Axis Capital Protection Oriented Fund Series 5 Dividend+0.03%

10.87%
1 Year Return
Dynamic/Asset Allocation
Dynamic/Asset Allocation
6M
1Y
3Y
5Y
All

Fund Details

Axis Capital Protection Oriented Fund Series 5 Dividend

RiskModerately Low
Min SIP AmountNot Supported
Expense Ratio1.06%
NAV17.00 (04 Nov 2019)
Fund Started02 Nov 2012
Fund Size61 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Axis Capital Protection Oriented Fund Series 5 Dividend
10.9%
8.3%
4.4%
7.9%
Category Average
5.9%
3.6%
5.2%
-
Rank within category
6
1
1
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 10.9% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    REC Ltd.FinancialBonds9.3%
    Power Grid Corporation of India Ltd.EnergyBonds8.3%
    Power Finance Corpn. Ltd.FinancialBonds8.3%
    Power Grid Corporation of India Ltd.EnergyBonds1.0%

    Fund Managers

    addR Sivakumar
    Education
    Mr. Sivakumar is a B.Tech from IIT Madras and MBA from IIM Ahmedabad.
    Experience
    Prior to joining Axis AMC he has worked with BNP Paribas Mutual Fund, Sundaram Mutual Fund (2001-2004), HDFC Mutual Fund and ITC Threadneedle.
    Funds Managed
    addAshwin Patni
    Education
    Mr. Patni is a PGDM from IIM Calcutta.
    Experience
    He has more than 6 years of experience in Wealth Management and Structured Finance. In his last assignment he was designated as Product manger for Investment Services of Standard Charted Bank. Prior to this he has also worked with ICICI Bank for Syndication as Manager.
    Funds Managed
    addAshish Naik
    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.
    Funds Managed

    Axis Capital Protection Oriented Fund Series 5 Dividend Details

    Axis Capital Protection Oriented Fund Series 5 Dividend is a Dynamic/Asset Allocation Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 02 Nov 2012. Sudhanshu Asthana, Devang Shah is the Current Fund Manager of Axis Capital Protection Oriented Fund Series 5 Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹61 Cr and the Latest NAV as of 04 Nov 2019 is ₹17.00.

    The Axis Capital Protection Oriented Fund Series 5 Dividend is rated Moderately Low risk.

    Investment Objective

    The Scheme aims to protect the capital by investing in a portfolio of debt & money market instruments that are maturing on or before the maturity of the Scheme. It also aims to provide capital appreciation through exposure in equity & equity related instruments.

    Scheme Information Document(SID)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Nil
    Exit Load

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    About Axis Mutual Fund

    Address
    Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
    Phone
    022-43255161
    Launch Date
    04 Sep 2009
    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,
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