Axis Multi Asset Allocation Fund
Direct · Growth ₹50.80
05 Jun 2026
NAV
11.6%
3Y CAGR
11.8%
5Y CAGR
11.5%
10Y CAGR
11.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.03
Sharpe
-27.4%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.62 L | 12.8% | -37.3% | 57.5% |
| 3 Years | ₹36.00 L | ₹41.92 L | 11.9% | -8.6% | 29.9% |
| 5 Years | ₹60.00 L | ₹80.94 L | 12.1% | -1.6% | 21.0% |
| 7 Years | ₹84.00 L | ₹1.31 Cr | 12.6% | 1.6% | 17.2% |
| 10 Years | ₹1.20 Cr | ₹2.27 Cr | 12.3% | 9.7% | 14.7% |
| 12 Years | ₹1.44 Cr | ₹3.13 Cr | 12.4% | 11.2% | 13.8% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 12.8% | 14.6% | 14.6% | -1.8% |
| 3 Years | 11.9% | 11.2% | 15.0% | +0.7% |
| 5 Years | 12.1% | 10.5% | 14.9% | +1.6% |
| 7 Years | 12.6% | 10.6% | 14.3% | +2.0% |
| 10 Years | 12.3% | 11.5% | 14.8% | +0.8% |
| 12 Years | 12.4% | 11.4% | 14.8% | +1.0% |