Axis Capital Protection Oriented Fund Series 5 Growth

Dynamic/Asset Allocation
Dynamic/Asset Allocation
Moderately Low Risk
8.25%
3Y annualised
+0.03% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Nov 2019
₹17.00
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹60.62Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (4)

NameSectorInstrumentAssets
FinancialBonds9.28%
Power Grid Corporation of India Ltd.
EnergyBonds8.29%
Power Finance Corpn. Ltd.
FinancialBonds8.29%
Power Grid Corporation of India Ltd.
EnergyBonds1.04%

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Dynamic/Asset Allocation Dynamic/Asset Allocation
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns10.9%8.3%4.4%7.9%
Category average8.8%15.1%NANA
Rank with in category611NA
Understand terms

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

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

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
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,

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