1M
6M
1Y
All
| NAV: 22 Oct 2024 | ₹19.06 |
| Min. SIP amount | ₹100 |
| Rating | NA |
| Fund size | ₹415.55Cr |
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 Mid Cap
Absolute returns
| 3M | 6M | 1Y | All | |
|---|---|---|---|---|
| Fund returns | 2.8% | 20.2% | 42.5% | 99.3% |
| Category average | NA | NA | 41.5% | NA |
| Rank with in category | 35 | 26 | 33 | NA |
Understand terms
Holdings (50)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Suzlon Energy Ltd. | Capital Goods | Equity | 5.09% |
Max Healthcare Institute Ltd. | Healthcare | Equity | 3.93% |
The Indian Hotels Company Ltd. | Services | Equity | 3.22% |
Persistent Systems Ltd. | Technology | Equity | 3.10% |
Lupin Ltd. | Healthcare | Equity | 2.83% |
Dixon Technologies (India) Ltd. | Capital Goods | Equity | 2.80% |
Cummins India Ltd. | Capital Goods | Equity | 2.77% |
PB Fintech Ltd. | Services | Equity | 2.75% |
Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 2.69% |
Indus Towers Ltd. | Communication | Equity | 2.61% |
See All
Pros and cons
Category: Equity Mid Cap
Pros
Lower expense ratio: 0.25%
Cons
1Y annualised returns lower than category average by 3.27%
Expense ratio, exit load and tax
Expense ratio: 0.25%
Inclusive of GST
Exit load
Exit load of 0.25% if redeemed within 7 days.
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 | ₹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
Karthik KumarAug 2023 - PresentView details
Karthik Kumar
Aug 2023 - Present
View details
Education
Mr. Kumar has done M.B.A, C.F.A, (USA) & B.E (Mechanical)
Experience
Prior to joining Axis Mutual Fund he has worked with SilverTree Hong Kong and Asiya Investment, Hong Kong
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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