Axis Dynamic Equity Fund - Direct Plan
The Axis Dynamic Equity Fund is an actively managed open-ended equity mutual fund that invests across market sectors and market capitalizations. This fund takes a higher exposure to debt and other money market instruments when compared to other equity mutual funds, with a maximum debt exposure of up to 35%.
Fund Info
| Scheme Class | Hybrid |
| Scheme Category | Dynamic Asset Allocation |
| Benchmark Type | Crisil Balanced Fund Aggressiv |
| Expense Ratio | 0.6% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 2,150 |
| AMC AUM (in Crs.) | ₹ 89,720 |
| Min Addition Subscription | ₹ 1,000 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 12.96% | |
| 1000 | 1000 | 11.51% |
Portfolio Info
The Axis Dynamic Equity Fund takes a large exposure to debt and other money market instruments when compared to its peers. The fund presently allots approximately 35% to equity and equity related instruments and the remainder to debt and other money market instruments. The fund follows a growth style on investment predominantly in large-cap stocks when it comes to equity, focusing more on the future potential of equity stocks to perform rather than their current market value. For its debt exposure, the fund only chooses high-quality debt that has low sensitivity to interest rate changes.
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Net Receivables / (Payables) | Cash | 34 |
| Clearing Corporation Of India Ltd | Cash - Collateral | 11 |
| Reliance Industries Ltd | Equity | 9 |
| Housing Development Finance Corp Ltd | Equity | 7 |
| Reliance Industries Limited November 2019 Future | Equity - Future | 7 |
| Housing Development Finance Corporation Limited November 2019 Future | Equity - Future | 7 |
| HDFC Bank Ltd | Equity | 5 |
| Bajaj Finance Ltd | Equity | 4 |
| Asian Paints Ltd | Equity | 3 |
| Tata Consultancy Services Ltd | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 68 |
| Cash | 34 |
| Equity - Future | 34 |
| Bond - Corporate Bond | 11 |
| Cash - Collateral | 11 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Cash | 34 |
| Equity - Future | 34 |
| Financial Services | 30 |
| Bond - Corporate Bond | 11 |
| Cash - Collateral | 11 |
Objective
To generate capital appreciation by investing in a portfolio of equity or equity linked securities while secondary objective is to generate income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation. 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.
Suitability
Capital appreciation while generating income over medium to long term, Investment in equity and equity related instruments as well as debt and money market instruments while managing risk through active asset allocation.
Axis Asset Mutual Fund
AUM₹89,720 Cr
About
Axis mutual fund was established in October 2009 and since then it has made a mark in the mutual fund industry. Axis mutual fund claims that the reason for it to reach the peak of success is because of the three principles they follow strictly, which is, long-term wealth creation, customers view and long-term relationship.##Axis Mutual Fund houses more than 50 schemes, it has over 20 lakh investors investing with them and is present in over 90 cities. Their main motto is to take any fund decision keeping a customer centric approach in mind. The AMC commits to keep investors at the heart of every decision.##They also aim to provide quality financial and investment solutions. Axis wants its investors to think long-term when it comes to mutual fund investing and they want their investors to optimize their money through mutual funds.
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AddressCalculate Returns
Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m