AXIS Multicap Fund – Direct Growth

₹ 1,000
Min SIP
₹ 100
Min Lumpsum
0.48 %
Expense Ratio
Rating
4,371
Fund Size (in Cr)
3 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 18 August 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 14.5% - - 9%
Category Average 9.1% 20.5% 12.5% -

Scheme Allocation

By Holding
By Sector
By Asset
6.99%
4.82%
Others
76.08%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 6.99%
HDFC Bank Banks Equity 4.82%
Birlasoft Ltd IT - Software Equity 4.13%
Cholaman.Inv.&Fn Finance Equity 4.05%
Krishna Institu. Healthcare Equity 3.93%
Phoenix Mills Realty Equity 3.9%
Sundaram Finance Finance Equity 3.66%
Bajaj Finance Finance Equity 3.66%
Galaxy Surfact. FMCG Equity 3.04%
Brigade Enterpr. Realty Equity 3.04%
Persistent Sys IT - Software Equity 2.95%
M & M Automobile Equity 2.76%
Trent Retail Equity 2.72%
Blue Star Consumer Durables Equity 2.66%
CIE Automotive Castings, Forgings & Fastners Equity 2.36%
Narayana Hrudaya Healthcare Equity 2.35%
Fortis Health. Healthcare Equity 2.28%
Infosys IT - Software Equity 2.21%
TVS Motor Co. Automobile Equity 2.06%
Coforge IT - Software Equity 1.79%
Bata India Leather Equity 1.73%
CCL Products Plantation & Plantation Products Equity 1.65%
Sansera Enginee. Auto Ancillaries Equity 1.61%
St Bk of India Banks Equity 1.59%
Asian Paints Paints/Varnish Equity 1.58%
Minda Corp Auto Ancillaries Equity 1.57%
Uno Minda Auto Ancillaries Equity 1.52%
TCS IT - Software Equity 1.36%
Fine Organic Chemicals Equity 1.26%
Rainbow Child. Healthcare Equity 1.26%
Larsen & Toubro Infrastructure Developers & Operators Equity 1.2%
J B Chem & Pharm Pharmaceuticals Equity 1.19%
Polycab India Cables Equity 1.15%
Mphasis IT - Software Equity 1.11%
Go Fashion (I) Textiles Equity 1.08%
Kaynes Tech Consumer Durables Equity 1.01%
Motherson Wiring Auto Ancillaries Equity 0.95%
UltraTech Cem. Cement Equity 0.95%
Can Fin Homes Finance Equity 0.94%
Rolex Rings Auto Ancillaries Equity 0.93%
Cummins India Capital Goods-Non Electrical Equipment Equity 0.9%
Sona BLW Precis. Auto Ancillaries Equity 0.86%
Crompton Gr. Con Consumer Durables Equity 0.86%
Craftsman Auto Auto Ancillaries Equity 0.84%
Mrs Bectors FMCG Equity 0.66%
Voltas Consumer Durables Equity 0.63%
Vedant Fashions Retail Equity 0.6%
Navin Fluo.Intl. Chemicals Equity 0.49%
The Ramco Cement Cement Equity 0.44%
Solar Industries Chemicals Equity 0.33%
Ipca Labs. Pharmaceuticals Equity 0.33%
Aether Industri. Chemicals Equity 0.31%
J K Cements Cement Equity 0.3%
Global Health Healthcare Equity 0.23%
M & M Fin. Serv. Finance Equity 0.22%
Netweb Technolog IT - Software Equity 0.01%
IT-Software
13.55%
Banks
13.4%
Finance
12.53%
Auto Components
10.64%
Healthcare Services
10.05%
Others
39.83%
View all Sectors
Sectors Asset
IT-Software 13.55%
Banks 13.4%
Finance 12.53%
Auto Components 10.64%
Healthcare Services 10.05%
Consumer Durables 7.46%
Realty 6.94%
Chemicals & Petrochemical 5.43%
Automobiles 4.82%
Retailing 4.4%
Industrial Products 2.05%
Cement & Cement Products 1.69%
Agricultural Food & other 1.65%
Pharmaceuticals & Biotech 1.52%
Construction 1.2%
Debt 1.02%
Industrial Manufacturing 1.01%
Food Products 0.66%
IT-Hardware 0.01%
Cash & Others -0%
Equity
99.01%
Reverse Repos
1.02%
Net Curr Ass/Net Receivables
-0%

Advance Ratio

-
Alpha
-
SD
-
Beta
-
Sharpe

Exit Load

Exit Load If redeemed / switched-out within 12 months - For 10% of investment: Nil For remaining investment: 1% If redeemed/switched out after 12 months from the date of allotment: Nil

Fund Objective

Launched on November 26, 2021, Axis Multicap Fund is a Multi Cap mutual fund strategy from Axis Mutual Fund.

This fund is managed by Anupam Tiwari and Sachin Jain. The fund has the preponderance of its investments in the financial, technological, healthcare, automotive, materials, construction, metal & mining, consumer discretionary, and chemicals industries. Contrary to other funds in the subcategory, it has less exposure to the financial and technological sectors.

HDFC Bank, ICICI Bank, Persistent Systems Ltd., Infosys Ltd., and Trent Ltd. are the top 5 assets of Axis Multicap Fund.

