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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.64 | 56.68 | 2.51 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.25 | 50.68 | 1.93 |
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) | 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% |
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
Equity
Others
Holdings
4.31 %
Holdings
2.93 %
Holdings
2.76 %
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.
Shreyash Devalkar
AUM: ₹1,41,168.82 Cr.
|
Exp: 5yrs
Sachin Jain
AUM: ₹73,895.32 Cr.
|
Exp: —
Nitin Arora
AUM: ₹47,548.18 Cr.
|
Exp: —
Hitesh Das
AUM: ₹56,884.97 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%