Groww Logo
Home>Mutual Funds>Axis Mutual Fund>Axis Capital Protection Oriented Fund Series 5 IDCW

Axis Capital Protection Oriented Fund Series 5 IDCW

Hybrid
Conservative Hybrid
Moderately Low Risk
8.25%
3Y annualised
+0.03% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Nov 2019₹17.00
Min. SIP amountNA
RatingNA
Fund size₹60.62Cr

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns10.9%8.3%4.4%7.9%
Category average13.0%8.0%6.2%NA
Rank with in category611NA
Understand terms

Holdings (4)

NameSectorInstrumentAssets
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%

Expense ratio, exit load and tax

Expense ratio: 1.06%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

NA

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

R Sivakumar
Apr 2015 - Present
View details

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.
Also manages these schemes

Ashish Naik
Mar 2019 - 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
"Axis House" - 1st Floor,C-2 - Wadia International Centre,Pandurang Budhkar Marg , Worli, Mumbai 400025
Phone
022-24255161
Launch Date
04 Sep 2009
Amc Image
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 Protection Oriented Fund Series 5 IDCW
VS
Add mutual fund to compare

FAQs

How to Invest in Axis Capital Protection Oriented Fund Series 5 IDCW?

You can easily invest in Axis Capital Protection Oriented Fund Series 5 IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Axis Capital Protection Oriented Fund Series 5 IDCW from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Axis Capital Protection Oriented Fund Series 5 IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Axis Capital Protection Oriented Fund Series 5 IDCW provide?

The Axis Capital Protection Oriented Fund Series 5 IDCW has been there from 02 Nov 2012 and the average annual returns provided by this fund is 10.87% since its inception.

How much expense ratio is charged by Axis Capital Protection Oriented Fund Series 5 IDCW?

The term Expense Ratio used for Axis Capital Protection Oriented Fund Series 5 IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Axis Capital Protection Oriented Fund Series 5 IDCW is 1.06% as of 18 May 2022...

What is the AUM of Axis Capital Protection Oriented Fund Series 5 IDCW?

The AUM, short for Assets Under Management of Axis Capital Protection Oriented Fund Series 5 IDCW is ₹60.62Cr as of 18 May 2022.

How to Redeem Axis Capital Protection Oriented Fund Series 5 IDCW?

If you want to sell your Axis Capital Protection Oriented Fund Series 5 IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Axis Capital Protection Oriented Fund Series 5 IDCW?

You can select either SIP or Lumpsum investment of Axis Capital Protection Oriented Fund Series 5 IDCW based on your investment objective and risk tolerance.

What is the NAV of Axis Capital Protection Oriented Fund Series 5 IDCW?

The NAV of Axis Capital Protection Oriented Fund Series 5 IDCW is ₹17.00 as of 04 Nov 2019.

What is the PE and PB ratio of Axis Capital Protection Oriented Fund Series 5 IDCW?

The PE ratio ratio of Axis Capital Protection Oriented Fund Series 5 IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Loading...
ⓒ 2016-2022 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 2.3.8
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  ICICI PRUDENTIAL |  HDFC |  NIPPON INDIA |  ADITYA BIRLA SUN LIFE |  SBI |  UTI |  FRANKLIN TEMPLETON |  KOTAK MAHINDRA |  IDFC |  DSP |  AXIS |  TATA |  L&T |  SUNDARAM |  PGIM |  INVESCO |  LIC |  JM FINANCIAL |  BARODA PIONEER |  CANARA ROBECO |  HSBC |  IDBI |  INDIABULLS |  MOTILAL OSWAL |  BNP PARIBAS |  MIRAE ASSET |  PRINCIPAL |  BOI AXA |  UNION KBC |  TAURUS |  EDELWEISS |  NAVI |  MAHINDRA |  QUANTUM |  PPFAS |  IIFL |  Quant |  SHRIRAM |  SAHARA |  ITI