Previously Known As : Axis Triple Advantage Fund
Axis Multi Asset Allocation Fund Datagrid
Category Multi Asset Allocation Fund
BMSMONEY Rank -
Rating
Growth Option 11-12-2025
NAV ₹43.33(R) +0.7% ₹50.47(D) +0.7%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 10.08% 13.26% 11.91% 13.24% 11.53%
Direct 11.22% 14.49% 13.36% 14.7% 12.9%
Benchmark
SIP (XIRR) Regular 19.71% 13.4% 11.72% 12.79% 12.01%
Direct 20.94% 14.58% 12.99% 14.2% 13.41%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.83 0.41 0.66 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
8.3% -9.44% -9.58% - 6.08%
Fund AUM As on: 30/06/2025 1411 Cr
Top Multi Asset Allocation Fund
Fund Name Rank Rating
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Quant Multi Asset Fund -
tata multi asset opportunities fund -
Axis Multi Asset Allocation Fund -

NAV Date: 11-12-2025

Scheme Name NAV Rupee Change Percent Change
Axis Multi Asset Allocation Fund - Regular Plan - Monthly IDCW 20.03
0.1400
0.7000%
Axis Multi Asset Allocation Fund - Direct Plan - Monthly IDCW 27.46
0.1900
0.7000%
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option 43.33
0.3000
0.7000%
Axis Multi Asset Allocation Fund - Direct Plan - Growth Option 50.47
0.3500
0.7000%

Review Date: 11-12-2025

Beginning of Analysis

The Axis Multi Asset Allocation Fund has shown a very good past performence in Multi Asset Allocation Fund. The Axis Multi Asset Allocation Fund has a Sharpe Ratio of 0.83 which is lower than the category average of 1.4, showing poor performance.
The past performance of the {fund_name_eng} may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds.
Multi Asset Allocation Mutual Funds

Axis Multi Asset Allocation Fund Return Analysis

  • The fund has given a return of 1.07%, 5.49 and 9.17 in last one, three and six months respectively. In the same period the category average return was 1.24%, 5.63% and 8.46% respectively.
  • Axis Multi Asset Allocation Fund has given a return of 11.22% in last one year. In the same period the category average return was 12.67%.
  • The fund has given a return of 14.49% in last three years and ranked 8.0th out of eight funds in the category. In the same period the Multi Asset Allocation Fund category average return was 18.44%.
  • The fund has given a return of 13.36% in last five years and ranked 8.0th out of eight funds in the category. In the same period the Multi Asset Allocation Fund category average return was 18.29%.
  • The fund has given a return of 12.9% in last ten years and ranked 3.0rd out of six funds in the category. In the same period the category average return was 14.5%.
  • The fund has given a SIP return of 20.94% in last one year whereas category average SIP return is 18.39%. The fund one year return rank in the category is 13th in 23 funds
  • The fund has SIP return of 14.58% in last three years and ranks 7th in 8 funds. Quant Multi Asset Fund has given the highest SIP return (20.21%) in the category in last three years.
  • The fund has SIP return of 12.99% in last five years whereas category average SIP return is 17.06%.

