HybridMulti Asset AllocationDirect · Growth
Axis Multi Asset Allocation Fund - Direct Plan - Growth Option
Axis · Scheme 120524
₹53.08▼ 0.23%NAV · 2026-08-05
Decent FundScore
AUM
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Expense ratio
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3Y CAGR
14.7%
Risk level
Moderately High
Min SIP
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Benchmark
Multi-asset composite index
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +1.23% |
| 3 Months | +4.00% |
| 6 Months | +0.85% |
| 1 Year | +14.47% |
| 3 Years (CAGR) | +14.65% |
| 5 Years (CAGR) | +10.56% |
| 10 Years (CAGR) | +11.94% |
| Since Launch | +11.09% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns47
Consistency66
Risk-adjusted34
Downside protection64
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +14.7%
- ✓ 1Y return: +14.5%
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 3.9%
- ✓ Volatility: 10% annualised
What to watch
- • 3Y CAGR vs category: -1.5% vs category avg
- • 5Y CAGR vs category: -3.7% vs category avg
- • Beat category: beat category in 9% of windows
- • Sharpe ratio: 0.46
Risk metrics
Sharpe ratio
0.46
Sortino ratio
0.55
Volatility
10.44%
Max drawdown
-27.42%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.