Last NAV: 12.19

AXIS MULTICAP FUND - REGULAR PLAN   -   Growth

(Old Name : AXIS MULTICAP FUND - REGULAR PLAN )

INVESTMENT OBJECTIVE : The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments across market capitalization.

Annualized Return Last 5 years Last 3 years Last 1 year Year To date Month to date
7.66% 0.00% 0.00% 5.73% -4.39% 2.27%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
0.44 0.50 0.26 17.50% -30.04% 64.71%
Riskometer
Moderately-High
Investors understands that their principle will be at moderately high risk

Key Specifications

Category Equity: Multi Cap
AUM INR   6,275.36   Cr.
Inception Date 13/11/2017
Minimum Initial Investment INR   5000
Minimum Subsequent Investment INR   100
TurnOver 165
Expense Ratio 2.07
Exit Load For more than 10% of investments 1% will be charged if redeemed within 12 months

Year Jan Feb March April May June July Aug Sept Oct Nov Dec Total
2017 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -0.20 1.70 1.50
2018 0.10 -1.47 0.10 6.88 1.31 -0.28 6.00 1.05 -8.71 -3.97 6.19 0.74 7.09
2019 -1.29 0.00 5.49 1.41 3.39 0.08 -3.28 0.87 6.98 1.45 0.00 1.27 17.19
2020 0.55 -1.72 -17.70 8.20 -3.83 5.84 4.38 2.27 0.00 0.00 0.00 0.00 -4.39
all values are in %


Allocation Mandate

Equity Allocation Min: 80   Max: 100
Debt Allocation Min: 0   Max: 20
Commodity Allocation Min: 0   Max: 0
Money Market Min: 0   Max: 20

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About Fund Managers:

Shreyash Devalkar Axis

  • Job Since 30/10/2017
  • About Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund IDFC Capital JP Morgan Services India and Calyon Bank.

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