Fund Details
Axis Dynamic Equity Fund Regular IDCW
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 2.10% |
| NAV | ₹11.20 (12 May 2021) |
|---|---|
| Fund Started | 01 Aug 2017 |
| Fund Size | ₹1,324 Cr |
Returns
Comparison
Found nothing so far.
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
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 6.4% |
| ICICI Bank Ltd. | Financial | Equity | 5.2% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 5.1% |
| Bajaj Finance Ltd. | Financial | Equity | 2.9% |
| Hindustan Unilever Ltd. | FMCG | Equity | 2.3% |
| Asian Paints Ltd. | Chemicals | Equity | 2.0% |
| Cholamandalam Investment & Finance Co. Ltd. | Financial | Equity | 1.6% |
| Coromandel International Ltd. | Chemicals | Equity | 1.0% |
| Dabur India Ltd. | FMCG | Equity | 0.7% |
| Bharat Petroleum Corpn. Ltd. | Energy | Equity | 0.7% |
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 ₹1,324 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.
