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Axis Equity Advantage Fund Series 2 - Direct Plan Unrated

Value Research
0.56%
Change from previous, NAV as on Dec 11, 2019
Category: Equity: Multi Cap
Assets: R 104 crore (As on Nov 30, 2019)
Expense: -
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Basic Details
Fund House: Axis Mutual Fund
Benchmark (%): NIFTY 50 Total Return (75), CRISIL Composite Bond (25)
Riskometer: Moderately High
Type: Closed-end
Investment Details
Launch Date: Aug 03, 2017
Return since Launch: 9.93%
Tenure (Days): 1280
Maturity Date: Feb 02, 2021
Performance
  YTD 1-Month 3-Month 1-Year 3-Year 5-Year 10-Year
Fund 13.12 -0.71 6.93 16.06 - - -
S&P BSE Sensex 50 TRI 10.73 -0.23 8.07 14.09 - - -
Category 4.65 -0.96 6.70 8.25 - - -
Rank within Category 4 22 22 3 - - -
Number of funds in category 43 44 44 42 9 4 0
As on Dec 11, 2019
Peer Comparison
Fund Rating Launch 1-Year Ret 3-Year Ret 5-Year Ret Expense Ratio (%) Assets
(Cr)
Axis Equity Advantage Fund Series 2 - Direct Plan Unrated Aug-2017 16.06 - - - 104
Aditya Birla Sun Life Resurgent India Fund - Series 4 - Direct Plan Unrated Jul-2017 2.49 - - - 259
ICICI Prudential Value Fund - Series 15 - Direct Plan Unrated Jul-2017 7.44 - - - 615
ICICI Prudential Value Fund - Series 16 - Direct Plan Unrated Aug-2017 7.63 - - - 637
ICICI Prudential Value Fund - Series 17 - Direct Plan Unrated Sep-2017 9.04 - - - 199
Portfolio
Portfolio Aggregates
  Fund Benchmark* Category
Average Mkt Cap (Rs Cr) 189,039.85 - 76,177.58
Giant (%) 72.19 - 45.25
Large (%) 13.30 - 17.38
Mid (%) 14.51 - 23.19
Small (%) - - 14.84
Tiny (%) - - 0.26
  Value Research Fund Style
 
Top Holdings
  Company Sector PE 3Y High 3Y Low % Assets
  Bajaj Finance Financial 49.17 10.13 2.02 10.10
  HDFC Bank Financial 29.24 8.29 6.45 7.96
  Info Edge (India) Services 145.02 7.56 0.00 7.56
  Avenue Supermarts Services 95.88 6.04 0.00 5.58
  Kotak Mahindra Bank Financial 39.18 5.38 2.06 5.23
  Infosys Technology 19.80 6.09 1.40 4.87
  Tata Consultancy Services Technology 23.64 4.76 0.00 3.93
  Asian Paints Chemicals 64.42 3.60 0.00 3.43
  Bandhan Bank Financial 31.24 3.56 0.00 3.42
  Pidilite Industries Chemicals 63.08 4.93 0.00 3.37
   Indicates an increase or decrease or no change in holding since last portfolio
 Indicates a new holding since last portfolio
As on Nov 30, 2019
News and Analysis
Contact Information

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

Email: [email protected] / [email protected]

Website: www.axismf.com



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 | Phone: 040-23312454

Email: [email protected]

Website: www.karvymfs.com

Related Funds 1-Year
Return
UTI Focussed Equity Fund Series IV (1104 Days) - Direct Plan 15.86%
ICICI Prudential Value Fund - Series 18 - Direct Plan 14.45%
Nippon India Capital Builder Fund IV Series A - Direct Plan 10.36%
ICICI Prudential Value Fund - Series 17 - Direct Plan 9.04%
ICICI Prudential Value Fund - Series 16 - Direct Plan 7.63%
ICICI Prudential Value Fund - Series 15 - Direct Plan 7.44%
Aditya Birla Sun Life Resurgent India Fund - Series 5 - Direct Plan 3.08%
Aditya Birla Sun Life Resurgent India Fund - Series 4 - Direct Plan 2.49%
Sundaram Value Fund Series VIII - Direct Plan 2.01%
As on Dec 11, 2019