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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.14 | — | 1.38 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.52 | — | 1.31 |
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) | 24.63% | — | 17.46% |
ICICI Pru Nifty 100 Low Volatility 30 ETF FOF(IDCW) | 22.03% | 14.82% | 17.05% |
Mirae Asset Equity Allocator FoF(IDCW) | 26.95% | 16.04% | 23.99% |
Nippon India Nifty Next 50 Junior BeES FoF-(IDCW) | 48.72% | 19.86% | 18.78% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Others
Holdings
24.99 %
Holdings
24.78 %
Holdings
24.78 %
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
69
Total AUM
₹ 3,15,933.34 Cr.
Shreyash Devalkar
AUM: ₹1,31,848.75 Cr.
|
Exp: 5yrs
Karthik Kumar
AUM: ₹10,571.48 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%