- Scheme Category:
- Hybrid Scheme >
- Multi Asset Allocation Fund
NAV: ₹ ↑ 0.49%
NAV chart
SMA (Simple Moving Average)
- 50 SMA
- 100 SMA
- 200 SMA
- 400 SMA
Returns
CAGR returns till date
CAGR returns of Axis Multi Asset Allocation Fund - Direct Plan - Growth Option and its peers as on 21 August, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Axis Multi Asset Allocation Fund - Direct Plan - Growth Option | 4.99% | 0.49% | 1.04% | 3.39% | 5.59% | 15.25% | 15.8% | 11.01% | 14.6% | 12.04% |
| SBI MULTI ASSET ALLOCATION FUND - DIRECT PLAN - GROWTH | 3.89% | 0.24% | 0.33% | 1.11% | 2.26% | 14.49% | 16.66% | 14.59% | 14.84% | 12.34% |
| ICICI Prudential Multi-Asset Fund - Direct Plan - Growth | 0.96% | 0.22% | 0.29% | 1.75% | 3.34% | 8.73% | 16.29% | 18% | 19.01% | 15.79% |
| HDFC Multi-Asset Fund - Growth Option - Direct Plan | 1.33% | 0.32% | 0.4% | 2.24% | 3.41% | 6.96% | 13.43% | 12.06% | 15.15% | 11.87% |
| Nippon India Multi Asset Allocation Fund - Direct Plan - Growth Option | 7.59% | 0.38% | 0.73% | 3.54% | 4.72% | 18.03% | 20.8% | 16.84% | - | - |
| Kotak Multi Asset Allocation Fund - Direct Plan - Growth Option | 4.73% | 0.37% | 0.51% | 2.92% | 3.19% | 22.2% | - | - | - | - |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | 8.08% | 17.09% | 3.05% | 16.62% | 19.82% | 25.92% | -4.98% | 14.03% | 16.84% | 16.34% |
Discrete returns (monthly)
| Month | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | 2.31% | 1.94% | 1.12% | 2.5% | 0.27% | -8.89% | 4.28% | 0.38% | 1.69% | 1.91% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 82.31% | 15.05% (Arbitrage: 2.79%) | 0.00% | 0.00% | 5.17% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|---|---|---|
| ICICI Bank Limited | ICICIBANK (INE090A01021) | Banks | 4.94% |
| HDFC Bank Limited | HDFCBANK (INE040A01034) | Banks | 3.81% |
| Larsen & Toubro Limited | LT (INE018A01030) | Construction | 2.55% |
| Bharti Airtel Limited | BHARTIARTL (INE397D01024) | Telecom - Services | 2.47% |
| Mahindra & Mahindra Limited | M&M (INE101A01026) | Automobiles | 2.45% |
| Reliance Industries Limited | RELIANCE (INE002A01018) | Petroleum Products | 2.19% |
| State Bank of India | SBIN (INE062A01020) | Banks | 2.11% |
| Axis Bank Limited | AXISBANK (INE238A01034) | Banks | 2.01% |
| Bajaj Finance Limited | BAJFINANCE (INE296A01032) | Finance | 1.89% |
| SBI Life Insurance Company Limited | SBILIFE (INE123W01016) | Insurance | 1.31% |
| Cube Highways Trust-InvIT Fund | (INE0NR623014) | Transport Infrastructure | 1.24% |
| Oil & Natural Gas Corporation Limited | ONGC (INE213A01029) | Oil | 1.24% |
| Titan Company Limited | TITAN (INE280A01028) | Consumer Durables | 1.17% |
| Torrent Pharmaceuticals Limited | TORNTPHARM (INE685A01028) | Pharmaceuticals & Biotechnology | 1.14% |
| Swiggy Limited | SWIGGY (INE00H001014) | Retailing | 1.13% |
| NTPC Limited | NTPC (INE733E01010) | Power | 1.11% |
| TVS Motor Company Limited | TVSMOTOR (INE494B01023) | Automobiles | 1.10% |
| Indus Infra Trust | (INE0NHL23019) | Transport Infrastructure | 0.99% |
| Sagility Limited | SAGILITY (INE0W2G01015) | IT - Services | 0.88% |
