Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹681 Cr
Lock In Period
N/A
Expense Ratio
1.33
Benchmark
NIfty 500 Total Return
Exit Load
Nil
Summary
Latest details for Axis Capital Builder Fund - Series 1 Growth include a ₹14.1981 NAV as of May 25,2022 and returns since inception of 38.25%. Minimum investments start at SIP ₹0. The Axis Capital Builder Fund - Series 1 Growth AUM is ₹681 Cr, with a lock-in of N/A years, expense ratio of 1.33%, and benchmark NIfty 500 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -7.86% returns, against a category average of -1.15% and a category best of 7.74%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -7.86 | -1.15 | 7.74 |
| 6M | -14.26 | 2.16 | 64.49 |
| 1Y | -2.55 | 6.45 | 137.57 |
| 3Y | 11.40 | 14.18 | 202.94 |
Portfolio Analysis
- Equity: 82.56%
- Debt: 17.44%
- Others
As on: 2022-04-30
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About Fund
Axis Capital Builder Fund - Series 1 Growth managed by Axis Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹681 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 1.33. Under the expert guidance of Anupam Tiwari ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundHDFC Equity Opportunities Fund II - 1100D June 2017 (1) Growth | 0 | 243.47 CR | 1.32 |
| This FundAxis Capital Builder Fund - Series 1 Growth | 0 | 680.9 CR | 1.33 |
| This FundSundaram Emerging Small Cap - Series III Growth | 0 | 299.68 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHDFC Equity Opportunities Fund II - 1100D June 2017 (1) Growth | 23.5644 | 37.1493 |
| This FundAxis Capital Builder Fund - Series 1 Growth | -2.5525 | 38.2483 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
FAQs
Axis Capital Builder Fund - Series 1 Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Axis Capital Builder Fund - Series 1 Growth is 1.33. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Axis Capital Builder Fund - Series 1 Growth’s fund performance is as follows:
- 1 Month : -7.86%
- 6 Months : -14.26%
- 1 Year : -2.55%
- 3 Years : 11.40%
You can invest in Axis Capital Builder Fund - Series 1 Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Axis Capital Builder Fund - Series 1 Growth is ₹681 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Axis Capital Builder Fund - Series 1 Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500