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Axis Dynamic Equity Fund Direct IDCW+0.21%

22.77%
1 Year Return
Hybrid
Dynamic Asset Allocation
3.0star
6M
1Y
3Y
All

Fund Details

Axis Dynamic Equity Fund Direct IDCW

RiskHigh
Min SIP Amount₹1000
Expense Ratio0.92%
NAV₹12.68 (23 Jul 2021)
Fund Started07 Aug 2017
Fund Size1,337 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
22.8%
9.1%
-
8.5%
Category Average
24.8%
9.3%
9.1%
-
Rank Within Category
14
11
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
0
with 22.8% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
Cons
1. 1Y Returns are lower than the category average returns
2. 3Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Infosys Ltd.TechnologyEquity6.3%
ICICI Bank Ltd.FinancialEquity5.5%
Tata Consultancy Services Ltd.TechnologyEquity5.4%
HDFC Bank Ltd.FinancialEquity4.5%
Housing Development Finance Corpn. Ltd.FinancialEquity4.5%
Reliance Industries Ltd.EnergyEquity4.0%
Kotak Mahindra Bank Ltd.FinancialEquity2.8%
Power Finance Corporation Ltd.FinancialNCD2.7%
Axis Bank Ltd.FinancialFixed Deposits2.6%
Bajaj Finance Ltd.FinancialEquity2.4%
See All

Fund Managers

R Sivakumar
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Ashwin Patni
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Anupam Tiwari
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Axis Dynamic Equity Fund Direct IDCW Details

Axis Dynamic Equity Fund Direct IDCW is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 07 Aug 2017. R Sivakumar, Ashwin Patni, Anupam Tiwari is the Current Fund Manager of Axis Dynamic Equity Fund Direct IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹1,337 Cr and the Latest NAV as of 23 Jul 2021 is ₹12.68.

The Axis Dynamic Equity Fund Direct IDCW is rated High risk. Minimum SIP Investment is set to 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

The scheme seeks to generate capital appreciation by investing in a portfolio of equity or equity linked securities while the secondary objective is to generate income through investments in debt and money market instruments.

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
04 Sep 2009
Website
NA
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
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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