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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 1.6 4.81 1.36 20.05 13.9 12.06
Category Rank 3/10 4/10 4/10 4/10 2/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
SBI Multicap Fund (G) 10.8304 -1.32 0.00 0.00 0.00 11,441.76 1.76 5,000.00 invest
SBI Multicap Fund (IDCW) 10.8315 -1.32 0.00 0.00 0.00 11,441.76 1.76 5,000.00 invest
Nippon India Multi Cap Fund (G) 164.2561 -1.50 12.02 19.52 13.56 13,224.19 1.91 100.00 invest
Nippon India Multi Cap Fund (B) 164.2561 -1.50 12.02 19.52 13.56 13,224.19 1.91 100.00 invest
ICICI Pru Multicap Fund - (IDCW) 25.9300 -94.27 0.96 15.54 11.43 6,875.24 1.97 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 Mutual Fund Announces Change in Key Personnel

Axis Mutual Fund has announced that Mr. Milind Vengurlekar has ceased to be...

Sep 22, 2022 10:40

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

Axis Mutual Fund has announced 26 September 2022 as the record date for dec...

Sep 21, 2022 10:37

Axis Mutual Fund Announces Change in the Address of Official Point of Acceptance

Axis Mutual Fund announced that following change in the address of the Offi...

Sep 20, 2022 10:08

Axis Arbitrage Fund Announces IDCW

Axis Mutual Fund has announced 21 September 2022 as the record date for dec...

Sep 16, 2022 10:48

Axis MF Announces Extension of NFO period under two schemes

Axis Mutual Fund has announced that closing date for the New Fund Offer (NF...

Sep 15, 2022 12:24

Axis MF Announces Change In Risk-O-Meter Under two Schemes

Axis Mutual Fund has announced change in Risk-O-Meter under the following s...

Sep 06, 2022 11:29

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