Axis Dynamic Equity Fund Regular Dividend+0.09%

2.57%
1 Year Return
Hybrid
Balanced Advantage
3.0star
6M
1Y
3Y
All

Fund Details

Axis Dynamic Equity Fund Regular Dividend

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.14%
NAV11.20 (29 Oct 2020)
Fund Started01 Aug 2017
Fund Size1,419 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Axis Dynamic Equity Fund Regular Dividend
2.6%
4.5%
NA
4.6%
Category Average
4.6%
4.0%
6.5%
-
Rank within category
19
8
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    0
    with 2.6% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    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
    4. Higher expense ratio
    5. 1Y Returns are lower than the benchmark
    6. Higher expense ratio - 2.14%

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity9.1%
    ICICI Bank Ltd.FinancialEquity7.1%
    HDFC Bank Ltd.FinancialEquity5.2%
    Infosys Ltd.TechnologyEquity5.0%
    Housing Development Finance Corpn. Ltd.FinancialEquity4.6%
    Bharti Airtel Ltd.CommunicationEquity4.3%
    Tata Consultancy Services Ltd.TechnologyEquity3.8%
    Bajaj Finance Ltd.FinancialEquity2.9%
    Maruti Suzuki India Ltd.AutomobileEquity2.8%
    Hindustan Unilever Ltd.FMCGEquity2.5%
    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
    addAshwin Patni
    Education
    Mr. Patni is a PGDM from IIM Calcutta.
    Experience
    He has more than 6 years of experience in Wealth Management and Structured Finance. In his last assignment he was designated as Product manger for Investment Services of Standard Charted Bank. Prior to this he has also worked with ICICI Bank for Syndication as Manager.
    Funds Managed
    addAnupam Tiwari
    Education
    Mr. Tiwari is a Chartered Accountant.
    Experience
    Prior to joining Axis Mutual Fund he was associated with Principal Mutual Fund (July 25, 2011-Sep 21, 2016), Reliance Life Insurance Ltd. (Sep 22, 2010-Jul 15, 2011) and Reliance MF (Mar 21, 2005-Sep 21, 2010).
    Funds Managed

    Axis Dynamic Equity Fund Regular Dividend Details

    Axis Dynamic Equity Fund Regular Dividend 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 Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹1,419 Cr and the Latest NAV as of 29 Oct 2020 is ₹11.20.

    The Axis Dynamic Equity Fund Regular Dividend is rated Moderately 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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