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 |
---|---|---|
0.14 | — | 2.47 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.53 | — | 1.86 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 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(IDCW) | 35.81% | — | 19.72% |
ICICI Pru Nifty 100 Low Volatility 30 ETF FOF(IDCW) | 34.56% | 15.41% | 18.99% |
Mirae Asset Equity Allocator FoF(IDCW) | 35.22% | 14.94% | 25.16% |
Nippon India Nifty Next 50 Junior BeES FoF-(IDCW) | 64.94% | 20.05% | 19.60% |
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
₹ 3,18,024.38 Cr.
Shreyash Devalkar
AUM: ₹1,41,168.82 Cr.
|
Exp: 5yrs
Karthik Kumar
AUM: ₹10,750.82 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