Axis Dynamic Equity Fund Regular Growth+0.27%

0.44%
1 Year Return
Hybrid
Balanced Advantage
3.0star
6M
1Y
3Y
All

Fund Details

Axis Dynamic Equity Fund Regular Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.14%
NAV₹11.22 (29 Sep 2020)
Fund Started01 Aug 2017
Fund Size₹1,500 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Axis Dynamic Equity Fund Regular Growth
0.4%
3.8%
NA
3.7%
Category Average
9.1%
4.4%
6.7%
-
Rank within category
20
9
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month₹5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    ₹0
    with 0.4% 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

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity8.5%
    Infosys Ltd.TechnologyEquity8.1%
    ICICI Bank Ltd.FinancialEquity7.0%
    Tata Consultancy Services Ltd.TechnologyEquity5.4%
    Housing Development Finance Corpn. Ltd.FinancialEquity4.6%
    Hindustan Unilever Ltd.FMCGEquity4.1%
    Bharti Airtel Ltd.CommunicationEquity4.1%
    HDFC Bank Ltd.FinancialEquity3.5%
    Axis Bank Ltd.FinancialFixed Deposits3.3%
    Bajaj Finance Ltd.FinancialEquity3.0%
    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 Growth Details

    Axis Dynamic Equity Fund Regular Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,500 Cr and the Latest NAV as of 29 Sep 2020 is ₹11.22.

    The Axis Dynamic Equity Fund Regular Growth 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

    Scheme Information Document(SID)

    Click here
    ₹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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    Axis Dynamic Equity Fund Regular Growth
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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
    E-mail
    customerservice@axismf.com
    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,
    Email
    mfshyderabad@karvy.com
    Website
    www.karvymfs.com
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