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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.27 | 81.94 | 2.48 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.39 | 50.11 | 1.72 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
— |
Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Axis Innovation Fund(IDCW) | 41.29% | 12.94% | 19.16% |
ICICI Pru India Opp Fund(IDCW-Payout) | 27.36% | 15.22% | 18.58% |
HDFC Manufacturing Fund(IDCW) | — | — | — |
SBI Innovative Opportunities Fund(IDCW) | — | — | — |
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
Debt
Others
Holdings
3.81 %
Holdings
3.46 %
Holdings
3.27 %
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.
Ashish Naik
AUM: ₹58,791.00 Cr.
|
Exp: 6yrs
Mayank Hyanki
AUM: ₹30,724.71 Cr.
|
Exp: —
Krishnaa N
AUM: ₹1,46,300.90 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
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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%