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MF_120524

Axis Multi Asset Allocation Fund - Direct Plan - Growth Option

Hybrid Schemes - Multi Asset Allocation Fund

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End Amount
₹39,918.03
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
10.52%
MF_120524 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
5.41%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.57
Volatility vs Benchmark
Sharpe Ratio
0.47
Risk-Adjusted Return
Sortino Ratio
0.67
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 47% 19% 35%
60 days 46% 14% 21%
90 days 45% 11% 16%
180 days 43% 9% 11%
1Yr 39% 8% 8%
3Yr 34% 2% 4%
5Yr 18% 1% 2%
7Yr 17% 1% 2%
10Yr 3% 0% 2%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Axis Multi Asset Allocation Fund - Direct Plan - Growth Option Nifty 50
30 days -14.4% | -49.4% | 13.6% | 104.5% 26.6% | -61.9% | 14.2% | 180.7%
60 days -28.8% | -39.2% | 13.8% | 77.8% -23.0% | -45.3% | 16.7% | 120.0%
90 days -17.1% | -29.8% | 13.6% | 63.4% -25.0% | -37.7% | 15.4% | 102.4%
1 Year 2.0% | -4.7% | 11.1% | 42.5% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 13.5% | 5.4% | 11.0% | 20.6% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 8.0% | 6.2% | 11.8% | 16.7% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 12.1% | 7.5% | 11.9% | 15.0% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 11.3% | 9.9% | 11.5% | 13.2% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 9 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 3, 2013 Oct. 23, 2013 293 days 7% Nifty 50: 11% 10046 9352 10056
Aug. 18, 2015 April 14, 2016 240 days 7% Nifty 50: 17% 12540 11610 12683
Oct. 28, 2016 April 4, 2017 158 days 8% Nifty 50: 8% 13797 12725 13814
Aug. 31, 2018 May 18, 2019 260 days 13% Nifty 50: 14% 16376 14328 16402
Feb. 13, 2020 Oct. 9, 2020 239 days 27% Nifty 50: 37% 18923 13735 18963
Nov. 16, 2021 Jan. 14, 2022 59 days 6% Nifty 50: 8% 27916 26181 28009
Jan. 17, 2022 Sept. 8, 2023 599 days 17% Nifty 50: 16% 28161 23274 28192
Sept. 26, 2024 June 6, 2025 253 days 10% Nifty 50: 15% 36164 32585 36197
Jan. 29, 2026 Oct. 30, 2026 274 days 12% Nifty 50: 12% 42834 37643 39918