How to check the XIRR of Axis Multi-Asset Active FoF - Direct Plan - IDCW?

You can track the exact XIRR and portfolio overlapping of Axis Multi-Asset Active FoF - Direct Plan - IDCW alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Axis Multi-Asset Active FoF - Direct Plan - IDCW?

Use the MutualSaathi Portfolio Analyzer to compare Axis Multi-Asset Active FoF - Direct Plan - IDCW with other funds, PMS, and AIFs to detect hidden stock overlaps.

Axis Multi-Asset Active FoF - Direct Plan - IDCW

Axis Mutual Fund

Expense Ratio: -

Risk: -

Other Scheme - FoF Domestic

Plan: Direct

Benchmark: -

Inception: 21-11-2025

Exit Load: Nil

Fund Size:₹2,605.77 Cr

Performance

FundN/A

Cat. Avg.7.15%

FundN/A

Cat. Avg.15.34%

FundN/A

Cat. Avg.18.72%

FundN/A

Cat. Avg.12.38%

10Y

FundN/A

Cat. Avg.11.51%

Fund5.14%

Cat. Avg.12.46%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

No available Data

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Top Sectors

No available Data

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Asset Class

Market Cap

No available Data

Top Sectors

No available Data

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	Val (Cr)	% Assets
1	Axis Strategic Bond Fund - Direct Plan - Growth Option	Mutual Fund	Mutual Fund Units	Mutual Fund Units	225.15	16.43%
2	Axis India Manufacturing Fund - Direct Plan - Growth	Mutual Fund	Mutual Fund Units	Mutual Fund Units	160.95	11.75%
3	Axis Large & Mid Cap Fund - Direct Plan - Growth	Mutual Fund	Mutual Fund Units	Mutual Fund Units	151.58	11.06%
4	Axis Flexi Cap Fund - Direct Plan - Growth	Mutual Fund	Mutual Fund Units	Mutual Fund Units	136.88	9.99%
5	Axis Gold ETF	Gold	Gold ETF/Commodity	Gold ETF/Commodity	133.88	9.77%
6	ICICI Prudential Banking and Financial Services Fund - Direct Plan - Growth	Mutual Fund	Mutual Fund Units	Mutual Fund Units	131.82	9.62%
7	Axis Value Fund - Direct Plan - Growth	Mutual Fund	Mutual Fund Units	Mutual Fund Units	116.98	8.54%
8	SBI BANKING & FINANCIAL SERVICES FUND - DIRECT PLAN - GROWTH	Mutual Fund	Mutual Fund Units	Mutual Fund Units	86.04	6.28%
9	Net Receivables / (Payables)	CASH	Others	Others	46.51	3.39%
10	SBI Automotive Opportunities Fund - Direct Plan - Growth	Mutual Fund	Mutual Fund Units	Mutual Fund Units	36.06	2.63%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	07 Jan, 26	50000	50572	+1.1%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	17 Dec, 25	1 L.	1.05 L.	+5.1%	N/A

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.