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Axis Multicap Fund - Regular Plan Unrated

Glade Guides
-0.46%
Change from previous, NAV as on Jan 11, 2019
Category: Equity: Multi Cap
Assets: R 2,943 crore (As on Dec 31, 2018)
Expense: 2.27% (As on Nov 30, 2018)
SIP Returns
Amount
Frequency
Start Date
End Date


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Basic Details
Fund House: Axis Mutual Fund
Launch Date: Nov 13, 2017
Benchmark: NIFTY 500 TRI
Riskometer: Moderately High
Risk Grade: -
Return Grade: -
Turnover: -
Type: Open-ended
Investment Details
Return since Launch: 6.25%
Minimum Investment (R) 5,000
Minimum Addl Investment (R) 100
Minimum SIP Investment (R) 1,000
Minimum No of Cheques 12
Minimum Withdrawal (R) 1,000
Minimum Balance (R) 1
Exit Load (%) For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Performance
YTD 1-Month 3-Month 1-Year 3-Year 5-Year 10-Year
Fund -1.38 1.23 6.77 5.09 - - -
NIFTY 500 TRI -0.78 2.90 6.40 -4.51 - - -
Category -0.44 3.03 6.22 -7.17 - - -
Rank within Category 44 48 19 1 - - -
Number of funds in category 50 50 49 45 - - -
As on Jan 11, 2019
Peer Comparison
Fund Rating Launch 1-Year Ret 3-Year Ret 5-Year Ret Expense Ratio (%) Assets
(Cr)
Axis Multicap Fund - Regular Plan Unrated Nov-2017 5.09 - - 2.27 2,943
Axis Focused 25 Fund Jun-2012 -3.31 15.62 16.59 2.24 6,723
Edelweiss Multi Cap Fund - Regular Plan Jan-2015 -6.40 13.66 - 2.48 202
Motilal Oswal Multicap 35 Fund - Regular Plan Apr-2014 -10.38 12.97 - 1.83 13,180
Parag Parikh Long Term Equity Fund - Regular Plan May-2013 -1.29 11.66 16.44 2.17 1,453
Portfolio
Portfolio Aggregates
Fund Benchmark Category
Average Mkt Cap (Rs Cr) 189,029.94 217,634.00 76,293.43
Giant (%) 85.06 59.83 51.35
Large (%) 10.70 18.71 16.98
Mid (%) 4.24 16.98 24.21
Small (%) - 4.40 9.02
Tiny (%) - - 0.34
Glade Guides Fund Style
Top Holdings
Company Sector PE 3Y High 3Y Low % Assets
HDFC Bank Financial 30.15 10.45 2.13 9.81
Bajaj Finance Financial 44.77 8.56 1.41 8.56
Kotak Mahindra Bank Financial 34.59 8.24 2.25 8.24
Tata Consultancy Services Technology 22.85 7.72 0.00 6.16
Maruti Suzuki India Automobile 28.00 6.86 2.11 5.15
ICICI Bank Financial 70.47 4.79 0.00 4.79
Avenue Supermarts Services 109.38 4.64 0.86 4.64
Hindustan Unilever FMCG 66.79 3.57 0.00 3.57
Bandhan Bank Financial 32.09 3.97 0.00 3.26
HDFC Financial 25.94 5.11 0.00 3.01
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on Dec 31, 2018
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: axismf.com



Registrar & Transfer Agent: Karvy Fintech 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: karvymfs.com

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Related Funds 1-Year
Return
Parag Parikh Long Term Equity Fund - Regular Plan
-1.29%
Quant Active Fund
-1.54%
Mirae Asset India Equity Fund - Regular Plan
-2.08%
Kotak Standard Multicap Fund Regular Plan
-2.36%
Axis Focused 25 Fund
-3.31%
SBI Focused Equity Fund
-6.23%
Edelweiss Multi Cap Fund - Regular Plan
-6.40%
SBI Magnum Multicap Fund
-7.32%
Tata Retirement Savings Fund - Progressive Plan - Regular Plan
-8.12%
Motilal Oswal Multicap 35 Fund - Regular Plan
-10.38%
As on Jan 11, 2019