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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.59 | 55.55 | 1.73 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.34 | 48.50 | 1.24 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
NIFTY LargeMidcap 250 - TRI |
Large & Mid Cap funds diversify investment between large cap and mid cap companies. These are relatively less riskier as compared to large cap funds due to their exposure to mid cap funds also.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Axis Growth Opp Fund(IDCW) | 18.27% | 10.96% | 17.71% |
Mirae Asset Large & Midcap Fund(IDCW) | 19.60% | 6.31% | 17.55% |
SBI Large & Midcap Fund(IDCW-Payout) | 21.55% | 18.99% | 16.00% |
Kotak Equity Opp Fund(IDCW-Payout) | 27.67% | 21.87% | 12.81% |
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
3.82 %
Holdings
3.71 %
Holdings
3.26 %
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
71
Total AUM
₹ 3,19,688.04 Cr.
Shreyash Devalkar
AUM: ₹1,31,174.54 Cr.
|
Exp: 5yrs
Hitesh Das
AUM: ₹26,529.99 Cr.
|
Exp: 6yrs
Krishnaa N
AUM: ₹1,42,376.77 Cr.
|
Exp: —
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%