Axis Multi Asset Active FoF | Fund of Fund | NFO | New Fund Offer | Axis Mutual Fund | Multi Asset

Описание: Axis Multi-Asset Active FoF NFO Details
NFO Period: November 21, 2025 to December 5, 2025

Fund Type: Open-ended Fund of Funds (FoF) scheme

Investment Objective: To provide long-term capital appreciation by actively managing a portfolio of equity, debt, and commodities through investments in mutual fund schemes and commodity ETFs.

Asset Allocation: The scheme dynamically allocates across equity (all market caps, diversified and thematic funds), debt (selected based on duration, credit view), and commodities (gold and silver ETFs), including up to 20% overseas equity/debt schemes.

Minimum Investment: Rs100 and in multiples of Rs1 thereafter.

Exit Load:

Redemption/switch-out within 12 months from allotment: For 10% of investments nil exit load, for remaining 1% exit load.

After 12 months: No exit load.

Fund Managers: Mr. Devang Shah, Mr. Shreyash Devalkar​, Mr. Mayank Hyanki, Mr. Aditya Pagaria

Why Fund of Funds (FoF) Structure?
Minimizes dependence on a single fund manager or investment style.

Allows quick, tax-efficient rebalancing within the fund without triggering capital gains tax for investors.

Provides access to wider investment opportunities within each asset class.

Enables dynamic switching between asset classes (equity, debt, commodities) and themes to optimize performance across market cycles.

Simplifies diversification by consolidating allocations that otherwise would require multiple direct investments.​

Why Invest in Axis Multi-Asset Active FoF?
Dynamically adjusts asset allocation using a disciplined, model-driven strategy based on valuations, macro indicators, trends, and commodity factors.

Balances growth potential from equities with debt stability and commodity protection to reduce overall portfolio volatility.

Managed actively to capture emerging opportunities and mitigate downside risks amid an unpredictable global and domestic economic landscape.

Aims for better post-tax returns over a holding period of 24 months or more.

Suitable for investors looking for a 2-year+ horizon, seeking easier diversification without complex multi-scheme management.​

Why Axis Multi-Asset Active FoF?
Offers a one-stop solution combining equity, debt, gold, and silver in a actively managed, multi-asset structure.

Leverages a mix of quantitative insights and active fund management oversight to deliver smoother investment experience and consistent outcomes.

Invests predominantly in Axis Mutual Fund schemes and commodity ETFs with flexibility to add select external funds for differentiated strategies.

Risk management at multiple levels including diversified asset classes and internal limits on exposure to single schemes.

Supported by experienced fund managers and an internal committee overseeing allocation decisions.​

Benefits of Investing in Axis Multi-Asset Active FoF
Diversification across multiple asset classes reduces concentration risk.

Active management aims to optimize asset allocation based on evolving market conditions.

Tax-efficient rebalancing within the fund structure.

Access to a broad range of asset types including equities, debt instruments, and precious metals.

Designed to smooth returns and reduce volatility over holding periods.

Suitable for investors seeking a balanced, flexible, and professionally managed portfolio solution.​

Risks of Investing in Axis Multi-Asset Active FoF
Market Risk: Subject to market fluctuations in equities, debt, and commodities.

Fund of Fund Risk: Performance depends on underlying fund managers and schemes.

Liquidity Risk: Some underlying assets like commodities or overseas funds may have liquidity constraints.

Interest Rate Risk: Debt allocations may be impacted by changes in interest rates.

Commodity Price Risk: Exposure to gold and silver prices brings additional volatility.

Currency Risk: Overseas investments may involve currency fluctuation impacts.​


Disclaimers: MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.

#AxisMultiAssetActiveFoF #MultiAssetFund #FundofFunds #MutualFunds #Investment #WealthCreation #FinancialPlanning #Diversification #AssetAllocation #EquityDebtCommodities #NFO #MutualFundIndia #InvestSmart #TaxEfficientInvesting #LongTermInvestment #PortfolioManagement #AxisMutualFund​ #nfo #nfoalert ‪@AxisMutualFund‬ ‪@plangoindia‬