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Partner With Us NRI

Mar 24, 2023

Category

Equity

AUM (Cr.)

1,387.96

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

1.32

Sharpe Ratio

0.51

Beta Ratio

0.00

Fund Manager

Anupam Tiwari

Inception Date

Dec 21, 2018

Risk Level

Very High

Investment Objective

To generate income and long term capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalisation. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

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Nifty 500 TRI

Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - AXIS Capital Builder Fund - Series 4 (G) -3.2 -4.69 -4.18 25.91 0 11.75
Benchmark - Nifty 500 TRI -2.39 -4.96 -1.82 32.25 11.4 0
Category Average - BEST EQUITY PERFORMERS -2.65 -4.38 0.09 32.89 12.71 6.54
Category Rank 7/10 7/10 7/10 6/10 3/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Bank of India Multi Cap Fund - Regular (G) 9.8800 -0.50 0.00 0.00 0.00 0.00 0.00 5,000.00 invest
Bank of India Multi Cap Fund - Regular (IDCW) 9.8800 -0.50 0.00 0.00 0.00 0.00 0.00 5,000.00 invest
Sundaram Multi Cap Fund (G) 223.8118 -0.51 -3.85 32.13 10.24 1,795.11 2.15 100.00 invest
Aditya Birla SL Multi-Cap Fund (G) 11.7000 -0.68 -2.42 0.00 0.00 3,591.86 2.15 500.00 invest
ICICI Pru Multicap Fund - (IDCW) 23.1700 -94.74 3.37 32.74 10.48 6,929.06 1.92 5,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Equity-ICICI Bank Feb 28, 2023 131.10 9.45 2.76
Reverse Repo-C C I Feb 28, 2023 118.37 8.53 26.15
Equity-HDFC Bank Feb 28, 2023 115.26 8.30 -0.24
Equity-Infosys Feb 28, 2023 100.62 7.25 -3.01
Equity-Bajaj Finance Feb 28, 2023 69.61 5.02 3.83
Equity-Larsen & Toubro Feb 28, 2023 55.43 3.99 -0.72
Equity-M & M Feb 28, 2023 46.96 3.38 -7.92
Equity-TCS Feb 28, 2023 46.62 3.36 -1.37
Equity-Reliance Industr Feb 28, 2023 41.47 2.99 -1.33
Equity-Sundaram Finance Feb 28, 2023 38.44 2.77 0.80

latest news

Axis Corporate Debt Fund Announces IDCW

Axis Mutual Fund has announced 29 March 2023 as the record date for declara...

Mar 27, 2023 09:39

Axis MF Announces Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Axis Mutual Fund has announced 23 March 2023 as the record date for declara...

Mar 21, 2023 09:37

AXIS MF Announces change in fund managers under its schemes

AXIS Mutual Fund has announced change in fund managers under the following ...

Mar 17, 2023 09:55

Axis NIFTY G-Sec September 2032 Index Fund Announces Extension of NFO period

Axis Mutual Fund has announced that New Fund Offer (NFO) Period of the Sche...

Mar 13, 2023 10:31

Axis Mutual Fund Announces merger of Axis Capital Builder Fund Series 4 (1582 Days) into Axis Flexi Cap Fund

Axis Mutual Fund has approved the merger of Axis Capital Builder Fund Serie...

Mar 13, 2023 09:49

Axis MF Announces Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Axis Mutual Fund has announced 13 March 2023 as the record date for declara...

Mar 09, 2023 09:13

SCHEME DETAILS

AMC Name : Axis Mutual Fund
Fund Name : AXIS Capital Builder Fund - Series 4 (G)
Contact Persone : Anupam Tiwari
Registered Address : Axis House, 1st Floor,C-2, Wadiainternational centre,PandurangBudhkar Marg, Worli, Mumbai - 400025
Telephone No : 022-43255161
Fax No. : 022-43255199
Email : customerserivce:axismf.com
Website : www.axismf.com