Holdings (4)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Axis Nifty500 Value 50 ETF-Growth | NA | Mutual Fund | 25.9794% |
| ICICI Prudential Nifty 200 Momentum 30 ETF - Growth | NA | Mutual Fund | 24.4739% |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth | NA | Mutual Fund | 23.7884% |
| SBI Nifty 200 Quality 30 ETF - Growth | NA | Mutual Fund | 22.7234% |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund Returns | 10.01% | 14.15% | NA% | NA% |
| Category Average | 1.68% | 16.01% | 17.87% | NA% |
| Rank Within Category | NA% | NA% | NA% | NA% |
Expense ratio, exit load and tax
Expense ratio: 0.14%
Inclusive of GST
Exit load
Exit load of 1% if redeemed within 15 days.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Fund management
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