Real-time Stock quotes, portfolio, LIVE TV and more.
SET SMS ALERT Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 5.7 | - |
| 3 mth | 7.0 | - |
| 6 mth | - | - |
| 1 year | - | - |
| 2 year | - | - |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 53 ELSS Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -5.8 | - | - | - | - |
* Returns over 1 year are Annualised
Fund returns v/s Category average (ELSS)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 5.7 | 7.0 | -- | -- | -- | -- | -- |
| Category avg | 3.7 | 2.3 | 4.1 | 20.7 | 5.2 | 5.3 | 3.3 |
| Difference of Fund returns and Category returns | 2.0 | 4.7 | -- | -- | -- | -- | -- |
| Best of category | 7.0 | 7.0 | 9.9 | 31.1 | 13.0 | 13.5 | 12.0 |
| Worst of category | 1.1 | -2.1 | -10.2 | -2.0 | -13.3 | -10.1 | -9.0 |
| Benchmark returns # | 4.3 | 3.2 | 7.2 | 23.9 | 5.0 | 5.4 | 3.0 |
| Difference of Fund returns and Benchmark returns | 1.4 | 3.8 | -- | -- | -- | -- | -- |
Investment Objective
To generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities. However, there can be no assurance that the investment objective of the Scheme will be achieved.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | Jan 01, 2013 |
| Benchmark | S&P BSE 200 |
| Asset Size (Rs cr) | 0.28 (Mar-30-2013) |
| Minimum Investment | Rs.500 |
| Last Dividend | N.A. View Dividend History |
| Bonus | N.A. |
| Fund Manager | Jinesh Gopani View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 0.00% |
| Load Comments | N.A. |
| 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 |
| ELSS | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| SBI Magnum Tax Gain (G) | Rank 3 |
4,578.79 | 3.5 | 5.2 | 22.0 | 6.6 | 5.0 |
| HDFC Tax Saver (G) | Rank 4 |
3,490.65 | 0.4 | 3.5 | 15.8 | 5.1 | 9.1 |
| UTI Master Equity Plan (US) | Not Ranked |
1,261.75 | 3.5 | 7.1 | 25.3 | 7.8 | 5.9 |
| Reliance Tax Saver (ELSS) (G) | Rank 3 |
2,036.92 | 4.4 | 3.1 | 17.8 | 8.8 | 9.7 |
| L&T Tax Advantage (G) | Rank 3 |
1,166.81 | 3.1 | 4.1 | 20.4 | 7.4 | 9.1 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| HDFC | Banking/Finance | - | 6.39 |
| Kotak Mahindra | Banking/Finance | - | 5.76 |
| Larsen | Engineering | - | 5.18 |
| TTK Prestige | Cons Durable | - | 4.99 |
| ITC | Tobacco | - | 4.88 |
| TCS | Technology | - | 4.85 |
| HDFC Bank | Banking/Finance | - | 4.74 |
| ICICI Bank | Banking/Finance | - | 4.26 |
| Maruti Suzuki | Automotive | - | 4.03 |
| Divis Labs | Pharmaceuticals | - | 3.92 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 29.12 | 29.12 | 25.94 |
| Automotive | 11.81 | 11.81 | 10.34 |
| Pharmaceuticals | 10.44 | 10.44 | 9.21 |
| Technology | 10.09 | 11.50 | 9.93 |
| Engineering | 9.09 | 9.09 | 8.24 |
| Cons Durable | 6.97 | 6.97 | 6.50 |
| Equity | 96.89 |
| Others | 0.64 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 2.47 |
| Holdings | (%) |
|---|---|
| Top 5 | 27.20 |
| Top 10 | 49.00 |
| Sector | (%) |
|---|---|
| Top 3 | 51.37 |
Axis Mutual Fund appoints Chandresh Nigam as MD & CEO
Apr 30, 2013 at 10:53 | Source:
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
Quick Links
