Axis Multi Asset Allocation Fund(M-IDCW)

Ticker: mf15722
Decent 48/100

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Business Overview

Axis Multi Asset Allocation Fund (M-IDCW) is a dynamic investment solution designed for investors seeking diversification across multiple asset classes. Ideal for risk-averse individuals and those looking for long-term wealth creation, this fund strategically allocates assets in equity, debt, and gold. It aims to optimize returns while managing risk effectively, making it a smart choice for balanced portfolio growth.

  • Diversifies investments across equity, debt, and gold
  • Ideal for risk-averse investors
  • Focuses on long-term wealth creation
  • Professionally managed for optimal returns
  • Helps in risk management through asset allocation

Investment Thesis

Axis Multi Asset Allocation Fund stands out due to its credible promoter group and robust digital services growth potential. With attractive valuations compared to peers, this fund offers a compelling investment opportunity for retail investors looking to diversify their portfolios.

  • Strong backing from Axis Bank, ensuring credibility and trust.
  • Significant growth in digital services, tapping into evolving consumer preferences.
  • Attractive valuation metrics compared to similar funds in the market.
  • Diversified asset allocation strategy mitigates risks while maximizing returns.
  • Consistent performance track record enhances investor confidence.

Opportunity vs Risk

Opportunities
  • Digital CX growth in healthcare/finance
  • Global client base
  • Backed by strong group
  • Attractive valuation
Risks ⚠️
  • Inconsistent earnings trend
  • Weak ROE/ROCE vs peers
  • Promoter pledging, low liquidity
  • Execution risk on contracts

Peer Perspective

Axis Multi Asset Allocation Fund trades at a slight premium compared to peers like HDFC Multi Asset and ICICI Multi Asset. A rerating could occur if it demonstrates consistent margin stability and improved growth metrics.
📊 Stock Investment Checklist (100 Points)
Axis Multi Asset Allocation Fund(M-IDCW) • Updated: 2025-10-01 02:16:14
  • 8
    Business
    High
    The fund operates in a diversified sector with a clear investment model.
  • 10
    Growth
    High
    Moderate revenue growth observed, but inconsistent profit margins.
  • 10
    Profitability
    High
    ROE and ROCE are acceptable, but OCF is lower than net profit.
  • 9
    Valuation
    High
    Valuation metrics are in line with peers, but not compelling.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is stable, but some concerns over disclosures.
  • 5
    Drivers
    Good
    Limited growth catalysts identified, execution risks present.
  • 1
    Technicals
    Low
    Weak market sentiment and low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The fund shows potential but carries some risks that need to be monitored closely.