Axis Multi-Asset Active FoF Launched by Axis Mutual Fund; NFO Opens November 21

Axis Multi-Asset Active FoF

Mumbai: Axis Mutual Fund has announced the launch of the Axis Multi-Asset Active FoF (Fund of Fund), an open-ended Fund of Fund (FoF) scheme designed to offer diversified exposure across equity, debt, gold, and silver.

The New Fund Offer (NFO) for the Axis Multi-Asset Active FoF will remain open from November 21 to December 5, 2025, giving investors a limited window to participate in this multi-asset strategy.

Axis Multi-Asset Active FoF: Dynamic, Model-Driven Allocation

The Axis Multi-Asset Active FoF combines multiple asset classes in a single portfolio, with allocations guided by a robust quantitative model and an internal investment committee.

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The framework evaluates valuations, macroeconomic indicators, market behaviour, and commodity trends. The scheme also factors in non-quantifiable aspects such as geopolitical developments and shifting market expectations.

Benchmark allocation includes:

  • 45% NIFTY 500 TRI
  • 45% NIFTY Composite Debt Index
  • 5% Domestic price of physical gold
  • 5% Domestic price of physical silver

Why a Fund of Fund Structure?

Axis Mutual Fund highlights that the fund-of-fund approach minimizes reliance on a single investment style and enables faster, tax-efficient rebalancing.

This structure also increases access to a wide set of equity, debt, and commodity opportunities, allowing the Axis Multi-Asset Active FoF to shift quickly between outperforming segments without additional tax burden for investors.

B Gopkumar, MD & CEO, Axis AMC, said that the fund simplifies multi-asset investing by providing a single-window solution. He noted that the Axis Multi-Asset Active FoF is structured to help investors navigate different market cycles while aiming for improved risk-adjusted returns.

Ashish Gupta, CIO, Axis AMC, added that timing asset classes is challenging for most investors. He said the scheme uses a disciplined, model-driven strategy that combines quantitative insights with active oversight to capture opportunities across equity, debt, and commodities.

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Suitability in the Current Market Environment

Axis Mutual Fund notes that current markets are witnessing heightened volatility, elevated equity valuations in select segments, stable conditions in debt markets, and increased global uncertainty – factors that have enhanced the appeal of commodities such as gold and silver. A multi-asset strategy helps balance these dynamics by spreading risk across asset classes.

The Axis Multi-Asset Active FoF aims to dynamically adjust exposure to capitalize on opportunities while mitigating downside risks. The scheme is suitable for investors with a minimum horizon of two years.

Investment Details

  • NFO Period: November 21 – December 5, 2025
  • Minimum Investment: ₹100 and in multiples of ₹1
  • Exit Load:
    • Within 12 months: NIL for 10% of investment; 1% for the remaining
    • After 12 months: NIL

Fund Managers: Shreyash Devalkar, Devang Shah, Mayank Hyanki, and Aditya Pagaria

Author

  • Salil Urunkar

    Salil Urunkar is a senior journalist and the editorial mind behind Sahyadri Startups. With years of experience covering Pune’s entrepreneurial rise, he’s passionate about telling the real stories of founders, disruptors, and game-changers.

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