1M
6M
1Y
3Y
5Y
All
| NAV: 22 Oct 2024 | ₹24.09 |
| Min. SIP amount | ₹100 |
| Rating | 2 |
| Fund size | ₹1,008.21Cr |
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 | 18.5% | 9.4% | 11.5% | 10.0% |
| Category average | 14.9% | 8.5% | 9.9% | NA |
| Rank with in category | 5 | 12 | 10 | NA |
Understand terms
Holdings (168)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 9.25% |
GOI | Sovereign | GOI Sec | 6.72% |
Reliance Industries Ltd. | Energy | Equity | 6.28% |
Nifty Bank | Financial | ID | 4.50% |
Larsen & Toubro Ltd. | Construction | Equity | 3.38% |
Tata Consultancy Services Ltd. | Technology | Equity | 2.92% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 2.64% |
ICICI Bank Ltd. | Financial | Equity | 2.50% |
Shriram Finance Ltd | Financial | Debenture | 2.47% |
Infosys Ltd. | Technology | Equity | 2.17% |
See All
Pros and cons
Category: Hybrid Equity Savings
Pros
Consistently higher 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
Cons
Higher expense ratio: 1.01%
Low rating: 2
Expense ratio, exit load and tax
Expense ratio: 1.01%
Inclusive of GST
Exit load
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
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
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
Mayank HyankiMay 2024 - PresentView details
Mayank Hyanki
May 2024 - Present
View details
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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