Can I invest in SIP and Lumpsum in AXIS Multi Asset Allocation Fund - Regular (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in AXIS Multi Asset Allocation Fund - Regular (G). Minimum lumpsum investment AXIS Multi Asset Allocation Fund - Regular (G) is ₹100 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of AXIS Multi Asset Allocation Fund - Regular (G) Direct Growth?

The latest NAV (Net Asset Value) of AXIS Multi Asset Allocation Fund - Regular (G) is AXIS Multi Asset Allocation Fund - Regular (G) is ₹38.42 as on 2025-01-01.

Which are the biggest stock holdings of AXIS Multi Asset Allocation Fund - Regular (G)?

The 5 biggest stock holdings of AXIS Multi Asset Allocation Fund - Regular (G) are: ICICI Bank (3.62%), HDFC Bank (3.38%), Infosys (2.95%), Reliance Industr (2.70%), Larsen & Toubro (2.25%)

What are the top sectors AXIS Multi Asset Allocation Fund - Regular (G) invests in?

A majority of AXIS Multi Asset Allocation Fund - Regular (G) 's AUM worth ₹1,281.69 (Cr) is invested in these 3 top sectors: Debt : 21.43% Others : 17.46% Banks : 10.21%

Mutual Funds
AXIS Multi Asset Allocation Fund - Regular (G)

AXIS Multi Asset Allocation Fund - Regular (G)

Multi Asset Allocation

Invest Now

NAV
38.42(0.42%)
Fund Size (CR)
₹1,281.69
Expense Ratio
2.1
Scheme Type
Active Fund
Value Research

Min. investment
₹100
Minimum Additional Investment
₹100
Minimum SIP Investment
₹100
Minimum Withdrawal
₹1,000
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
9.80%

Absolute Return: -3.45%

Annualized Return: 0%

Basic Details

Scheme Manager

Ashish Naik

Bench Mark

Nifty 500 TRI Index (65%) + Nifty Composite Debt Index (20%) + Domestic Price of Physical Gold (7.5%

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	23 December 2024	10003.26	0.03%	-	-0.06%	39/104
1 Month	30 November 2024	9942.36	-0.58%	-	-0.56%	47/100
3 Month	30 September 2024	9651.65	-3.48%	-	-3.21%	62/100
6 Month	28 June 2024	10366.21	3.66%	-	2.21%	22/96
1 Year	29 December 2023	11554.63	15.55%	15.55%	15.87%	39/64
3 Year	30 December 2021	12413.58	24.14%	7.47%	14.82%	38/40
5 Year	30 December 2019	17769.66	77.70%	12.19%	17.47%	27/28
Since Inception	23 August 2010	38307.30	283.07%	9.80%	13.06%	75/102

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 January 2024	1,30,000	137287.90	5.61%	5.61%
3 Year	3 January 2022	3,70,000	447604.52	20.97%	6.55%
5 Year	1 January 2020	6,10,000	836733.21	37.17%	6.52%
10 Year	1 January 2015	12,10,000	2183913.05	80.49%	6.08%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

2.91%

Standard Deviation

0.75%

Beta

0.13%

Sharpe Ratio

0.10%

Treynor's Ratio

-2.64%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
ICICI Bank	3.62%	356898	46.40	Equity	Banks
HDFC Bank	3.38%	241322	43.34	Equity	Banks
Infosys	2.95%	203199	37.75	Equity	IT - Software
Reliance Industr	2.70%	267396	34.55	Equity	Refineries
Larsen & Toubro	2.25%	77466	28.85	Equity	Infrastructure Developers & Operators
Bharti Airtel	1.82%	143750	23.39	Equity	Telecomm-Service
Interglobe Aviat	1.58%	46187	20.22	Equity	Air Transport Service
P I Industries	1.49%	46938	19.08	Equity	Agro Chemicals
TCS	1.49%	44783	19.13	Equity	IT - Software
Divi's Lab.	1.42%	29523	18.22	Equity	Pharmaceuticals

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Quant Multi Asset Fund - Direct (G)	3152.60	-1.23%	-3.19%	2.66%	27.60%	22.43%
Quant Multi Asset Fund - Direct (IDCW)	3152.60	-1.23%	-3.19%	2.66%	27.58%	22.41%
UTI-Multi Asset Allocation Fund - Direct (G)	4682.25	0.36%	-3.32%	4.28%	21.82%	18.90%
UTI-Multi Asset Allocation Fund - Direct (IDCW)	4682.25	0.36%	-3.32%	4.27%	21.82%	18.90%
Nippon India Multi Asset Allocation Fund-Dir (G)	4683.26	-0.75%	-3.08%	3.57%	20.10%	16.64%

