Axis Multi Asset Allocation Fund - Direct Plan - Monthly IDCW
Axis Mutual Fund Hybrid Multi Asset Allocation
Expense Ratio
0.98%
AUM
₹4.97 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
+8.92%
Excellent
6 Months
+21.55%
Excellent
1 Year
+13.11%
Average
3 Years
+8.64%
Below Average
5 Years
+5.50%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹4.97 Cr
Recent Trend
Growing
Stability Score
5.4
Growth Assessment
Stable
Growth Performance
Historical returns
1Y
Annual Growth
+6.50%
3Y
3Y CAGR
+5.77%
5Y
5Y CAGR
+305.82%
Growth Assessment: Stable
• Steady growth in investor base
• Moderate flow stability
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
10.50%
Annualized standard deviation
Sharpe Ratio
0.191
Poor - Risk-adjusted return
Max Drawdown
-21.40%
High - Worst decline
Consistency
67.4%
Performance consistency
Volatility Breakdown
Daily Volatility
0.66%
Average daily price movement
Annualized Volatility
10.50%
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