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Axis Multi-Asset Active FoF - Regular Plan - Growth is a fof scheme managed by Axis Mutual Fund. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 1.23% on assets of ₹1,377Cr. The fund is currently managed by Mr. Devang Shah, appointed within the last year.
Lower is better.
| Holding | Sector | Weight |
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Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Axis Gold ETF | Others | 13.86% |
| Axis India Manufacturing Fund - Direct Plan - Growth | Others | 11.38% |
| ICICI Prudential Banking and Financial Services Fund - Direct - Growth | Others | 9.75% |
| Axis Large & Mid Cap Fund - Direct Plan - Growth | Others | 8.91% |
| Axis Value Fund - Direct Plan - Growth | Others | 8.26% |
| Axis Flexi Cap Fund - Direct Plan - Growth | Others | 6.64% |
| ICICI Prudential Energy Opportunities Fund - Direct Plan - Growth | Others | 5.09% |
| Axis Consumption Fund Direct Plan - Growth | Others | 3.58% |
| Axis Silver ETF | Others | 3.15% |
| ICICI Prudential Technology Fund - Direct - Growth | Others | 2.62% |
| ICICI Prudential Infrastructure Fund - Direct Plan - Growth | Others | 2.16% |
| ICICI Prudential Commodities Fund - Direct - Growth | Others | 0.98% |
| Kotak Energy Opportunities Fund-Direct-Growth | Others | 0.82% |
| Clearing Corporation of India Ltd | Others | 0.49% |
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
Top-10 weight 73.2% means the manager bets the fund's outcome on a small basket. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: FoF.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.