MonitorDirect · Growth
Axis Multi Asset Allocation Fund
Axis Mutual FundHybrid Schemes - Multi Asset Allocation Fund13.7 years
- NAV
- 52.1064
- 15 Sept 2026
- 1Y
- +10.4%
- Trailing CAGR
- AUM
- ₹2,611.13 Cr
- 31 Aug 2026
- Volatility
- Medium
- 10.4% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+10.4%
- 3Y+13.6%
- 5Y+9.4%
- 10Y+11.7%
- SI+11.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+6.8%
- 3Y+12.1%
- 5Y+12.1%
- 10Y+12.8%
- Since inception
- +11.0%
- Calendar-day CAGR
- Excess 1Y
- -1.5%
- Category median, same plan and option
- 3Y win rate
- +34%
- Windows beating the median
- 3Y percentile
- 25
- Vs comparable share classes
- Worst rolling 3Y
- +0.3%
- 2644 daily-ending windows
- Median rolling 3Y
- +10.9%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2151 daily-ending windows
- SIP 3Y XIRR
- +12.1%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 12 days
- 198 recovered episodes
- Longest recovery
- 448 days
- Trough to prior peak
- Current spell
- 225 days
- Days below latest peak
- Time below peak
- +86%
- NAV observations
13 Feb 2020 – 9 Oct 2020
Trough 23 Mar 2020 · recovered in 200 days
-27.4%
17 Jan 2022 – 8 Sept 2023
Trough 17 Jun 2022 · recovered in 448 days
-17.4%
31 Aug 2018 – 20 May 2019
Trough 26 Oct 2018 · recovered in 206 days
-12.5%
29 Jan 2026 – open
Trough 23 Mar 2026 · not recovered
-12.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
25
Vs category
41
Consistency
41
Risk-adjusted
53
Drawdown
32
Mean
38
Portfolio
31 Aug 2026 · 110 holdings · top 10 are 41.8%.
- Top 5
- 30.1%
- Top 10
- 41.8%
- Largest holding
- 12.3%
- Effective holdings
- 32.1
Axis Gold ETF-Growth
Unspecified
12.3%
ICICI Bank Ltd
Financial
5.8%
Others CBLO
Unspecified
4.6%
Net Receivables
Unspecified
3.8%
HDFC Bank Ltd
Financial
3.6%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Mahindra Manulife Multi Asset Allocation Fund
Mahindra Manulife Mutual Fund
- 1Y
- +14.5%
- 3Y
- n/a
- Vol
- 9.0%
- Max DD
- -9.5%
- Sharpe
- 1.11
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
WhiteOak Capital Multi Asset Allocation Fund
WhiteOak Capital Mutual Fund
- 1Y
- +11.3%
- 3Y
- +16.5%
- Vol
- 5.6%
- Max DD
- -6.1%
- Sharpe
- 1.91
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
360 ONE Multi Asset Allocation Fund
360 ONE Mutual Fund
- 1Y
- +18.8%
- 3Y
- n/a
- Vol
- 12.2%
- Max DD
- -9.9%
- Sharpe
- 1.32
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
HDFC Multi Asset Allocation Fund
HDFC Mutual Fund
- 1Y
- +2.3%
- 3Y
- +11.1%
- Vol
- 8.0%
- Max DD
- -27.1%
- Sharpe
- 0.76
- 3Y win
- +44%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
HSBC Multi Asset Allocation Fund
HSBC Mutual Fund
- 1Y
- +13.7%
- 3Y
- n/a
- Vol
- 14.2%
- Max DD
- -18.7%
- Sharpe
- 0.74
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility