Fund Details
Axis Dynamic Equity Fund Regular IDCW
| Risk | High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 2.24% |
| NAV | ₹12.05 (23 Jul 2021) |
|---|---|
| Fund Started | 01 Aug 2017 |
| Fund Size | ₹1,337 Cr |
Returns
Comparison
Found nothing so far.
1. Higher expense ratio - 2.24%
2. 1Y Returns are lower than the category average returns
3. 3Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Infosys Ltd. | Technology | Equity | 6.3% |
| ICICI Bank Ltd. | Financial | Equity | 5.5% |
| Tata Consultancy Services Ltd. | Technology | Equity | 5.4% |
| HDFC Bank Ltd. | Financial | Equity | 4.5% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.5% |
| Reliance Industries Ltd. | Energy | Equity | 4.0% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.8% |
| Power Finance Corporation Ltd. | Financial | NCD | 2.7% |
| Axis Bank Ltd. | Financial | Fixed Deposits | 2.6% |
| Bajaj Finance Ltd. | Financial | Equity | 2.4% |
Fund Managers
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 ₹1,337 Cr and the Latest NAV as of 23 Jul 2021 is ₹12.05.
The Axis Dynamic Equity Fund Regular 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.
