Insufficient Data
Less expense ratio implies better returns over the long term
Insufficient Data
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.12 | — | 2.56 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.51 | — | 2.23 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
— |
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(IDCW) | 37.36% | — | 20.89% |
ICICI Pru Nifty 100 Low Volatility 30 ETF FOF(IDCW) | 39.17% | 15.83% | 20.03% |
Mirae Asset Equity Allocator FoF(IDCW) | 35.77% | 15.69% | 25.73% |
Nippon India Nifty Next 50 Junior BeES FoF-(IDCW) | 67.04% | 20.56% | 20.12% |
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
67
Total AUM
₹ 3,20,215.97 Cr.
Shreyash Devalkar
AUM: ₹1,41,026.63 Cr.
|
Exp: 5yrs
Karthik Kumar
AUM: ₹10,754.22 Cr.
|
Exp: 14yrs
Manager Performance (0)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Insufficient Data