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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.71 | 54.98 | 2.21 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.27 | 49.75 | 1.59 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
Nifty500 Multicap 50:25:25 - TRI |
Multi Cap funds invest in stocks across market capitalization. They invest at least 65% of their assets across large cap, mid cap and small cap companies. These funds are relatively less riskier than small cap funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Axis Multicap Fund(IDCW) | 43.79% | — | 24.22% |
Nippon India Multi Cap Fund(IDCW) | 26.88% | 20.90% | 11.49% |
SBI Multicap Fund(IDCW Payout) | 32.40% | — | 22.07% |
HDFC Multi Cap Fund(IDCW Reinvst) | 24.22% | 24.16% | 24.11% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
4.41 %
Holdings
3.57 %
Holdings
2.77 %
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
69
Total AUM
₹ 3,19,667.69 Cr.
Shreyash Devalkar
AUM: ₹1,32,844.69 Cr.
|
Exp: 5yrs
Sachin Jain
AUM: ₹81,454.85 Cr.
|
Exp: —
Nitin Arora
AUM: ₹45,345.27 Cr.
|
Exp: —
Hitesh Das
AUM: ₹54,482.21 Cr.
|
Exp: 6yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%