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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 -0.66% and a category best of 13.98%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-7.86-0.6613.98
6M-14.261.1064.49
1Y-2.554.11137.57
3Y11.4011.90202.94

Portfolio Analysis

  • Equity: 82.56%
  • Debt: 17.44%
  • Others
As on: 2022-04-30
View allocation % by

1. Bajaj Finance Limited7.72%
2. ICICI Bank Limited6.55%
3. HDFC Bank Limited4.39%
4. Housing Development Finance Corporation Limited4.36%
5. Cholamandalam Financial Holdings Limited1.48%

1. Tata Consultancy Services Limited7.38%
2. Infosys Limited6.51%
3. Tech Mahindra Limited0.89%

1. Divi's Laboratories Limited3.97%
2. Gland Pharma Limited2.87%
3. Sun Pharmaceutical Industries Limited1.36%

1. Astral Limited5.38%

1. Reliance Industries Limited5.07%

1. Avenue Supermarts Limited4.44%

1. Motherson Sumi Wiring India Limited4.22%

1. PI Industries Limited3.79%

1. Maruti Suzuki India Limited1.93%
2. Mahindra & Mahindra Limited1.04%

1. TTK Prestige Limited2.74%

1. Navin Fluorine International Limited1.66%
2. Privi Speciality Chemicals Limited0.29%

1. Ambuja Cements Limited1.70%

1. Hindustan Unilever Limited1.48%

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.

Fund Managers

Anupam Tiwari

Mr. Tiwari holds Chartered Accountant as his educational qualification. 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundHDFC Equity Opportunities Fund II - 1100D June 2017 (1) Growth0243.47 CR1.32
This FundAxis Capital Builder Fund - Series 1 Growth0680.9 CR1.33
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundHDFC Equity Opportunities Fund II - 1100D June 2017 (1) Growth23.564437.1493
This FundAxis Capital Builder Fund - Series 1 Growth-2.552538.2483
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

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%
Returns of Axis Capital Builder Fund - Series 1 Growth are updated daily based on NAV of ₹ 14.1981 as on May 25,2022. Since inception, the return has been 38.25%.

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