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

You can easily invest in Axis Capital Protection Oriented Fund Series 5 Growth 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 Growth 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 Growth as SIP or lumpsum as per your investment objective and risk tolerance

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

The Axis Capital Protection Oriented Fund Series 5 Growth 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 Growth?

The term Expense Ratio used for Axis Capital Protection Oriented Fund Series 5 Growth 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 Growth is 1.06% as of 23 Mar 2023...

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

The AUM, short for Assets Under Management of Axis Capital Protection Oriented Fund Series 5 Growth is ₹60.62Cr as of 23 Mar 2023.

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

If you want to sell your Axis Capital Protection Oriented Fund Series 5 Growth 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.

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

The PE ratio ratio of Axis Capital Protection Oriented Fund Series 5 Growth 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).

Axis Capital Protection Oriented Fund Series 5 Growth - NAV, Mutual Fund Performance & Portfolio

Axis Capital Protection Oriented Fund Series 5 Growth
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 amountNot Supported
RatingNA
Fund size₹60.62Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns10.9%8.3%4.4%7.9%
Category average3.4%8.7%NANA
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%
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Mar 2020 - Present
1.06%
30 Sep 2019 - 31 Mar 2020
1.06%
31 Mar 2019 - 30 Sep 2019
2.46%
30 Sep 2018 - 31 Mar 2019
2.64%
31 Jul 2018 - 30 Sep 2018
2.64%
30 Jun 2018 - 31 Jul 2018
2.64%
31 May 2018 - 30 Jun 2018
2.25%
30 Apr 2018 - 31 May 2018
2.25%
31 Mar 2018 - 30 Apr 2018
2.25%
28 Feb 2018 - 31 Mar 2018
2.26%
31 Jan 2018 - 28 Feb 2018
2.45%
31 Dec 2017 - 31 Jan 2018
2.45%
30 Nov 2017 - 31 Dec 2017
2.45%
31 Oct 2017 - 30 Nov 2017
2.45%
Expense ratio, exit load and taxExpense ratio: 1.06%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationNA
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementR 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
Axis Triple Advantage Fund Growth
Axis Triple Advantage Fund IDCW
Axis Dynamic Bond Fund Growth
Axis Dynamic Bond Fund IDCW Quarterly
Axis Dynamic Bond Fund IDCW Half Yearly
Axis Capital Protection Oriented Fund Series 5 Growth
Axis Capital Protection Oriented Fund Series 5 IDCW
Axis Dynamic Bond Direct Fund IDCW Half Yearly
Axis Dynamic Bond Direct Fund Growth
Axis Dynamic Bond Direct Fund IDCW Quarterly
Axis Triple Advantage Direct Plan IDCW
Axis Triple Advantage Direct Plan Growth
Axis Equity Saver Fund Direct Growth
Axis Equity Saver Fund Direct IDCW Monthly
Axis Equity Saver Fund Regular Growth
Axis Equity Saver Fund Regular IDCW Monthly
Axis Equity Saver Fund Direct IDCW Quarterly
Axis Equity Saver Fund Regular IDCW Quarterly
Axis Children's Gift Fund Regular Compulsory Lock In Growth
Axis Children's Gift Fund Regular Compulsory Lock In IDCW
Axis Children's Gift Fund Regular No Lock In IDCW
Axis Children's Gift Fund Direct Compulsory Lock In Growth
Axis Children's Gift Fund Direct No Lock In IDCW
Axis Children's Gift Fund Direct No Lock In Growth
Axis Children's Gift Fund Direct Compulsory Lock In IDCW
Axis Children's Gift Fund Regular No Lock In Growth
Axis Equity Saver Fund Direct IDCW
Axis Equity Saver Fund Regular IDCW
Axis Balanced Advantage Fund Direct Growth