Axis Multi Asset Allocation Fund Risk Analysis

  • The fund has a standard deviation of 8.3 and semi deviation of 6.08. The category average standard deviation is 7.86 and semi deviation is 5.7.
  • The fund has a Value at Risk (VaR) of -9.44 and a maximum drawdown of -9.58. The category average VaR is -7.22 and the maximum drawdown is -8.21.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Multi Asset Allocation Fund Category
  • Good Performance in Multi Asset Allocation Fund Category
  • Poor Performance in Multi Asset Allocation Fund Category
  • Very Poor Performance in Multi Asset Allocation Fund Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.99
    1.14
    		-0.35 | 2.83 11 | 23 Good
    3M Return % 5.22
    5.30
    		1.34 | 8.62 13 | 23 Average
    6M Return % 8.61
    7.78
    		2.58 | 13.64 9 | 23 Good
    1Y Return % 10.08
    11.27
    		3.45 | 17.63 16 | 23 Average
    3Y Return % 13.26
    17.12
    		13.26 | 19.76 8 | 8 Poor
    5Y Return % 11.91
    16.88
    		11.91 | 24.90 8 | 8 Poor
    7Y Return % 13.24
    16.02
    		13.24 | 23.07 6 | 6 Average
    10Y Return % 11.53
    13.46
    		11.45 | 17.81 5 | 6 Average
    15Y Return % 10.03
    11.68
    		9.58 | 14.27 5 | 6 Average
    1Y SIP Return % 19.71
    16.91
    		-9.50 | 28.20 11 | 23 Good
    3Y SIP Return % 13.40
    15.16
    		12.20 | 18.63 7 | 8 Poor
    5Y SIP Return % 11.72
    15.71
    		11.72 | 20.44 8 | 8 Poor
    7Y SIP Return % 12.79
    16.76
    		12.79 | 23.70 6 | 6 Average
    10Y SIP Return % 12.01
    14.84
    		12.01 | 20.88 6 | 6 Average
    15Y SIP Return % 10.74
    12.94
    		10.74 | 16.79 6 | 6 Average
    Standard Deviation 8.30
    7.86
    		5.91 | 11.34 6 | 8 Average
    Semi Deviation 6.08
    5.70
    		4.24 | 7.87 6 | 8 Average
    Max Drawdown % -9.58
    -8.21
    		-12.19 | -5.15 6 | 8 Average
    VaR 1 Y % -9.44
    -7.22
    		-12.36 | -4.51 7 | 8 Poor
    Average Drawdown % -3.95
    -2.98
    		-4.28 | -1.83 7 | 8 Poor
    Sharpe Ratio 0.83
    1.40
    		0.83 | 1.85 8 | 8 Poor
    Sterling Ratio 0.66
    0.95
    		0.66 | 1.24 8 | 8 Poor
    Sortino Ratio 0.41
    0.78
    		0.41 | 1.09 8 | 8 Poor
    Return data last Updated On : Dec. 11, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 28, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 1.07 1.24 -0.27 | 2.93 11 | 23 Good
    3M Return % 5.49 5.63 1.42 | 8.95 13 | 23 Average
    6M Return % 9.17 8.46 2.75 | 14.37 10 | 23 Good
    1Y Return % 11.22 12.67 4.86 | 19.15 17 | 23 Average
    3Y Return % 14.49 18.44 14.49 | 21.41 8 | 8 Poor
    5Y Return % 13.36 18.29 13.36 | 26.84 8 | 8 Poor
    7Y Return % 14.70 17.16 14.28 | 24.40 5 | 6 Average
    10Y Return % 12.90 14.50 12.53 | 18.70 3 | 6 Good
    1Y SIP Return % 20.94 18.39 -9.19 | 29.84 13 | 23 Average
    3Y SIP Return % 14.58 16.46 13.50 | 20.21 7 | 8 Poor
    5Y SIP Return % 12.99 17.06 12.99 | 22.22 8 | 8 Poor
    7Y SIP Return % 14.20 17.99 14.20 | 25.41 6 | 6 Average
    10Y SIP Return % 13.41 15.95 13.41 | 22.13 6 | 6 Average
    Standard Deviation 8.30 7.86 5.91 | 11.34 6 | 8 Average
    Semi Deviation 6.08 5.70 4.24 | 7.87 6 | 8 Average
    Max Drawdown % -9.58 -8.21 -12.19 | -5.15 6 | 8 Average
    VaR 1 Y % -9.44 -7.22 -12.36 | -4.51 7 | 8 Poor
    Average Drawdown % -3.95 -2.98 -4.28 | -1.83 7 | 8 Poor
    Sharpe Ratio 0.83 1.40 0.83 | 1.85 8 | 8 Poor
    Sterling Ratio 0.66 0.95 0.66 | 1.24 8 | 8 Poor
    Sortino Ratio 0.41 0.78 0.41 | 1.09 8 | 8 Poor
    Return data last Updated On : Dec. 11, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 28, 2025
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Axis Multi Asset Allocation Fund NAV Regular Growth Axis Multi Asset Allocation Fund NAV Direct Growth
    11-12-2025 43.3346 50.4727
    10-12-2025 43.0336 50.1207
    09-12-2025 43.1245 50.2251
    08-12-2025 43.0665 50.1561
    05-12-2025 43.453 50.602
    04-12-2025 43.315 50.4399
    03-12-2025 43.4345 50.5776
    02-12-2025 43.489 50.6396
    01-12-2025 43.6527 50.8288
    28-11-2025 43.4645 50.6054
    27-11-2025 43.4024 50.5316
    26-11-2025 43.3941 50.5205
    25-11-2025 42.9899 50.0485
    24-11-2025 42.8923 49.9335
    21-11-2025 42.9627 50.0113
    20-11-2025 43.2633 50.3598
    19-11-2025 43.3847 50.4996
    18-11-2025 43.1229 50.1935
    17-11-2025 43.3344 50.4383
    14-11-2025 43.2282 50.3104
    13-11-2025 43.3553 50.4569
    12-11-2025 43.1677 50.2372
    11-11-2025 42.9104 49.9364

    Fund Launch Date: 30/Jun/2010
    Fund Category: Multi Asset Allocation Fund
    Investment Objective: To generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments, fixed income instruments & GoldExchange Traded Funds
    Fund Description: An Open Ended Scheme Investing In Equity, Debt And Gold
    Fund Benchmark: 65% of Nifty 50 Total Return Index+ 20% of NIFTYComposite DebtIndex + 15% of INRPrice of Gold
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.