The Axis Multi-Asset Active FoF offers investors a single point of access to multi-asset diversification by combining equity, debt, gold, and silver in one carefully managed portfolio. The fund aims to achieve long-term capital growth through dynamic allocation across asset classes and themes, guided by a robust quantitative model and an internal committee.
According to the press release, “This strategy ensures that allocation decisions are based on valuations, macroeconomic indicators, market trends, and commodity factors, while also taking into account non-quantifiable elements such as geopolitical developments and changing market expectations.”
The fund is positioned for investors with a minimum investment horizon of two years. The minimum application amount is ₹100 and in multiples of ₹1 thereafter. Devang Shah, Shreyash Devalkar, Aditya Pagaria, and Mayank Hyanki will manage the fund.
Why Fund of Funds structure
The fund-of-funds structure provides notable benefits for investors. It minimises dependence on a single fund manager or investment style and allows for quick, efficient rebalancing without tax consequences. It also offers access to a wider range of opportunities within each asset class, improving the ability to achieve performance across different market cycles.
By leveraging this structure, Axis Multi-Asset Active FoF can dynamically switch between themes and optimise allocation without burdening investors with additional tax costs, making it a more efficient and flexible solution for long-term wealth creation.
B Gopkumar, MD & CEO, Axis AMC, said, “Axis Mutual Fund remains committed to democratizing investments through innovative solutions that empower investors to make informed decisions. In this endeavour, Axis Multi-Asset Active FoF is a one-stop solution for investors seeking diversification without the complexity of managing multiple products. By combining equity, debt, and commodities in a dynamically managed structure, we aim to help investors navigate market cycles effectively while reducing volatility and enhancing risk-adjusted returns.”
Adding further perspective, Ashish Gupta, CIO, Axis AMC, said, “Asset allocation is the cornerstone of long-term investing, but timing markets and switching between asset classes is challenging for most investors. With Axis Multi-Asset Active FoF, we bring a disciplined, model-driven approach that blends quantitative insights with active oversight. This allows us to capture opportunities across equity, debt, and commodities while managing risk effectively. Our goal is to deliver a smoother investment experience and consistent outcomes over time.”
According to the press release, the current market environment is characterised by increased volatility and changing global dynamics. While equity markets have generated strong returns over the past two years, this year has been quite volatile; moreover, valuations in some segments remain high.
Conversely, debt markets are now experiencing a stable interest rate regime and normalised liquidity. Meanwhile, geopolitical uncertainties and currency fluctuations have heightened the attractiveness of commodities like gold and silver as safe-haven assets. In such a scenario, relying on a single asset class can expose investors to concentration risk, per the press release.
A multi-asset approach offers a balanced solution—capturing upside potential from equities, stability from debt, and protection from commodities. Axis Multi-Asset Active FoF leverages a disciplined, model-driven allocation strategy to dynamically adjust exposure across these asset classes dynamically, ensuring investors are well-positioned to benefit from emerging opportunities while mitigating downside risks in an unpredictable global and domestic economic landscape, per the press release.