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Axis Multicap Fund - Regular Plan - Growth

Fund House: Axis Mutual Fund
Invest in this Scheme
Category: Equity: Multi Cap
Launch Date: 01-12-2021
Asset Class:
Benchmark: Nifty 500 Multicap 50:25:25 TRI
Expense Ratio: 1.94% As on (31-05-2022)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 5,037.7 Cr As on (31-05-2022)
Turn over: - | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
NAV as on 05-07-2022

8.73

0 (0.0%)

CAGR Since Inception

-12.79%

Nifty 500 Multicap 50:25:25 TRI 14.92%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty 500 Multicap 50:25:25 TRI
-
Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments across market capitalization.

Current Asset Allocation (%)

Indicators

Volatility
Sharp Ratio
Alpha
Beta
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
Axis Multicap Fund - Regular Plan - Growth 01-12-2021 - - - - -
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 11.26 37.57 11.99 10.89 13.9
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 02-01-2013 2.72 29.28 14.2 10.31 15.86
Quant Active Fund-GROWTH OPTION - Regular Plan 21-03-2001 2.22 42.22 26.16 18.93 19.11
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 1.69 29.77 15.05 10.12 12.64
ICICI Prudential Multicap Fund - Growth 01-10-1994 1.36 27.85 11.25 9.78 14.41
Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth 05-05-2017 0.34 30.21 18.05 12.17 -
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth 07-05-2021 0.09 - - - -
Invesco India Multicap Fund - Growth Option 17-03-2008 -6.33 25.75 13.86 8.93 16.7
ITI Multi Cap Fund - Regular Plan - Growth Option 05-05-2019 -14.6 15.1 5.33 - -

Scheme Characteristics

Minimum investment in equity & equity related instruments - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

22.28%

Others

13.05%

Large Cap

46.85%

Mid Cap

17.82%

Scheme Documents

May 2022

Monthly Portfolio Disclosure - May 2022

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

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