AXAxis MFDirect · IDCW

Axis Emerging Opportunities Fund - Series 1 - Dividend - Direct Plan

Mid Cap FundEquity - Mid Cap FundBenchmark: BSE Mid-Cap
NAV · 28 Oct 2020₹11.23+0.09%
AUM₹601 Crfrom this fund's primary plan
Expense Ratio1.06%
CAGR
Exit Load
Min SIP
Launched2016

Investment Objective

The scheme aims to generate long term capital appreciation by investing in a diversified portfolio of equity & equity related instruments of midcap companies. 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 and Equity related instruments of Midcap Co.80%–100%
Equity and Equity related instruments of Non midcap co0%–20%
Fund Managers
JG
Jinesh Gopani
Fund Manager
Key Information
1.06%
₹5,000
Nil
Inception29 Dec 2016
AMCAxis MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturns
1 Day+0.09%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.06%
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