Axis Multi Asset Allocation Direct Plan-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -0.87%
NAV: ₹52.93 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Axis Multi Asset Allocation Direct Plan-Growth

  • ₹2,616.5 Cr
    AUM
  • ₹52.93
    NAV
  • 1.20%
    Expense Ratio
  • Hybrid
    Fund Category
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Axis Multi Asset Allocation Direct Plan-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -0.87% NA 2.85%
6 Months 3.70% NA 9.89%
1 Year 6.64% 6.64% 7.28%
2 Years 19.37% 9.26% 17.50%
3 Years 51.28% 14.80% 16.75%
5 Years 53.49% 8.95% 16.93%
7 Years 131.26% 12.72% NA
10 Years 206.29% 11.84% 11.14%
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As on Thu Nov 05, 2026

Asset Allocation of Axis Multi Asset Allocation Direct Plan-Growth

equities

62.18%

debt instruments

15.43%

other assets or cash equivalents

4.08%
Large Cap: 65.32%
Mid Cap: 20.34%
Small Cap: 14.34%
Other: 0.00%
Top Holdings
Axis Gold Etf-growth
12.27%
Axis Gold Etf-growth
12.27%
Axis Gold Etf-growth
12.27%
Axis Gold Etf-growth
12.27%
Axis Gold Etf-growth
11.78%
 
Top Sectors
Unspecified
214.68%
Financial
7.79%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
Invest Now

About Fund

About Axis Multi Asset Allocation Direct Plan-Growth

Axis Multi Asset Allocation Direct Plan-Growth is one Hybrid mutual fund offered by Axis Mutual Fund. Launched on 01 Jan 2013, the fund aims Capital appreciation & generating income over long term. Investment in a diversified portfolio of equity and equity related instruments, debt, Exchange Traded Commodity Derivatives / Units of Gold ETFs / Silver ETFs & units of REITs/InvITs. It manages assets worth ₹2,616.5 crore as on Wed Sep 30, 2026. The expense ratio stands at 1.2%.
The portfolio allocation consists of 62.18% in equities, 15.43% in debt instruments, 4.08% in other assets or cash equivalents.Managed by Ashish Naik, it has delivered a return of 6.64% in the last year, a total return since inception of 10.84%.
To take well-planned investment decisions it helps to also explore best sip plans suited to financial planning needs.

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  • Pratik Tibrewal

    Fund Manager

  • Mr. Tibrewal is a B.Com, LLB (Gen) and MBA (Finance).

    Manager Education

  • Krishnaa Narayan

    Fund Manager

  • She is a Chartered Accountant

    Manager Education

  • Aditya Pagaria

    Fund Manager

  • Mr. Pagaria is a Bachelor in Management Studies and holds a Post Graduate Diploma in Business Management from Institute Of Technology And Management, SK Somaiya College.

    Manager Education

  • Devang Shah

    Fund Manager

  • Mr. Shah is B.Com and ACA.

    Manager Education

  • Hardik Shah

    Fund Manager

  • Mr. Shah has done B.E. Information Technology and MBA Finance.

    Manager Education

  • Ashish Naik

    Fund Manager

  • Mr. Naik is a B.E from Mumbai University and MBA from XLRI, Jamshedpur.

    Manager Education

Key Metrics of Axis Multi Asset Allocation Direct Plan-Growth

  • Standard Deviation
    10.17%
  • Mean
    13.21%
  • Sharpe Ratio
    0.75%
  • Sortino Ratio
    0.84%

Axis Multi Asset Allocation Direct Plan-Growth Fund Details

Fund Names Axis Multi Asset Allocation Direct Plan-Growth
Inception Date 01 Jan 2013
Lock In No Lock-in
SIP Minimum Investment amount ₹10
SWP Minimum Investment amount ₹1000
STP Minimum Investment amount ₹1000
 
Risk Principal at very high risk
Category Average Annual Returns 7.28
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
Axis Multi Asset Allocation Direct Plan-Growth Fund Returns Comparison

Compare Axis Multi Asset Allocation Direct Plan-Growth with other mutual funds in the same category

