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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.14 | — | 1.98 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.53 | — | 1.55 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
FoFs (Domestic) - Equity Oriented invest majorly invest in equity mutual funds. These funds have more than 65% of total investment corpus in the equity and equity-related instruments.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Axis Equity ETFs FoF | 29.87% | — | 17.72% |
ICICI Pru Bharat 22 FOF | 48.38% | 33.91% | 20.75% |
Mirae Asset Equity Allocator FoF | 30.92% | 13.72% | 23.92% |
Nippon India Nifty Next 50 Junior BeES FoF | 53.03% | 17.59% | 18.39% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Others
Holdings
24.52 %
Holdings
24.12 %
Holdings
24.06 %
Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.
No.of Schemes
68
Total AUM
₹ 3,27,586.43 Cr.
Shreyash Devalkar
AUM: ₹1,41,168.82 Cr.
|
Exp: 5yrs
Karthik Kumar
AUM: ₹10,721.83 Cr.
|
Exp: 14yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%
Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)
Gains are treated as long-term capital gains and taxed at 12.5%