1M
6M
1Y
3Y
5Y
All
| NAV: 01 Dec 2023 | ₹20.87 |
| Min. SIP amount | ₹100 |
| Rating | 2 |
| Fund size | ₹893.02Cr |
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 Equity Savings
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 10.4% | 10.4% | 10.1% | 9.3% |
| Category average | 9.6% | 9.5% | 8.4% | NA |
| Rank with in category | 13 | 12 | 9 | NA |
Understand terms
Holdings (89)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 5.7% |
Reliance Industries Ltd. | Energy | Equity | 5.1% |
ICICI Bank Ltd. | Financial | Equity | 4.3% |
Indusind Bank Ltd. | Financial | Equity | 3.9% |
GOI | Sovereign | GOI Sec | 2.8% |
GOI | Sovereign | GOI Sec | 2.5% |
Tata Consultancy Services Ltd. | Technology | Equity | 2.2% |
Reserve Bank of India | Financial | T-Bills | 2.2% |
Tata Motors Ltd. | Automobile | Equity | 2.2% |
GOI | Sovereign | GOI Sec | 2.2% |
See All
Pros and cons
Category: Hybrid Equity Savings
Pros
Cons
Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Higher expense ratio: 1.02%
Average credit rating of the fund's holdings: AAA
This fund has holdings of the highest quality
Low rating: 2
Expense ratio, exit load and tax
Expense ratio: 1.02%
Inclusive of GST
Exit load
For units in excess of 10% of the investment,1% will be charged for redemption within 1 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
R SivakumarJul 2015 - PresentView details
R Sivakumar
Jul 2015 - 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
Hitesh DasJan 2023 - PresentView details
Hitesh Das
Jan 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
Hardik ShahFeb 2023 - PresentView details
Hardik Shah
Feb 2023 - Present
View details
Education
Mr. Shah has done B.E. Information Technology and MBA Finance.
Experience
Prior to joining Axis Mutual Fund, he has worked with Nippon India Mutual Fund, Quantum Asset Management Company and ICAP India (P) Ltd.
Also manages these schemes
Jayesh SundarSep 2023 - PresentView details
Jayesh Sundar
Sep 2023 - Present
View details
Education
Mr. Sundar is a Chartered Accountant
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
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