Return
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- 6M
- 1Y
- 3Y
- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹1,192 Cr
Lock In Period
N/A
Expense Ratio
1.32
Benchmark
Nifty 50
Exit Load
Nil
Summary
Latest details for Axis Equity Advantage Fund - Series 1 Growth include a ₹17.1582 NAV as of Sep 30,2021 and returns since inception of 55.00%. Minimum investments start at SIP ₹0. The Axis Equity Advantage Fund - Series 1 Growth AUM is ₹1,192 Cr, with a lock-in of N/A years, expense ratio of 1.32%, and benchmark Nifty 50. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 2.44% 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 | 2.44 | -1.15 | 7.74 |
| 6M | 15.00 | 2.16 | 64.49 |
| 1Y | 39.61 | 6.45 | 137.57 |
| 3Y | 15.73 | 14.18 | 202.94 |
Portfolio Analysis
- Equity: 82.10%
- Debt: 17.90%
- Others
As on: 2021-09-30
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About Fund
Axis Equity Advantage Fund - Series 1 Growth managed by Axis Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹1,192 Crore. The fund benchmarks its performance against the Nifty 50 while maintaining an expense ratio of 1.32. Under the expert guidance of Shreyash Devalkar ,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 FundBaroda BNP Paribas Business Cycle Fund Growth | 0 | 567.58 CR | 2.39 |
| This FundAxis Equity Advantage Fund - Series 1 Growth | 0 | 1191.6 CR | 1.32 |
| This FundSundaram Emerging Small Cap - Series III Growth | 0 | 299.68 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundBaroda BNP Paribas Business Cycle Fund Growth | 10.0796 | 54.2049 |
| This FundAxis Equity Advantage Fund - Series 1 Growth | 39.6111 | 54.9973 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
FAQs
Axis Equity Advantage 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 Equity Advantage Fund - Series 1 Growth is 1.32. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Axis Equity Advantage Fund - Series 1 Growth’s fund performance is as follows:
- 1 Month : 2.44%
- 6 Months : 15.00%
- 1 Year : 39.61%
- 3 Years : 15.73%
You can invest in Axis Equity Advantage 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 Equity Advantage Fund - Series 1 Growth is ₹1,192 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Axis Equity Advantage 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