Axis Capital Builder Fund Series 1 (1540 days) performance review analysis for January
Axis Capital Builder Fund Series 1 (1540 days) performance review analysis for January: This detailed review of Axis Capital Builder Fund Series 1 (1540 days) evaluates its recent performance, comparing it to the Nifty index, and analyzes key metrics such as Sharpe Ratio and sectoral allocation. The fund's strategy, top holdings, and recent portfolio moves are explored to provide insights for existing and potential investors.
Axis Capital Builder Fund Series 1 (1540 days) Direct Growth performance review analysis for January: Axis Capital Builder Fund Series 1 (1540 days) Direct Growth, managed by the seasoned fund managers Anupam Tiwari,Ashish Naik, remains a prominent player in the Multi-Cap. Axis Capital Builder Fund Series 1 (1540 days) boasts an impressive AUM of ₹680.90 crore. Under the guidance of Anupam Tiwari,Ashish Naik, the fund adheres to its objective of the Scheme aims to generate 1ome and long term capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalisation. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns. This detailed review of Axis Capital Builder Fund Series 1 (1540 days) evaluates its recent performance, comparing it to the NIFTY 500 index, and analyzes key metrics such as sharpe ratio and sectoral allocation. The fund's strategy, top holdings, and recent portfolio moves are explored to provide insights for existing and potential investors.
Performance Analysis:
Over the past week, Axis Capital Builder Fund Series 1 (1540 days) returned -2.57%, showing a positive delta of 0.64% with respect to NIFTY 500. The one-month performance shows a negative trend, with the fund delivering -7.80% against the NIFTY 500’s -5.73%.
The performance over the longer durations is mentioned below:
| Period | Mutual Fund Returns | NIFTY 500 Performance | Performance Difference |
|---|---|---|---|
| 6 Months | -13.92% | -4.35% | -9.57% |
| 1 Year | -1.80% | 12.61% | -14.41% |
| 3 Years | 41.43% | 41.84% | -0.41% |
| 5 Years | 0.00% | 120.27% | -120.27% |
Top Holdings of the Fund
Below is the list of top holdings in the fund:
| Holding Name | Percentage of Portfolio |
|---|---|
| Bajaj Finance | 7.72% |
| Tata Consultancy Services | 7.38% |
| ICICI Bank | 6.55% |
| Infosys | 6.51% |
| Astral | 5.38% |
Sector Allocation of the Fund
| Sector Name | Weightage (%) |
|---|---|
| Software & Programming | 14.78% |
| Consumer Financial Services | 13.56% |
| Regional Banks | 10.94% |
| Biotechnology & Drugs | 8.2% |
| Fabricated Plastic & Rubber | 6.37% |
| Chemical Manufacturing | 5.74% |
| Oil & Gas Operations | 5.07% |
| Retail (Grocery) | 4.44% |
| Misc. Fabricated Products | 2.74% |
| Auto & Truck Manufacturers | 1.93% |
| Construction - Raw Materials | 1.7% |
| Personal & Household Prods. | 1.48% |
| Constr. & Agric. Machinery | 1.04% |
| Auto & Truck Parts | 0.35% |
Risk Measurement
Understanding the risk associated with the fund is crucial for investors. The Sharpe Ratio, which measures risk-adjusted returns, is a key indicator of how well the fund compensates investors for the risk taken. Over the past year, the fund's Sharpe Ratio stands at 0.70, while the three-year and five-year ratios are 0.62 and 0.00, respectively. Sharpe ratio values above 1 are considered good, whereas values below 1 are considered bad.
In terms of volatility, the standard deviation over the same periods— 12.39% for one year, 19.65% for three years, and 0.00% for five years. Higher standard deviations indicate greater volatility, while lower ones suggest more stable returns.
Recent Portfolio Activity
The fund has increased its position in the following stocks:
| Stock Name | No of shares (Before purchase) | No of shares (After purchase) | Holding Value (in Cr) |
|---|---|---|---|
| Tata Consultancy Services | 189214.0 | 141714.0 | 50.27 |
| Infosys | 386575.0 | 282575.0 | 44.30 |
| Housing Development Finance Corporation | 158055.0 | 133055.0 | 29.67 |
| Sansera Engineering | 44957.0 | 30148.0 | 2.40 |
The fund has reduced its holding in the following stocks:
| Stock Name | No of shares (Before reduction) | No of shares (After reduction) | Holding Value (in Cr) |
|---|---|---|---|
| Supreme Industries | 100000.0 | 34716.0 | 6.76 |
| Tech Mahindra | 100000.0 | 48103.0 | 6.06 |
Disclaimer: This is an AI-generated live story and has not been edited by LiveMint staff.
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