EquityLarge & Mid-CapVery High Risk
Regular
NAV (10-Jul-25)
Returns (Since Inception)
Fund Size
₹14,954 Cr
Expense Ratio
1.68%
ISIN
INF846K01J79
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
22 Oct 2018
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
1 Year
+3.71%
+3.72% (Cat Avg.)
3 Years
+21.01%
+22.73% (Cat Avg.)
5 Years
+23.12%
+24.84% (Cat Avg.)
Since Inception
+19.30%
— (Cat Avg.)
Equity | ₹14,841.09 Cr | 99.24% |
Others | ₹113.18 Cr | 0.76% |
All Holdings
Equity
Debt & Others
Name | Type | Amount | Holdings |
---|---|---|---|
HDFC Bank Ltd | Equity | ₹1,086.03 Cr | 7.26% |
ICICI Bank Ltd | Equity | ₹686.66 Cr | 4.59% |
Reliance Industries Ltd | Equity | ₹558.3 Cr | 3.73% |
Torrent Power Ltd | Equity | ₹459.1 Cr | 3.07% |
Bharti Airtel Ltd | Equity | ₹430.73 Cr | 2.88% |
Bajaj Finance Ltd | Equity | ₹320.66 Cr | 2.14% |
Nifty July 2025 Future | Equity Index - Future | ₹296.42 Cr | 1.98% |
GE Vernova T&D India Ltd | Equity | ₹280.41 Cr | 1.88% |
Infosys Ltd | Equity | ₹266.98 Cr | 1.79% |
CG Power & Industrial Solutions Ltd | Equity | ₹234.22 Cr | 1.57% |
The Federal Bank Ltd | Equity | ₹233.71 Cr | 1.56% |
State Bank of India | Equity | ₹222.95 Cr | 1.49% |
Larsen & Toubro Ltd | Equity | ₹221.12 Cr | 1.48% |
Fortis Healthcare Ltd | Equity | ₹219.07 Cr | 1.46% |
Divi's Laboratories Ltd | Equity | ₹218.83 Cr | 1.46% |
Solar Industries India Ltd | Equity | ₹211.97 Cr | 1.42% |
Vishal Mega Mart Ltd | Equity | ₹209.89 Cr | 1.40% |
Indian Hotels Co Ltd | Equity | ₹209.37 Cr | 1.40% |
Persistent Systems Ltd | Equity | ₹202.28 Cr | 1.35% |
InterGlobe Aviation Ltd | Equity | ₹197.24 Cr | 1.32% |
Coforge Ltd | Equity | ₹196.14 Cr | 1.31% |
Eternal Ltd | Equity | ₹195.17 Cr | 1.31% |
Bharat Electronics Ltd | Equity | ₹185.96 Cr | 1.24% |
HDFC Asset Management Co Ltd | Equity | ₹163.65 Cr | 1.09% |
PI Industries Ltd | Equity | ₹162.14 Cr | 1.08% |
Clearing Corporation Of India Ltd | Cash - Repurchase Agreement | ₹161.28 Cr | 1.08% |
Mahindra & Mahindra Ltd | Equity | ₹157.96 Cr | 1.06% |
Premier Energies Ltd | Equity | ₹156.66 Cr | 1.05% |
Cholamandalam Investment and Finance Co Ltd | Equity | ₹156.44 Cr | 1.05% |
Pidilite Industries Ltd | Equity | ₹150.76 Cr | 1.01% |
Jubilant Foodworks Ltd | Equity | ₹150.3 Cr | 1.01% |
Multi Commodity Exchange of India Ltd | Equity | ₹146.94 Cr | 0.98% |
PB Fintech Ltd | Equity | ₹145.82 Cr | 0.98% |
Tech Mahindra Ltd | Equity | ₹144.93 Cr | 0.97% |
