Axis Multi Asset Allocation Fund - Direct Plan - Growth Option
Axis Mutual Fund Hybrid Multi Asset Allocation
Expense Ratio
0.98%
AUM
₹163.27 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate-High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
+16.27%
Excellent
6 Months
+28.59%
Excellent
1 Year
+21.26%
Excellent
3 Years
+17.00%
Good
5 Years
+13.55%
Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹163.27 Cr
Recent Trend
Growing
Stability Score
7.7
Growth Assessment
Good Growth
Growth Performance
Historical returns
1Y
Annual Growth
+13.01%
3Y
3Y CAGR
+27.75%
5Y
5Y CAGR
+1076.50%
Growth Assessment: Good Growth
• Steady growth in investor base
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
10.30%
Annualized standard deviation
Sharpe Ratio
1.008
Good - Risk-adjusted return
Max Drawdown
-17.40%
Moderate - Worst decline
Consistency
72.1%
Performance consistency
Volatility Breakdown
Daily Volatility
0.65%
Average daily price movement
Annualized Volatility
10.30%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance