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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 -0.66% and a category best of 13.98%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.44-0.6613.98
6M15.001.1064.49
1Y39.614.11137.57
3Y15.7311.90202.94

Portfolio Analysis

  • Equity: 82.10%
  • Debt: 17.90%
  • Others
As on: 2021-09-30
View allocation % by

1. HDFC Bank Limited7.70%
2. ICICI Bank Limited6.06%
3. Bajaj Finance Limited5.79%
4. Bajaj Finserv Limited3.88%
5. Kotak Mahindra Bank Limited3.06%
6. Housing Development Finance Corporation Limited1.62%
7. Cholamandalam Investment and Finance Company Limited0.95%

1. Tata Consultancy Services Limited6.43%
2. Infosys Limited5.90%
3. Tech Mahindra Limited2.40%

1. Avenue Supermarts Limited6.85%

1. DLF Limited5.08%

1. Divi's Laboratories Limited2.78%
2. Cipla Limited2.13%

1. Reliance Industries Limited4.74%

1. Asian Paints Limited1.82%
2. Tata Consumer Products Limited1.37%

1. Vijaya Diagnostic Centre Limited2.97%

1. Pidilite Industries Limited2.92%

1. Bharti Airtel Limited2.68%

1. Supreme Industries Limited2.61%

1. Titan Company Limited2.36%

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.

Fund Managers

Shreyash Devalkar

Mr. Shreyash is an engineer from UDCT, Mumbai with a post graduate degree in management from the JBIMS, Mumbai University. He brings experience of more than 5 years in equities markets as an Equity Research Analyst and he specializes in Information Technology, Telecommunication services, Industrials and Utilities sectors. He began his career in equity analysis space in 2005 as an Equity Research Analyst with IDFC Capital. Thereafter, he worked with IDFC Asset Management. His earlier stints include about two years of experience in Credit Analysis with JP Morgan Services India and Calyon bank.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundAxis Equity Advantage Fund - Series 1 Growth01191.6 CR1.32
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundAxis Equity Advantage Fund - Series 1 Growth39.611154.9973
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

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%
Returns of Axis Equity Advantage Fund - Series 1 Growth are updated daily based on NAV of ₹ 17.1582 as on Sep 30,2021. Since inception, the return has been 55.00%.

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