8.7
10.2
1
Suitability:
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund is mandated to invest at least 25 per cent of its money each in stocks of large, medium and small-sized companies. Such funds can be fairly volatile since at least 50% of their assets will always be invested in mid and small cap stocks which generally experience more severe ups and downs. This makes them suitable for long-term investors who don’t mind higher risk, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.
Like for 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:
Capital gains
Dividends
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| YTD | 1-Day | 1-W | 1-M | 3-M | 6-M | 1-Y | 3-Y | 5-Y | 7-Y | 10-Y | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Axis Multicap Fund Direct-G | -11.02 | 0.22 | 1.13 | -6.86 | -7.15 | -- | -- | -- | -- | -- | -- |
| S&P BSE 500 TRI | -6.53 | -0.06 | 1.07 | -6.56 | -4.98 | -- | -- | -- | -- | -- | -- |
| Equity: Multi Cap | -7.93 | -0.07 | 1.66 | -7.17 | -5.08 | -- | -- | -- | -- | -- | -- |
| Rank within category | 11 | 3 | 11 | 5 | 11 | -- | -- | -- | -- | -- | -- |
| Number of funds in category | 13 | 14 | 14 | 14 | 13 | 10 | 9 | 0 | 0 | 0 | 0 |
As on 18-May-2022
| Fund name | Rating | Launch Date | 1-Year Return | 3-Year Return | 5-Year Return | Expense Ratio | Assets (Cr) |
|---|---|---|---|---|---|---|---|
| Axis Multicap Fund - Direct Plan | Dec-21 | -- | -- | -- | 0.29% | 5,180 | |
| Nippon India Multi Cap Fund - Direct Plan | Invest Online | Jan-13 | 21.42 | 14.70 | 11.76 | 0.81% | 12,105 | |
| SBI Multicap Fund - Direct Plan | Mar-22 | -- | -- | -- | 0.58% | 9,619 | |
| ICICI Prudential Multicap Fund - Direct Plan | Invest Now | Jan-13 | 9.72 | 13.84 | 10.93 | 1.06% | 6,551 | |
| HDFC Multi Cap Fund - Direct Plan | Invest Online | Dec-21 | -- | -- | -- | 0.38% | 4,843 |
| Best Performance | Worst Performance | |||
|---|---|---|---|---|
| Return (%) | Period | Return (%) | Period | |
| Week | 4.10 | 07-Mar-2022 - 14-Mar-2022 | -6.03 | 05-May-2022 - 12-May-2022 |
| Month | 7.67 | 07-Mar-2022 - 06-Apr-2022 | -11.22 | 13-Apr-2022 - 13-May-2022 |
| Quarter | -1.18 | 04-Jan-2022 - 05-Apr-2022 | -11.47 | 10-Feb-2022 - 12-May-2022 |
| Year | -- | - | -- | - |
| Mean | Std Dev | Sharpe | Sortino | Beta | Alpha | |
|---|---|---|---|---|---|---|
| Axis Multicap Fund Direct-G | -- | -- | -- | -- | -- | -- |
| S&P BSE 500 TRI* | 18.19 | 21.83 | 0.67 | 0.73 | -- | -- |
| Equity: Multi Cap* | 21.88 | 23.08 | 0.80 | 0.89 | 1.00 | 3.65 |
| 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
* As on 30-Apr-2022
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| Number of Stocks | 59 |
| Top 10 Stocks (%) | 37.53 |
| Top 5 Stocks (%) | 24.18 |
| Top 3 Sectors (%) | 47.40 |
| Portfolio P/B Ratio | 4.87 |
| Portfolio P/E Ratio | 33.55 |
| Fund | Category | |
|---|---|---|
| Average Mkt Cap (Rs Cr) | 1,02,580 | 58,071 |
| Giant (%) | 46.09 | 33.63 |
| Large (%) | 14.63 | 13.66 |
| Mid (%) | 33.33 | 37.28 |
| Small (%) | 5.96 | 15.39 |
| Tiny (%) | -- | 0.25 |
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Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 30-Apr-2022
— Anupam Tiwari since 26-Nov-2021
Education: Mr. Tiwari is a Chartered Accountant.
Experience: Prior to joining Axis Mutual Fund he was associated with Principal Mutual Fund (July 25, 2011-Sep 21, 2016), Reliance Life Insurance Ltd. (Sep 22, 2010-Jul 15, 2011) and Reliance MF (Mar 21, 2005-Sep 21, 2010).
Interviews:
Funds Managed:
— Sachin Jain since 26-Nov-2021
Education: Mr. Jain is a B.Tech, AGMP (Management)
Experience: Prior to joining Axis Asset Management Company Ltd., he has worked with Sundaram Mutual Fund, I- Cap, Sunidhi securities and Finance Ltd.
Funds Managed:
The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments across market capitalization.
| Min. Investment (₹) | 5,000 |
| Min. Addl Investment (₹) | 1,000 |
| Min. SIP Investment (₹) | 1,000 |
| Min. No of Cheques | 6 |
| Min. Withdrawal (₹) | -- |
| Min. Balance (₹) | -- |
| Lock-in Period | Not Applicable |
| Exit Load | For units in excess of 10% of the investment,1% will be charged for redemption within 365 days |
| Fund House: | Axis Mutual Fund |
| Launch Date: | 16-Dec-2021 |
| Return Since Launch: | -10.40% |
| Benchmark: | Nifty 500 Multicap 50:25:25 TRI |
| Riskometer: | Very High |
| Type: | Open-ended |
| Assets: | ₹ 5,180 Cr (As on 30-Apr-2022) |
| Expense: | 0.29% (As on 31-Mar-2022) |
| Risk Grade: | -- |
| Return Grade: | -- |
| Turnover: | -- |
AMC: Axis Asset Management Company Ltd.
Address: "Axis House" - 1st Floor, C-2 - Wadia International Centre, Pandurang Budhkar Marg , Worli, Mumbai - 400025
Phone: 022-24255161
Fax: 022-43255199
Website: http://www.axismf.com
Registrar & Transfer Agent: KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad - 500016
Phone: 040-44857874
Email: [email protected]
Website: www.karvymfs.com
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