The investment objective of the Scheme is to provide long-term capital appreciation by actively managing a portfolio of equity oriented and debt oriented mutual fund schemes and commodity based ETFs. There can be no assurance that the investment objective of the Scheme will be achieved.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns
Since Launch in Nov 21, 2025
4.49
%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.0 %
Expense Ratio
1.29%
Volatility
0.0 %
Fund House
Axis Mutual Fund
Fund Manager
Mr. Devang Shah, Mr. Aditya Pagaria, Mr. Shreyash Devalkar, Mr. Mayank Hyanki
a). If redeemed / switched-out within 12 months from the date of allotment:
For 10% of investment: Nil
For remaining investment: 1%
b). If redeemed/switched out after 12 months from the date of allotment: Nil
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Rolling returns are the annualized returns of the scheme taken for a specified period
(rolling returns period) on every day/week/month and taken till the last day of the
duration. In this chart we are showing the annualized returns over the rolling returns
period on every day from the start date and comparing it with the benchmark. Rolling
returns is the best measure of a fund's performance. Trailing returns have a recency
bias and point to point returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and relative performance across
all timescales, without bias.