Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹122 Cr
Lock In Period
N/A
Expense Ratio
1.33
Benchmark
Nifty 50
Exit Load
Nil
Summary
Latest details for Axis Equity Advantage Fund - Series 2 Growth include a ₹14.7957 NAV as of Feb 02,2021 and returns since inception of 46.35%. Minimum investments start at SIP ₹0. The Axis Equity Advantage Fund - Series 2 Growth AUM is ₹122 Cr, with a lock-in of N/A years, expense ratio of 1.33%, and benchmark Nifty 50. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 2.11% 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 | 2.11 | -1.15 | 7.74 |
| 6M | 23.09 | 1.22 | 64.49 |
| 1Y | 18.27 | 3.92 | 137.57 |
| 3Y | 13.53 | 10.10 | 202.94 |
Portfolio Analysis
- Equity: 69.86%
- Debt: 30.14%
- Others
As on: 2021-01-31
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About Fund
Axis Equity Advantage Fund - Series 2 Growth managed by Axis Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹122 Crore. The fund benchmarks its performance against the Nifty 50 while maintaining an expense ratio of 1.33. 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 FundCanara Robeco Value Fund Growth | 1 | 1299.04 CR | 2.13 |
| This FundBaroda BNP Paribas Business Cycle Fund Growth | 0 | 567.58 CR | 2.39 |
| This FundAxis Equity Advantage Fund - Series 2 Growth | 0 | 122.1 CR | 1.33 |
| This FundSundaram Emerging Small Cap - Series III Growth | 0 | 299.68 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundCanara Robeco Value Fund Growth | -1.9139 | 45.2613 |
| This FundBaroda BNP Paribas Business Cycle Fund Growth | -0.0028 | 45.8625 |
| This FundAxis Equity Advantage Fund - Series 2 Growth | 18.271 | 46.3472 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
FAQs
Axis Equity Advantage Fund - Series 2 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 2 Growth is 1.33. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Axis Equity Advantage Fund - Series 2 Growth’s fund performance is as follows:
- 1 Month : 2.11%
- 6 Months : 23.09%
- 1 Year : 18.27%
- 3 Years : 13.53%
You can invest in Axis Equity Advantage Fund - Series 2 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 2 Growth is ₹122 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Axis Equity Advantage Fund - Series 2 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