1M
6M
1Y
3Y
5Y
All
| NAV: 10 Sep 2024 | ₹35.57 |
| Min. SIP amount | ₹100 |
| Rating | 3 |
| Fund size | ₹14,161.13Cr |
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 Large & MidCap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 39.2% | 18.3% | 26.4% | 24.0% |
| Category average | 40.9% | 20.2% | 24.3% | NA |
| Rank with in category | 16 | 19 | 6 | NA |
Understand terms
Holdings (130)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Torrent Power Ltd. | Energy | Equity | 4.28% |
ICICI Bank Ltd. | Financial | Equity | 2.98% |
CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 2.67% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 2.50% |
Sona BLW Precision Forgings Ltd. | Automobile | Equity | 2.15% |
Reliance Industries Ltd. | Energy | Equity | 1.97% |
The Indian Hotels Company Ltd. | Services | Equity | 1.92% |
Bharti Airtel Ltd. | Communication | Equity | 1.71% |
Larsen & Toubro Ltd. | Construction | Equity | 1.63% |
Cummins India Ltd. | Capital Goods | Equity | 1.62% |
See All
Pros and cons
Category: Equity Large & MidCap
Pros
5Y annualised returns higher than category average by 2.32%
Lower expense ratio: 0.58%
Cons
Consistently lower annualised returns than category average for the past 1Y and 3Y
Expense ratio, exit load and tax
Expense ratio: 0.58%
Inclusive of GST
Exit load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Fund management
Shreyash DevalkarAug 2023 - PresentView details
Shreyash Devalkar
Aug 2023 - 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
Hitesh DasAug 2023 - PresentView details
Hitesh Das
Aug 2023 - Present
View details
Education
Mr. Das is a PGDM, M.Tech, B.Tech
Experience
Prior to joining Axis Mutual Fund, he has worked with Barclays Securities India Pvt. Ltd., Credit Suisse Securities (India) Pvt. Ltd., Ebusinessware (India) Pvt. Ltd., Yes Bank.
Also manages these schemes
Krishnaa NarayanMar 2024 - PresentView details
Krishnaa Narayan
Mar 2024 - Present
View details
Education
She is a Chartered Accountant
Experience
Prior to joining Axis Mutual Fund, she has worked with Price Waterhouse Coopers
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
NAWebsite
www.axismf.com
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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