AXAxis MFRegular · Growth

Axis Capital Builder Fund - Series 4 - Regular Plan - Growth

Multi Cap FundEquity - Multi Cap FundBenchmark: NIFTY 500
NAV · 20 Apr 2023₹16.40+0.07%
AUM₹1.4k Cr
Expense Ratio1.32%
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 Equity68.2%
Cash & Equivalents31.8%
Fund Managers
HD
Hitesh Das
Fund Manager
Key Information
1.32%
₹5,000
Nil
Inception21 Dec 2018
AMCAxis MF
Top Holdings
1Clearing Corporation of India Ltd24.59%
2ICICI Bank LimitedBanks9.75%
3HDFC Bank LimitedBanks8.41%
4Net Receivables / (Payables)7.24%
5Infosys LimitedIT - Software7.00%
6Larsen & Toubro LimitedConstruction4.12%
7Tata Consultancy Services LimitedIT - Software3.27%
8Mahindra & Mahindra LimitedAutomobiles3.11%
9Reliance Industries LimitedPetroleum Products3.02%
10JK Lakshmi Cement LimitedCement & Cement Products2.79%
Sector Allocation
Other31.8%
Banks19.5%
IT - Software10.3%
Finance6.2%
Automobiles5.0%
Cement & Cement Products4.5%
Construction4.1%
Petroleum Products3.0%
Diversified FMCG2.7%
Pharmaceuticals & Biotechnology2.3%
Chemicals & Petrochemicals2.0%
Food Products1.4%
Trailing Returns
PeriodReturns
1 Day+0.07%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.32%
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