Axis Capital Builder Fund - Series 4 Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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BankFD:

Showing Funds Performance since Sep 07, 2020

Axis Capital Builder Fund - Series 4 Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

₹1,380 Cr

Lock In Period

N/A

Expense Ratio

1.32

Exit Load

Nil

Benchmark

NIfty 500 Total Return

Axis Capital Builder Fund - Series 4 Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.260.018.60
6M-3.412.1964.49
1Y-1.085.15137.57
3Y20.8613.22202.94

Portfolio Analysis

  • Equity: 91.28%
  • Debt: 8.72%
  • Others
As on: 2023-02-28
View allocation % by

1. ICICI Bank Limited9.45%
2. HDFC Bank Limited8.30%
3. Bajaj Finance Limited5.02%
4. Sundaram Finance Limited2.77%
5. Cholamandalam Investment and Finance Company Ltd2.07%
6. Kotak Mahindra Bank Limited1.96%
7. Housing Development Finance Corporation Limited1.86%
8. State Bank of India1.33%
9. Bajaj Finserv Limited1.18%
10. SBI Life Insurance Company Limited1.10%
11. City Union Bank Limited0.84%

1. Infosys Limited7.25%
2. Tata Consultancy Services Limited3.36%
3. Persistent Systems Limited1.95%
4. Coforge Limited1.47%
5. MphasiS Limited0.81%
6. Tech Mahindra Limited0.78%
7. LTIMindtree Limited0.36%

1. Mahindra & Mahindra Limited3.38%
2. Maruti Suzuki India Limited1.95%
3. Mahindra CIE Automotive Limited1.08%
4. Sona BLW Precision Forgings Limited0.90%
5. Samvardhana Motherson International Limited0.31%

1. JK Lakshmi Cement Limited2.36%
2. Ambuja Cements Limited2.24%
3. UltraTech Cement Limited1.60%
4. ACC Limited0.32%

1. Hindustan Unilever Limited2.56%
2. Asian Paints Limited0.92%
3. CCL Products (India) Limited0.88%

1. Galaxy Surfactants Limited2.01%
2. SRF Limited1.14%
3. Aarti Industries Limited0.92%
4. Aarti Pharmalabs Limited0.13%

1. Larsen & Toubro Limited3.99%

1. Reliance Industries Limited2.99%
2. Chemplast Sanmar Limited0.52%

1. Sun Pharmaceutical Industries Limited2.21%
2. Cipla Limited0.28%
3. Divi's Laboratories Limited0.07%

1. Krishna Institute Of Medical Sciences Limited1.41%
2. Vijaya Diagnostic Centre Limited0.18%

1. Nestle India Limited1.30%
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About Fund Axis Capital Builder Fund - Series 4 Growth

Axis Capital Builder Fund - Series 4 Growth managed by Axis Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹1,380 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 1.32. Under the expert guidance of Hitesh Das ,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

Hitesh Das

Mr. Hitesh Das holds PGDM, M.Tech, B.Tech. Prior to joining Axis AMC he has wored with Barclays Securities India Pvt. Ltd. as Equity Research Analyst (January 2012 – June 2015). Credit Suisse Securities (India) Pvt. Ltd. as Equity Research Analyst (July 2011 – December 2012). Ebusinessware (India) Pvt. Ltd. as Equity Research Analyst (February 2011 – June 2011) and Yes Bank as Risk Analyst (May 2010 – February 2011).

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Axis Capital Builder Fund - Series 4 Growth01,379 CR1.32
Sundaram Emerging Small Cap - Series III Growth0299 CR1.35
Fund Name1Y3Y
This FundAxis Capital Builder Fund - Series 4 Growth-1.075276.5525
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

Axis Capital Builder Fund - Series 4 Growth FAQs

Axis Capital Builder Fund - Series 4 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 4 Growth is 1.32. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Axis Capital Builder Fund - Series 4 Growth’s fund performance is as follows:
  • 1 Month : 2.26%
  • 6 Months : -3.41%
  • 1 Year : -1.08%
  • 3 Years : 20.86%
Returns of Axis Capital Builder Fund - Series 4 Growth are updated daily based on NAV of ₹ 16.4017 as on Apr 20,2023. Since inception, the return has been 76.55%.

You can invest in Axis Capital Builder Fund - Series 4 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 4 Growth is ₹1,380 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Axis Capital Builder Fund - Series 4 Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.