Indian Bank | Equity | ₹143.16 Cr | 0.96% |
Kotak Mahindra Bank Ltd | Equity | ₹142.85 Cr | 0.96% |
Sundaram Finance Ltd | Equity | ₹142.81 Cr | 0.95% |
Dixon Technologies (India) Ltd | Equity | ₹139.09 Cr | 0.93% |
ITC Ltd | Equity | ₹137.81 Cr | 0.92% |
Coromandel International Ltd | Equity | ₹135.16 Cr | 0.90% |
Mphasis Ltd | Equity | ₹132.11 Cr | 0.88% |
Suzlon Energy Ltd | Equity | ₹128.45 Cr | 0.86% |
Linde India Ltd | Equity | ₹126.2 Cr | 0.84% |
Lupin Ltd | Equity | ₹122.96 Cr | 0.82% |
Schaeffler India Ltd | Equity | ₹121.01 Cr | 0.81% |
Kaynes Technology India Ltd | Equity | ₹119.9 Cr | 0.80% |
Axis NIFTY 50 ETF | Mutual Fund - ETF | ₹119.72 Cr | 0.80% |
UltraTech Cement Ltd | Equity | ₹119.11 Cr | 0.80% |
Phoenix Mills Ltd | Equity | ₹118.12 Cr | 0.79% |
Mankind Pharma Ltd | Equity | ₹114.29 Cr | 0.76% |
UNO Minda Ltd | Equity | ₹108.09 Cr | 0.72% |
Varun Beverages Ltd | Equity | ₹106.94 Cr | 0.72% |
Hitachi Energy India Ltd Ordinary Shares | Equity | ₹106.74 Cr | 0.71% |
Hindustan Aeronautics Ltd Ordinary Shares | Equity | ₹106.31 Cr | 0.71% |
Prestige Estates Projects Ltd | Equity | ₹105.73 Cr | 0.71% |
Godrej Consumer Products Ltd | Equity | ₹104.07 Cr | 0.70% |
Berger Paints India Ltd | Equity | ₹100.46 Cr | 0.67% |
Net Receivables / (Payables) | Cash - Collateral | ₹-97.95 Cr | 0.66% |
Apar Industries Ltd | Equity | ₹94.72 Cr | 0.63% |
Cipla Ltd | Equity | ₹94.43 Cr | 0.63% |
Vijaya Diagnostic Centre Ltd | Equity | ₹92.38 Cr | 0.62% |
Netflix Inc | Equity | ₹89.15 Cr | 0.60% |
ITC Hotels Ltd | Equity | ₹88.99 Cr | 0.60% |
Avenue Supermarts Ltd | Equity | ₹88.54 Cr | 0.59% |
Titan Co Ltd | Equity | ₹88.08 Cr | 0.59% |
iShares NASDAQ 100 ETF USD Acc | Mutual Fund - ETF | ₹86.86 Cr | 0.58% |
Minda Corp Ltd | Equity | ₹84.41 Cr | 0.56% |
Sun Pharmaceuticals Industries Ltd | Equity | ₹83.46 Cr | 0.56% |
Trent Ltd | Equity | ₹82.63 Cr | 0.55% |
KEI Industries Ltd | Equity | ₹82.29 Cr | 0.55% |
HDFC Life Insurance Co Ltd | Equity | ₹80.98 Cr | 0.54% |
Torrent Pharmaceuticals Ltd | Equity | ₹77.43 Cr | 0.52% |
iShares Core S&P 500 ETF USD Acc | Mutual Fund - ETF | ₹77.41 Cr | 0.52% |
Blue Star Ltd | Equity | ₹77.08 Cr | 0.52% |
Max Healthcare Institute Ltd Ordinary Shares | Equity | ₹75.62 Cr | 0.51% |
BSE Ltd | Equity | ₹73.2 Cr | 0.49% |
Sona BLW Precision Forgings Ltd | Equity | ₹72.89 Cr | 0.49% |
Apollo Hospitals Enterprise Ltd | Equity | ₹71.7 Cr | 0.48% |
Alphabet Inc Class A | Equity | ₹66.95 Cr | 0.45% |
