Axis Multicap Fund - Regular Plan - Growth

Category: Equity: Multi Cap
Launch Date: 13-11-2017
Asset Class: Equity
Benchmark: Nifty 500 TRI
Expense Ratio: 2.29% As on ( 31-10-2018)
Status: Open Ended Schemes(Equity Scheme - Multi Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 100.0
Total Assets: 2,981.74 Cr As on ( 30-11-2018)
Turn over: 0.0
NAV as on 14-12-2018

10.85

0.01 ( 0.0922% )

CAGR Since Inception

7.94%

Nifty 500 TRI 16.67%

PERFORMANCE of Axis Multicap Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 14-12-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Multicap Fund - Regular Plan - Growth 8.28 - - - 7.94
NIFTY 500 TRI 0.77 13.49 15.15 16.43 16.67
Equity: Multi Cap -2.2 11.3 16.23 17.79 12.32

Yearly Performance (%)

Fund Managers

Mr. Jinesh Gopani, Mr. Shreyash Devalker

Mr. Gopani is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research. Prior to joining Axis AMC he has worked with Birla Sun Life AMC, Voyager India Capital Pvt. Ltd., Emkay Shares & Stock Brokers Limited and Net worth Stock Broking Limited. Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund, IDFC Capital, JP Morgan Services India and Calyon Bank.

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.

RETURNS CALCULATOR for Axis Multicap Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Key Performance and Risk Statistics of Axis Multicap Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Multicap Fund - Regular Plan - Growth
Equity: Multi Cap - - - - - -

PEER COMPARISION of Axis Multicap Fund - Regular Plan - Growth

Period
Data as on - 14-12-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis Multicap Fund - Regular Plan - Growth 13-11-2017 8.28 0.0 0.0 0.0 0.0
Axis Multicap Fund - Regular Plan - Dividend 13-11-2017 8.28 0.0 0.0 0.0 0.0
UTI - Equity Fund-Growth Option 05-08-2005 7.42 15.22 11.93 15.78 18.08
UTI - Equity Fund-Income Option 18-05-1992 6.97 14.92 11.69 15.59 17.97
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 3.87 17.33 11.81 14.46 17.91
Mirae Asset India Equity Fund - Growth Plan 04-04-2008 2.39 17.22 15.49 19.55 22.13
ICICI Prudential Multicap Fund - Growth 01-10-1994 2.38 12.5 12.51 17.56 17.88
Canara Robeco Equity Diversified fund - Regular Plan - Dividend 16-09-2003 2.08 15.96 10.71 13.51 24.59
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 05-05-2013 1.66 13.33 11.32 17.25 0.0
Kotak Standard Multicap Fund - Growth 11-09-2009 1.06 15.09 14.27 19.32 0.0

PORTFOLIO ANALYSIS of Axis Multicap Fund - Regular Plan - Growth

Asset Allocation (%)

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