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Axis Dynamic Equity Fund - Growth

  • Regular
  • Direct
Category : Dynamic Asset Allocation or Balanced Advantage
Fund House : Axis Mutual Fund
(Min ₹1000 for SIP, ₹5000 for one time investment)

Scheme Objective

To generate capital appreciation by investing in a portfolio of equity or equity linked securities while secondary objective is to generate income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation.

Scheme Details

  • Fund manager(s)R. Sivakumar , Anupam Tiwari
  • Launch date – 01-Aug-2017
  • Expense ratio – 2.2% as declared on 30-Sep-2019 (category average is 2.22%)
  • Benchmark - Nifty 50
  • Min SIP amount - ₹1000
  • Min investment amount (one time- first time) - ₹5000
  • Min investment amount (addtional purchase) - ₹100
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Axis Dynamic Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Net Buy Price
Buy Date
Sell Date
  • Gross Profit
  • Exit Charges
  • Net Profit

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.|If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Contact Details

Axis Asset Management Company Ltd.
Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
Tel no.: 022-43255161
Fax no.: 022-43255199


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