1M
6M
1Y
3Y
All
| NAV: 26 Sep 2023 | ₹14.64 |
| Min. SIP amount | ₹1,000 |
| Rating | 1 |
| Fund size | ₹700.16Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Solution Oriented Retirement
Annualised returns
Absolute returns
| 6M | 1Y | 3Y | All | |
|---|---|---|---|---|
| Fund returns | NA | 10.3% | 14.7% | 10.6% |
| Category average | NA | 13.9% | 19.2% | NA |
| Rank with in category | NA | 41 | 40 | NA |
Understand terms
Holdings (51)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Tata Consultancy Services Ltd. | Technology | Equity | 5.4% |
GOI | Sovereign | GOI FRB | 5.1% |
Bajaj Finance Ltd. | Financial | Equity | 4.9% |
Avenue Supermarts Ltd. | Services | Equity | 4.7% |
GOI | Sovereign | GOI Sec | 3.6% |
Sundaram Finance Ltd. | Financial | Equity | 3.5% |
HDFC Bank Ltd. | Financial | Equity | 3.5% |
Astral Ltd. | Chemicals | Equity | 3.3% |
Pidilite Industries Ltd. | Chemicals | Equity | 3.3% |
PI Industries Ltd. | Chemicals | Equity | 3.0% |
See All
Pros and cons
Category: Solution Oriented Retirement
Pros
Cons
Exit load is zero
Consistently lower annualised returns than category average for the past 1Y and 3Y
Lower expense ratio: 0.94%
Lock-in period: 5Y
Average credit rating of the fund's holdings: AAA
This fund has holdings of the highest quality
Low rating: 1
Expense ratio, exit load and tax
Expense ratio: 0.94%
Inclusive of GST
Exit load
Nil
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 | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹1,000 |
Fund management
R SivakumarNov 2019 - PresentView details
R Sivakumar
Nov 2019 - 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
Vinayak JayanathJan 2023 - PresentView details
Vinayak Jayanath
Jan 2023 - Present
View details
Also manages these schemes
Nitin AroraMay 2023 - PresentView details
Nitin Arora
May 2023 - Present
View details
Education
Mr. Arora has done M.Sc in Finance and Investments
Experience
Prior to joining Axis Mutual Fund, he has worked with Aviva Life Insurance Company India Ltd., Emkay Global Financial Services Ltd., Nirmal Bang Institutional Equities Ltd. and Bloomberg UTV Ltd..
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
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
www.karvymfs.comCompare funds
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