The main objective of this fund is to provide a way for people to increase their finances by investing in a diverse portfolio of equities and equity-related securities across market capitalization; the initiative intends to provide long-term financial development.

Pros & Cons

Pros Cons

The expense ratio of the fund is modest.

The fund has higher assets under management (AUM).

It has no entry charges.

It has exit load charges.

The fund’s three-year annualized returns are 11.08%, which is greater than the category average.

The fund’s annualized returns over the past year have fallen by 6.34% below the industry standard.

Investors can select between two investment programs offered by the fund.

The relative risk for the fund is quite significant.

The fund’s baseline has a 3-star rating.

Within the first five years, investments cannot be redeemed.

How to Invest in Axis Multicap Fund

Users can invest in the Axis Multicap Fund with 5paisa in a streamlined and accessible manner. The operation is simple, can be completed in a short period of time, and does not require any paperwork.

What is the Expense Ratio of Axis Multicap Fund

The expense ratio is a proportion that depicts the amount of money you pay as a charge to the AMC, or Asset Management Company, to manage your holdings. In other words, it is the expense of administering and managing the mutual fund per unit. However, the expense percentage varies from mutual fund to mutual fund.

Who Should Invest in Axis Multicap Fund?

The Axis Multicap Fund is appropriate for:

  • Investors with a high tolerance for market volatility
  • Investors considering investing in equities and equity-related instruments
  • Investors who seek to build long-term wealth through investment
  • Investors who plan to invest for five years or more

What are the Benefits of Investing in the Axis Multicap Fund

The advantages of the Axis Multicap Fund are as follows:

Market Expansion

Axis Multicap Fund offers accessibility to the whole market continuum since it invests in major, moderate, and small-cap firms.

Long-Term Capital Gains

You may be certain of receiving returns appropriate for long-term aspirations by investing in the Axis Multicap Fund for five or more years.

Diversification of Investments

This fund offers portfolio diversification throughout several market categories through investments. This is made feasible by the steadiness of sizable equities and the subsequent contribution of medium and small cap firms.

High-Quality Stocks

The Axis Multicap Fund allows investors to have more access to high-quality assets since it invests with leading companies.

Fund Managers

Shreyash Devalkar - Funds and Content Listing - Senior Fund Manager

With 18 years of work experience, Mr Shreyas Devalkar handles Funds and Content Listing at Axis Mutual Fund. His current designation is Senior Fund Manager of Equity, Axis Asset Management Ltd. He joined Axis AMC in November 2016. Before joining Axis AMC, he worked with BNP Paribas Asset Management (India) Pvt. Ltd. as Fund Manager – Equity, IDFC AMC as VP Research – Equity Analyst, IDFC Securities as VP Research – Equity Analyst, and JP Morgan as Credit Analyst.

Mr Shreyas Devalkar’s educational qualifications include MBA (Management) from Jamnalal Bajaj Institute of Management Studies, Bachelor in Chemical Engineering from University Department of Chemical Technology, Mumbai, and HSC from D G Ruparel College. His areas of interest include equity research, financial modelling, portfolio management, etc.

Mr Shreyas Devalkar manages four (4) schemes at Axis Mutual Fund, including Axis Bluechip Fund and Axis Flexi Cap Fund.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Axis Mutual Fund
AUM:
2,48,980 Cr
Address:
Axis House, 1st Floor,C-2, Wadia international centre,Pandurang Budhkar Marg, Worli, Mumbai - 400025
Contact:
022-43255161
Email ID:
customerserivce@axismf.com

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Frequently Asked Questions

How to invest in AXIS Multicap Fund – Direct Growth ?

You can invest in AXIS Multicap Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for AXIS Multicap Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of AXIS Multicap Fund – Direct Growth ?

The NAV of AXIS Multicap Fund – Direct Growth is ₹11.5 as of 18 August 2023.

How to redeem AXIS Multicap Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of AXIS Multicap Fund – Direct Growth?

The minimum SIP amount of AXIS Multicap Fund – Direct Growth is ₹1000

What are the top sectors AXIS Multicap Fund – Direct Growth has invested in?

The top sectors AXIS Multicap Fund – Direct Growth has invested in are
  1. IT-Software - 13.55%
  2. Banks - 13.4%
  3. Finance - 12.53%
  4. Auto Components - 10.64%
  5. Healthcare Services - 10.05%

Can I make investments in both the SIP and Lump Sum schemes of AXIS Multicap Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of AXIS Multicap Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have AXIS Multicap Fund – Direct Growth generated ?

The AXIS Multicap Fund – Direct Growth has delivered 9% since inception

What is the expense ratio of AXIS Multicap Fund – Direct Growth ?

The expense ratio of AXIS Multicap Fund – Direct Growth is 0.48 % as of 18 August 2023.

What is the AUM of AXIS Multicap Fund – Direct Growth?

The AUM of AXIS Multicap Fund – Direct Growth is ₹2,48,980 Cr as of 18 August 2023

What are the top stock holdings of AXIS Multicap Fund – Direct Growth?

The top stock holdings of AXIS Multicap Fund – Direct Growth are
  1. ICICI Bank - 6.99%
  2. HDFC Bank - 4.82%
  3. Birlasoft Ltd - 4.13%
  4. Cholaman.Inv.&Fn - 4.05%
  5. Krishna Institu. - 3.93%

How can I redeem my investments in AXIS Multicap Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select AXIS Multicap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
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