Axis Balanced Advantage Fund Direct IDCW
Axis Balanced Advantage Fund Regular Growth
Axis Balanced Advantage Fund Regular IDCW
Axis Equity Hybrid Fund Regular Growth
Axis Equity Hybrid Fund Direct Growth
Axis Equity Hybrid Fund Direct IDCW
Axis Equity Hybrid Fund Regular IDCW
Axis Equity Hybrid Fund Direct IDCW Monthly
Axis Equity Hybrid Fund Direct IDCW Quarterly
Axis Equity Hybrid Fund Regular IDCW Monthly
Axis Equity Hybrid Fund Regular IDCW Quarterly
Axis Retirement Savings Fund Aggressive Plan Direct IDCW
Axis Retirement Savings Fund Aggressive Plan Regular Growth
Axis Retirement Savings Fund Aggressive Plan Regular IDCW
Axis Retirement Savings Fund Aggressive Plan Direct Growth
Axis Retirement Savings Fund Dynamic Plan Direct Growth
Axis Retirement Savings Fund Dynamic Plan Direct IDCW
Axis Retirement Savings Fund Dynamic Plan Regular Growth
Axis Retirement Savings Fund Dynamic Plan Regular IDCW
Axis Retirement Savings Fund Conservative Plan Direct Growth
Axis Retirement Savings Fund Conservative Plan Direct IDCW
Axis Retirement Savings Fund Conservative Plan Regular Growth
Axis Retirement Savings Fund Conservative Plan Regular IDCW
Axis All Seasons Debt FoF Regular IDCW
Axis All Seasons Debt FoF Direct Growth
Axis All Seasons Debt FoF Regular Growth
Axis All Seasons Debt FoF Direct IDCW
Axis All Seasons Debt FoF Direct IDCW Monthly
Axis All Seasons Debt FoF Direct IDCW Quarterly
Axis All Seasons Debt FoF Direct IDCW Half Yearly
Axis All Seasons Debt FoF Direct IDCW Yearly
Axis All Seasons Debt FoF Regular IDCW Monthly
Axis All Seasons Debt FoF Regular IDCW Half Yearly
Axis All Seasons Debt FoF Regular IDCW Yearly
Axis All Seasons Debt FoF Regular IDCW Quarterly
Axis Global Equity Alpha FoF Direct Growth
Axis Global Equity Alpha FoF Regular Growth
Axis Global Equity Alpha FoF Direct IDCW
Axis Global Equity Alpha FoF Regular IDCW
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
Axis Regular Saver Fund Growth
Axis Regular Saver Fund IDCW Quarterly
Axis Regular Saver Fund IDCW Half Yearly
Axis Regular Saver Fund IDCW Yearly
Axis Triple Advantage Fund Growth
Axis Triple Advantage Fund IDCW
Axis Capital Protection Oriented Fund Series 5 Growth
Axis Capital Protection Oriented Fund Series 5 IDCW
Axis Regular Saver Fund Direct IDCW Yearly
Axis Regular Saver Fund Direct IDCW Half Yearly
Axis Regular Saver Fund Direct IDCW Quarterly
Axis Regular Saver Fund Direct Growth
Axis Triple Advantage Direct Plan IDCW
Axis Triple Advantage Direct Plan Growth
Axis Hybrid Fund Series 5 Regular Growth
Axis Hybrid Fund Series 5 Regular IDCW
Axis Hybrid Fund Series 6 Regular Growth
Axis Hybrid Fund Series 7 Regular Growth
Axis Arbitrage Fund Regular Growth
Axis Arbitrage Fund Direct Growth
Axis Arbitrage Fund Direct IDCW
Axis Arbitrage Fund Regular IDCW
Axis Hybrid Fund Series 26 Regular IDCW
Axis Hybrid Fund Series 26 Regular Growth
Axis Hybrid Fund Series 27 Regular Growth
Axis Hybrid Fund Series 28 Regular Growth
Axis Hybrid Fund - Series 28 - Regular - Dividend
Axis Children's Gift Fund Regular Compulsory Lock In Growth
Axis Children's Gift Fund Regular Compulsory Lock In IDCW
Axis Children's Gift Fund Regular No Lock In IDCW
Axis Children's Gift Fund Direct Compulsory Lock In Growth
Axis Children's Gift Fund Direct No Lock In IDCW
Axis Children's Gift Fund Direct No Lock In Growth
Axis Children's Gift Fund Direct Compulsory Lock In IDCW
Axis Children's Gift Fund Regular No Lock In Growth
Axis Hybrid Fund Series 29 Regular Growth
Axis Hybrid Fund Series 30 Regular Growth
Axis Hybrid Fund Series 30 Direct Growth
Axis Hybrid Fund Series 30 Regular IDCW
Axis Hybrid Fund Series 31 Regular Growth
