The New Fund Offer (NFO) will open on November 21 and close on December 5.
The scheme, categorised as a Hybrid FoF (Domestic), follows a blended benchmark comprising NIFTY 500 TRI (45%), NIFTY Composite Debt Index (45%), and the domestic price of physical gold (5%) and silver (5%).
It will be jointly managed by Shreyash Devalkar, Devang Shah, Mayank Hyanki and Aditya Pagaria. The minimum investment during the NFO is ₹100.
According to Axis MF, the fund is positioned as a single-window diversification solution, combining equity, fixed income, gold and silver under a dynamically managed allocation framework. The AMC said the model blends quantitative indicators—such as valuations, macro trends and commodity dynamics—with qualitative inputs like market expectations and geopolitical factors.
The FoF structure, the fund house noted, allows wider market access and reduces dependence on a single investment style. It also enables rebalancing between themes and asset classes without triggering tax implications for investors.
Commenting on the launch, B Gopkumar, MD & CEO, Axis AMC, said the product is designed to simplify multi-asset investing for retail participants. He added that combining equity, debt and commodities under a dynamic model may help navigate market cycles more efficiently.
Ashish Gupta, CIO, Axis AMC, said asset allocation remains a core driver of long-term returns but can be difficult for individual investors to execute. The new FoF, he said, applies a disciplined model-based framework with active oversight to adjust exposures across asset classes.
