Top Funds

Articles

FAQs

Calculator

Axis Dynamic Equity Fund Direct

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	0.66%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 2,348
AMC AUM (in Crs.)	₹ 89,720
Min Addition Subscription	₹ 1,000

Performance

Comparison

Portfolio

AMC Details

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Tata Retirement Savings Moderate Fund Direct Plan	1000	1000	13.69%
Reliance Equity Hybrid Fund - Direct Plan	500	500	11.0%
HDFC Balanced Fund - Direct Plan	1000	1000	12.69%
L&T Hybrid Equity Fund Direct Plan	1000	1000	10.97%
Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan	1000	1000	9.87%
ICICI Prudential Equity & Debt Fund Direct Plan	1000	1000	14.06%
Principal Hybrid Equity Fund- Direct Plan	1000	1000	14.77%
DSP Equity & Bond Fund - Direct Plan	1000	1000	12.14%

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(%)
Clearing Corporation Of India Ltd	Cash - Collateral	12
Reliance Industries Ltd	Equity	7
ITC Ltd	Equity	5
HDFC Bank Ltd	Equity	4
Net Receivables / (Payables)	Cash	3
Housing Development Finance Corp Ltd	Equity	3
Maruti Suzuki India Ltd	Equity	3
Tata Consultancy Services Ltd	Equity	3
Bajaj Finance Ltd	Equity	3
Kotak Mahindra Bank Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	65
Bond - Corporate Bond	13
Cash - Collateral	12
Cash - CD Time Deposit	7
Cash	3

Sector Allocation(%)

Sector	Percent
Banks - Regional - Asia	15
Bond - Corporate Bond	13
Cash - Collateral	12
Oil & Gas Refining & Marketing	7
Cash - CD Time Deposit	7

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.

Phone

1800 221 322

Address

Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,, Mumbai - 400025

Axis Asset Mutual Fund

AUMPhoneEmailAddress89,7201800 221 322Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,, Mumbai - 400025

Calculate Returns

LUMPSUM

SIP

Investment Amount

₹10,000

Return Amount

₹4,185

Return Rate

Duration

6y 0m

Quick Links

Axis Dynamic Equity Fund Direct

Fund Info

Fund Info

Top 10 Holdings

Axis Asset Mutual Fund

Axis Asset Mutual Fund

Investment Duration