TVS Motor Co Ltd | Equity | ₹66.44 Cr | 0.44% |
Bharat Heavy Electricals Ltd | Equity | ₹64.41 Cr | 0.43% |
REC Ltd | Equity | ₹63.3 Cr | 0.42% |
Microsoft Corp | Equity | ₹61.71 Cr | 0.41% |
Booking Holdings Inc | Equity | ₹61.66 Cr | 0.41% |
Jyoti CNC Automation Ltd | Equity | ₹61.14 Cr | 0.41% |
Anant Raj Ltd | Equity | ₹58.9 Cr | 0.39% |
Supreme Industries Ltd | Equity | ₹57.7 Cr | 0.39% |
Boston Scientific Corp | Equity | ₹57.12 Cr | 0.38% |
TJX Companies Inc | Equity | ₹56.04 Cr | 0.37% |
SAP SE ADR | Equity | ₹55.93 Cr | 0.37% |
Uber Technologies Inc | Equity | ₹53.31 Cr | 0.36% |
Granules India Ltd | Equity | ₹52.7 Cr | 0.35% |
Taiwan Semiconductor Manufacturing Co Ltd ADR | Equity | ₹51.9 Cr | 0.35% |
India (Republic of) | Bond - Short-term Government Bills | ₹49.48 Cr | 0.33% |
Hindalco Industries Ltd | Equity | ₹48.5 Cr | 0.32% |
Meta Platforms Inc Class A | Equity | ₹48.43 Cr | 0.32% |
Coca-Cola Co | Equity | ₹47.1 Cr | 0.31% |
Visa Inc Class A | Equity | ₹45.18 Cr | 0.30% |
CreditAccess Grameen Ltd Ordinary Shares | Equity | ₹42.69 Cr | 0.29% |
United Spirits Ltd | Equity | ₹42.15 Cr | 0.28% |
Info Edge (India) Ltd | Equity | ₹38.07 Cr | 0.25% |
Sumitomo Chemical India Ltd Ordinary Shares | Equity | ₹37.45 Cr | 0.25% |
Spotify Technology SA | Equity | ₹37.45 Cr | 0.25% |
Parker Hannifin Corp | Equity | ₹36.1 Cr | 0.24% |
AutoZone Inc | Equity | ₹33.92 Cr | 0.23% |
Tata Consultancy Services Ltd | Equity | ₹30.27 Cr | 0.20% |
Siemens Energy India Ltd | Equity | ₹29.76 Cr | 0.20% |
Colgate-Palmolive (India) Ltd | Equity | ₹27.62 Cr | 0.18% |
Hdb Finl Serv | Equity | ₹25 Cr | 0.17% |
Bajaj Auto Ltd | Equity | ₹24.83 Cr | 0.17% |
Indus Towers Ltd Ordinary Shares | Equity | ₹14.95 Cr | 0.10% |
Godrej Properties Ltd | Equity | ₹0.65 Cr | 0.00% |
Large Cap Stocks
48.11%
Mid Cap Stocks
37.88%
Small Cap Stocks
3.86%
AAA
Equity Sector
Debt & Others
Sector | Amount | Holdings |
---|---|---|
Financial Services | ₹3,897.04 Cr | 26.06% |
Industrials | ₹2,053.79 Cr | 13.73% |
Consumer Cyclical | ₹1,811.67 Cr | 12.11% |
Technology | ₹1,491.3 Cr | 9.97% |
Healthcare | ₹1,279.99 Cr | 8.56% |
Basic Materials | ₹1,091.74 Cr | 7.30% |
Communication Services | ₹725.72 Cr | 4.85% |
Energy | ₹558.3 Cr | 3.73% |
Consumer Defensive | ₹554.23 Cr | 3.71% |
Utilities | ₹488.85 Cr | 3.27% |
Real Estate | ₹283.4 Cr | 1.90% |
Standard Deviation
This fund
13.65%
Cat. avg.
14.43%
Lower the better
Sharpe Ratio
This fund
1.11
Cat. avg.
