Axis Dynamic Equity Fund Direct Growth

Scheme Type
Open-ended
Scheme Category
Equity-oriented
Benchmark Type
Crisil Balanced Fund Aggressiv
Scheme AUM (in Crs.)
₹ 2437.0
Expense Ratio
0.71%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 87631
Min Subscription
₹ 5000
Min Addition Subscription
₹ 0
Performance
Comparison
Portfolio
Details
Analysis
10.91
(0.37 %)
NAV as on 2018-12-13
Returns
Fund
Axis Dynamic Equity Fund Direct Growth
1 Year
5.51%
AMC Details
amc launch date
Launch Date
04 Sep 2009
amc sponsor
Sponsor
NA
amc email
Email
amc phone
Phone
022 - 43255161
amc address
Address
India, -
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
For units in excess of 10% of the investment,1% will be charged for redemption within 12 months
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
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.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,097
Portfolio Value
97
Total Returns