Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.84 | — | 1.65 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.11 | 3.91 | 1.33 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
— |
FoFs (Overseas) invest in mutual funds operating in the foreign countries. They offer the opportunity to yield higher returns through the best performing funds and bonds of different countries.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Axis Global Equity Alpha FoF(IDCW) | 27.67% | 10.48% | 15.23% |
Franklin India Feeder - Franklin U.S. Opportunities Fund(IDCW) | 40.78% | 8.20% | 17.85% |
SBI International Access-US Equity FoF(IDCW-Payout) | 37.45% | 14.29% | 16.24% |
DSP US Flexible Equity FoF(IDCW) | 18.57% | 8.21% | 15.01% |
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
97.50 %
Holdings
3.27 %
Holdings
-0.77 %
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
₹ 3,16,376.27 Cr.
Krishnaa N
AUM: ₹1,43,950.52 Cr.
|
Exp: —
Data not available
Data not available
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)
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Returns
Fund has been able to generate better returns compared to other funds in the same category