| NAV: 01 Dec 2023 | ₹17.97 |
| Min. SIP amount | ₹100 |
| Rating | 4 |
| Fund size | ₹3,242.16Cr |
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 7.8% | 5.7% | 5.7% | 6.5% |
| Category average | 7.1% | 4.7% | 4.8% | NA |
| Rank with in category | 16 | 7 | 6 | NA |
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Axis Ultra Short Term Fund Direct - Growth | NA | Mutual Fund | 6.2% |
Axis Money Market Fund Direct - Growth | NA | Mutual Fund | 6.2% |
Bajaj Auto Ltd. | Automobile | Equity | 4.5% |
ICICI Bank Ltd. | Financial | Equity | 3.4% |
HDFC Bank Ltd. | Financial | Equity | 3.2% |
ICICI Securities Ltd. | Financial | CP | 3.0% |
Jindal Steel & Power Ltd. | Metals & Mining | Equity | 2.8% |
Indusind Bank Ltd. | Financial | Equity | 2.8% |
Reliance Industries Ltd. | Energy | Equity | 2.8% |
Tata Power Company Ltd. | Energy | Equity | 2.5% |
Inclusive of GST
Exit load of 0.25% if redeemed within 15 days.
0.005% (from July 1st, 2020)
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.
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |