Axis Multi Asset Allocation Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 9.86 | 13.61 | 10.01 | 10.52 |
| Average Rolling Returns(%) | 12.48 | 10.57 | 10.34 | 9.84 |
The Current NAV of Axis Multi Asset Allocation Fund - Regular Plan - Growth is ₹43.55.
It is better to invest in a fund with a longer track record as Axis Multi Asset Allocation Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns likely to be fairly different than its benchmark NIFTY 500 , as Funds portfolio is somewhat different.
Axis Multi Asset Allocation Fund - Regular Plan - Growth fund’s expense ratio is 1.97%
The process for redemption is
The AUM of Axis Multi Asset Allocation Fund - Regular Plan - Growth is currently ₹2,065 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and SBI and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 21% and 30% of fund’s portfolio respectively.
Top three sectors of Axis Multi Asset Allocation Fund - Regular Plan - Growth fund are Others, BFSI and Miscellaneous accounting for 62% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Hybrid - Multi Asset Allocation it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Axis Multi Asset Allocation Fund - Regular Plan - Growth Fund is Hybrid - Multi Asset Allocation.
Ashish Naik and Devang Shah manage the Axis Multi Asset Allocation Fund - Regular Plan - Growth Fund.
Axis Multi Asset Allocation Fund - Regular Plan - Growth current PE ratio is 33.07 and PB ratio is 6.26
The asset allocation of Axis Multi Asset Allocation Fund - Regular Plan - Growth is Stocks : 68.52%, Debt : 37.24% and Gold : 15.44%
The minimum SIP amount for Axis Multi Asset Allocation Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Axis Multi Asset Allocation Fund - Regular Plan - Growth is Nil on or before 12 months for 10% of Investment and 1% for remaining investments, Nil after 12 months
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