Axis Multi Asset Allocation Fund Direct Growth

Scheme code: INF846K01EV4 NAV value: ₹ 50.7996 NAV date: 18 March, 2026 TER: 0.88%

Fund option: Direct Fund type: Growth

Asset class: Hybrid Asset category: Multi Asset Allocation

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-13.18	61.87	10.96	12.26	14.07
3 year	0.27	24.10	10.66	11.48	15.98
5 year	2.36	19.73	12.06	11.83	12.76
7 year	5.21	16.04	11.81	11.68	11.29
10 year	9.70	13.63	11.41	11.41	11.97
12 year	10.62	12.91	11.87	11.72	12.62

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	12.26
3 year	6.28	30.95	15.04	11.48
5 year	8.38	26.02	14.22	11.83
7 year	10.18	15.62	12.93	11.68
10 year	11.42	12.93	12.18	11.41
15 year	-5.65	15.88	6.78

NIFTY NEXT 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-15.41	24.32	-0.37	12.26
3 year	9.08	26.46	18.8	11.48
5 year	3.67	28.39	14.12	11.83
7 year	8.54	16.39	12.66	11.68
10 year	12.91	14.35	13.63	11.41

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	12.26
3 year	6.56	19.64	13.57	11.48
5 year	9.22	12.29	10.75	11.83

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	12.26
3 year	7.68	21.49	15.06	11.48
5 year	10.37	13.5	11.93	11.83

NIFTY LARGEMIDCAP 250

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.72	22.91	5.17	12.26
3 year	10.41	25.89	18.61	11.48
5 year	13.4	16.23	14.81	11.83

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	12.26
3 year	8.04	32.03	17.81	11.48
5 year	8.18	28.64	15.34	11.83
7 year	10.64	16.42	13.77	11.68
10 year	12.56	14.06	13.31	11.41

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,65,518 - Absolute Returns: ₹65,518 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹42,26,256 - Absolute Returns: ₹6,26,256 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹80,85,689 - Absolute Returns: ₹20,85,689 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,30,88,527 - Absolute Returns: ₹46,88,527 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,25,33,249 - Absolute Returns: ₹1,05,33,249 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,13,54,713 - Absolute Returns: ₹1,69,54,713 - CAGR: %

Drawdown Metrics

Max Drawdown

-27.42 %

Drawdown Duration

1 months

Recovery Time

7 months

Avg Drawdown

-2.97 %

Calmar Ratio by Duration

1 Y

0.4472

3 Y

0.4187

5 Y

0.4315

7 Y

0.426

10 Y

0.4162

12 Y

0.4275

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	13.37	0.62	71.9	51.5	18.33 %	4.00 %
3 years	7.20	0.67	71.1	58.6	16.90 %	11.28 %
5 years	3.43	0.69	70.8	64.3	11.96 %	9.44 %
7 years	4.60	0.65	68.4	61.7	13.86 %	10.74 %
10 years	2.52	0.62	62.6	57.0	12.46 %	12.06 %
12 years	1.64	0.62	62.6	57.0	10.30 %	10.00 %
15 years	0.78	0.62	62.6	57.0	8.16 %	7.92 %