Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -4.6 | 32 |
| 3 mth | -3.7 | 15 |
| 6 mth | 2.8 | 25 |
| 1 year | -6.1 | 26 |
| 2 year | -0.9 | 51 |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 84 Large Cap Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2012 | 12.4 | - | - | - | - |
| 2011 | -7.2 | -0.4 | -10.5 | -5.3 | -22.8 |
| 2010 | 3.4 | 2.5 | 13.0 | -2.7 | 17.7 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Large Cap)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -4.6 | -3.7 | 2.8 | -6.1 | -0.9 | -- | -- |
| Category avg | -4.5 | -5.2 | 1.7 | -6.9 | 0.4 | 6.0 | 2.0 |
| Difference of Fund returns and Category returns | -0.1 | 1.5 | 1.1 | 0.8 | -1.3 | -- | -- |
| Best of category | 0.2 | 1.7 | 9.5 | 0.3 | 8.4 | 15.5 | 12.5 |
| Worst of category | -8.8 | -8.7 | -4.1 | -16.6 | -14.7 | -9.6 | -2.0 |
| Benchmark returns # | -5.4 | -6.8 | 4.5 | -8.0 | 1.2 | 5.1 | 3.0 |
| Difference of Fund returns and Benchmark returns | 0.8 | 3.1 | -1.7 | 1.9 | -2.1 | -- | -- |
Investment Objective
To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities including derivatives.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Dec 08, 2009 |
| Benchmark | S&P CNX NIFTY |
| Asset Size (Rs cr) | 640.43 (Mar-31-2012) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. View Dividend History |
| Bonus | N.A. |
| Fund Manager | Chandresh Nigam / 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 1 year from the date of allotment. |
| Regd. Office | 11th Floor, Nariman Bhavan, Vinay K. Shah Marg, Nariman Point, Mumbai, 400021 |
|---|---|
| Tel. No. | 022 - 39403300 |
| Fax No. | 022 - 22040130 |
| customerservice@axismf.com | |
| Website | http://www.axismf.com |
| Large Cap | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Franklin India Bluechip (G) | Rank 2 |
4,516.35 | -6.9 | 0.5 | -5.6 | 12.0 | 7.4 |
| DSP-BR Top 100 Equity - IP (G) | Not Ranked |
139.06 | -6.2 | 4.0 | -4.5 | 11.7 | 5.6 |
| DSP-BR Top 100 Equity - RP (G) | Rank 2 |
3,109.35 | -6.3 | 3.8 | -4.9 | 11.2 | 8.0 |
| Fidelity Equity Fund (G) | Rank 1 |
3,401.12 | -6.0 | 0.1 | -7.8 | 13.3 | 6.5 |
| Kotak 50 (G) | Rank 3 |
828.44 | -6.3 | -0.4 | -7.7 | 7.8 | 4.6 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| ITC | Tobacco | - | 7.43 |
| ICICI Bank | Banking/Finance | - | 6.19 |
| Reliance | Oil & Gas | - | 6.17 |
| HDFC Bank | Banking/Finance | - | 6.05 |
| TCS | Technology | - | 5.96 |
| Infosys | Technology | - | 5.10 |
| SBI | Banking/Finance | - | 4.77 |
| Larsen | Engineering | - | 3.91 |
| Tata Motors | Automotive | - | 3.60 |
| Coal India | Metals & Mining | - | 3.37 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 21.92 | 25.52 | 21.83 |
| Technology | 14.02 | 14.76 | 9.33 |
| Oil & Gas | 9.07 | 9.54 | 6.34 |
| Metals & Mining | 8.30 | 9.23 | 3.83 |
| Automotive | 8.24 | 8.24 | 1.44 |
| Pharmaceuticals | 7.77 | 7.77 | 4.18 |
| Equity | 93.45 |
| Others | 1.92 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 4.65 |
| Holdings | (%) |
|---|---|
| Top 5 | 31.80 |
| Top 10 | 52.55 |
| Sector | (%) |
|---|---|
| Top 3 | 45.01 |
See deep value in market; buy high quality stocks: Axis AMC
May 17, 2012 at 13:08 | Source:
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