1M
6M
1Y
3Y
All
| NAV: 01 Jun 2023 | ₹12.64 |
| Min. SIP amount | ₹100 |
| Rating | 2 |
| Fund size | ₹1,706.62Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
| 6M | 1Y | 3Y | All | |
|---|---|---|---|---|
| Fund returns | NA | 7.7% | 17.9% | 10.8% |
| Category average | NA | 11.5% | 20.6% | NA |
| Rank with in category | NA | 43 | 34 | NA |
Understand terms
Holdings (66)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Housing Development Finance Corporation Ltd. | Financial | Equity | 6.0% |
| Bajaj Finance Ltd. | Financial | Equity | 5.9% |
| GOI | Sovereign | GOI Sec | 5.9% |
| ICICI Bank Ltd. | Financial | Equity | 5.7% |
| Tata Consultancy Services Ltd. | Technology | Equity | 4.7% |
| Avenue Supermarts Ltd. | Services | Equity | 4.7% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 4.3% |
| Reliance Industries Ltd. | Energy | Equity | 4.3% |
| Infosys Ltd. | Technology | Equity | 3.4% |
| HDFC Bank Ltd. | Financial | Equity | 3.1% |
See All
Expense ratio, exit load and tax
Expense ratio: 0.85%
Inclusive of GST
Exit load
For units more than 10% of the allotted, an exit load of 1% will be charged if redeemed within 12 months.
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 | ₹500 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Fund management
R SivakumarJul 2018 - PresentView details
R Sivakumar
Jul 2018 - Present
View details
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.
Also manages these schemes
Aditya PagariaFeb 2023 - PresentView details
Aditya Pagaria
Feb 2023 - Present
View details
Education
Mr. Pagaria is a Bachelor in Management Studies and holds a Post Graduate Diploma in Business Management from Institute Of Technology And Management, SK Somaiya College.
Experience
Prior to joining Axis AMC he was associated with ICICI Prudential AMC (Nov 2011-Jul 2016) as Fund Manager - Fixed Income Operations.
Also manages these schemes
Ashish NaikJul 2018 - PresentView details
Ashish Naik
Jul 2018 - Present
View details
Education
Mr. Naik is a B.E from Mumbai University and MBA from XLRI, Jamshedpur.
Experience
Prior to joining Axis Mutual Fund he was associated with organizations such as Goldman Sachs and has over 7 years of experience as an Equity Analyst.
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
E-mail
NAWebsite
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
[email protected]Website
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