| The Federal Bank Limited | FEDERALBNK (INE171A01029) | Banks | 0.87% |
| Tech Mahindra Limited | TECHM (INE669C01036) | IT - Software | 0.86% |
| Cipla Limited | CIPLA (INE059A01026) | Pharmaceuticals & Biotechnology | 0.85% |
| United Spirits Limited | UNITDSPR (INE854D01024) | Beverages | 0.85% |
| Kotak Mahindra Bank Limited | KOTAKBANK (INE237A01036) | Banks | 0.83% |
| TD Power Systems Limited | TDPOWERSYS (INE419M01027) | Electrical Equipment | 0.83% |
| UltraTech Cement Limited | ULTRACEMCO (INE481G01011) | Cement & Cement Products | 0.83% |
| Vedanta Aluminium Metal Limited | VAML (INE1CDF01017) | Non - Ferrous Metals | 0.76% |
| Marico Limited | MARICO (INE196A01026) | Agricultural Food & other Products | 0.75% |
| Cholamandalam Investment and Finance Company Ltd (CCD) | (INE121A08PJ0) | Finance | 0.72% |
| Sona BLW Precision Forgings Limited | SONACOMS (INE073K01018) | Auto Components | 0.71% |
| Cummins India Limited | CUMMINSIND (INE298A01020) | Industrial Products | 0.70% |
| Sapphire Foods India Limited | SAPPHIRE (INE806T01020) | Leisure Services | 0.69% |
| Tata Consultancy Services Limited | TCS (INE467B01029) | IT - Software | 0.68% |
| Minda Corporation Limited | MINDACORP (INE842C01021) | Auto Components | 0.65% |
| Alkem Laboratories Limited | ALKEM (INE540L01014) | Pharmaceuticals & Biotechnology | 0.65% |
| Fortis Healthcare Limited | FORTIS (INE061F01013) | Healthcare Services | 0.63% |
| Hindustan Aeronautics Limited | HAL (INE066F01020) | Aerospace & Defense | 0.63% |
| Page Industries Limited | PAGEIND (INE761H01022) | Textiles & Apparels | 0.62% |
| Amber Enterprises India Limited | AMBER (INE371P01015) | Consumer Durables | 0.61% |
| Indo-MIM Limited | (INE084101034) | Industrial Manufacturing | 0.61% |
| Aadhar Housing Finance Limited | AADHARHFC (INE883F01010) | Finance | 0.60% |
| Hyundai Motor India Ltd | HYUNDAI (INE0V6F01027) | Automobiles | 0.60% |
| 360 One WAM Limited | 360ONE (INE466L01038) | Capital Markets | 0.60% |
| Max Healthcare Institute Limited | MAXHEALTH (INE027H01010) | Healthcare Services | 0.59% |
| Coforge Limited | COFORGE (INE591G01025) | IT - Software | 0.59% |
| JSW Infrastructure Ltd | JSWINFRA (INE880J01026) | Transport Infrastructure | 0.58% |
| Vishal Mega Mart Limited | VMM (INE01EA01019) | Retailing | 0.57% |
| Sun Pharmaceutical Industries Limited | SUNPHARMA (INE044A01036) | Pharmaceuticals & Biotechnology | 0.56% |
| CreditAccess Grameen Limited | CREDITACC (INE741K01010) | Finance | 0.55% |
| Eternal Limited | ETERNAL (INE758T01015) | Retailing | 0.55% |
| GE Vernova T&D India Limited | GVT&D (INE200A01026) | Electrical Equipment | 0.55% |
| Doms Industries Limited | DOMS (INE321T01012) | Household Products | 0.55% |
| Britannia Industries Limited | BRITANNIA (INE216A01030) | Food Products | 0.53% |
| Godrej Consumer Products Limited | GODREJCP (INE102D01028) | Personal Products | 0.52% |
| Ather Energy Limited | ATHERENERG (INE0LEZ01016) | Automobiles | 0.51% |
| Welspun Corp Limited | WELCORP (INE191B01025) | Industrial Products | 0.51% |
| Krishna Institute Of Medical Sciences Limited | KIMS (INE967H01025) | Healthcare Services | 0.50% |