News

Axis MF announces change in Fund Manager of the following schemes

Axis Mutual Fund has announced change in Fund Managers of the following schemes with effect from: 16 December 2024

Change in Fund Managers of the Schemes:

Scheme Name	Existing Fund Manager(s)	Proposed Fund Manager(s)
Axis Focused Fund	Mr. Sachin Relekar Mr. Hitesh Das Ms. Krishnaa N (For Foreign Securities)	Mr. Sachin Relekar Ms. Krishnaa N (For Foreign Securities)
Axis Flexi Cap Fund	Mr. Sachin Relekar Mr. Hitesh Das Ms. Krishnaa N (For Foreign Securities)	Mr. Sachin Relekar Ms. Krishnaa N (For Foreign Securities)
Axis Multicap Fund	Mr. Nitin Arora Mr. Shreyash Devalkar Mr. Hitesh Das Mr. Sachin Jain	Mr. Nitin Arora Mr. Shreyash Devalkar Mr. Hitesh Das
Axis Arbitrage Fund	Mr. Karthik Kumar Mr. Devang Shah Mr. Sachin Jain Mr. Ashish Naik	Mr. Karthik Kumar Mr. Devang Shah Mr. Sachin Jain
Axis Balanced Advantage Fund	Mr. Jayesh Sundar Mr. Ashish Naik Mr. Devang Shah Mr. Hardik Shah	Mr. Jayesh Sundar Mr. Devang Shah Mr. Hardik Shah
Axis Aggressive Hybrid Fund	Mr. Jayesh Sundar Mr. Ashish Naik Mr. Devang Shah Mr. Aditya Pagaria	Mr. Jayesh Sundar Mr. Devang Shah Mr. Aditya Pagaria Ms. Krishnaa N (For Foreign Securities)
Axis Multi Asset Allocation Fund	Mr. Jayesh Sundar Mr. Ashish Naik Mr. Devang Shah Mr. Hardik Shah Mr. Aditya Pagaria	Mr. Ashish Naik Mr. Devang Shah Mr. Hardik Shah Mr. Aditya Pagaria Ms. Krishnaa N (For Foreign Securities)
Axis Innovation Fund	Mr. Ashish Naik Mr. Mayank Hyanki Ms. Krishnaa N (For Foreign Securities)	Mr. Ashish Naik Ms. Krishnaa N (For Foreign Securities)
Axis ESG Integration Strategy Fund	Mr. Shreyash Devalkar Mr. Vishal Agarwal Mr. Hitesh Das Ms. Krishnaa N (For Foreign Securities)	Mr. Vishal Agarwal Mr. Hitesh Das Ms. Krishnaa N (For Foreign Securities)
Axis Quant Fund	Mr. Karthik Kumar Mr. Ashish Naik Ms. Krishnaa N (For Foreign Securities)	Mr. Karthik Kumar Ms. Krishnaa N (For Foreign Securities)
Axis Equity Savings Fund	Mr. Mayank Hyanki Mr. Hitesh Das Mr. Devang Shah Mr. Hardik Shah	Mr. Mayank Hyanki Mr. Devang Shah Mr. Hardik Shah Ms. Krishnaa N (For Foreign Securities)
Axis NIFTY 100 Index Fund	Mr. Ashish Naik Mr. Karthik Kumar	Mr. Karthik Kumar
