1M
6M
1Y
3Y
5Y
All
| NAV: 13 May 2024 | ₹30.53 |
| Min. SIP amount | ₹100 |
| Rating | 4 |
| Fund size | ₹12,096.56Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Equity Large & MidCap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 37.5% | 20.7% | 23.7% | 22.2% |
| Category average | 38.8% | 20.8% | 20.0% | NA |
| Rank with in category | 15 | 20 | 2 | NA |
Understand terms
Holdings (116)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Torrent Power Ltd. | Energy | Equity | 6.07% |
Sundaram Finance Ltd. | Financial | Equity | 2.96% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 2.67% |
Sona BLW Precision Forgings Ltd. | Automobile | Equity | 2.62% |
ICICI Bank Ltd. | Financial | Equity | 2.61% |
The Indian Hotels Company Ltd. | Services | Equity | 2.45% |
Coforge Ltd. | Technology | Equity | 2.34% |
CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 2.29% |
Reliance Industries Ltd. | Energy | Equity | 2.17% |
Bajaj Finance Ltd. | Financial | Equity | 1.81% |
See All
Pros and cons
Category: Equity Large & MidCap
Pros
Cons
5Y annualised returns higher than category average by 3.57%
Consistently lower annualised returns than category average for the past 1Y and 3Y
Higher alpha: 3.0
The fund has generated returns higher than benchmark - NIFTY Large Midcap 250 Total Return Index - in the last 3Y
Lower expense ratio: 0.57%
Expense ratio, exit load and tax
Expense ratio: 0.57%
Inclusive of GST
Exit load
For units in excess of 10% of the investment, 1% will be charged for redemption 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 | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Fund management
Shreyash DevalkarAug 2023 - PresentView details
Shreyash Devalkar
Aug 2023 - Present
View details
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 as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.
Also manages these schemes
Hitesh DasAug 2023 - PresentView details
Hitesh Das
Aug 2023 - Present
View details
Education
Mr. Das is a PGDM, M.Tech, B.Tech
Experience
Prior to joining Axis Mutual Fund, he has worked with Barclays Securities India Pvt. Ltd., Credit Suisse Securities (India) Pvt. Ltd., Ebusinessware (India) Pvt. Ltd., Yes Bank.
Also manages these schemes
Krishnaa NMar 2024 - PresentView details
Krishnaa N
Mar 2024 - Present
View details
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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