1.15
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
2.00
Higher the better
ISIN INF846K01J79 | Expense Ratio 1.68% | Exit Load 1.00% | Fund Size ₹14,954 Cr | Age 6 years 8 months | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark Nifty LargeMidcap 250 TR INR |
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Total AUM
₹3,35,839 Cr
Address
Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025
Your principal amount will be at Very High Risk
EquityLarge & Mid-CapVery High Risk
Regular
NAV (10-Jul-25)
Returns (Since Inception)
Fund Size
₹14,954 Cr
Expense Ratio
1.68%
ISIN
INF846K01J79
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
22 Oct 2018
Your principal amount will be at Very High Risk
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
1 Year
+3.71%
+3.72% (Cat Avg.)
3 Years
+21.01%
+22.73% (Cat Avg.)
5 Years
+23.12%
+24.84% (Cat Avg.)
Since Inception
+19.30%
— (Cat Avg.)
Equity | ₹14,841.09 Cr | 99.24% |
Others | ₹113.18 Cr | 0.76% |
All Holdings
Equity
Debt & Others
Name | Type | Amount | Holdings |
---|---|---|---|
HDFC Bank Ltd | Equity | ₹1,086.03 Cr | 7.26% |
ICICI Bank Ltd | Equity | ₹686.66 Cr | 4.59% |
Reliance Industries Ltd | Equity | ₹558.3 Cr | 3.73% |
Torrent Power Ltd | Equity | ₹459.1 Cr | 3.07% |
Bharti Airtel Ltd | Equity | ₹430.73 Cr | 2.88% |
Bajaj Finance Ltd | Equity | ₹320.66 Cr | 2.14% |
Nifty July 2025 Future | Equity Index - Future | ₹296.42 Cr | 1.98% |
GE Vernova T&D India Ltd | Equity | ₹280.41 Cr | 1.88% |
Infosys Ltd | Equity | ₹266.98 Cr | 1.79% |
CG Power & Industrial Solutions Ltd | Equity | ₹234.22 Cr | 1.57% |
The Federal Bank Ltd | Equity | ₹233.71 Cr | 1.56% |
State Bank of India | Equity | ₹222.95 Cr | 1.49% |
Larsen & Toubro Ltd | Equity | ₹221.12 Cr | 1.48% |
Fortis Healthcare Ltd | Equity | ₹219.07 Cr | 1.46% |
Divi's Laboratories Ltd | Equity | ₹218.83 Cr | 1.46% |
Solar Industries India Ltd | Equity | ₹211.97 Cr | 1.42% |
Vishal Mega Mart Ltd | Equity | ₹209.89 Cr | 1.40% |
Indian Hotels Co Ltd | Equity | ₹209.37 Cr | 1.40% |
Persistent Systems Ltd | Equity | ₹202.28 Cr | 1.35% |
InterGlobe Aviation Ltd | Equity | ₹197.24 Cr | 1.32% |
Coforge Ltd | Equity | ₹196.14 Cr | 1.31% |
Eternal Ltd | Equity | ₹195.17 Cr | 1.31% |
Bharat Electronics Ltd | Equity | ₹185.96 Cr | 1.24% |
HDFC Asset Management Co Ltd | Equity | ₹163.65 Cr | 1.09% |
PI Industries Ltd | Equity | ₹162.14 Cr | 1.08% |
Clearing Corporation Of India Ltd | Cash - Repurchase Agreement | ₹161.28 Cr | 1.08% |
Mahindra & Mahindra Ltd | Equity | ₹157.96 Cr | 1.06% |