Axis Multi Asset Allocation Direct Plan-Growth

Quant Multi Asset Allocation Fund Direct-Growth

Quant Multi Asset Allocation Fund Direct-IDCW

Compare more funds

Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Quant Multi Asset Allocation Fund Direct-Growth trend ₹6,608 1.35% -1.51% 11.66% 21.81% 18.43%
Quant Multi Asset Allocation Fund Direct-IDCW trend ₹6,608 1.35% -1.51% 11.66% 21.81% 18.43%
Quant Multi Asset Allocation Fund Regular-Growth trend ₹6,608 1.26% -1.79% 10.34% 20.31% 16.75%
Quant Multi Asset Allocation Fund Regular-IDCW trend ₹6,608 1.26% -1.79% 10.34% 20.31% 16.75%
ICICI Prudential Multi Asset Allocation Fund Direct-Growth trend ₹84,108 3.38% -1.93% 1.88% 14.36% 14.73%
ICICI Prudential Multi Asset Allocation Fund Direct-IDCW trend ₹84,108 3.38% -1.93% 1.88% 14.36% 14.73%
Nippon India Multi - Asset Omni FOF Direct-Growth trend ₹3,012 0.88% -2.46% 4.48% 15.45% 14.61%
Nippon India Multi - Asset Omni FOF Direct-IDCW trend ₹3,012 0.88% -2.46% 4.48% 15.45% 14.61%
Nippon India Multi Asset Allocation Fund Direct-Growth trend ₹18,044 1.60% -1.94% 7.26% 18.44% 14.48%
Nippon India Multi Asset Allocation Fund Direct-IDCW trend ₹18,044 1.60% -1.94% 7.26% 18.44% 14.48%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Axis Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Axis Multi Asset Allocation Fund Regular-Growth increase ₹2,616 2.88% -1.13% 3.15% 5.51% 13.64%
Axis Multi Asset Allocation Direct Plan-IDCW Monthly increase ₹2,616 2.98% -0.87% 3.70% 6.64% 14.80%
Axis Multi Asset Allocation Fund Regular-IDCW Monthly increase ₹2,616 2.88% -1.13% 3.15% 5.51% 13.64%
Axis Multi-asset Omni FOF Regular-Growth increase ₹1,321 0.80% -1.37% 2.44% - -
Axis Multi-asset Omni FOF Direct-Growth increase ₹1,321 0.91% -1.07% 3.07% - -
Axis Multi-asset Omni FOF Regular-IDCW increase ₹1,321 0.80% -1.37% 2.44% - -
Axis Multi-asset Omni FOF Direct-IDCW increase ₹1,321 0.91% -1.07% 3.07% - -
View More
increase growth is based on 1-month returns of the funds

Axis Multi Asset Allocation Direct Plan-Growth Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
ICICI Prudential Multi Asset Allocation Fund Direct-Growth trend ₹84,108 ₹893.88 14.36% 14.73% 15.64%
ICICI Prudential Multi Asset Allocation Fund-Growth trend ₹84,108 ₹805.53 13.54% 13.94% 14.78%
ICICI Prudential Multi Asset Allocation Fund Direct-IDCW trend ₹84,108 ₹58.58 14.36% 14.73% 15.64%
ICICI Prudential Multi Asset Allocation Fund-IDCW trend ₹84,108 ₹33.74 13.54% 13.94% 14.78%
SBI Multi Asset Allocation Fund-Growth trend ₹21,044 ₹65.75 13.59% 11.97% 10.91%
SBI Multi Asset Allocation Fund Direct-Growth trend ₹21,044 ₹73.65 14.56% 12.96% 11.89%
SBI Multi Asset Allocation Fund Direct-IDCW Monthly trend ₹21,044 ₹33.07 14.56% 12.96% 11.89%
SBI Multi Asset Allocation Fund-IDCW Monthly trend ₹21,044 ₹29.40 13.59% 11.97% 10.91%
SBI Multi Asset Allocation Fund-IDCW Quarterly trend ₹21,044 ₹29.37 13.59% 11.97% 10.91%
SBI Multi Asset Allocation Fund Direct-IDCW Quarterly trend ₹21,044 ₹34.98 14.56% 12.96% 11.89%
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Top funds are based on Fund AUM

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Axis Multi Asset Allocation Direct Plan-Growth Detailed Portfolio

