Should I invest in Axis Multi Factor Passive FoF?

We don't give personal investment advice. Axis Multi Factor Passive FoF - Regular Plan - IDCW is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

Axis

Axis Multi Factor Passive FoF - Regular Plan - IDCW

Latest NAV

₹15.2622

As of

3 Jun 2026

1,055 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	+0.30%	-3.73%	+4.03	40 / 100	Q2
1W	-1.38%	-4.70%	+3.32	76 / 100	Q4
2W	+0.10%	-4.26%	+4.35	46 / 100	Q2
1M	-0.85%	-2.40%	+1.55	85 / 100	Q4
3M	-1.70%	-4.89%	+3.19	61 / 97	Q3
6M	-2.36%	+3.08%	-5.44	68 / 89	Q4
YTD	-2.82%	-1.15%	-1.66	69 / 90	Q4
1Y	+3.72%	+22.24%	-18.51	39 / 77	Q3
2Y	+0.41%	+18.69%	-18.28	41 / 50	Q4
3Y	+11.33%	+15.32%	-3.98	18 / 41	Q2
4Y	+12.02%	+11.96%	+0.05	12 / 35	Q2
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+10.50%	+11.30%	-0.81	37 / 100	Q2

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	-2.82%	+3.46%	-6.27	68 / 85
2025	+5.42%	+34.91%	-29.48	38 / 55
2024	+11.05%	+12.37%	-1.32	22 / 42
2023	+24.51%	+13.03%	+11.48	6 / 41
2022	—	—	—	—

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

+13.65%

40 windows

min -9.4% · max 39.5%

78% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+12.70%

16 windows

min 7.9% · max 16.5%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

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

13.55%

3-year · annualised

Sharpe ratio

0.38

vs risk-free 6.5%

Sortino ratio

0.56

Downside-only deviation

Max drawdown

-22.20%

Sep 2024 → Mar 2025

% positive months

72.2%

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 Fund of Funds - Domestic

Scheme	Fund house	NAV	As of
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF - Direct Plan - IDCW	ICICI Prudential	₹17.6839	3 Jun 2026
Motilal Oswal Multi Factor Passive Fund of Funds - Direct	Motilal Oswal	₹10.2661	3 Jun 2026
Mirae Asset BSE 200 Equal Weight ETF Fund of Fund - Direct Plan - IDCW	Mirae Asset	₹11.3510	3 Jun 2026
Axis Multi Factor Passive FoF - Direct Plan - IDCW	Axis	₹15.4599	3 Jun 2026
Groww Nifty 500 Momentum 50 ETF FOF - Direct Plan - IDCW	Groww	₹10.4119	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹15.2622
2 Jun 2026	₹15.3238
1 Jun 2026	₹15.2773
31 May 2026	₹15.4353
29 May 2026	₹15.4357
27 May 2026	₹15.6034
26 May 2026	₹15.5380
25 May 2026	₹15.5288
22 May 2026	₹15.3830
21 May 2026	₹15.3860

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 Factor Passive FoF - Regular Plan - IDCW is ₹15.2622. It's a Fund of Funds - Domestic from Axis, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Axis Multi Factor Passive FoF - Regular Plan - IDCW has NAV history starting from 28 Feb 2022, a track record of about 4 years 3 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

Axis Multi Factor Passive FoF - Regular Plan - IDCW is managed by Axis. It's classified by AMFI under the 'Fund of Funds - Domestic' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Axis Multi Factor Passive FoF - Regular Plan - IDCW has delivered a absolute return of 3.72% — -18.51 pp behind the Fund of Funds - Domestic category average of 22.24%. The fund ranks #39 of 77 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Axis Multi Factor Passive FoF - Regular Plan - IDCW has delivered a CAGR of 11.33% — -3.98 pp behind the Fund of Funds - Domestic category average of 15.32%. The fund ranks #18 of 41 in its category — the second (Q2) quartile.

Axis Multi Factor Passive FoF - Regular Plan - IDCW doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in Axis Multi Factor Passive FoF - Regular Plan - IDCW exactly 3 years ago would be worth approximately ₹137,991 today — a multiplier of 1.38×, based on the 3-year CAGR of 11.33%. The category average over the same window would have grown ₹1 lakh to ₹153,343.

A ₹10,000 monthly SIP in Axis Multi Factor Passive FoF - Regular Plan - IDCW over the last 3 years — total invested ₹360,000 — would be worth ₹388,835 today. That's an XIRR (money-weighted annualised return) of 5.06%.

Axis Multi Factor Passive FoF - Regular Plan - IDCW doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹388,835 — XIRR 5.06%.

On a 3-year basis, Axis Multi Factor Passive FoF - Regular Plan - IDCW ranks #18 out of 41 funds in the Fund of Funds - Domestic category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 15.32%; this fund delivered 11.33%.

The worst peak-to-trough decline Axis Multi Factor Passive FoF - Regular Plan - IDCW has experienced over the last 3-year window is 22.20% — its NAV fell from a high on 27 Sep 2024 to a low on 04 Mar 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, Axis Multi Factor Passive FoF - Regular Plan - IDCW averaged 12.70% (best 16.51%, worst 7.90%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.38 — weak risk-adjusted performance.

In calendar year 2025, Axis Multi Factor Passive FoF - Regular Plan - IDCW returned 5.42% — lagging the Fund of Funds - Domestic category average of 34.91% by 29.48 pp. It ranked #38 of 55 in its category that year.

Axis Multi Factor Passive FoF - Regular Plan - IDCW doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Axis Multi Factor Passive FoF - Regular Plan - IDCW is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

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