Premier Energies Ltd | Equity | ₹156.66 Cr | 1.05% |
Cholamandalam Investment and Finance Co Ltd | Equity | ₹156.44 Cr | 1.05% |
Pidilite Industries Ltd | Equity | ₹150.76 Cr | 1.01% |
Jubilant Foodworks Ltd | Equity | ₹150.3 Cr | 1.01% |
Multi Commodity Exchange of India Ltd | Equity | ₹146.94 Cr | 0.98% |
PB Fintech Ltd | Equity | ₹145.82 Cr | 0.98% |
Tech Mahindra Ltd | Equity | ₹144.93 Cr | 0.97% |
Indian Bank | Equity | ₹143.16 Cr | 0.96% |
Kotak Mahindra Bank Ltd | Equity | ₹142.85 Cr | 0.96% |
Sundaram Finance Ltd | Equity | ₹142.81 Cr | 0.95% |
Dixon Technologies (India) Ltd | Equity | ₹139.09 Cr | 0.93% |
ITC Ltd | Equity | ₹137.81 Cr | 0.92% |
Coromandel International Ltd | Equity | ₹135.16 Cr | 0.90% |
Mphasis Ltd | Equity | ₹132.11 Cr | 0.88% |
Suzlon Energy Ltd | Equity | ₹128.45 Cr | 0.86% |
Linde India Ltd | Equity | ₹126.2 Cr | 0.84% |
Lupin Ltd | Equity | ₹122.96 Cr | 0.82% |
Schaeffler India Ltd | Equity | ₹121.01 Cr | 0.81% |
Kaynes Technology India Ltd | Equity | ₹119.9 Cr | 0.80% |
Axis NIFTY 50 ETF | Mutual Fund - ETF | ₹119.72 Cr | 0.80% |
UltraTech Cement Ltd | Equity | ₹119.11 Cr | 0.80% |
Phoenix Mills Ltd | Equity | ₹118.12 Cr | 0.79% |
Mankind Pharma Ltd | Equity | ₹114.29 Cr | 0.76% |
UNO Minda Ltd | Equity | ₹108.09 Cr | 0.72% |
Varun Beverages Ltd | Equity | ₹106.94 Cr | 0.72% |
Hitachi Energy India Ltd Ordinary Shares | Equity | ₹106.74 Cr | 0.71% |
Hindustan Aeronautics Ltd Ordinary Shares | Equity | ₹106.31 Cr | 0.71% |
Prestige Estates Projects Ltd | Equity | ₹105.73 Cr | 0.71% |
Godrej Consumer Products Ltd | Equity | ₹104.07 Cr | 0.70% |
Berger Paints India Ltd | Equity | ₹100.46 Cr | 0.67% |
Net Receivables / (Payables) | Cash - Collateral | ₹-97.95 Cr | 0.66% |
Apar Industries Ltd | Equity | ₹94.72 Cr | 0.63% |
Cipla Ltd | Equity | ₹94.43 Cr | 0.63% |
Vijaya Diagnostic Centre Ltd | Equity | ₹92.38 Cr | 0.62% |
Netflix Inc | Equity | ₹89.15 Cr | 0.60% |
ITC Hotels Ltd | Equity | ₹88.99 Cr | 0.60% |
Avenue Supermarts Ltd | Equity | ₹88.54 Cr | 0.59% |
Titan Co Ltd | Equity | ₹88.08 Cr | 0.59% |
iShares NASDAQ 100 ETF USD Acc | Mutual Fund - ETF | ₹86.86 Cr | 0.58% |
Minda Corp Ltd | Equity | ₹84.41 Cr | 0.56% |
Sun Pharmaceuticals Industries Ltd | Equity | ₹83.46 Cr | 0.56% |
Trent Ltd | Equity | ₹82.63 Cr | 0.55% |
KEI Industries Ltd | Equity | ₹82.29 Cr | 0.55% |
HDFC Life Insurance Co Ltd | Equity | ₹80.98 Cr | 0.54% |
Torrent Pharmaceuticals Ltd | Equity | ₹77.43 Cr | 0.52% |
iShares Core S&P 500 ETF USD Acc | Mutual Fund - ETF | ₹77.41 Cr | 0.52% |
