Axis Multicap Fund - Growth - Direct Plan

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  • Net Change on 19-07-2019

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

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  • 52 Week High Nav Date

Fund Objective

To generate capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalization. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
NIFTY 500 - TRI -0.19 1.87 -2.08 14.37 15.42 11.36

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Kotak Standard Multicap Fund - Growth - Direct Sep 11, 2009 6.05 12.32 14.28 1.75 25,844.55
Motilal Oswal Multicap 35 Fund (MOF35)-Direct Plan-Growth Option Apr 28, 2014 -2.06 11.52 16.49 1.86 13,450.26
Franklin India Equity Fund - Direct - Growth Sep 29, 1994 0.35 6.56 10.88 1.79 11,317.53
Aditya Birla Sun Life Equity Fund - Growth - Direct Plan Aug 27, 1998 4.49 11.05 11.34 1.93 11,222.83
Reliance Multi Cap Fund - Direct Plan Growth Plan - Growth Option Mar 28, 2005 11.12 10.07 9.66 1.83 10,592.55

Fund Holdings as on 30-June-2019

  • Clearing Corporation of India Ltd

  • Bajaj Finance Limited

  • HDFC Bank Limited

  • Kotak Mahindra Bank Limited

  • Tata Consultancy Services Limited

  • ICICI Bank Limited

  • Avenue Supermarts Limited

  • Titan Company Limited

  • Larsen & Toubro Limited

  • Nestle India Limited

  • Infosys Limited

  • Housing Development Finance Corporation Limited

  • Asian Paints Limited

  • Hindustan Unilever Limited

  • Nifty 50 Index

  • Bandhan Bank Limited

  • Pidilite Industries Limited

  • Maruti Suzuki India Limited

  • Reliance Industries Limited

  • Divi's Laboratories Limited

  • UltraTech Cement Limited

  • V-Guard Industries Limited

  • Astral Poly Technik Limited

  • 7.1% HDFC Bank Limited (06/08/2019)

  • Gruh Finance Limited

  • Bharti Airtel Limited

  • 8.15% Vodafone Mobile Services Limited (10/07/2019) ** #

  • 9.8762% IndoStar Capital Finance Limited (01/11/2019) **

  • 8.75% Indiabulls Housing Finance Limited (21/02/2020) **

  • RBL Bank Limited

  • Shree Cement Limited

  • Max Financial Services Limited

  • Varroc Engineering Limited

  • JM Financial Products Limited (13/09/2021) (ZCB) **

  • 8.9% Dewan Housing Finance Corporation Limited (04/06/2021) **

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Miscellaneous

  • Finance - NBFC

  • Retailing

  • Diamond & Jewellery

  • Engineering - Construction

  • Finance - Housing

  • Consumer Food

  • Paints

  • Household & Personal Products

  • Chemicals

  • Cement & Construction Materials

  • Automobiles - Passenger Cars

  • Refineries

  • Pharmaceuticals & Drugs

  • Electric Equipment

  • Plastic Products

  • Telecommunication - Service Provider

  • Finance - Others

  • Auto Ancillary

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About Axis Multicap Fund

Scheme Analysis

Axis Multicap Fund is a Equity - Multi Cap Fund fund and belongs to Axis Mutual Fund. It was launched on 17-Nov-2017 and currently has an AUM of ₹3,991.38 crore. Axis Multicap Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Axis Multicap Fund ended down ₹-0.17(-1.41%)yesterday to ₹11.85.

Among its top 3 holdings the fund has exposure to Clearing Corporation of India Ltd, Bajaj Finance Limited and HDFC Bank Limited

The Axis Multicap Fund is managed by Shreyash Devalkar .

Fund House Contact

Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400 025

022-43255161
022-43255199
www.axismf.com

Fund Manager

  • Education:Engineer from UDCT and PGDM from the JBIMS, Mumbai
  • Experience:5 Years
  • Basic Details:Mr. Devalkar has an experience of more than 5 years in equities markets as an Equity Research Analyst and he specializes in Information Technology, Telecommunication services, Industrials and Utilities sectors. He began his career in equity analysis space in 2005 as an Equity Research Analyst with IDFC Capital. Thereafter, he worked with IDFC Asset Management. His earlier stints include about two years of experience in Credit Analysis with JP Morgan Services India and Calyon bank.
  • Funds Managed:
  • Axis Bluechip Fund
  • Axis Midcap Fund
  • Axis Multicap Fund
  • CARE AA-

  • CARE D

  • Cash

  • CRISIL A+

  • CRISIL AAA

  • Deposits

  • Derivatives

  • Equity

  • ICRA AA

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