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Axis Multi Asset Allocation Fund

Trailing returns, risk, drawdown and the monthly calendar from stored AMFI closes.

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Head-to-head metrics for the compared funds
MetricAxis Multi Asset Allocation FundAMFI 120524
Latest NAV₹51.43 · 2026-09-29
1Y return+6.89%
3Y CAGR—
5Y CAGR—
RiskometerHigh since Mar 2025
BenchmarkNifty 500 TRI Index (65%) + Nifty Composite Debt Index (20%) + Domestic Price of Physical Gold (7.5%) + Domestic Price of Physical Silver (7.5%)
1Y vs benchmark—
3Y vs benchmark—
5Y vs benchmark—
Volatility (1Y)+12.53%
Worst fall (stored span)12.1% (2026-01-29 → 2026-03-23)
SIP XIRR (illustrative ₹10k/mo × 36M)—
AUM₹23.38 thousand cr · April - June 2026
TER Direct · Regular1.23% · 2.30%
Minimum investment₹500
LaunchedJun 2010
AMCAxis Mutual Fund
AMFI categoryOpen Ended Schemes(Hybrid Schemes - Multi Asset Allocation Fund)
Plan · OptionDirect Plan · Growth Option Option

Monthly returns

A bad quarter leaves a stripe; a good one leaves a green run. The right-hand column compounds only the months shown, so a year still open — or one the fund did not live through — never claims a return it cannot back.

Axis Multi Asset Allocation Fundmonth-end to month-end, stored AMFI closes
Monthly NAV returns for Axis Multi Asset Allocation Fund by calendar year, with each year compounded
YearJanFebMarAprMayJunJulAugSepOctNovDecYear
2025—————————+3.3%+1.9%+1.6%+6.9%
2026+2.8%+0.3%-8.9%+5.5%+0.4%+0.8%+2.3%+1.9%-4.2%———+0.1%

Colour saturates at ±10% a month. The newest month runs to the latest stored close, so it is month-to-date rather than a full month.

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Selected AMFI codes: 120524

Tip: the screener shortlists by returns, AUM and category first.

Where these numbers come from

  • Returns and volatility are computed from AMFI's daily NAV closes — latest close 2026-09-29, day-old by design, never live.
  • AUM is AMFI's published quarterly average (AAUM) for April - June 2026.
  • TER is AMFI's monthly scheme-wise snapshot (regular + direct total expense ratios) — the only cost figure with an official feed.
  • Minimum investment and launch date come from AMFI's scheme-data download, refreshed daily. Minimums are the published first-purchase figure, not an investment recommendation; “REFER SID” schemes show “—”.
  • Riskometer level and benchmark come from AMFI's monthly fund-performance disclosure (month-end snapshots; riskometer history starts Nov-2021). “Since” dates mark the current risk level's streak; benchmark deltas compare scheme and benchmark returns at the same snapshot date. Unmapped benchmark strings print verbatim with no grouping.
  • AMFI publishes no exit-load, manager or holdings feed, so this page shows none — any site printing those without a dated factsheet source is guessing.
  • Nothing here is ranked or recommended. Compare mandates and costs, then read the AMC factsheet before investing. Educational content, not financial advice.

Sources: AMFI NAVAll.txt + average-AUM endpoint (attribution on every figure; redistribution status review-required per the source register).