Stocks Sector % of Holding Value
Axis Gold Etf-growthUnspecified12.27%₹320.27 Cr
Axis Gold Etf-growthUnspecified12.27%₹320.27 Cr
Axis Gold Etf-growthUnspecified12.27%₹320.27 Cr
Axis Gold Etf-growthUnspecified12.27%₹320.27 Cr
Axis Gold Etf-growthUnspecified11.78%₹308.21 Cr
Axis Gold Etf-growthUnspecified11.78%₹308.21 Cr
Axis Gold Etf-growthUnspecified11.78%₹308.21 Cr
Axis Gold Etf-growthUnspecified13.31%₹289.51 Cr
Axis Gold Etf-growthUnspecified12.11%₹269.95 Cr
Axis Gold Etf-growthUnspecified14.31%₹268.40 Cr
Axis Gold Etf-growthUnspecified12.87%₹263.95 Cr
Axis Gold Etf-growthUnspecified11.09%₹254.23 Cr
Axis Gold Etf-growthUnspecified10.91%₹225.22 Cr
Axis Gold Etf-growthUnspecified9.19%₹219.04 Cr
Axis Gold Etf-growthUnspecified9.19%₹219.04 Cr
Axis Gold Etf-growthUnspecified9.19%₹219.04 Cr
Axis Gold Etf-growthUnspecified9.19%₹219.04 Cr
Cash MarginUnspecified8.79%₹191.14 Cr
Hdfc Bank LtdFinancial7.79%₹169.53 Cr
Axis Gold Etf-growthUnspecified10.14%₹163.52 Cr
View More

Top Hybrid Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Quant Multi Asset Allocation Fund Direct-Growth increase ₹180.99 21.81% 18.43% -
Quant Multi Asset Allocation Fund Direct-IDCW increase ₹166.80 21.81% 18.43% -
Quant Multi Asset Allocation Fund Regular-Growth increase ₹166.10 20.31% 16.75% -
Quant Multi Asset Allocation Fund Regular-IDCW increase ₹152.26 20.31% 16.75% -
ICICI Prudential Multi Asset Allocation Fund Direct-Growth increase ₹893.88 14.36% 14.73% -
ICICI Prudential Multi Asset Allocation Fund Direct-IDCW increase ₹58.58 14.36% 14.73% -
Nippon India Multi - Asset Omni FOF Direct-Growth increase ₹24.56 15.45% 14.61% -
Nippon India Multi - Asset Omni FOF Direct-IDCW increase ₹24.56 15.45% 14.61% -
Nippon India Multi Asset Allocation Fund Direct-Growth increase ₹26.69 18.44% 14.48% -
Nippon India Multi Asset Allocation Fund Direct-IDCW increase ₹25.17 18.44% 14.48% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Axis Multi Asset Allocation Direct Plan-Growth

What is the current AUM of Axis Multi Asset Allocation Direct Plan-Growth?

As of Wed Sep 30, 2026, Axis Multi Asset Allocation Direct Plan-Growth manages assets worth ₹2,616.5 crore

How has Axis Multi Asset Allocation Direct Plan-Growth performed recently?

  • 3 Months: -0.87%
  • 6 Months: 3.70%

What is the long-term performance of Axis Multi Asset Allocation Direct Plan-Growth?

  • 3 Years CAGR: 14.80%
  • 5 Years CAGR: 8.95%
  • Since Inception: 10.84%

What is the portfolio composition of Axis Multi Asset Allocation Direct Plan-Growth?

Equity: 62.18%, Debt: 15.43%, Commodities: 14.60%, Others: 4.08%.

Who manages Axis Multi Asset Allocation Direct Plan-Growth?

Axis Multi Asset Allocation Direct Plan-Growth is managed by Ashish Naik from Axis Mutual Fund.

What is the market-cap allocation of Axis Multi Asset Allocation Direct Plan-Growth?

Large Cap: 65.32%, Mid Cap: 20.34%, Small Cap: 14.34%.

Which are the top companies Axis Multi Asset Allocation Direct Plan-Growth has invested in?

  • Axis Gold ETF-Growth – 12.27% of the fund's portfolio
  • Axis Gold ETF-Growth – 12.27% of the fund's portfolio
  • Axis Gold ETF-Growth – 12.27% of the fund's portfolio
  • Axis Gold ETF-Growth – 12.27% of the fund's portfolio
  • Axis Gold ETF-Growth – 11.78% of the fund's portfolio

Which are the major sectors Axis Multi Asset Allocation Direct Plan-Growth focuses on?

  • Unspecified – 214.68% of the fund's portfolio
  • Financial – 7.79% of the fund's portfolio
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