Axis Capital Builder Fund Series 4 (1582 Days) Direct Growth

Axis Capital Builder Fund Series 4 (1582 Days) Direct Growth

+21.85%
3Y annualised
+0.08% 1D
1M
6M
1Y
3Y
All
NAV: 20 Apr '23
₹17.02
Min. for SIP
--
Fund size (AUM)
₹1,379.66 Cr
Expense ratio
--
Rating
--

Holdings (28)

NameSectorInstrumentsAssets
ICICI Bank Ltd.FinancialEquity9.75%
HDFC Bank Ltd.FinancialEquity8.41%
Infosys Ltd.TechnologyEquity7.00%
Larsen & Toubro Ltd.ConstructionEquity4.12%
Tata Consultancy Services Ltd.TechnologyEquity3.27%
Mahindra & Mahindra Ltd.AutomobileEquity3.11%
Reliance Industries Ltd.EnergyEquity3.02%
JK Lakshmi Cement Ltd.ConstructionEquity2.79%
Hindustan Unilever Ltd.Consumer StaplesEquity2.67%
Sun Pharmaceutical Industries Ltd.HealthcareEquity2.29%
Bajaj Finance Ltd.FinancialEquity2.19%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity2.10%
Galaxy Surfactants Ltd.ChemicalsEquity1.99%
Housing Development Finance Corporation Ltd.FinancialEquity1.88%
Maruti Suzuki India Ltd.AutomobileEquity1.88%
Ultratech Cement Ltd.ConstructionEquity1.69%
Nestle India Ltd.Consumer StaplesEquity1.38%
State Bank of IndiaFinancialEquity1.34%
Sundaram Finance Ltd.FinancialEquity1.13%
SBI Life Insurance Company Ltd.InsuranceEquity1.09%
Bharti Airtel Ltd.CommunicationEquity0.95%
CCL Products (India) Ltd.Consumer StaplesEquity0.92%
Asian Paints Ltd.ChemicalsEquity0.91%
Mahindra CIE Automotive Ltd.Metals & MiningEquity0.90%
Kotak Mahindra Bank Ltd.FinancialEquity0.72%
Chemplast Sanmar Ltd.ChemicalsEquity0.47%
Aarti Pharmalabs Ltd.ServicesEquity0.12%
Krishna Institute of Medical Sciences LtdHealthcareEquity0.10%
See All

Minimum investments

Min. for 1st investment
--
Min. for 2nd investment
--
Min. for SIP
--

Returns and rankings

Annualised returns
Absolute returns
Name6M1Y3YAll
Fund returns-3.0%-0.3%+21.9%+13.1%
Category average (Equity Multi Cap)+23.0%+48.8%+24.5%--
Rank (Equity Multi Cap)--4----

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

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.
Check past data

Compare similar funds

About Axis Capital Builder Fund Series 4 (1582 Days) Direct Growth

Axis Capital Builder Fund Series 4 (1582 Days) Direct Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. The fund currently has an Asset Under Management(AUM) of ₹3,65,899 Cr and the Latest NAV as of 20 Apr 2023 is ₹17.02. The Axis Capital Builder Fund Series 4 (1582 Days) Direct Growth is rated Very High risk. ;

Investment Objective

The Scheme aims to generate income and long term capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalisation.
Fund benchmarkNIFTY 500 Total Return Index

Fund house

Rank (total assets)#7 in India
Total AUM₹3,65,899.22 Cr
Date of Incorporation04 Sep 2009
Phone022-24255161
E-mail--
Launch Date04 Sep 2009
Address23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Custodian--
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,