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 |
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% |
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
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.
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.