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Partner With Us NRI

Feb 02, 2021


Category

Equity

AUM (Cr.)

122.10

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

2.67

Sharpe Ratio

0.00

Beta Ratio

0.00

Fund Manager

Shreyash Devalkar

Inception Date

Aug 03, 2017

Risk Level

Very High

Investment Objective

To generate capital appreciation over medium to long-term from a diversified portfolio of predominantly equity & equity related instruments. It also aims to manage risk through use of active hedging techniques. 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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Return Calculator

Investment Type

SIP Lumpsum

Company

Period(Year)

Amount

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - AXIS Equity Advantage Fund - Series 2 (G) 0 0 0 0 0 0
Benchmark - Crisil Composite Bond Fund Index 0 0 0 0 0 0
Category Average - BEST EQUITY PERFORMERS -10.26 -13.91 10.2 17.01 11.72 8.13
Category Rank 7/10 8/10 7/10 3/10 3/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
ITI Multi Cap Fund (G) 12.1062 1.36 -8.71 6.52 0.00 370.87 2.65 1,000.00 invest
Quant Active Fund (G) 380.7133 1.33 10.77 30.09 19.86 2,300.22 1.98 5,000.00 invest
Kotak Multicap Fund (G) 8.8410 1.26 0.00 0.00 0.00 3,846.53 1.90 5,000.00 invest
ICICI Pru Multicap Fund - (G) 402.0100 1.25 10.15 12.16 9.02 6,551.04 2.09 5,000.00 invest
ICICI Pru Multicap Fund - (IDCW) 23.0700 -94.09 10.14 11.74 8.65 6,551.04 2.09 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
Reverse Repo-C C I Jan 31, 2021 35.90 29.40 3.95
Equity-H D F C Jan 31, 2021 9.37 7.67 -7.07
Equity-Infosys Jan 31, 2021 9.05 7.41 -1.33
Equity-Avenue Super. Jan 31, 2021 7.16 5.86 -4.06
Equity-ICICI Bank Jan 31, 2021 6.50 5.32 0.36
Equity-Kotak Mah. Bank Jan 31, 2021 5.80 4.75 -14.16
Equity-TCS Jan 31, 2021 5.59 4.58 -2.34
Equity-Reliance Industr Jan 31, 2021 4.97 4.07 -7.22
Equity-HDFC Bank Jan 31, 2021 4.76 3.89 -3.19
Equity-Hind. Unilever Jan 31, 2021 4.14 3.39 -5.49

latest news

Axis MF Announces change in fund managers under its schemes

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

May 06, 2022 08:43

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

Axis Mutual Fund has announced 25 April 2022 as the record date for declara...

Apr 20, 2022 10:35

Axis Mutual Fund Announces merger of Axis Capital Builder Fund Series 1 (1540 Days) into Axis Flexi Cap Fund

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

Apr 18, 2022 10:40

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

Axis Mutual Fund has announced 25 March 2022 as the record date for declara...

Mar 24, 2022 10:50

Axis Arbitrage Fund Announces IDCW

Axis Mutual Fund has announced 21 March 2022 as the record date for declara...

Mar 16, 2022 11:51

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

Axis Mutual Fund has announced 28 February 2022 as the record date for decl...

Feb 23, 2022 10:31

SCHEME DETAILS

AMC Name : Axis Mutual Fund
Fund Name : AXIS Equity Advantage Fund - Series 2 (G)
Contact Persone : Shreyash Devalkar
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