1M
6M
All
| NAV: 24 Mar 2023 | ₹10.05 |
| Min. SIP amount | ₹100 |
| Rating | NA |
| Fund size | ₹36.38Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Other Index
Absolute returns
| 1M | 3M | 6M | All | |
|---|---|---|---|---|
| Fund returns | -0.8% | 6.1% | 18.0% | 5.4% |
| Category average | NA | NA | NA | NA |
| Rank with in category | NA | 12 | 2 | NA |
Understand terms
Holdings (50)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Shriram Finance Ltd | Financial | Equity | 4.1% |
| Trent Ltd. | Services | Equity | 3.5% |
| AU Small Finance Bank Ltd. | Financial | Equity | 3.5% |
| The Indian Hotels Company Ltd. | Services | Equity | 3.4% |
| The Federal Bank Ltd. | Financial | Equity | 3.3% |
| TVS Motor Company Ltd. | Automobile | Equity | 3.1% |
| Persistent Systems Ltd. | Technology | Equity | 3.0% |
| Page Industries Ltd. | Textiles | Equity | 2.8% |
| Cummins India Ltd. | Capital Goods | Equity | 2.6% |
| Ashok Leyland Ltd. | Automobile | Equity | 2.6% |
See All
Expense ratio, exit load and tax
Expense ratio: 0.23%
Inclusive of GST
Exit load
Exit load of 0.25% if redeemed within 7 days.
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 | ₹500 |
| Min. for SIP | ₹100 |
Fund management
Jinesh GopaniMar 2022 - PresentView details
Jinesh Gopani
Mar 2022 - 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
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
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
www.karvymfs.comCompare funds
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