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SET SMS ALERT Fund Family Axis Mutual Fund
Fund Class MIP Aggressive
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -1.0 | 26 |
| 3 mth | 2.6 | 22 |
| 6 mth | 3.0 | 20 |
| 1 year | 10.8 | 25 |
| 2 year | 7.5 | 28 |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 49 MIP Aggressive Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | - | - | - | - | - |
| 2012 | 5.6 | 0.1 | 3.6 | 2.0 | 12.9 |
| 2011 | - | 1.0 | -0.9 | -0.5 | -0.4 |
| 2010 | - | - | 2.8 | - | 3.2 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (MIP Aggressive)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -1.0 | 2.6 | 3.0 | 10.8 | 7.5 | -- | -- |
| Category avg | -0.8 | 2.8 | 2.8 | 10.7 | 6.5 | 4.3 | 4.1 |
| Difference of Fund returns and Category returns | -0.2 | -0.2 | 0.2 | 0.1 | 1.0 | -- | -- |
| Best of category | 0.7 | 6.5 | 8.1 | 17.0 | 10.8 | 8.7 | 13.0 |
| Worst of category | -2.9 | 0.5 | 0.4 | 5.8 | 5.0 | 4.2 | 4.5 |
Investment Objective
To generate regular income through investments in debt & money market instruments, along with capital appreciation through limited exposure to equity and equity related instruments. It also aims to manage risk through active asset allocation.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Jun 21, 2010 |
| Benchmark | CRISIL MIP Blended Fund |
| Asset Size (Rs cr) | 138.93 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. |
| Bonus | N.A. |
| Fund Manager | R. Sivakumar ~ Pankaj Murarka View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 1.00% |
| Load Comments | Exit load 1% if redeemed / switched out within 12 months from the date of allotment. |
| Regd. Office | Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai, 400025 |
|---|---|
| Tel. No. | 022 - 43255161 |
| Fax No. | 022 43255199 |
| customerservice@axismf.com | |
| Website | http://www.axismf.com |
| MIP Aggressive | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| HDFC MIP - LTP (G) | Rank 2 |
5,133.91 | 3.3 | 3.2 | 11.1 | 7.7 | 11.2 |
| Reliance MIP (G) | Rank 2 |
3,386.21 | 4.5 | 4.3 | 12.1 | 8.3 | 13.0 |
| DSP BlackRock MIP Fund (G) | Rank 3 |
520.73 | 3.6 | 3.5 | 11.2 | 8.2 | 9.4 |
| UTI MIS - Advantage Plan (G) | Rank 3 |
554.69 | 3.2 | 3.4 | 11.9 | 7.1 | 9.2 |
| HSBC MIP - Savings Plan (G) | Rank 3 |
288.94 | 3.5 | 3.7 | 13.9 | 7.6 | 9.3 |
| * Returns over 1 year are Annualised | More » | ||||||
| Debt | Rating | Value (Rs cr) |
Asset % |
|---|---|---|---|
| PFC | CRISIL AAA | - | 12.14 |
| Bajaj Finance | ICRA AA+ | - | 10.43 |
| REC | CRISIL AAA | - | 9.76 |
| Sundaram Finance | ICRA AA+ | - | 5.32 |
| Tata Capital Financial Services | ICRA AA+ | - | 5.29 |
| Manappuram Finance | CARE A+ | - | 5.23 |
| NABARD | CRISIL AAA | - | 3.18 |
| HDFC | CRISIL AAA | - | 3.03 |
| Cholamandalam Invt And Finance | ICRA AA | - | 2.66 |
| ICICI Bank | - | 1.33 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 5.53 | 11.26 | 5.09 |
| Technology | 1.97 | 2.84 | 1.36 |
| Oil & Gas | 1.29 | 6.70 | 1.13 |
| Cons NonDurable | 0.93 | 1.30 | 0.64 |
| Chemicals | 0.75 | 0.75 | 0.50 |
| Utilities | 0.73 | 0.76 | 0.64 |
| Equity | 12.34 |
| Others | 7.10 |
| Debt | 58.89 |
| Mutual Funds | N.A |
| Money Market | 14.80 |
| Cash / Call | 6.89 |
| Holdings | (%) |
|---|---|
| Top 5 | 42.94 |
| Top 10 | 58.37 |
| Sector | (%) |
|---|---|
| Top 3 | 8.79 |
Axis Mutual Fund appoints Chandresh Nigam as MD & CEO
Axis Mutual Fund appoints Chandresh Nigam as MD & CEO
Apr 30, 2013 at 10:53 | Source: Moneycontrol.com
Inflation indexed bonds: Will it find buyers?
Rajiv Anand, MD & CEO, Axis AMC feels inflation indexed bond is a good idea to attract retail inves ...
Apr 11, 2013 at 15:56 | Source: CNBC-TV18
AMCs revise exit loads on schemes to avoid quick sell-offs
Looking to discourage investors from quick sell-offs, fund houses have begun revising upwards their ...
Oct 15, 2012 at 10:36 | Source: PTI
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