Should I invest in Axis Multi Asset Allocation Fund?

We don't give personal investment advice. Axis Multi Asset Allocation Fund - Regular Plan - Growth Option is suitable for an investor whose:horizon is 3-5 years — too short for pure equity, too long for pure debtwants a single fund that automatically rebalances between equity and debtis comfortable trading some upside for lower volatility vs a pure equity fundCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 17.9%. 5-year CAGR: 9.57%.

Axis

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Latest NAV

₹43.3074

As of

3 Jun 2026

3,888 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.33%	+0.20%	+0.13	14 / 29	Q2
1W	-1.52%	-0.97%	-0.55	25 / 29	Q4
2W	-0.92%	-0.29%	-0.63	24 / 29	Q4
1M	-0.60%	+0.15%	-0.74	21 / 29	Q3
3M	-4.53%	-1.73%	-2.81	24 / 27	Q4
6M	-0.11%	+2.20%	-2.30	19 / 27	Q3
YTD	-1.80%	+0.43%	-2.23	19 / 27	Q3
1Y	+10.42%	+11.51%	-1.10	13 / 23	Q3
2Y	+9.63%	+10.07%	-0.44	10 / 18	Q3
3Y	+13.20%	+14.38%	-1.18	6 / 7	Q4
4Y	+11.47%	+14.15%	-2.68	3 / 3	Q4
5Y	+9.57%	+12.42%	-2.85	3 / 3	Q4
7Y	+11.76%	+11.76%	+0.00	1 / 1	Q4
10Y	+10.78%	+10.78%	+0.00	1 / 1	Q4
Inception	+9.75%	+11.54%	-1.79	20 / 29	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-1.80%	+0.43%	-2.23	19 / 27
2025	+14.80%	+16.25%	-1.45	14 / 21
2024	+15.27%	+14.42%	+0.85	6 / 10
2023	+12.61%	+19.25%	-6.64	4 / 4
2022	-5.75%	+1.46%	-7.21	3 / 3
2021	+22.50%	+21.17%	+1.33	1 / 3
2020	+17.85%	+17.85%	+0.00	1 / 1
2019	+15.15%	+15.15%	+0.00	1 / 1
2018	+1.91%	+1.91%	+0.00	1 / 1
2017	+15.39%	+15.39%	+0.00	1 / 1
2016	+6.69%	+6.69%	+0.00	1 / 1

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+10.43%

180 windows

min -11.4% · max 49.9%

89% positive

3-Year rolling

+9.85%

156 windows

min 0.2% · max 22.4%

100% positive

5-Year rolling

+9.90%

132 windows

min 1.9% · max 15.6%

100% positive

7-Year rolling

+9.74%

107 windows

min 4.8% · max 13.5%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

9.34%

3-year · annualised

Sharpe ratio

0.69

vs risk-free 6.5%

Sortino ratio

1.03

Downside-only deviation

Max drawdown

-12.25%

Jan 2026 → Mar 2026

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Multi Asset Allocation Fund

Scheme	Fund house	NAV	As of
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	Nippon India	₹24.4474	2 Jun 2026
Invesco India Multi Asset Allocation Fund - Regular Plan - Growth	Invesco	₹12.2200	3 Jun 2026
Bandhan Multi Asset Allocation Fund - Regular Plan - Growth	Bandhan	₹14.0313	2 Jun 2026
Quantum Multi Asset Allocation Fund - Regular Plan Growth Option	Quantum	₹11.6800	3 Jun 2026
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth	Aditya Birla Sun Life	₹16.4401	3 Jun 2026
Mirae Asset Multi Asset Allocation Fund - Regular Plan - Growth	Mirae Asset	₹13.2100	3 Jun 2026
Kotak Multi Asset Active FOF - Regular - Growth	Kotak	₹10.0620	2 Jun 2026
Edelweiss Multi Asset Allocation Fund - Regular Plan - Growth	Edelweiss	₹12.2505	3 Jun 2026
DSP Multi Asset Allocation Fund - Regular - Growth	DSP	₹16.1358	2 Jun 2026
HSBC Multi Asset Allocation Fund - Regular - Growth	HSBC	₹13.7001	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹43.3074
2 Jun 2026	₹43.4433
1 Jun 2026	₹43.2998
31 May 2026	₹43.6764
29 May 2026	₹43.6782
27 May 2026	₹44.1011
26 May 2026	₹44.1134
25 May 2026	₹44.2780
22 May 2026	₹43.8756
21 May 2026	₹43.8030

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Axis Multi Asset Allocation Fund - Regular Plan - Growth Option is ₹43.3074. It's a Multi Asset Allocation Fund from Axis, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option has NAV history starting from 27 Aug 2010, a track record of about 15 years 9 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option is managed by Axis. It's classified by AMFI under the 'Multi Asset Allocation Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Axis Multi Asset Allocation Fund - Regular Plan - Growth Option has delivered a absolute return of 10.42% — -1.1 pp behind the Multi Asset Allocation Fund category average of 11.51%. The fund ranks #13 of 23 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Axis Multi Asset Allocation Fund - Regular Plan - Growth Option has delivered a CAGR of 13.20% — -1.18 pp behind the Multi Asset Allocation Fund category average of 14.38%. The fund ranks #6 of 7 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Axis Multi Asset Allocation Fund - Regular Plan - Growth Option has delivered a CAGR of 9.57% — -2.85 pp behind the Multi Asset Allocation Fund category average of 12.42%. The fund ranks #3 of 3 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis Multi Asset Allocation Fund - Regular Plan - Growth Option exactly 10 years ago would be worth approximately ₹278,357 today — a multiplier of 2.78×, based on the 10-year CAGR of 10.78%. The category average over the same window would have grown ₹1 lakh to ₹278,357.

A ₹10,000 monthly SIP in Axis Multi Asset Allocation Fund - Regular Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹778,990 today. That's an XIRR (money-weighted annualised return) of 10.37%.

A ₹10,000 monthly SIP for 10 years in Axis Multi Asset Allocation Fund - Regular Plan - Growth Option = ₹1,200,000 invested. It would currently be worth ₹2,149,656 (multiplier 1.79×). XIRR: 11.22%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Axis Multi Asset Allocation Fund - Regular Plan - Growth Option ranks #3 out of 3 funds in the Multi Asset Allocation Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 12.42%; this fund delivered 9.57%.

The worst peak-to-trough decline Axis Multi Asset Allocation Fund - Regular Plan - Growth Option has experienced over the last 5-year window is 17.90% — its NAV fell from a high on 17 Jan 2022 to a low on 17 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Axis Multi Asset Allocation Fund - Regular Plan - Growth Option averaged 9.90% (best 15.55%, worst 1.91%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.32 — weak risk-adjusted performance.

In calendar year 2025, Axis Multi Asset Allocation Fund - Regular Plan - Growth Option returned 14.80% — lagging the Multi Asset Allocation Fund category average of 16.25% by 1.45 pp. It ranked #14 of 21 in its category that year.

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. Axis Multi Asset Allocation Fund - Regular Plan - Growth Option is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 17.9%. 5-year CAGR: 9.57%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Multi Asset Allocation Fund

Recent NAVs

Frequently asked questions

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