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When you invest for five years or above, you can expect gains that comfortably beat the inflation rate and are also higher than fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a multi cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending upon where it expects maximum gains. This versatility makes multi cap funds most suitable for equity fund investors as the job of stock selection is completely left to the fund manager, which is the very idea of investing in a mutual fund.
Like all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other multi cap fund, if you need to redeem your investment in less than five years.
Taxability of earnings:
|YTD||1 Month||3 Months||1 Years||3 Years||5 Years||10 Years|
|S&P BSE Sensex 50 TRI||12.44||1.96||9.31||13.27||--||--||--|
|Equity: Multi Cap||5.40||1.29||7.72||6.59||--||--||--|
|Rank within category||3||37||26||4||--||--||--|
|Number of funds in category||43||44||44||43||9||4||0|
As on 13-Dec-2019
|Best (Period)||Worst (Period)|
|Month||9.17 (23-Aug-2019 - 23-Sep-2019)||-8.17 (29-Aug-2018 - 28-Sep-2018)|
|Quarter||10.95 (01-Aug-2019 - 31-Oct-2019)||-8.30 (24-Jul-2018 - 23-Oct-2018)|
|Year||18.21 (23-Oct-2018 - 23-Oct-2019)||-1.24 (23-Aug-2018 - 23-Aug-2019)|
|S&P BSE Sensex 50 TRI*||15.35||12.22||0.78||1.23||--||--|
|Equity: Multi Cap*||10.08||13.40||0.33||0.49||0.92||-2.42|
|Rank within category||--||--||--||--||--||--|
|Number of funds in category||--||--||--||--||--||--|
The Risk Measures have been calculated using calendar month returns for the last three years.
* As on 30-Nov-2019
|Number of Stocks||19|
|Top 10 Stocks (%)||55.45|
|Top 5 Stocks (%)||36.43|
|Top 3 Sectors (%)||54.89|
|Portfolio P/B Ratio||6.47|
|Portfolio P/E Ratio||39.28|
|Average Mkt Cap (Rs Cr)||1,89,040||76,178|
|Company||Sector||P/E||3Y High||3Y Low||% Assets|
|Info Edge (India)||Services||148.42||7.56||0.00||7.56|
|Kotak Mahindra Bank||Financial||39.32||5.38||2.06||5.23|
|Tata Consultancy Services||Technology||23.99||4.76||0.00||3.93|
|City Union Bank||Financial||23.22||1.86||0.00||1.80|
|Maruti Suzuki India||Automobile||35.88||6.03||1.56||1.66|
|Titan Company||Cons Durable||73.35||1.50||0.00||1.22|
|M&M Financial Services||Financial||17.18||1.34||0.00||0.77|
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 30-Nov-2019
Education: Mr. Pagaria is a Bachelor in Management Studies and holds a Post Graduate Diploma in Business Management from Institute Of Technology And Management, SK Somaiya College.
Experience: Prior to joining Axis AMC he was associated with ICICI Prudential AMC (Nov 2011-Jul 2016) as Fund Manager - Fixed Income Operations.
Education: Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University
Experience: Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.
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The scheme seeks to generate capital appreciation over medium to long-term from a diversified portfolio of predominantly equity & equity related instruments.
|Fund House:||Axis Mutual Fund|
|Benchmark:||NIFTY 50 Total Return (75), CRISIL Composite Bond (25)|
Fund News - 04-Mar-2019
AMC: Axis Asset Management Company Ltd.
Address: "Axis House" - 1st Floor, C-2 - Wadia International Centre, Pandurang Budhkar Marg , Worli, Mumbai - 400025
Registrar & Transfer Agent: KFin Technologies Pvt Ltd.
Address: Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills, Hyderabad - 500034
Email: [email protected]