Axis Mutual Fund Launches Axis Multi-Asset Active FoF (Fund of Fund): A One-Stop Solution for Dynamic Asset Allocation

Highlights of Axis Multi Asset Active FoF (Fund of Fund)

Category: Hybrid FoF (Domestic)
Benchmark: NIFTY 500 TRI (45%), NIFTY Composite Debt Index (45%), Domestic Price of Physical Gold (5%), Domestic Price of Physical Silver (5%)
NFO Period: Nov 21 to Dec 05, 2025
Fund Manager(s): Mr. Shreyash Devalkar, Mr. Devang Shah, Mr. Mayank Hyanki, Mr. Aditya Pagaria
Minimum Application Amount: ₹100 and in multiples of ₹1/- thereafter
Exit Load: If redeemed / switched-out within 12 months from allotment date: For 10% of investments: NIL for remaining investments: 1%. If redeemed / switched-out after 12 months from allotment date: NIL

Mumbai – Axis Mutual Fund, one of India’s leading asset management companies, announced the launch of the Axis Multi-Asset Active Fund of Fund (FoF), an open-ended fund of funds scheme investing in units of equity-oriented and debt-oriented mutual fund schemes and commodity-based ETFs. The New Fund Offer (NFO) will open for subscription on November 21, 2025, and close on December 5, 2025.

The Axis Multi-Asset Active FoF is designed to provide investors with a single-window solution for multi-asset diversification, combining equity, debt, gold, and silver exposure in one intelligently managed portfolio. The fund aims to deliver long-term capital appreciation by dynamically allocating across asset classes and themes, guided by a robust quantitative model and an internal committee. This approach ensures that allocation decisions are based on valuations, macro indicators, market trends, and commodity factors, while also considering non-quantifiable elements such as geopolitical developments and evolving market expectations.

Why Fund of Fund structure

The fund of funds structure offers significant advantages for investors. It reduces reliance on a single fund manager or investment style and enables quick and efficient rebalancing without tax implications. It also provides access to a broader range of opportunities within each asset class, enhancing the ability to capture performance across market cycles. By leveraging this structure, Axis Multi-Asset Active FoF can dynamically switch between performing themes and optimize allocation without burdening investors with additional tax costs, making it a more efficient and flexible solution for long-term wealth creation.

Speaking on the launch, 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.”

Why invest now?

The current market environment is marked by heightened volatility and shifting global dynamics. While equity markets have delivered strong returns in the last two years, the current year has been fairly volatile; also, valuations in certain segments remain elevated. On the other hand, debt markets now are seeing stable rate regime and normalized liquidity. At the same time, geopolitical uncertainties and currency fluctuations have increased the appeal 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.

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, ensuring investors are well-positioned to benefit from emerging opportunities while mitigating downside risks in an unpredictable global and domestic economic landscape.

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. The fund will be managed by Mr. Devang Shah, Mr. Shreyash Devalkar, Mr. Aditya Pagaria, and Mr. Mayank Hyanki.