Holdings (8)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Axis Corporate Bond Fund Direct-Growth | NA | Mutual Fund | 36.55% |
| Axis Arbitrage Fund Direct-Growth | NA | Mutual Fund | 21.98% |
| Aditya Birla Sun Life Arbitrage Fund Direct-Growth | NA | Mutual Fund | 12.99% |
| Kotak Arbitrage Fund Direct-Growth | NA | Mutual Fund | 8.14% |
| Nippon India Corporate Bond Fund Direct-Growth | NA | Mutual Fund | 8.11% |
| Axis Gilt Fund Direct Plan-Growth | NA | Mutual Fund | 5.01% |
| Aditya Birla Sun Life Corporate Bond Fund Direct-Growth | NA | Mutual Fund | 3.71% |
| ICICI Prudential Equity Arbitrage Direct-Growth | NA | Mutual Fund | 1.77% |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund Returns | 7.75% | 8.02% | 6.67% | 8.64% |
| Category Average | 7.37% | NA% | NA% | NA% |
| Rank Within Category | NA% | NA% | NA% | NA% |
Expense ratio, exit load and tax
Expense ratio: 0.05%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed as per your Income Tax slab.
Fund management
Education
Mr. Shah is B.Com and ACA.
Experience
Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.
Managed Schemes
Axis Credit Risk Fund Direct Growth
Axis Retirement Fund Aggressive Plan Direct Growth
Axis Retirement Fund Dynamic Plan Direct Growth
Axis Dynamic Bond Fund Direct Growth
Axis Retirement Fund Conservative Plan Direct Growth
Axis Corporate Bond Fund Direct Growth
Axis Money Market Fund Direct Growth
Axis Gilt Fund Direct Plan Growth
Axis Multi Asset Active FoF Direct Growth
Axis Equity Savings Fund Direct Growth
Axis Children's Fund Direct Compulsory Lock In Growth
Axis Children's Fund Direct No Lock In Growth
Axis Liquid Direct Fund Growth
Axis Balanced Advantage Fund Direct Growth
Axis Long Duration Fund Direct Growth
Axis Arbitrage Fund Direct Growth
Axis Income Plus Arbitrage Active FoF Direct Growth
Axis Multi Asset Allocation Direct Plan Growth
Axis Conservative Hybrid Fund Direct Growth
Axis Income Plus Arbitrage Passive FoF Direct Growth
Axis Aggressive Hybrid Fund Direct Growth
Axis Short Duration Fund Direct Growth
Education
Mr. Shah has done B.E. Information Technology and MBA Finance.
Experience
Prior to joining Axis Mutual Fund, he has worked with Nippon India Mutual Fund, Quantum Asset Management Company and ICAP India (P) Ltd.
Managed Schemes
Axis Retirement Fund Aggressive Plan Direct Growth
Axis Retirement Fund Dynamic Plan Direct Growth
Axis Dynamic Bond Fund Direct Growth
Axis Retirement Fund Conservative Plan Direct Growth
Axis CRISIL IBX SDL May 2027 Index Fund Direct Growth
Axis CRISIL IBX SDL June 2034 Debt Index Fund Direct Growth
Axis Corporate Bond Fund Direct Growth
Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund Direct Growth
Axis Equity Savings Fund Direct Growth
Axis Banking & PSU Debt Direct Plan Growth
Axis Children's Fund Direct Compulsory Lock In Growth
Axis Children's Fund Direct No Lock In Growth
Axis Balanced Advantage Fund Direct Growth
Axis Ultra Short Duration Fund Direct Growth
Axis Long Duration Fund Direct Growth
Axis Income Plus Arbitrage Active FoF Direct Growth
Education
Mr. Kumar has done M.B.A, C.F.A, (USA) & B.E (Mechanical)
Experience
Prior to joining Axis Mutual Fund he has worked with SilverTree Hong Kong and Asiya Investment, Hong Kong
Managed Schemes
Axis Nifty Smallcap 50 Index Fund Direct Growth
Axis Nifty 50 Index Fund Direct Growth
Axis Multi Factor Passive FoF Direct Growth
Axis Nifty 100 Index Fund Direct Growth
Axis Nifty 500 Index Fund Direct Growth
Axis BSE India Sector Leaders Index Fund Direct Growth
Axis Nifty Next 50 Index Fund Direct Growth
Axis Nifty500 Value 50 Index Fund DirectGrowth
Axis Nifty Bank Index Fund Direct Growth
Axis Nifty500 Quality 50 Index Fund Direct Growth
Axis Nifty Midcap 50 Index Fund Direct Growth
Axis BSE Sensex Index Fund Direct Growth
Axis Arbitrage Fund Direct Growth
Axis Income Plus Arbitrage Active FoF Direct Growth
Axis Nifty IT Index Fund Direct Growth
Education
Ms. Darade has done B.Com and CA
Experience
Prior to joining Axis Mutual Fund, she has worked with Haribhakti & Co. and R.S. Sanghai & Associates