Axis Children's Fund	Mr. Jayesh Sundar Mr. Ashish Naik Mr. Devang Shah Mr. Hardik Shah	Mr. Jayesh Sundar Mr. Devang Shah Mr. Hardik Shah Ms. Krishnaa N (For Foreign Securities)
Axis Retirement Fund - Aggressive Plan , and Dynamic Plan and Conservative Plan	Mr. Jayesh Sundar Mr. Nitin Arora Mr. Devang Shah Mr. Hardik Shah Ms. Krishnaa N (For Foreign Securities)	Mr. Jayesh Sundar Mr. Devang Shah Mr. Hardik Shah Ms. Krishnaa N (For Foreign Securities)
Axis Conservative Hybrid Fund	Mr. Devang Shah Mr. Sachin Jain Mr. Jayesh Sundar Mr. Ashish Naik Ms. Krishnaa N (For Foreign Securities)	Mr. Devang Shah Mr. Sachin Jain Mr. Jayesh Sundar Ms. Krishnaa N (For Foreign Securities)
Axis Value Fund	Mr. Nitin Arora Mr. Sachin Relekar Ms. Krishnaa N (For Foreign Securities)	Mr. Nitin Arora Ms. Krishnaa N (For Foreign Securities)
Axis NIFTY 50 Index Fund	Mr. Karthik Kumar Mr. Hitesh Das	Mr. Karthik Kumar
Axis NIFTY 50 ETF	Mr. Ashish Naik Mr. Karthik Kumar	Mr. Karthik Kumar
Axis NIFTY Next 50 Index Fund	Mr. Karthik Kumar Mr. Sachin Relekar	Mr. Karthik Kumar
Axis NIFTY Bank ETF	Mr. Karthik Kumar Mr. Ashish Naik	Mr. Karthik Kumar
Axis Nifty Smallcap 50 Index Fund	Mr. Karthik Kumar Mr. Mayank Hyanki	Mr. Karthik Kumar
Axis Nifty Midcap 50 Index Fund	Mr. Karthik Kumar Mr. Mayank Hyanki	Mr. Karthik Kumar
Axis NIFTY IT ETF	Mr. Karthik Kumar Mr. Hitesh Das	Mr. Karthik Kumar
Axis NIFTY Healthcare ETF	Mr. Karthik Kumar Mr. Shreyash Devalkar	Mr. Karthik Kumar
Axis Equity ETFs FoF	Mr. Karthik Kumar Mr. Shreyash Devalkar	Mr. Karthik Kumar
Axis NIFTY India Consumption ETF	Mr. Ashish Naik Mr. Karthik Kumar	Mr. Karthik Kumar
Axis Business Cycles Fund	Mr. Ashish Naik Mr. Mayank Hyanki	Mr. Ashish Naik
Axis BSE SENSEX ETF	Mr. Karthik Kumar Mr. Ashish Naik	Mr. Karthik Kumar
Axis Nifty IT Index Fund	Mr. Hitesh Das Mr. Karthik Kumar	Mr. Karthik Kumar
Axis BSE Sensex Index Fund	Mr. Karthik Kumar Mr. Ashish Naik	Mr. Karthik Kumar
Axis Nifty Bank Index Fund	Mr. Karthik Kumar Mr. Ashish Naik	Mr. Karthik Kumar
Axis Nifty 500 Index Fund	Mr. Karthik Kumar Mr. Sachin Relekar	Mr. Karthik Kumar
Axis Nifty500 Value 50 Index Fund	Mr. Karthik Kumar Mr. Hitesh Das	Mr. Karthik Kumar