Axis Hybrid Fund Series 32 Direct IDCW
Axis Hybrid Fund Series 32 Direct Growth
Axis Hybrid Fund Series 32 Regular IDCW
Axis Hybrid Fund Series 32 Regular Growth
Axis Hybrid Fund Series 33 Regular IDCW
Axis Hybrid Fund Series 33 Regular Growth
Axis Hybrid Fund Series 35 Regular Growth
Axis Hybrid Fund Series 35 Regular IDCW
Axis Nifty 50 ETF Growth
Axis Balanced Advantage Fund Direct Growth
Axis Balanced Advantage Fund Direct IDCW
Axis Balanced Advantage Fund Regular Growth
Axis Balanced Advantage Fund Regular IDCW
Axis Capital Builder Fund Series 1 (1540 Days) Regular Growth
Axis Capital Builder Fund Series 1 (1540 Days) Direct Growth
Axis Capital Builder Fund Series 1 (1540 Days) Regular IDCW
Axis Equity Hybrid Fund Regular Growth
Axis Equity Hybrid Fund Direct Growth
Axis Equity Hybrid Fund Direct IDCW
Axis Equity Hybrid Fund Regular IDCW
Axis Equity Hybrid Fund Direct IDCW Monthly
Axis Equity Hybrid Fund Direct IDCW Quarterly
Axis Equity Hybrid Fund Regular IDCW Monthly
Axis Equity Hybrid Fund Regular IDCW Quarterly
Axis Nifty 100 Index Fund Regular Growth
Axis Nifty 100 Index Fund Direct Growth
Axis Nifty 100 Index Fund Regular IDCW
Axis Nifty 100 Index Fund Direct IDCW
Axis NIFTY Bank ETF Growth
Axis Special Situations Fund Regular Growth
Axis Special Situations Fund Direct IDCW
Axis Special Situations Fund Regular IDCW
Axis Special Situations Fund Direct Growth
Axis Quant Fund Regular Growth
Axis Quant Fund Direct Growth
Axis Quant Fund Direct IDCW
Axis Quant Fund Regular IDCW
Axis NIFTY India Consumption ETF Growth
Fund house & investment objective
Axis Mutual Fund
Rank (total assets)#7 in India
Total AUM₹2,61,160.43Cr
Date of Incorporation04 Sep 2009
 Axis Capital Protection Oriented Fund Series 5 Growth is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Sudhanshu Asthana, Devang Shah is the Current Fund Manager of Axis Capital Protection Oriented Fund Series 5 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,61,160 Cr and the Latest NAV as of 04 Nov 2019 is ₹17.00.
The Axis Capital Protection Oriented Fund Series 5 Growth is rated Moderately Low risk.
;
Investment ObjectiveThe 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.
;
Fund benchmarkCRISIL Hybrid 85+15 Conservative Index
Scheme Information Document(SID)
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
E-mail
[email protected] / [email protected]
Website
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,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Axis Capital Protection Oriented Fund Series 5 Growth
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Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	10.9%	8.3%	4.4%	7.9%
Category average	3.4%	8.7%	NA	NA
Rank with in category	6	1	1	NA

Name	Sector	Instrument	Assets
REC Ltd.	Financial	Bonds	9.3%
Power Grid Corporation of India Ltd.	Energy	Bonds	8.3%
Power Finance Corpn. Ltd.	Financial	Bonds	8.3%
Power Grid Corporation of India Ltd.	Energy	Bonds	1.0%

Rank (total assets)	#7 in India
Total AUM	₹2,61,160.43Cr

Date of Incorporation	04 Sep 2009

Fund benchmark	CRISIL Hybrid 85+15 Conservative Index

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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	NA
Fund size	₹60.62Cr

Axis Capital Protection Oriented Fund Series 5 Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (4)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 1.06%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

R SivakumarApr 2015 - PresentView details

Ashish NaikMar 2019 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

R Sivakumar
Apr 2015 - Present
View details

Ashish Naik
Mar 2019 - Present
View details