AXAxis MFDirect · Growth

Axis Capital Builder Fund - Series 1 - Growth - Direct Plan

Multi Cap FundEquity - Multi Cap FundBenchmark: NIFTY 500
NAV · 25 May 2022₹14.78-1.01%
AUM₹681 Crfrom this fund's primary plan
Expense Ratio0.59%
CAGR
Exit Load
Min SIP
Launched2018

Investment Objective

To generate income and long term capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalisation. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Fund Mandate

Debt & MMI0%–20%
Equity & Equity related instruments80%–100%
Asset Allocation
Domestic Equity82.5%
Cash & Equivalents17.5%
Fund Managers
AT
Anupam Tiwari
Fund Manager
Key Information
0.59%
₹5,000
Nil
Inception08 Mar 2018
AMCAxis MF
Top Holdings
1Clearing Corporation of India LtdFinance16.22%
2Bajaj Finance Ltd.Finance7.72%
3Tata Consultancy Services Ltd.IT7.38%
4ICICI Bank Ltd.Bank6.55%
5Infosys Ltd.IT6.51%
6Astral Ltd.Plastic Products5.38%
7Reliance Industries Ltd.Crude Oil5.07%
8Avenue Supermarts Ltd.Retailing4.44%
9HDFC Bank Ltd.Bank4.39%
10Housing Development Finance Corporation Ltd. - (Amalgamated)Finance4.36%
Sector Allocation
Finance29.8%
IT14.8%
Bank10.9%
Healthcare8.2%
Automobile & Ancillaries7.5%
Plastic Products6.4%
Chemicals5.7%
Crude Oil5.1%
Retailing4.4%
Consumer Durables2.7%
Construction Materials1.7%
FMCG1.5%
Others1.3%
Trailing Returns
PeriodReturns
1 Day-1.01%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.59%
Nil
₹5,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme