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Axis Dynamic Equity Fund Regular IDCW-0.71%

21.94%
1 Year Return
Hybrid
Balanced Advantage
3.0star
6M
1Y
3Y
All

Fund Details

Axis Dynamic Equity Fund Regular IDCW

RiskVery High
Min SIP Amount₹1000
Expense Ratio2.10%
NAV₹11.20 (12 May 2021)
Fund Started01 Aug 2017
Fund Size1,324 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
21.9%
6.3%
-
7.0%
Category Average
26.3%
6.7%
8.4%
-
Rank Within Category
21
9
-
-
*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 21.9% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
Cons
1. Higher expense ratio - 2.09561251%
2. 1Y Returns are lower than the category average returns
3. 3Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity6.4%
ICICI Bank Ltd.FinancialEquity5.2%
Housing Development Finance Corpn. Ltd.FinancialEquity5.1%
Bajaj Finance Ltd.FinancialEquity2.9%
Hindustan Unilever Ltd.FMCGEquity2.3%
Asian Paints Ltd.ChemicalsEquity2.0%
Cholamandalam Investment & Finance Co. Ltd.FinancialEquity1.6%
Coromandel International Ltd.ChemicalsEquity1.0%
Dabur India Ltd.FMCGEquity0.7%
Bharat Petroleum Corpn. Ltd.EnergyEquity0.7%
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 Regular IDCW Details

Axis Dynamic Equity Fund Regular IDCW is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 01 Aug 2017. R Sivakumar, Ashwin Patni, Anupam Tiwari is the Current Fund Manager of Axis Dynamic Equity Fund Regular IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹1,324 Cr and the Latest NAV as of 12 May 2021 is ₹11.20.

The Axis Dynamic Equity Fund Regular IDCW is rated Very 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
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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