| Aarti Industries Limited | AARTIIND (INE769A01020) | Chemicals & Petrochemicals | 0.50% |
| Emcure Pharmaceuticals Limited | EMCURE (INE168P01015) | Pharmaceuticals & Biotechnology | 0.48% |
| Tenneco Clean Air India Limited | TENNIND (INE19RI01016) | Auto Components | 0.48% |
| Lenskart Solutions Limited | LENSKART (INE956O01016) | Retailing | 0.47% |
| Tata Consumer Products Limited | TATACONSUM (INE192A01025) | Agricultural Food & other Products | 0.46% |
| JK Cement Limited | JKCEMENT (INE823G01014) | Cement & Cement Products | 0.46% |
| Coromandel International Limited | COROMANDEL (INE169A01031) | Fertilizers & Agrochemicals | 0.45% |
| Delhivery Limited | DELHIVERY (INE148O01028) | Transport Services | 0.44% |
| The Indian Hotels Company Limited | INDHOTEL (INE053A01029) | Leisure Services | 0.44% |
| Chalet Hotels Limited | CHALET (INE427F01016) | Leisure Services | 0.43% |
| Midwest Limited | MIDWESTLTD (INE0XAD01024) | Consumer Durables | 0.41% |
| Knowledge Realty Trust | (INE1JAR25012) | Realty | 0.34% |
| ABB India Limited | ABB (INE117A01022) | Electrical Equipment | 0.34% |
| Tata Steel Limited | TATASTEEL (INE081A01020) | Ferrous Metals | 0.34% |
| PI Industries Limited | PIIND (INE603J01030) | Fertilizers & Agrochemicals | 0.33% |
| Bajaj Finserv Limited | BAJAJFINSV (INE918I01026) | Finance | 0.26% |
| Tata Power Company Limited | TATAPOWER (INE245A01021) | Power | 0.19% |
| HCL Technologies Limited | HCLTECH (INE860A01027) | IT - Software | 0.15% |
| Axis Gold ETF | (INF846K01W80) | 12.74% | |
| Axis Silver ETF | (INF846K011K1) | 2.08% |
Debt
| Name | Rating | Weight % |
|---|---|---|
| 8.55% Shriram Finance Limited (28/04/2028) ** | CRISIL AAA | 1.22% |
| 8.15% Tata Capital Limited (11/06/2029) ** | CRISIL AAA | 1.01% |
| 9% Aditya Birla Digital Fashion Ventures Limited (20/07/2029) ** | CRISIL AA- | 1.00% |
| 7.48% National Bank For Agriculture and Rural Development (15/09/2028) | CRISIL AAA | 1.00% |
| 7.88% Muthoot Finance Limited (22/11/2028) ** | CRISIL AA+ | 0.99% |
| 5% GMR Airports Limited (13/02/2027) | CRISIL A+ | 0.93% |
| 7.18% Government of India (14/08/2033) | Sovereign | 0.82% |
| 7.1% Government of India (08/04/2034) | Sovereign | 0.61% |
| 7.69% REC Limited (31/03/2033) ** | CRISIL AAA | 0.41% |
| 9.40% Vedanta Aluminium Metal Limited (20/02/2027) ** | ICRA AA+ | 0.40% |
| Muthoot Finance Limited (26/07/2029) (FRN) | CRISIL AA+ | 0.40% |
| Cholamandalam Investment and Finance Company Ltd (27/02/2029) (FRN) ** | ICRA AA+ | 0.40% |
| 8.8% Aditya Birla Digital Fashion Ventures Limited (26/08/2027) ** | CRISIL AA- | 0.40% |
| 7.81% Uttar Pradesh State Development Loans (19/10/2034) | Sovereign | 0.20% |
| 9% Bharti Telecom Limited (04/12/2028) ** | CRISIL AAA | 0.20% |
| Bamboo Hotel And Global Centre (Delhi) Private limited (31/01/2028) ** | ICRA A+(CE) | 0.20% |
| 8.9% Muthoot Finance Limited (07/10/2027) ** | CRISIL AA+ | 0.20% |
| 7.66% Bajaj Housing Finance Limited (20/03/2028) | CRISIL AAA | 0.20% |
| 7.68% Tata Capital Limited (07/09/2027) ** | CRISIL AAA | 0.20% |
