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Axis Equity ETFs FoF

Growth
OtherFoFs (Domestic) - Equity Oriented
Small-size FundAssets Under Mgmt: ₹ 24 Cr
Very High RiskPrinciple investment will be at very high risk
15.550.52% (-0.08)

Price Chart

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Returns
0.00%
1M
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Max
SIP
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1M
6M
1Y
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5Y
Max
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OtherFoFs (Domestic) - Equity Oriented
Small-size FundAssets Under Mgmt: ₹ 24 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.141.98
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.531.55

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
1% on or before 15D Nil after 15D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
NIFTY 500 - TRI

About FoFs (Domestic) - Equity Oriented

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.

Peers & Comparison

Comparing 3 mutual funds from 
OtherFoFs (Domestic) - Equity Oriented
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Axis Equity ETFs FoF29.87%17.72%
ICICI Pru Bharat 22 FOF48.38%33.91%20.75%
Mirae Asset Equity Allocator FoF30.92%13.72%23.92%
Nippon India Nifty Next 50 Junior BeES FoF53.03%17.59%18.39%

Price Comparison

Compare Axis Equity ETFs FoF with any MF, ETF, stock or index
Compare Axis Equity ETFs FoF with any MF, ETF, stock or index
Axis Equity ETFs FoF
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Asset Allocation

Actual

Target

Dec 2023

Mar 2024

Jun 2024

Sep 2024

ACTUAL
Cash & EquivalentsMutual Funds3.75%96.25%

Dec 2023

Mar 2024

Jun 2024

Sep 2024

Tickertape Separator

Sector Distribution

Investment Banking & BrokerageOthers3.92 %96.08 %

Dec 2023

Mar 2024

Jun 2024

Sep 2024

Tickertape Separator

Sector Weightage

Jun 23Sep 23Dec 23Mar 24Jun 24Sep 2497.71%96.22%97.56%97.95%94.37%96.08%
Others as a % of total holdings for last six quarters
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Current Holdings

Others

  • Constituent
    Holding Weight
    3M Change
  • ICICI Prudential Nifty 100 Low Volatility 30 ETF
    3M change : 24.52 %

    Holdings

    24.52 %

    24.52 %
  • Axis Equity ETFs FoF
    3M change : 24.12 %

    Holdings

    24.12 %

    24.12 %
  • ICICI Prudential Nifty 200 Momentum 30 ETF
    3M change : 24.06 %

    Holdings

    24.06 %

    24.06 %

AMC Profile

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.

Fund Manager Profile

Shreyash Devalkar

AUM:  ₹1,41,168.82 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 5yrs

Karthik Kumar

AUM:  ₹10,721.83 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 14yrs

Manager Performance (0)

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Tax Implications

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%

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