Axis Dynamic Equity Fund Direct Dividend0.00%

3Groww
8.20%
1 Year Return
Hybrid
Balanced Advantage
3.0 star
6M
1Y
All

Fund Details

Axis Dynamic Equity Fund Direct Dividend

RiskModerately High
Min SIP Amount₹1000
Expense Ratio0.60%
NAV11.26 (06 Dec 2019)
Fund Started07 Aug 2017
Fund Size2,150 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Axis Dynamic Equity Fund Direct Dividend
8.2%
NA
NA
7.1%
Category Average
2.5%
5.9%
7.0%
-
Rank within category
11
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 8.2% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    Cons
    1. Age is less than 3 years
    2. Risk-adjusted returns are lower compared to the category
    3. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity9.3%
    Housing Development Finance Corpn. Ltd.FinancialEquity7.3%
    HDFC Bank Ltd.FinancialEquity5.2%
    Bajaj Finance Ltd.FinancialEquity4.3%
    Asian Paints Ltd.ChemicalsEquity3.5%
    Tata Consultancy Services Ltd.TechnologyEquity3.4%
    ICICI Bank Ltd.FinancialEquity3.4%
    Kotak Mahindra Bank Ltd.FinancialEquity3.0%
    Infosys Ltd.TechnologyEquity2.9%
    HDFC Bank Ltd.FinancialFixed Deposits2.7%
    See All

    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

    Other Details

    Axis Dynamic Equity Fund Direct Dividend is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was introduced to investors on 07 Aug 2017. R Sivakumar, Ashwin Patni, Anupam Tiwari is the Current Fund Manager of Axis Dynamic Equity Fund Direct Dividend.The fund currently has an Asset Under Management(AUM) of ₹2,150 Cr and the Latest NAV as of 06 Dec 2019 is ₹11.26.

    The Axis Dynamic Equity Fund Direct Dividend is rated Moderately High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment,1% will be charged for redemption within 12 months.

    Investment Objective

    To generate capital appreciation by investing in a portfolio of equity or equity linked securities while secondary objective is to generate income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹100
    Min for Second Investment
    For units in excess of 10% of the investment,1% will be charged for redemption within 12 months
    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
    03 Sep 2009
    Axis Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹1,000
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