AXIS Multi Asset Allocation Fund (G) Mutual fund

AXIS Multi Asset Allocation Fund (G)

Q: How to Invest in AXIS Multi Asset Allocation Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is AXIS Multi Asset Allocation Fund good?

The AXIS Multi Asset Allocation Fund has an AUM of ₹1281.69 Cr as on 12/10/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 14.58%. The risk is Very High against the category average of 50.44.

Q: Is AXIS Multi Asset Allocation Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on hybrid funds: If equity allocation is 65% or above: STCG of 20% is applicable if units are sold within one year of purchase. For units sold after one year of purchase, LTCG of 12.5% is levied on gains above ₹1.25 lakhs in a financial year. If debt allocation in a hybrid fund is 65% or more, gains are added to income and taxed as per slab rate irrespective of the holding period.

Q: What is the lock-in period of AXIS Multi Asset Allocation Fund?

There is no lock-in period applicable on AXIS Multi Asset Allocation Fund.

Q: What is the expense ratio of AXIS Multi Asset Allocation Fund?

The expense ratio of AXIS Multi Asset Allocation Fund is 2.07%.

Hybrid

●

Multi Asset Allocation

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Fund Details

Current NAV

₹39.32

Expense Ratio

2.07%

Min SIP

₹100

Fund Size

₹1282Cr

Min Investment

₹100

Lock In

Scheme Information Document

Exit load: If redeemed/swich out within 12 months from the date of allotment: - For 10% of investment : Nil - For remaining investment : 1% NIL - If redeemed/switch out after 12 months from the date of allotment.

Fund Performance

Alpha

-1.52%

Beta

0.73

Sharpe Ratio

0.1321

Risk

10.08%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

AXIS Multi Asset Allocation Fund (G) FAQs

Q1. How to Invest in AXIS Multi Asset Allocation Fund through Rupeezy?

Q2. Is AXIS Multi Asset Allocation Fund good?

Q3. Is AXIS Multi Asset Allocation Fund tax free?

Q4. What is the lock-in period of AXIS Multi Asset Allocation Fund?

Q5. What is the expense ratio of AXIS Multi Asset Allocation Fund?

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