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NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
AXAxis MFDirect · Growth

Axis Emerging Opportunities Fund - Series 2 - Growth - Direct Plan

Mid Cap FundEquity - Mid Cap FundBenchmark: BSE Mid-Cap
NAV · 28 Dec 2020₹15.36+0.03%
AUM₹1.5k Crfrom this fund's primary plan
Expense Ratio0.79%
CAGR—
Exit Load—
Min SIP—
Launched2017

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%
Asset Allocation
Domestic Equity79.9%
Cash & Equivalents17.7%
Other2.4%
Fund Managers
JG
Jinesh Gopani
Fund Manager
Key Information
0.79%
—
₹5,000
—
Nil
Inception03 Mar 2017
AMCAxis MF
Top Holdings As of 30 Nov 2020 · disclosed on this fund's primary plan
1Clearing Corporation of India LtdFinance10.81%
2Cholamandalam Investment and Finance Company Ltd.Finance7.04%
3Net Receivables / (Payables)Others6.88%
4City Union Bank Ltd.Bank6.69%
5Mahindra & Mahindra Financial Services Ltd.Finance5.35%
6Balkrishna Industries Ltd.Automobile & Ancillaries4.86%
7Sundaram Finance Ltd.Finance4.07%
8MRF Ltd.Automobile & Ancillaries4.07%
9Coforge Ltd.IT3.91%
10SRF Ltd.Chemicals3.84%
Sector Allocation
Finance27.9%
Automobile & Ancillaries13.3%
Chemicals10.0%
Others8.7%
Construction Materials8.1%
Bank7.3%
IT5.4%
Healthcare4.6%
Consumer Durables3.9%
FMCG3.9%
Iron & Steel2.0%
Alcohol1.5%
Inds. Gases & Fuels1.1%
Gas Transmission0.6%
Retailing0.6%
Hospitality0.3%
Textile0.3%
Capital Goods0.2%
Business Services0.1%
Trading0.1%
On This Page
NAV growthAsset allocationTop holdings
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Trailing Returns
PeriodReturns
1 Day+0.03%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.79%
—
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