1M
6M
1Y
3Y
5Y
All
| NAV: 13 May 2024 | ₹19.15 |
| Min. SIP amount | ₹100 |
| Rating | 1 |
| Fund size | ₹1,588.78Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 17.7% | 11.9% | 13.8% | 11.9% |
| Category average | 26.9% | 15.3% | 15.1% | NA |
| Rank with in category | 43 | 40 | 28 | NA |
Understand terms
Holdings (90)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
ICICI Bank Ltd. | Financial | Equity | 6.15% |
HDFC Bank Ltd. | Financial | Equity | 4.62% |
GOI | Sovereign | GOI Sec | 3.81% |
Reliance Industries Ltd. | Energy | Equity | 3.43% |
Infosys Ltd. | Technology | Equity | 3.07% |
Tata Consultancy Services Ltd. | Technology | Equity | 2.93% |
PI Industries Ltd. | Chemicals | Equity | 2.59% |
Larsen & Toubro Ltd. | Construction | Equity | 2.51% |
Bharti Airtel Ltd. | Communication | Equity | 2.37% |
State Bank of India | Financial | Futures | 2.29% |
See All
Pros and cons
Category: Hybrid Aggressive Hybrid
Pros
Cons
Lower expense ratio: 1.02%
Consistently lower annualised returns than category average for the past 1Y, 3Y and 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: 1.02%
Inclusive of GST
Exit load
For units more than 10% of the allotted, an exit load of 1% will be charged if redeemed within 12 months.
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 | ₹100 |
| Min. for SIP | ₹100 |
Fund management
Devang ShahApr 2024 - PresentView details
Devang Shah
Apr 2024 - Present
View details
Education
Mr. Shah is B.Com and ACA.
Experience
Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.
Also manages these schemes
Aditya PagariaFeb 2023 - PresentView details
Aditya Pagaria
Feb 2023 - Present
View details
Education
Mr. Pagaria is a Bachelor in Management Studies and holds a Post Graduate Diploma in Business Management from Institute Of Technology And Management, SK Somaiya College.
Experience
Prior to joining Axis AMC he was associated with ICICI Prudential AMC (Nov 2011-Jul 2016) as Fund Manager - Fixed Income Operations.
Also manages these schemes
Ashish NaikJul 2018 - PresentView details
Ashish Naik
Jul 2018 - Present
View details
Education
Mr. Naik is a B.E from Mumbai University and MBA from XLRI, Jamshedpur.
Experience
Prior to joining Axis Mutual Fund he was associated with organizations such as Goldman Sachs and has over 7 years of experience as an Equity Analyst.
Also manages these schemes
Jayesh SundarSep 2023 - PresentView details
Jayesh Sundar
Sep 2023 - Present
View details
Education
Mr. Sundar is a Chartered Accountant
Experience
Prior to joining Axis MF, he has worked with Aviva Life Insurance Company, Tata Securities Ltd., Collins Stewart India Pvt. Ltd., IL&FS Investsmart and CRISIL
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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