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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.69 | 54.98 | 1.82 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.26 | 49.75 | 0.93 |
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) | 34.89% | 22.76% | 22.62% |
Nippon India Multi Cap Fund(IDCW) | 21.83% | 20.94% | 11.10% |
SBI Multicap Fund(IDCW Payout) | 28.40% | — | 20.60% |
HDFC Multi Cap Fund(IDCW Reinvst) | 18.59% | 23.59% | 22.49% |
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
4.41 %
Holdings
3.57 %
Holdings
2.77 %
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
Nitin Arora
AUM: ₹43,962.01 Cr.
|
Exp: —
Hitesh Das
AUM: ₹26,529.99 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%