Previously Known As : Axis Triple Advantage Fund
Axis Multi Asset Allocation Fund Datagrid
Category Multi Asset Allocation Fund
BMSMONEY Rank 8
Rating
Growth Option 13-03-2026
NAV ₹42.91(R) -1.81% ₹50.11(D) -1.81%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 17.7% 15.39% 10.56% 12.48% 11.0%
Direct 18.92% 16.61% 11.95% 13.92% 12.38%
Benchmark
SIP (XIRR) Regular 9.16% 12.31% 10.86% 11.89% 11.42%
Direct 10.32% 13.48% 12.1% 13.28% 12.8%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
1.38 0.71 0.86 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
7.66% -7.42% -9.58% - 5.7%
Fund AUM As on: 30/12/2025 1756 Cr
Top Multi Asset Allocation Fund
Fund Name Rank Rating
Nippon India Multi Asset Allocation Fund 1
SBI Multi Asset Allocation Fund 2
Icici Prudential Multi-Asset Fund 3

NAV Date: 13-03-2026

Scheme Name NAV Rupee Change Percent Change
Axis Multi Asset Allocation Fund - Regular Plan - Monthly IDCW 19.4
-0.3600
-1.8100%
Axis Multi Asset Allocation Fund - Direct Plan - Monthly IDCW 26.84
-0.4900
-1.8100%
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option 42.91
-0.7900
-1.8100%
Axis Multi Asset Allocation Fund - Direct Plan - Growth Option 50.11
-0.9200
-1.8100%

Review Date: 13-03-2026

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 1.38 which is lower than the category average of 1.72, 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 -5.13%, -1.64 and 4.28 in last one, three and six months respectively. In the same period the category average return was -4.01%, -1.09% and 4.85% respectively.
  • Axis Multi Asset Allocation Fund has given a return of 18.92% in last one year. In the same period the category average return was 18.95%.
  • The fund has given a return of 16.61% in last three years and ranked 8.0th out of ten funds in the category. In the same period the Multi Asset Allocation Fund category average return was 19.01%.
  • The fund has given a return of 11.95% 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 16.49%.
  • The fund has given a return of 12.38% in last ten years and ranked 4.0th out of six funds in the category. In the same period the category average return was 14.25%.
  • The fund has given a SIP return of 10.32% in last one year whereas category average SIP return is 10.33%. The fund one year return rank in the category is 15th in 26 funds
  • The fund has SIP return of 13.48% in last three years and ranks 5th in 10 funds. quant Multi Asset Allocation Fund has given the highest SIP return (19.85%) in the category in last three years.
  • The fund has SIP return of 12.1% in last five years whereas category average SIP return is 15.19%.

Axis Multi Asset Allocation Fund Risk Analysis

  • The fund has a standard deviation of 7.66 and semi deviation of 5.7. The category average standard deviation is 7.59 and semi deviation is 5.55.
  • The fund has a Value at Risk (VaR) of -7.42 and a maximum drawdown of -9.58. The category average VaR is -6.51 and the maximum drawdown is -8.62.

