Rating:
Aum
₹5,494.05 Cr
Expense Ratio
2.07%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
21 Dec 2023
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -3.15% | -- |
| 3 Months | +3.97% | -- |
| 6 Months | +16.9% | -- |
| 1 Year | +10.56% | +10.56% |
| 2 Years | -- | +3.88% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | +57% | +17.93% |
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Mahindra & Mahindra Ltd | 297.11 | 5.13 |
| Sun Pharmaceutical Industries | 218.55 | 3.77 |
| Divi's Laboratories | 201.35 | 3.47 |
| Bharat Electronics | 174.66 | 3.01 |
| Sona Blw Precision Forgings | 174.22 | 3.01 |
| Reliance Industries | 167.77 | 2.89 |
| TVS Motor Company | 164.86 | 2.84 |
| Bharat Heavy Electricals | 146.50 | 2.53 |
| Cummins India | 141.87 | 2.45 |
| Hindalco Industries | 135.07 | 2.33 |
Rating:
Risk
Return
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Aditya Birla Sun Life PSU Equity Fund Regular Growth | +7.35% | +16.89% | +20.6% |
| Sundaram Services Regular Growth | +1.52% | +11.81% | +11.66% |
| SBI Automotive Opportunities Fund Regular Growth | +22.03% | -- | -- |
| Axis India Manufacturing Fund Regular Growth | +10.56% | -- | -- |
| SBI Innovative Opportunities Fund Regular Growth | +6.22% | -- | -- |
Results are calculated on CAGR basis
To provide long term capital appreciation by investing in equity and equity related securities of companies engaged in manufacturing theme. However, there can be no assurance that the investment objective of the Scheme will be achieved.
The Axis India Manufacturing Fund Regular Growth has an AUM of 5494.05 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.07%. The minimum investment in Axis India Manufacturing Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Mahindra & Mahindra Ltd, Sun Pharmaceutical Industries, Divi's Laboratories, Bharat Electronics.
The major sectors where the fund is invested are Biotechnology & Drugs, Auto & Truck Parts, Electronic Instr. & Controls, Misc. Capital Goods.
Some of the similar funds are Aditya Birla Sun Life PSU Equity Fund Regular Growth, Sundaram Services Regular Growth, SBI Automotive Opportunities Fund Regular Growth, Axis India Manufacturing Fund Regular Growth, SBI Innovative Opportunities Fund Regular Growth. Axis India Manufacturing Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
According to the morning star rating Axis India Manufacturing Fund Regular Growth has a Medium risk & Exceptional return.
Axis India Manufacturing Fund Regular Growth is managed by Nitin Arora.
The expense ratio of Axis India Manufacturing Fund Regular Growth is 2.07%.
The 5 year annualized return on Axis India Manufacturing Fund Regular Growth is 0.00% & it has generated 10.56% in the last 1 year.
The minimum investment in Axis India Manufacturing Fund Regular Growth is 500 Rs.
Axis India Manufacturing Fund Regular Growth has an AUM of 5494.05 crores.
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