  • Launch Date2010-08-23

Morning Star Rating 1

Moderate
Risk
High
Return

Asset Allocation

Holdings As On - 19 April 2024

  • Name
  • Value (Cr)
  • Holding %
  • Net Receivables / (Payables)
  • 25.88
  • 2.20%
  • 7.25% Govt Stock 2063
  • 25.36
  • 2.16%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.44
  • Std Deviation 10.11%
  • Tracking Error 0.00%

About Fund

The Scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments, fixed income instruments & gold Exchange Traded Funds.

 

The Axis Multi Asset Allocation Fund Growth has an AUM of 1178.10 crores & has delivered CAGR of 12.38% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.14%. The minimum investment in Axis Multi Asset Allocation Fund Growth is Rs 100 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are Moderate & High respectively.

 

The top holdings of the fund include Axis Gold ETF, ICICI Bank, HDFC Bank & Reliance Industries.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Chemical Manufacturing & Oil & Gas Operations.

 

Some of the similar funds are Axis Multi Asset Allocation Fund Growth, Bandhan Multi Asset Allocation Fund Regular Growth, Mirae Asset Multi Asset Allocation Fund Regular Growth, Baroda BNP Paribas Multi Asset Fund Regular Growth, Edelweiss Multi Asset Allocation Fund Regular Growth. Axis Multi Asset Allocation Fund Growth has a sharpe ratio of 0.44 & a standard deviation of 10.11%.

FAQs about Axis Multi Asset Allocation Fund Growth

According to the morning star rating Axis Multi Asset Allocation Fund Growth has a Moderate risk & High return.
Axis Multi Asset Allocation Fund Growth is managed by Devang Shah,Ashish Naik,Hardik Shah,Pratik Tibrewal,Jayesh Sundar.
The expense ratio of Axis Multi Asset Allocation Fund Growth is 2.14%.
The 5 year annualized return on Axis Multi Asset Allocation Fund Growth is 12.38% & it has generated 19.20% in the last 1 year.
The minimum investment in Axis Multi Asset Allocation Fund Growth is 100 Rs.
Axis Multi Asset Allocation Fund Growth has an AUM of 1178.10 crores.
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