Overview (as on 23 Sep 2020)

NAV

₹11.23

1y returns

0.555%

Fund AUM

₹1,500 Cr

Expense Ratio

0.8%

Min SIP

₹1,000

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Financial Services
31.38%
Tech
21.98%
Energy
12.56%
Defensive
8.25%
Basic Materials
8.05%
Consumer
6.20%
Communication
6.04%
Industrials
2.18%
Real Estate
1.70%
Health
1.64%
Size Breakup
Large Cap
96.07%
Mid Cap
3.93%

Key Metrics

Yield to Maturity 

6.57%

Modified Duration 

5.3 yr

Sharpe Ratio 

NA

Std deviation 

NA

Top 10 Holdings

  • Future on Reliance Industries Ltd

    Cash

    5.33%

  • Future on Infosys Ltd

    Cash

    5.08%

  • Nifty 50 Index September 2020 Future

    Cash

    4.60%

  • Equity

    4.57%

  • Future on ICICI Bank Ltd

    Cash

    4.35%

Fund Details

Investment Objectives
To generate capital appreciation by investing in a portfolio of equity or equity linked securities while secondary objective is to generate income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation. 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.
Scheme Name
Axis Dynamic Equity Fund Direct Dividend Payout
Scheme Document
Exit Load

For 0 - 12 Months: 1%

After 12 Months : 0%

Plan Started
01 August, 2017
Fund Manager
R Sivakumar
Fund House Details
Fund House
Axis Asset Management Company Limited
Email
NA
Phone
NA
Address
Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,

Other Related Plans

Peer Funds

Axis Dynamic Equity Fund Direct Dividend Payout

NAV

₹11.23

INDmoney Analysis

    warning

    Fund is in Top 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    Fund has high quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Managers

R Sivakumar
R Sivakumar

Manager

Anupam Tiwari
Anupam Tiwari

Manager

Qualifications
Chartered Accountant
Work Experience
He has more than 7 years of experience in Equity Markets as Research Analyst and Fund Manager. Prior to joining Principal Mutual Fund, he has worked with Reliance Mutual Fund and Reliance Life Insurance Ltd.

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Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs. Performance and returns of any investment portfolio can neither be predicted nor guaranteed.

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