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Axis Multi Asset Allocation Fund(M-IDCW)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.04 | 52.74 | 1.57 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.19 | 44.57 | 1.65 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| — |
About Multi Asset Allocation Fund
Multi asset allocation funds invest in multi assets comprising of debt, equity and gold. The fund have minimum of 10% allocation in each asset class.
Peers & Comparison
HybridMulti Asset Allocation Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Axis Multi Asset Allocation Fund(M-IDCW) | 14.05% | 1.25% | 7.62% |
| ICICI Pru Multi-Asset Fund(IDCW-Payout) | 18.96% | 15.64% | 10.17% |
| Kotak Multi Asset Allocation Fund(IDCW Payout) | 24.96% | — | 26.76% |
| SBI Multi Asset Allocation Fund(M-IDCW Payout) | 18.99% | 15.72% | 8.92% |
Price Comparison
Compare Axis Multi Asset Allocation Fund(M-IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 0.07 %
Holdings
3.57 %
0.07 % - ICICI Bank Ltd3M change : -1.43 %
Holdings
2.66 %
-1.43 % - Larsen and Toubro Ltd3M change : -0.13 %
Holdings
2.19 %
-0.13 %
AMC Profile
Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.
No.of Schemes
69
Total AUM
₹ 3,18,718.77 Cr.
Fund Manager Profile
Jayesh Sundar
AUM: ₹41,259.52 Cr.
|
Exp: 20yrs
Ashish Naik
AUM: ₹55,450.53 Cr.
|
Exp: 6yrs
Devang Shah
AUM: ₹92,249.54 Cr.
|
Exp: 9yrs
Hardik Shah
AUM: ₹37,110.48 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%