HYBRID•MULTI ASSET ALLOCATION
Axis Multi Asset Allocation Fund Direct Plan Monthly IDCW Payout
3 Year return
14.77%
NAV on August 11, 2026
28.0295
1D Returns
+0.06%
Launched on January 2013(13 years)
Investment Details
₹100
Minimum SIP Amount
₹100
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
26.42%₹951
Total Value ₹4,551
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹2,384.12 Cr.
Expense Ratio
1.4% (inclusive of GST)
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.
Ratings
1.5
Ratings by other agencies
Value Research
2
Crisil
0
Morning Star
0
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Axis Mutual Fund Manager
AP
Aditya Pagaria
Fund Manager since Sep 2022
AN
Ashish Naik
Fund Manager since Jun 2016
DS
Devang Shah
Fund Manager since Apr 2024
HS
Hardik Shah
Fund Manager since Apr 2024
KN
Krishnaa N
Fund Manager since Dec 2024
PT
Pratik Tibrewal
Fund Manager since Feb 2025
Fund House Details
Axis Mutual Fund
Asset management company
AUM
₹3,77,445.09 Cr.
No. of Schemes
276
Setup Date
January 2009
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| Quant Multi Asset Allocation Fund | 22.9859% | 4 |
| ICICI Prudential Multi Asset Fund | 16.0289% | 5 |
| Nippon India Multi Asset Allocation Fund | 20.0647% | 0 |
Schemes by Axis Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment10.7535%
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Payout10.3579%
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Reinvestment10.3579%
Axis Triple Advantage Fund, managed by Axis Mutual Funds, is a unique investment option designed to offer a three-pronged approach to wealth accumulation. This fund adopts a hybrid strategy, focusing on investments in equities, debt instruments, gold and if needed, ReIT and InvIT units.
As a direct plan, Axis Triple Advantage Fund streamlines the investment process by eliminating intermediaries. The Quarterly IDCW Payout scheme is applied, where quarterly dividends are paid out.
Investment Objectives of the Scheme
Axis Triple Advantage Fund aims to provide a balanced investment approach, targeting capital appreciation through diverse investments in equities, debt, and gold ETFs. The fund's strategy seeks to generate long-term capital appreciation, appealing to investors seeking a well-rounded portfolio. The fund also provides regular income to its investors.
Key Features of The Fund
5-year return
10.7798%
Expense Ratio
1.4%
Fund Manager
Aditya Pagaria
Fund Size
₹2384.12 Cr.
Risk Profile
Very High
Is This Scheme Right for Me?
Axis Triple Advantage Fund suits investors seeking a diversified asset mix and potential capital growth. If you're comfortable with a little bit of debt and gold-related investments to reduce the overall risk profile, this fund can be considered. Prior to investing, assess your risk tolerance and financial goals. Consult financial experts and conduct due diligence as all investments carry risks.
AMC Contact Details
| Name | Axis Mutual Fund |
| Launch Date | January 2009 |
| Address | Axis House, First Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400025 |
| Contact | 8108622211 |
| customerservice@axismf.com | |
| Website | https://www.axismf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
SIP or Lump Sum? We Can Help You Decide!
Simplify the decision-making process between SIP and lump sum investments using our user-friendly systematic investment plan calculator. Armed with accurate insights, effortlessly make informed decisions to maximise your returns. By optimising your investment strategy, you can effectively leverage your funds for optimal gains, setting the stage for financial success.
FAQs
What is today's NAV of Axis Multi Asset Allocation Fund Direct Plan Monthly IDCW Payout?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Axis Multi Asset Allocation Fund Direct Plan Monthly IDCW Payout on August 11, 2026, is ₹28.0295
What is the AUM of Axis Multi Asset Allocation Fund Direct Plan Monthly IDCW Payout?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Axis Multi Asset Allocation Fund Direct Plan Monthly IDCW Payout, is ₹2384.12 crore.
What is the expense ratio of Axis Multi Asset Allocation Fund Direct Plan Monthly IDCW Payout?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Axis Multi Asset Allocation Fund Direct Plan Monthly IDCW Payout is 1.4%
What are the returns of Axis Multi Asset Allocation Fund Direct Plan Monthly IDCW Payout since inception?
The Axis Multi Asset Allocation Fund Direct Plan Monthly IDCW Payout was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in Axis Multi Asset Allocation Fund Direct Plan Monthly IDCW Payout?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Axis Multi Asset Allocation Fund Direct Plan Monthly IDCW Payout is ₹100.
How do I invest in Axis Multi Asset Allocation Fund Direct Plan Monthly IDCW Payout?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Axis Multi Asset Allocation Fund Direct Plan Monthly IDCW Payout?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Axis Multi Asset Allocation Fund Direct Plan Monthly IDCW Payout?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Axis Multi Asset Allocation Fund Direct Plan Monthly IDCW Payout?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,551 in 3Y at 14.7676% returns
SIP Date1st of every month
Your next SIP Payment will be on 11 September 2026
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