Axis Multi Asset Allocation Fund Growth

Hybrid
Multi Asset Allocation
Very High Risk
9.14%
3Y annualised
+0.38% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 23 Feb 2024₹33.52
Min. SIP amountNot Supported
Rating1
Fund size₹1,204.17Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Multi Asset Allocation
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns17.6%9.1%12.9%9.4%
Category average26.2%15.0%14.5%NA
Rank with in category22179NA
Understand terms

Holdings (69)

NameSectorInstrumentAssets
NAMutual Fund12.72%
FinancialEquity5.13%
FinancialEquity5.00%
FinancialEquity4.41%
EnergyEquity4.13%
TechnologyEquity3.19%
TechnologyEquity3.17%
ConstructionEquity2.60%
ChemicalsEquity2.32%
ServicesEquity2.26%
See All

Expense ratio, exit load and tax

Expense ratio: 2.14%

Inclusive of GST

Exit load

For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Pratik Tibrewal
Apr 2023 - Present
View details

Education
Mr. Tibrewal is a B.Com, LLB (Gen) and MBA (Finance).
Experience
Prior to joining Axis Mutual Fund, he has worked with Inditrade Capital Ltd., Edelweiss Mutual Fund and Edelweiss Commodities trading Ltd..
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
"Axis House" - 1st Floor,C-2 - Wadia International Centre,Pandurang Budhkar Marg , Worli, Mumbai 400025
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NA
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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