Return
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- 6M
- 1Y
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- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹1,380 Cr
Lock In Period
N/A
Expense Ratio
1.32
Benchmark
NIfty 500 Total Return
Exit Load
Nil
Summary
Latest details for Axis Capital Builder Fund - Series 4 Growth include a ₹16.4017 NAV as of Apr 20,2023 and returns since inception of 76.55%. Minimum investments start at SIP ₹0. The Axis Capital Builder Fund - Series 4 Growth AUM is ₹1,380 Cr, with a lock-in of N/A years, expense ratio of 1.32%, and benchmark NIfty 500 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 2.26% returns, against a category average of -2.24% and a category best of 7.74%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.26 | -2.24 | 7.74 |
| 6M | -3.41 | 1.01 | 64.49 |
| 1Y | -1.08 | 5.68 | 137.57 |
| 3Y | 20.86 | 13.26 | 202.94 |
Portfolio Analysis
- Equity: 91.28%
- Debt: 8.72%
- Others
As on: 2023-02-28
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About Fund
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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundHSBC Multi Cap Fund Growth | 0 | 5301.35 CR | 1.84 |
| This FundAxis Multicap Fund Growth | 4 | 9361.08 CR | 1.76 |
| This FundAxis Capital Builder Fund - Series 4 Growth | 0 | 1379.67 CR | 1.32 |
| This FundSundaram Emerging Small Cap - Series III Growth | 0 | 299.68 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHSBC Multi Cap Fund Growth | 11.4105 | 75.6739 |
| This FundAxis Multicap Fund Growth | 8.7041 | 75.9916 |
| This FundAxis Capital Builder Fund - Series 4 Growth | -1.0752 | 76.5525 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
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%
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.
Min Inv Amount: ₹500