| 8.11% Pilani Investment and Industries Corporation Limited (24/04/2029) ** | CRISIL AA+ | 0.20% |
| 8.4% Muthoot Finance Limited (28/08/2028) ** | CRISIL AA+ | 0.20% |
| 8.20% Adani Power Limited (25/01/2029) ** | CRISIL AA | 0.20% |
| 6.19% Government of India (16/09/2034) | Sovereign | 0.19% |
| 9.4% IKF Finance Limited (12/08/2027) ** | CARE AA- | 0.17% |
| 9.41% India Infrastructure Fin Co Ltd (27/07/2037) ** | CRISIL AAA | 0.11% |
| 182 Days Tbill (MD 27/08/2026) | Sovereign | 0.40% |
Portfolio data is as on date 31 July, 2026
NAV history
Axis Multi Asset Allocation Fund - Direct Plan - Growth Option - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 21 August, 2026 | 54.1313 | 0.49% |
| 20 August, 2026 | 53.8677 | 0.76% |
| 19 August, 2026 | 53.4628 | -0.3% |
| 18 August, 2026 | 53.6237 | -0.1% |
| 17 August, 2026 | 53.6760 | 0.19% |
| 14 August, 2026 | 53.5744 | -0.15% |
| 13 August, 2026 | 53.6571 | -0.3% |
| 12 August, 2026 | 53.8185 | 0.19% |
| 11 August, 2026 | 53.7159 | -0.17% |
| 10 August, 2026 | 53.8081 | 0.24% |
| 7 August, 2026 | 53.6816 | 0.12% |
| 6 August, 2026 | 53.6168 | 0.42% |
| 5 August, 2026 | 53.3903 | 0.58% |
| 4 August, 2026 | 53.0809 | -0.23% |
| 3 August, 2026 | 53.2042 | 0.91% |
| 31 July, 2026 | 52.7269 | 0.28% |
| 30 July, 2026 | 52.5772 | 0.48% |
| 29 July, 2026 | 52.3259 | 0.57% |
| 28 July, 2026 | 52.0271 | -0.21% |
| 27 July, 2026 | 52.1361 | 0.72% |
| 24 July, 2026 | 51.7648 | -0.36% |
| 23 July, 2026 | 51.9540 | -0.42% |
| 22 July, 2026 | 52.1738 | -0.35% |
| 21 July, 2026 | 52.3583 | 0.27% |
| 20 July, 2026 | 52.2190 | 0.04% |
| 17 July, 2026 | 52.2002 | 0.25% |
| 16 July, 2026 | 52.0682 | -0.11% |
| 15 July, 2026 | 52.1255 | 0.32% |
| 14 July, 2026 | 51.9612 | -0.6% |
| 13 July, 2026 | 52.2742 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Axis Multi Asset Allocation Fund - Direct Plan - Growth Option?
The latest NAV of Axis Multi Asset Allocation Fund - Direct Plan - Growth Option is 54.1313 as on 21 August, 2026.What are YTD (year to date) returns of Axis Multi Asset Allocation Fund - Direct Plan - Growth Option?
The YTD (year to date) returns of Axis Multi Asset Allocation Fund - Direct Plan - Growth Option are 4.99% as on 21 August, 2026.What are 1 year returns of Axis Multi Asset Allocation Fund - Direct Plan - Growth Option?
The 1 year returns of Axis Multi Asset Allocation Fund - Direct Plan - Growth Option are 15.25% as on 21 August, 2026.What are 3 year CAGR returns of Axis Multi Asset Allocation Fund - Direct Plan - Growth Option?
The 3 year annualized returns (CAGR) of Axis Multi Asset Allocation Fund - Direct Plan - Growth Option are 15.8% as on 21 August, 2026.What are 5 year CAGR returns of Axis Multi Asset Allocation Fund - Direct Plan - Growth Option?
The 5 year annualized returns (CAGR) of Axis Multi Asset Allocation Fund - Direct Plan - Growth Option are 11.01% as on 21 August, 2026.What are 10 year CAGR returns of Axis Multi Asset Allocation Fund - Direct Plan - Growth Option?
The 10 year annualized returns (CAGR) of Axis Multi Asset Allocation Fund - Direct Plan - Growth Option are 11.01% as on 21 August, 2026.