Axis Capital Builder Fund Series 1 (1540 Days) Direct Growth

Equity
Diversified
Very High Risk
12.23%
3Y annualised
-1.01% 1D
1M
6M
1Y
3Y
All
NAV: 25 May 2022₹14.78
Min. SIP amountNot Supported
RatingNA
Fund size₹680.90Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (25)

NameSectorInstrumentAssets
FinancialEquity7.72%
TechnologyEquity7.38%
FinancialEquity6.55%
TechnologyEquity6.51%
ChemicalsEquity5.38%
EnergyEquity5.07%
ServicesEquity4.44%
FinancialEquity4.39%
FinancialEquity4.36%
AutomobileEquity4.22%
HealthcareEquity3.97%
ChemicalsEquity3.79%
HealthcareEquity2.87%
Consumer DiscretionaryEquity2.74%
AutomobileEquity1.93%
ConstructionEquity1.70%
ChemicalsEquity1.66%
Consumer StaplesEquity1.48%
FinancialEquity1.48%
HealthcareEquity1.36%
AutomobileEquity1.04%
ChemicalsEquity0.99%
TechnologyEquity0.89%
AutomobileEquity0.35%
ChemicalsEquity0.29%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Diversified
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA-1.8%12.2%9.7%
Category averageNA48.8%24.5%NA
Rank with in categoryNA6NANA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 0.59%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Fund management

Anupam Tiwari
Feb 2018 - Present
View details

Education
Mr. Tiwari is a Chartered Accountant.
Experience
Prior to joining Groww Mutual Fund (formerly, Indiabulls Mutual Fund), he was associated with Axis Mutual Fund, Principal Mutual Fund (July 25, 2011-Sep 21, 2016), Reliance Life Insurance Ltd. (Sep 22, 2010-Jul 15, 2011) and Reliance MF (Mar 21, 2005-Sep 21, 2010).
Also manages these schemes

Ashish Naik
Feb 2018 - Present
View details

Education
Mr. Naik is a B.E from Mumbai University and MBA from XLRI, Jamshedpur.
Experience
Prior to joining Axis Mutual Fund he was associated with organizations such as Goldman Sachs and has over 7 years of experience as an Equity Analyst.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NA
Axis Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

Compare funds

Axis Capital Builder Fund Series 1 (1540 Days) Direct Growth
VS
Add mutual fund to compare