Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Fund House: Axis Mutual Fund| Category: Hybrid: Multi Asset Allocation |
| Launch Date: 01-08-2010 |
| Asset Class: Mixed Asset |
| Benchmark: NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI |
| TER: 2.14% As on (29-02-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,173.79 Cr As on (31-03-2024) |
| Turn over: - | Exit Load: For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months |
34.5133
-0.39 (-1.141%)
9.5%
Benchmark: 10.6%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
8 Years 10 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The fund seeks to generate regular income through investments in diversified portfolio of equity and equity related instruments, fixed income securities and gold exchange traded funds.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 10.11 |
| Sharpe Ratio | 0.46 |
| Alpha | -3.16 |
| Beta | 0.82 |
| Yield to Maturity | 7.42 |
| Average Maturity | 18.5 |
PEER COMPARISON
Scheme Characteristics
Invests in at least three asset classes with a minimum allocation of at least 10% each in all three asset classes.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
6.4%
Others
30.71%
Large Cap
51.2%
Mid Cap
11.65%
