Fund Details
Axis Dynamic Equity Fund Regular Growth
| Risk | High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 2.15% |
| NAV | ₹12.59 (15 Jan 2021) |
|---|---|
| Fund Started | 01 Aug 2017 |
| Fund Size | ₹1,379 Cr |
Returns
Comparison
1. 3Y Returns are higher than the category average returns
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%
7. 1Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 9.1% |
| Reliance Industries Ltd. | Energy | Equity | 8.2% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 7.0% |
| Bharti Airtel Ltd. | Communication | Equity | 4.6% |
| Infosys Ltd. | Technology | Equity | 4.4% |
| HDFC Bank Ltd. | Financial | Equity | 3.6% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 2.8% |
| Hindustan Unilever Ltd. | FMCG | Equity | 2.7% |
| Power Finance Corpn. Ltd. | Financial | NCD | 2.6% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.5% |
Fund Managers
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 ₹1,379 Cr and the Latest NAV as of 15 Jan 2021 is ₹12.59.
The Axis Dynamic Equity Fund Regular Growth 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.
