AXAxis MFRegular · Growth

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

Multi Cap FundEquity - Multi Cap FundBenchmark: NIFTY 500
NAV · 25 May 2022₹14.20-0.99%
AUM₹681 Cr
Expense Ratio1.33%
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
1.33%
₹5,000
Nil
Inception08 Mar 2018
AMCAxis MF
Top Holdings
1Clearing Corporation of India Ltd16.22%
2Bajaj Finance LimitedFinance7.72%
3Tata Consultancy Services LimitedIT - Software7.38%
4ICICI Bank LimitedBanks6.55%
5Infosys LimitedIT - Software6.51%
6Astral LimitedIndustrial Products5.38%
7Reliance Industries LimitedPetroleum Products5.07%
8Avenue Supermarts LimitedRetailing4.44%
9HDFC Bank LimitedBanks4.39%
10Housing Development Finance Corporation LimitedFinance4.36%
Sector Allocation
Other16.2%
IT - Software13.9%
Finance13.6%
Banks10.9%
Pharmaceuticals & Biotechnology6.8%
Industrial Products5.4%
Petroleum Products5.1%
Retailing4.4%
Auto Components4.2%
Fertilizers & Agrochemicals3.8%
Consumer Durables2.7%
Automobiles1.9%
Cement & Cement Products1.7%
Chemicals & Petrochemicals1.7%
Diversified FMCG1.5%
Trailing Returns
PeriodReturns
1 Day-0.99%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.33%
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