1M
6M
1Y
3Y
5Y
All
| NAV: 04 Nov 2019 | ₹17.00 |
| Min. SIP amount | Not Supported |
| Rating | NA |
| Fund size | ₹60.62Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Dynamic/Asset Allocation Dynamic/Asset Allocation
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 10.9% | 8.3% | 4.4% | 7.9% |
| Category average | 8.8% | 15.1% | NA | NA |
| Rank with in category | 6 | 1 | 1 | NA |
Understand terms
Holdings (4)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
REC Ltd. | Financial | Bonds | 9.28% |
Power Grid Corporation of India Ltd. | Energy | Bonds | 8.29% |
Power Finance Corpn. Ltd. | Financial | Bonds | 8.29% |
Power Grid Corporation of India Ltd. | Energy | Bonds | 1.04% |
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 investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Fund management
R SivakumarApr 2015 - PresentView details
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 NaikMar 2019 - PresentView details
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
23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NAWebsite
www.axismf.com
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,
Email
[email protected]Website
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