Axis Equity Advantage Fund Series 1 Direct Growth

Equity
Diversified
Very High Risk
1M
6M
1Y
All
NAV: 30 Sep 2021
₹18.07
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹1,191.60Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (22)

NameSectorInstrumentAssets
FinancialEquity7.70%
ServicesEquity6.85%
TechnologyEquity6.43%
FinancialEquity6.06%
TechnologyEquity5.90%
FinancialEquity5.79%
ConstructionEquity5.08%
EnergyEquity4.74%
FinancialEquity3.88%
FinancialEquity3.06%
HealthcareEquity2.97%
ChemicalsEquity2.92%
HealthcareEquity2.78%
CommunicationEquity2.68%
ChemicalsEquity2.61%
TechnologyEquity2.40%
Consumer DurableEquity2.36%
HealthcareEquity2.13%
ChemicalsEquity1.82%
FinancialEquity1.62%
FMCGEquity1.37%
FinancialEquity0.95%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Diversified
Absolute returns
3M6M1YAll
Fund returns9.4%16.0%40.7%56.8%
Category averageNANA48.8%NA
Rank with in category612NANA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 0.93%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Fund management

Shreyash Devalkar
May 2017 - Present
View details

Education
Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University
Experience
Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
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,

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