Axis Multicap Fund Direct Growth-1.35%

4Groww
0.17%
1 Year Return
Equity
Multi Cap
4.0 star
6M
1Y
All

Fund Details

Axis Multicap Fund Direct Growth

RiskModerate
Min SIP Amount₹1000
Expense Ratio0.62%
NAV11.94 (08 Jul 2019)
Fund Started12 Nov 2017
Fund Size4,020 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Axis Multicap Fund Direct Growth
0.2%
NA
NA
9.3%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with 0.2% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    2. Risk is lower compared to the benchmark
    Cons
    1. Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
    2. Age is less than 5 years

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity9.8%
    Bajaj Finance Ltd.FinancialEquity8.6%
    Kotak Mahindra Bank Ltd.FinancialEquity8.2%
    Tata Consultancy Services Ltd.TechnologyEquity6.2%
    Maruti Suzuki India Ltd.AutomobileEquity5.2%
    ICICI Bank Ltd.FinancialEquity4.8%
    Avenue Supermarts Ltd.ServicesEquity4.6%
    Hindustan Unilever Ltd.FMCGEquity3.6%
    Bandhan Bank Ltd.FinancialEquity3.3%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.0%
    See All

    Fund Managers

    addShreyash Devalkar
    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, IDFC Capital, JP Morgan Services India and Calyon Bank.
    Funds Managed

    Other Details

    Axis Multicap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was introduced to investors on 12 Nov 2017. Jinesh Gopani, Shreyash Devalkar is the Current Fund Manager of Axis Multicap Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹4,020 Cr and the Latest NAV as of 08 Jul 2019 is ₹11.94.

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

    Investment Objective

    To generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments across market capitalization. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.

    Tax Implications

    Returns are taxed at 15% if sold before 1 year. 10% tax post one year on returns above 1 Lac.

    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
    03 Sep 2009
    Axis Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Karvy
    Address
    NA
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