Axis Multi Asset Allocation Fund - Direct Plan - Growth Option
Axis Mutual Fund · Hybrid · mandate: ≥10% each in at least 3 asset classes · benchmark: —
AUM (all plans)
2,266 cr
TER direct / regular
1.40% / 2.41%
CAGR (full)
12.8%
Sharpe (full)
0.66
Sharpe (bull ≤Sep-24)
2.70
Sharpe (sideways Oct-24→)
0.33
Max drawdown
-19.1%
Months of data
163
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
19.5%
-0.0%
1.40
12
FY23
-5.2%
-11.0%
-0.84
12
FY24
21.4%
-6.0%
1.90
12
FY25
12.3%
1.9%
0.59
12
FY26
11.0%
-0.5%
0.45
12
FY27*
12.2%
1.3%
3.17
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2013
-2.3
+0.6
-0.7
+1.5
-3.3
+0.9
+0.1
+1.7
+4.8
-0.6
-0.9
+1.4
2014
-0.5
+2.9
+1.0
+1.2
+1.8
+3.6
+0.4
+1.5
+0.6
+1.8
+2.1
+0.9
+18.8
2015
+4.2
-0.6
-0.9
-0.4
+1.4
-0.7
-0.0
-0.0
-0.7
+0.7
-2.1
-0.3
+0.4
2016
+0.9
-0.1
+2.4
+3.0
-0.5
+3.9
+3.2
+0.5
+0.4
+0.9
-3.8
-2.8
+8.1
2017
+2.8
+1.9
+1.7
+2.2
+0.5
+0.5
+2.6
+0.9
+0.5
+1.3
+0.2
+1.3
+17.6
2018
+1.7
-0.8
-0.6
+3.1
-0.2
-1.7
+4.9
+1.4
-7.5
-2.7
+4.4
+1.5
+2.9
2019
-2.6
+1.4
+3.6
+1.5
+2.9
+1.0
-3.0
+1.7
+4.5
+3.5
-0.2
+1.4
+16.6
2020
+1.1
-2.0
-17.5
+11.1
-3.1
+6.4
+5.8
+2.4
-0.6
+2.9
+9.3
+5.5
+19.7
2021
-3.0
+3.8
+0.8
+1.6
+4.9
+2.0
+2.8
+5.9
+1.8
+1.1
-0.5
+1.4
+24.9
2022
-2.7
-2.5
+2.4
-2.5
-3.7
-4.6
+8.4
+2.9
-3.0
+1.9
+1.9
-2.2
-4.3
2023
-2.7
-0.9
-0.1
+3.7
+2.5
+2.3
+2.3
-0.9
+0.8
-1.9
+3.5
+5.3
+14.4
2024
-0.8
+1.6
+1.5
+3.4
+1.2
+4.6
+4.4
+1.7
+1.4
-2.5
-0.3
-0.6
+16.5
2025
-1.8
-4.3
+4.9
+2.1
+2.5
+2.2
-0.2
+0.3
+3.3
+3.3
+1.9
+1.6
+16.5
2026
+2.8
+0.3
-8.9
+5.5
+0.4
+0.8
+2.3
+2.8
+5.4
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard