1M
6M
1Y
3Y
All
| NAV: 24 Dec 2020 | ₹15.36 |
| Min. SIP amount | Not Supported |
| Rating | NA |
| Fund size | ₹1,526.82Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Equity Mid Cap
Annualised returns
Absolute returns
| 6M | 1Y | 3Y | All | |
|---|---|---|---|---|
| Fund returns | NA | 19.2% | 7.9% | 11.9% |
| Category average | NA | 56.2% | 14.2% | NA |
| Rank with in category | NA | 1 | 1 | NA |
Understand terms
Holdings (36)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Cholamandalam Investment & Finance Co. Ltd. | Financial | Equity | 7.0% |
| City Union Bank Ltd. | Financial | Equity | 6.7% |
Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 5.3% |
| Balkrishna Industries Ltd. | Automobile | Equity | 4.9% |
| MRF Ltd. | Automobile | Equity | 4.1% |
| Sundaram Finance Ltd. | Financial | Equity | 4.1% |
| Coforge Ltd. | Technology | Equity | 3.9% |
| SRF Ltd. | Diversified | Equity | 3.8% |
| Aarti Industries Ltd. | Chemicals | Equity | 3.5% |
| Voltas Ltd. | Cons Durable | Equity | 3.4% |
See All
Expense ratio, exit load and tax
Expense ratio: 0.79%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
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.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Fund management
Jinesh GopaniFeb 2017 - PresentView details
Jinesh Gopani
Feb 2017 - Present
View details
Education
Mr. Gopani is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research.
Experience
Prior to joining Axis AMC he has worked with Birla Sun Life AMC, Voyager India Capital Pvt. Ltd., Emkay Shares & Stock Brokers Limited and Net worth Stock Broking Limited.
Also manages these schemes
Anupam TiwariFeb 2017 - PresentView details
Anupam Tiwari
Feb 2017 - Present
View details
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).
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
"Axis House" - 1st Floor,C-2 - Wadia International Centre,Pandurang Budhkar Marg , Worli, Mumbai 400025
Phone
022-24255161
Launch Date
04 Sep 2009
Website
NA
Axis Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comCompare funds
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