AXIS Multicap Fund – Direct Growth

Equity · Multi Cap
100
Min SIP
100
Min Lumpsum
0.68 %
Expense Ratio
Rating
4,874
Fund Size (in Cr)
2 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 28 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 53.1% - - 19.9%
Category Average 24.2% 14.6% 16.4% -

Scheme Allocation

By Holding
By Sector
By Asset
5.82%
3.69%
Others
78.53%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 5.82%
Birlasoft Ltd IT - Software Equity 4.64%
Trent Retail Equity 3.69%
Persistent Sys IT - Software Equity 3.69%
Cholaman.Inv.&Fn Finance Equity 3.63%
Brigade Enterpr. Realty Equity 3.04%
Phoenix Mills Realty Equity 2.98%
Blue Star Consumer Durables Equity 2.71%
HDFC Bank Banks Equity 2.63%
Fortis Health. Healthcare Equity 2.56%
Sundaram Finance Finance Equity 2.45%
Infosys IT - Software Equity 2.43%
Minda Corp Auto Ancillaries Equity 2.39%
M & M Automobile Equity 2.31%
Bajaj Finance Finance Equity 2.24%
Narayana Hrudaya Healthcare Equity 2.07%
Coforge IT - Software Equity 2.05%
Larsen & Toubro Infrastructure Developers & Operators Equity 1.83%
Uno Minda Auto Ancillaries Equity 1.81%
Reliance Industr Refineries Equity 1.76%
Kaynes Tech Consumer Durables Equity 1.59%
Tata Motors Automobile Equity 1.56%
Sansera Enginee. Auto Ancillaries Equity 1.53%
TVS Motor Co. Automobile Equity 1.48%
Galaxy Surfact. Chemicals Equity 1.46%
Krishna Institu. Healthcare Equity 1.46%
J B Chem & Pharm Pharmaceuticals Equity 1.43%
DLF Realty Equity 1.39%
TCS IT - Software Equity 1.35%
Zomato Ltd E-Commerce/App based Aggregator Equity 1.13%
CCL Products Plantation & Plantation Products Equity 1.07%
Voltas Consumer Durables Equity 1.01%
Bharat Electron Aerospace & Defence Equity 0.98%
Solar Industries Aerospace & Defence Equity 0.96%
Bharti Airtel Telecomm-Service Equity 0.96%
NTPC Power Generation & Distribution Equity 0.91%
Rolex Rings Auto Ancillaries Equity 0.9%
Go Fashion (I) Textiles Equity 0.86%
Sona BLW Precis. Auto Ancillaries Equity 0.84%
Sun Pharma.Inds. Pharmaceuticals Equity 0.81%
Crompton Gr. Con Consumer Durables Equity 0.8%
Tata Power Co. Power Generation & Distribution Equity 0.8%
CG Power & Indu. Capital Goods - Electrical Equipment Equity 0.79%
Bajaj Auto Automobile Equity 0.79%
Jio Financial Finance Equity 0.78%
Rainbow Child. Healthcare Equity 0.77%
Mankind Pharma Pharmaceuticals Equity 0.75%
Cummins India Capital Goods-Non Electrical Equipment Equity 0.75%
UltraTech Cem. Cement Equity 0.73%
Craftsman Auto Auto Ancillaries Equity 0.71%
Mrs Bectors FMCG Equity 0.67%
Motherson Wiring Auto Ancillaries Equity 0.62%
Fine Organic Chemicals Equity 0.59%
St Bk of India Banks Equity 0.55%
ICICI Pru Life Insurance Equity 0.53%
O N G C Crude Oil & Natural Gas Equity 0.52%
KEI Industries Cables Equity 0.52%
Mphasis IT - Software Equity 0.52%
United Spirits Alcoholic Beverages Equity 0.48%
Varun Beverages FMCG Equity 0.47%
Dixon Technolog. Consumer Durables Equity 0.46%
Bharat Dynamics Aerospace & Defence Equity 0.45%
Cipla Pharmaceuticals Equity 0.44%
Torrent Pharma. Pharmaceuticals Equity 0.43%
CIE Automotive Castings, Forgings & Fastners Equity 0.43%
Prestige Estates Realty Equity 0.42%
P I Industries Agro Chemicals Equity 0.38%
J K Cements Cement Equity 0.36%
Navin Fluo.Intl. Chemicals Equity 0.35%
I O C L Refineries Equity 0.3%
Indian Bank Banks Equity 0.27%
Jupiter Life Lin Healthcare Equity 0.25%
The Ramco Cement Cement Equity 0.24%
Bata India Leather Equity 0.19%
Can Fin Homes Finance Equity 0.07%
IT-Software
14.68%
Banks
9.27%
Auto Components
9.23%
Finance
9.17%
Realty
7.83%
Others
49.82%
View all Sectors
Sectors Asset
IT-Software 14.68%
Banks 9.27%
Auto Components 9.23%
Finance 9.17%
Realty 7.83%
Healthcare Services 7.11%
Automobiles 6.14%
Retailing 5.68%
Consumer Durables 5.17%
Pharmaceuticals & Biotech 3.86%
Chemicals & Petrochemical 3.36%
Petroleum Products 2.06%
Construction 1.83%
Power 1.71%
Industrial Manufacturing 1.59%
Aerospace & Defense 1.43%
Cement & Cement Products 1.33%
Industrial Products 1.27%
Agricultural Food & other 1.07%
Telecom-Services 0.96%
Beverages 0.95%
Cash & Others 0.84%
Electrical Equipments 0.79%
Food Products 0.67%
Debt 0.54%
Insurance 0.53%
Oil 0.52%
Fertilisers & Agrochemica 0.38%
Equity
98.59%
Net Curr Ass/Net Receivables
0.84%
Reverse Repos
0.54%
Others
0.03%

Advance Ratio

1.15
Alpha
4.09
SD
0.87
Beta
0.77
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:
2,63,225 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 ₹14.7 as of 28 February 2024.

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 ₹100

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 - 14.68%
  2. Banks - 9.27%
  3. Auto Components - 9.23%
  4. Finance - 9.17%
  5. Realty - 7.83%

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 19.9% since inception

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

The expense ratio of AXIS Multicap Fund – Direct Growth is 0.68 % as of 28 February 2024.

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

The AUM of AXIS Multicap Fund – Direct Growth is ₹2,63,225 Cr as of 28 February 2024

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 - 5.82%
  2. Birlasoft Ltd - 4.64%
  3. Trent - 3.69%
  4. Persistent Sys - 3.69%
  5. Cholaman.Inv.&Fn - 3.63%

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.
Invest Now