Aug 30, 2021


Category

Equity

AUM (Cr.)

1,347.61

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

2.16

Sharpe Ratio

23.57

Beta Ratio

0.00

Fund Manager

Shreyash Devalkar

Inception Date

May 25, 2017


Risk Level

Very High

Investment Objective

To generate capital appreciation over medium to long-term from a diversified portfolio of predominantly equity & equity related instruments. It also aims to manage risk through use of active hedging techniques. 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.

Return Calculator

Investment Type

Company

Period (Months)

Amount

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - AXIS Equity Advantage Fund - Series 1 (G) 5.88 14.41 32.83 11.98 0 12.84
Benchmark - Crisil Composite Bond Fund Index 0 0 0 0 0 0
Category Average - BEST EQUITY PERFORMERS 5.27 17 45.02 12.03 13.1 14.9
Category Rank 1/10 10/10 10/10 9/10 9/10 10/10

Asset Allocation

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Reverse Repo-C C I Jul 31, 2021 371.63 27.58 9.14
Equity-HDFC Bank Jul 31, 2021 82.08 6.09 -4.77
Equity-ICICI Bank Jul 31, 2021 70.30 5.22 8.18
Equity-Infosys Jul 31, 2021 67.64 5.02 -10.86
Equity-TCS Jul 31, 2021 64.30 4.77 -5.33
Equity-Bajaj Finance Jul 31, 2021 56.05 4.16 3.53
Equity-Kotak Mah. Bank Jul 31, 2021 54.96 4.08 -2.99
Equity-Reliance Industr Jul 31, 2021 45.63 3.39 -3.57
Equity-Bajaj Finserv Jul 31, 2021 36.98 2.74 17.45
Equity-Avenue Super. Jul 31, 2021 35.36 2.62 -12.30

latest news

SCHEME DETAILS

AMC Name : Axis Mutual Fund
Fund Name : AXIS Equity Advantage Fund - Series 1 (G)
Contact Persone : Shreyash Devalkar
Registered Address : Axis House, 1st Floor, Bombay DyeingMill Compound, PandurangBudhkar Marg, Worli, Mumbai - 400025.
Telephone No : 022-24255100
Fax No. : 022-43255199
Email : customerserivce:axismf.com
Website : www.axismf.com

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Exel- Frazzitta street no. 61, 44925 Kingston, Norfolk Island

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Jovanny Boeding
+23 274 947 142
Mon - Fri, 10:00-21:00

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