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 % -5.21
    -4.11
    		-5.88 | 0.10 26 | 32 Poor
    3M Return % -1.89
    -1.41
    		-5.10 | 3.84 20 | 32 Average
    6M Return % 3.75
    4.19
    		-0.47 | 14.51 16 | 29 Good
    1Y Return % 17.70
    17.46
    		6.86 | 28.26 13 | 26 Good
    3Y Return % 15.39
    17.64
    		14.11 | 22.93 8 | 10 Average
    5Y Return % 10.56
    15.12
    		10.56 | 24.32 8 | 8 Poor
    7Y Return % 12.48
    15.16
    		12.27 | 23.07 5 | 6 Average
    10Y Return % 11.00
    13.20
    		11.00 | 17.87 6 | 6 Average
    15Y Return % 10.06
    11.67
    		9.73 | 14.35 5 | 6 Average
    1Y SIP Return % 9.16
    8.93
    		1.09 | 20.86 14 | 26 Good
    3Y SIP Return % 12.31
    13.01
    		9.53 | 18.31 6 | 10 Good
    5Y SIP Return % 10.86
    13.88
    		10.86 | 19.20 8 | 8 Poor
    7Y SIP Return % 11.89
    15.49
    		11.89 | 23.03 6 | 6 Average
    10Y SIP Return % 11.42
    14.13
    		11.42 | 20.66 6 | 6 Average
    15Y SIP Return % 10.47
    12.63
    		10.39 | 16.80 5 | 6 Average
    Standard Deviation 7.66
    7.59
    		5.51 | 10.77 6 | 10 Good
    Semi Deviation 5.70
    5.55
    		3.93 | 7.63 6 | 10 Good
    Max Drawdown % -9.58
    -8.62
    		-12.19 | -5.15 7 | 10 Average
    VaR 1 Y % -7.42
    -6.51
    		-10.79 | -3.53 7 | 10 Average
    Average Drawdown % -2.81
    -2.55
    		-3.59 | -1.48 8 | 10 Average
    Sharpe Ratio 1.38
    1.72
    		1.31 | 2.16 9 | 10 Average
    Sterling Ratio 0.86
    1.05
    		0.83 | 1.31 8 | 10 Average
    Sortino Ratio 0.71
    0.97
    		0.66 | 1.36 9 | 10 Average
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -5.13 -4.01 -5.78 | 0.12 27 | 32 Poor
    3M Return % -1.64 -1.09 -4.76 | 4.25 20 | 32 Average
    6M Return % 4.28 4.85 0.09 | 15.41 17 | 29 Average
    1Y Return % 18.92 18.95 7.22 | 29.89 13 | 26 Good
    3Y Return % 16.61 19.01 15.42 | 24.57 8 | 10 Average
    5Y Return % 11.95 16.49 11.95 | 26.24 8 | 8 Poor
    7Y Return % 13.92 16.32 13.29 | 24.55 5 | 6 Average
    10Y Return % 12.38 14.25 12.11 | 18.79 4 | 6 Good
    1Y SIP Return % 10.32 10.33 2.27 | 22.41 15 | 26 Average
    3Y SIP Return % 13.48 14.32 11.17 | 19.85 5 | 10 Good
    5Y SIP Return % 12.10 15.19 12.10 | 20.89 8 | 8 Poor
    7Y SIP Return % 13.28 16.73 13.28 | 24.75 6 | 6 Average
    10Y SIP Return % 12.80 15.25 12.80 | 21.94 6 | 6 Average
    Standard Deviation 7.66 7.59 5.51 | 10.77 6 | 10 Good
    Semi Deviation 5.70 5.55 3.93 | 7.63 6 | 10 Good
    Max Drawdown % -9.58 -8.62 -12.19 | -5.15 7 | 10 Average
    VaR 1 Y % -7.42 -6.51 -10.79 | -3.53 7 | 10 Average
    Average Drawdown % -2.81 -2.55 -3.59 | -1.48 8 | 10 Average
    Sharpe Ratio 1.38 1.72 1.31 | 2.16 9 | 10 Average
    Sterling Ratio 0.86 1.05 0.83 | 1.31 8 | 10 Average
    Sortino Ratio 0.71 0.97 0.66 | 1.36 9 | 10 Average
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    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
    13-03-2026 42.9094 50.1098
    12-03-2026 43.6997 51.0312
    11-03-2026 43.9351 51.3046
    10-03-2026 44.2505 51.6713
    09-03-2026 43.8707 51.2262
    06-03-2026 44.3759 51.8117
    05-03-2026 44.7717 52.2723
    04-03-2026 44.5976 52.0676
    02-03-2026 45.5066 53.1257
    27-02-2026 45.3899 52.985
    26-02-2026 45.6231 53.2556
    25-02-2026 45.7194 53.3665
    24-02-2026 45.6073 53.2341
    23-02-2026 45.7758 53.4293
    20-02-2026 45.4419 53.035
    19-02-2026 45.2946 52.8615
    18-02-2026 45.5207 53.1239
    17-02-2026 45.3664 52.9422
    16-02-2026 45.4255 53.0097
    13-02-2026 45.2684 52.8218

    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.