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Axis Mutual Fund announces change in scheme name
Axis Mutual Fund has announced change in scheme name under the following scheme, With effect from 05 December 2024
Change in the name of the Scheme:

Existing Scheme name Revised Name

Axis CRISIL-IBX AAA NBFC Index ' Jun 2027 Fund Axis CRISIL-IBX AAA Bond NBFC ' Jun 2027 Index Fund

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Existing Scheme name	Revised Name
Axis CRISIL-IBX AAA NBFC Index ' Jun 2027 Fund	Axis CRISIL-IBX AAA Bond NBFC ' Jun 2027 Index Fund

Axis Mutual Fund launches Momentum fund
Axis Mutual Fund has launched the Axis Momentum Fund, a new open-ended equity scheme that aims to capitalize on the momentum investing strategy. The New Fund Offer (NFO) is open for subscription until 6 December 2024.
The fund seeks to generate long-term capital appreciation by investing in equity and equity-related securities exhibiting strong price momentum. It will be benchmarked against the NIFTY 500 TRI and managed by experienced fund managers Karthik Kumar and Mayank Hyanki.
The minimum investment amount is Rs 100, with subsequent investments in multiples of Rs 1. An exit load of 1% applies to redemptions within 12 months, excluding the first 10% of the investment.
Momentum investing, a globally recognized strategy, focuses on stocks with strong upward trends. Unlike value investing, it prioritizes price momentum over valuation metrics.
The Axis Momentum Fund employs a structured, model-based approach to select stocks with strong momentum. Historically, this strategy has outperformed benchmarks over the long term. Over the past 15 years, the strategy has outperformed its benchmark 12 times, with an average outperformance of 6.62%. On a three-year rolling return basis, it has delivered positive returns 96% of the time, with a significant edge over the benchmark in nearly 77% of instances in the last 11 years.
The fund aims to invest in a portfolio of high-performing stocks, actively managed to align with momentum trends. Up to 20% of the portfolio may be allocated outside the momentum theme based on market opportunities and strategic considerations.
The fund's active management approach enables the fund manager to control exposure to factors like sector/stock concentration, market cap skewness, liquidity risk, etc., within the portfolio. This helps manage volatility, which is traditionally higher in momentum strategies.
The fund selects stocks based on price momentum trends, optimizing the portfolio considering factors like composite rank, risk, and portfolio constraints. Stocks are screened for data availability, liquidity, and red flags before inclusion.
By incorporating a dynamic, rule-based approach, the fund actively manages risks, ensuring controlled volatility despite the inherent nature of momentum strategies.
For investors with the appropriate risk appetite and a long-term investment horizon, the Axis Momentum Fund offers an opportunity to capitalize on market trends and high-performing stocks. By combining robust data analysis with active management, the fund aims to provide consistent outperformance.
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Fund House Details & Investment Objective

Date of Incorporation

30 June 2010

Total AUM (Cr)

₹1281.69

AXIS Multi Asset Allocation Fund - Regular (G) is an Multi Asset Allocation-oriented fund from the renowned AMC, Axis Mutual Fund. Launched in 30 June 2010, this fund is managed by Ashish Naik. With assets under management (AUM) worth ₹1,281.69 (Cr), as of 1 January 2025, AXIS Multi Asset Allocation Fund - Regular (G) is categorized as a Multi Asset Allocation within its segment. The fund has generated a return of 9.80% since its launch.
The current NAV of AXIS Multi Asset Allocation Fund - Regular (G) is ₹38.42, as on 1 January 2025. The fund's benchmark index is Nifty 500 TRI Index (65%) + Nifty Composite Debt Index (20%) + Domestic Price of Physical Gold (7.5%. You can invest in AXIS Multi Asset Allocation Fund - Regular (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹100.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
If redeemed/swich out within 12 months from the date of allotment: - For 10% of investment : Nil - For remaining investment : 1% NIL - If redeemed/switch out after 12 months from the date of allotment. The fund has generated 7.47% and 12.19% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 64.18% in Equity, 22.61% in Debt and 13.20% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 21.43% in Debt, 17.46% in Others, 10.21% in Banks, 4.92% in IT-Software, 4.09% in Pharmaceuticals & Biotech

FAQs

How to Invest in AXIS Multi Asset Allocation Fund - Regular (G) Direct Growth?

AXIS Multi Asset Allocation Fund - Regular (G) is a popular fund in the Multi Asset Allocation segment. The fund has generated a return of 9.80% since inception. Looking to invest in AXIS Multi Asset Allocation Fund - Regular (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in AXIS Multi Asset Allocation Fund - Regular (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, AXIS Multi Asset Allocation Fund - Regular (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in AXIS Multi Asset Allocation Fund - Regular (G) today and reap the benefits of this Multi Asset Allocation fund!

How much returns has AXIS Multi Asset Allocation Fund - Regular (G) Direct Growth generated?

In the short term, i.e., 1 year, AXIS Multi Asset Allocation Fund - Regular (G) has generated annualised return of 15.55%. In the long-term, the fund has generated 7.47% and 12.19% in 3 and 5 years respectively. Since its inception, the fund has generated 9.80% returns.

What is the expense ratio of AXIS Multi Asset Allocation Fund - Regular (G) Direct Growth?

The expense ratio of AXIS Multi Asset Allocation Fund - Regular (G) Direct Growth is 2.10%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of AXIS Multi Asset Allocation Fund - Regular (G) Fund Direct Growth?

The Assets Under Management (AUM) of AXIS Multi Asset Allocation Fund - Regular (G) is ₹1,281.69 (Cr) as of 2025-01-01 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from AXIS Multi Asset Allocation Fund - Regular (G) Direct Growth?

Redeeming or selling units of AXIS Multi Asset Allocation Fund - Regular (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from AXIS Multi Asset Allocation Fund - Regular (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case AXIS Multi Asset Allocation Fund - Regular (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).