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Axis Mutual Fund

Axis Multi Asset Allocation Fund

Axis Mutual Fund · Direct plan · Growth

3-year returns
13.7%
a year
NAV
₹52.95
▲ 1.06% · 18 Sept 2026
Fund size
₹2,611 Cr
Expense ratio
1.4%
a year
Minimum SIP
₹100

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹45.09 and has returned 12.51% a year over 3 years.

Returns, and where it stands

Against the average multi asset allocation fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year9.1%9.4%behind18 of 30
3 years13.7%14.5%behind9 of 13
5 years9.2%13.8%behind8 of 8
10 years11.8%13.4%behind4 of 6
Every period, and the Regular plan →
PeriodDirectRegular
1 month-1.3%-1.4%
3 months2.2%2%
6 months4.2%3.7%
1 year9.1%7.9%
2 yearsp.a.8.3%7.2%
3 yearsp.a.13.7%12.5%
5 yearsp.a.9.2%7.9%
7 yearsp.a.14.2%12.7%
10 yearsp.a.11.8%10.4%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2016.

Plan

NAV history

▲ 9.09% in the last 1Y

47.851.154.418 Sept 202519 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹34,909
XIRR (per year)
11.89%
Value today
₹2,14,909

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
10.6% a year
0.6% more than the category average — the bumpier side
Worst fall so far
−27.4%
Feb 2020 to Mar 2020, against −12.9% for the category.
Years that made money
88%
Of every one-year stretch it has been through.
Over any three years
0.3% to 24.1%
A year, at worst and at best. Typically 13%.

Fund details

Minimum lumpsum
₹100
Minimum top-up
₹100
Lock-in
None
Plan started
1 Jan 2013
Expense ratio
1.4%
as of 31 Jul 2026

Managed by Devang Shah, Aditya Pagaria, Ashish Naik, Hardik Shah, Pratik Tibrewal, Krishnaa N

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Axis Multi Asset Allocation Fund against other funds in the Multi Asset Allocation Fund category
Fund1Y3Y5YExpenseFund size
Quant Multi Asset Allocation Fund16.29%22.25%19.9%1.21%₹6,528 Cr
Nippon India Multi Asset Allocation Fund11.5%18.77%15.65%0.48%₹17,984 Cr
WhiteOak Capital Multi Asset Allocation Fund11.45%16.69%0.65%₹8,778 Cr
Aditya Birla Sun Life Multi Asset Allocation Fund11.65%15.98%0.5%₹7,618 Cr
UTI Multi Asset Allocation Fund3.19%14.89%13.1%0.78%₹7,063 Cr
SBI Multi Asset Allocation Fund10.17%14.84%13.47%0.68%₹20,935 Cr
Axis Multi Asset Allocation Fund9.09%13.66%9.23%1.4%₹2,611 Cr

About Axis Multi Asset Allocation Fund

Axis Multi Asset Allocation Fund is a multi asset allocation fund managed by Axis Mutual Fund. Invest at least 10% each in three or more asset classes, such as equity, debt and gold or silver.

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 scheme's stated objective, as published by Axis Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth Option Option₹52.9468120524
DirectMonthly IDCW Option₹27.4342120523
RegularGrowth Option₹45.0881113064
RegularMonthly IDCW Option₹19.4663113065

Frequently asked questions

What is the NAV of Axis Multi Asset Allocation Fund today?

The NAV of Axis Multi Asset Allocation Fund (Direct plan, Growth) is ₹52.9468 and the Regular plan NAV is ₹45.0881, as of 18 Sept 2026.

What returns has Axis Multi Asset Allocation Fund given?

Over the last year the Direct plan returned 9.09%, and 13.66% a year over 3 years and 9.23% a year over 5 years. That places it 9 of 13 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of Axis Multi Asset Allocation Fund?

The Direct plan charges 1.4% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Axis Multi Asset Allocation Fund?

You can start a monthly SIP with ₹100, or invest a lump sum of ₹100 or more.

How much has Axis Multi Asset Allocation Fund fallen in the past?

Its deepest fall was 27.4% from 13 Feb 2020 to 23 Mar 2020. Of every one-year stretch in its history, 88% ended in a gain.

Which category does Axis Multi Asset Allocation Fund belong to?

It is a Multi Asset Allocation Fund from Axis Mutual Fund. Invest at least 10% each in three or more asset classes, such as equity, debt and gold or silver.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Axis Multi Asset Allocation Fund taxed?

How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.