Insufficient Data
Less expense ratio implies better returns over the long term
Insufficient Data
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.29 | 55.26 | 3.23 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.39 | 47.63 | 2.69 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
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 India Manufacturing Fund(IDCW) | — | — | — |
ICICI Pru India Opp Fund(IDCW-Payout) | 36.18% | 20.99% | 19.85% |
HDFC Manufacturing Fund(IDCW) | — | — | — |
SBI ESG Exclusionary Strategy Fund(IDCW-Payout) | 34.43% | 15.85% | 10.90% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Equity
Others
Holdings
6.21 %
Holdings
4.99 %
Holdings
4.63 %
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
65
Total AUM
₹ 2,99,432.13 Cr.
Shreyash Devalkar
AUM: ₹1,30,452.97 Cr.
|
Exp: 5yrs
Nitin Arora
AUM: ₹44,403.07 Cr.
|
Exp: —
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 15%
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
Invested
₹—
+Returns (0%)
₹—
-₹—
You make
₹—
Returns
Insufficient Data