Axis Multicap Fund Direct Dividend+3.58%

3Groww
-3.09%
1 Year Return
Equity
Multi Cap
3.0star
6M
1Y
All

Fund Details

Axis Multicap Fund Direct Dividend

RiskModerately High
Min SIP Amount₹1000
Expense Ratio0.48%
NAV9.81 (08 Apr 2020)
Fund Started24 Nov 2017
Fund Size5,852 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Axis Multicap Fund Direct Dividend
-3.1%
NA
NA
5.2%
Category Average
-22.0%
-5.2%
0.9%
-
Rank within category
1
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with -3.1% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. Lower expense ratio
    3. 1Y Returns are higher than the benchmark
    Cons
    1. Age is less than 5 years

    Top Holdings

    NameSectorInstrument% Assets
    Bajaj Finance Ltd.FinancialEquity9.0%
    ICICI Bank Ltd.FinancialEquity7.8%
    Avenue Supermarts Ltd.ServicesEquity7.6%
    Kotak Mahindra Bank Ltd.FinancialEquity7.5%
    HDFC Bank Ltd.FinancialEquity6.8%
    Housing Development Finance Corpn. Ltd.FinancialEquity4.2%
    Asian Paints Ltd.ChemicalsEquity4.1%
    Hindustan Unilever Ltd.FMCGEquity4.0%
    Infosys Ltd.TechnologyEquity3.7%
    Nestle India Ltd.FMCGEquity3.6%
    See All

    Axis Multicap Fund Direct Dividend Details

    Axis Multicap Fund Direct Dividend is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 24 Nov 2017. Shreyash Devalkar is the Current Fund Manager of Axis Multicap Fund Direct Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹5,852 Cr and the Latest NAV as of 08 Apr 2020 is ₹9.81.

    The Axis Multicap Fund Direct Dividend is rated Moderately High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. For more than 10% of investments 1% will be charged if redeemed within 12 months

    Investment Objective

    To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of mid size companies. The focus of the fund would be to invest in relatively larger companies within this category.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹100
    Min for Second Investment
    For more than 10% of investments 1% will be charged if redeemed within 12 months
    Exit Load

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    About Axis Mutual Fund

    Address
    Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
    Phone
    022-43255161
    Launch Date
    04 Sep 2009
    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,
    Invest Now
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    + ₹1,000
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