Good morning :)
Add to Watchlist
Share

How to use scorecard? Learn more

Axis Multicap Fund(IDCW)

IDCW
EquityMulti Cap Fund
Large-size FundAssets Under Mgmt: ₹ 6,817 Cr
Very High RiskPrinciple investment will be at very high risk
18.230.98% (-0.18)

Price Chart

High
Low
Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
Loading...
1M
6M
1Y
3Y
5Y
Max
SIP

How to use scorecard? Learn more

EquityMulti Cap Fund
Large-size FundAssets Under Mgmt: ₹ 6,817 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.6456.682.51
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.2550.681.93

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
Nil for 10% of investment and 1% for remaining investment on or before 12M Nil after 12M
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
Nifty500 Multicap 50:25:25 - TRI

About Multi Cap Fund

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.

Peers & Comparison

Comparing 3 mutual funds from 
EquityMulti Cap Fund
Loading...
Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Axis Multicap Fund(IDCW)47.13%23.07%
Nippon India Multi Cap Fund(IDCW)33.08%19.71%11.37%
SBI Multicap Fund(IDCW Payout)37.23%21.46%
HDFC Multi Cap Fund(IDCW Reinvst)32.32%23.89%

Price Comparison

Compare Axis Multicap Fund(IDCW) with any MF, ETF, stock or index
Compare Axis Multicap Fund(IDCW) with any MF, ETF, stock or index
Axis Multicap Fund(IDCW)
Hmm, looks like data is unavailable here. Please come back after some time
Loading...

Asset Allocation

Actual

Target

Dec 2023

Mar 2024

Jun 2024

Sep 2024

ACTUAL
Cash & EquivalentsEquity2.22%97.78%

Dec 2023

Mar 2024

Jun 2024

Sep 2024

Tickertape Separator

Sector Distribution

+36 moreElectrical Components & EquipmentsReal EstatePrivate BanksAuto PartsIT Services & Consulting63.10 %6.04 %6.69 %7.24 %8.45 %8.49 %

Dec 2023

Mar 2024

Jun 2024

Sep 2024

Tickertape Separator

Sector Weightage

Jun 23Sep 23Dec 23Mar 24Jun 24Sep 2413.53%14.71%15.57%11.60%8.83%8.49%
IT Services & Consulting as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • ICICI Bank Ltd
    ICICIBANK
    3M change : -0.63 %

    Holdings

    4.31 %

    -0.63 %
  • HDFC Bank Ltd
    HDFCBANK
    3M change : -0.32 %

    Holdings

    2.93 %

    -0.32 %
  • Mahindra and Mahindra Ltd
    M&M
    3M change : -0.16 %

    Holdings

    2.76 %

    -0.16 %

AMC Profile

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

    68

  • Total AUM

    ₹ 3,23,011.27 Cr.

Fund Manager Profile

Shreyash Devalkar

AUM:  ₹1,41,168.82 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 5yrs

Sachin Jain

AUM:  ₹73,895.32 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Nitin Arora

AUM:  ₹47,548.18 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Hitesh Das

AUM:  ₹56,884.97 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 6yrs

Manager Performance (0)

Loading...

Tax Implications

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%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

+

-

You make

Opinions and Fund Reviews

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
Hmm, looks like data is unavailable here. Please come back after some time.