Blue Star Ltd | Equity | ₹77.08 Cr | 0.52% |
Max Healthcare Institute Ltd Ordinary Shares | Equity | ₹75.62 Cr | 0.51% |
BSE Ltd | Equity | ₹73.2 Cr | 0.49% |
Sona BLW Precision Forgings Ltd | Equity | ₹72.89 Cr | 0.49% |
Apollo Hospitals Enterprise Ltd | Equity | ₹71.7 Cr | 0.48% |
Alphabet Inc Class A | Equity | ₹66.95 Cr | 0.45% |
TVS Motor Co Ltd | Equity | ₹66.44 Cr | 0.44% |
Bharat Heavy Electricals Ltd | Equity | ₹64.41 Cr | 0.43% |
REC Ltd | Equity | ₹63.3 Cr | 0.42% |
Microsoft Corp | Equity | ₹61.71 Cr | 0.41% |
Booking Holdings Inc | Equity | ₹61.66 Cr | 0.41% |
Jyoti CNC Automation Ltd | Equity | ₹61.14 Cr | 0.41% |
Anant Raj Ltd | Equity | ₹58.9 Cr | 0.39% |
Supreme Industries Ltd | Equity | ₹57.7 Cr | 0.39% |
Boston Scientific Corp | Equity | ₹57.12 Cr | 0.38% |
TJX Companies Inc | Equity | ₹56.04 Cr | 0.37% |
SAP SE ADR | Equity | ₹55.93 Cr | 0.37% |
Uber Technologies Inc | Equity | ₹53.31 Cr | 0.36% |
Granules India Ltd | Equity | ₹52.7 Cr | 0.35% |
Taiwan Semiconductor Manufacturing Co Ltd ADR | Equity | ₹51.9 Cr | 0.35% |
India (Republic of) | Bond - Short-term Government Bills | ₹49.48 Cr | 0.33% |
Hindalco Industries Ltd | Equity | ₹48.5 Cr | 0.32% |
Meta Platforms Inc Class A | Equity | ₹48.43 Cr | 0.32% |
Coca-Cola Co | Equity | ₹47.1 Cr | 0.31% |
Visa Inc Class A | Equity | ₹45.18 Cr | 0.30% |
CreditAccess Grameen Ltd Ordinary Shares | Equity | ₹42.69 Cr | 0.29% |
United Spirits Ltd | Equity | ₹42.15 Cr | 0.28% |
Info Edge (India) Ltd | Equity | ₹38.07 Cr | 0.25% |
Sumitomo Chemical India Ltd Ordinary Shares | Equity | ₹37.45 Cr | 0.25% |
Spotify Technology SA | Equity | ₹37.45 Cr | 0.25% |
Parker Hannifin Corp | Equity | ₹36.1 Cr | 0.24% |
AutoZone Inc | Equity | ₹33.92 Cr | 0.23% |
Tata Consultancy Services Ltd | Equity | ₹30.27 Cr | 0.20% |
Siemens Energy India Ltd | Equity | ₹29.76 Cr | 0.20% |
Colgate-Palmolive (India) Ltd | Equity | ₹27.62 Cr | 0.18% |
Hdb Finl Serv | Equity | ₹25 Cr | 0.17% |
Bajaj Auto Ltd | Equity | ₹24.83 Cr | 0.17% |
Indus Towers Ltd Ordinary Shares | Equity | ₹14.95 Cr | 0.10% |
Godrej Properties Ltd | Equity | ₹0.65 Cr | 0.00% |
Large Cap Stocks
48.11%
Mid Cap Stocks
37.88%
Small Cap Stocks
3.86%
AAA
Equity Sector
Debt & Others
Sector | Amount | Holdings |
---|---|---|
Financial Services | ₹3,897.04 Cr | 26.06% |
Industrials | ₹2,053.79 Cr | 13.73% |
Consumer Cyclical | ₹1,811.67 Cr | 12.11% |
Technology | ₹1,491.3 Cr | 9.97% |
Healthcare | ₹1,279.99 Cr | 8.56% |
Basic Materials | ₹1,091.74 Cr | 7.30% |
Communication Services | ₹725.72 Cr | 4.85% |
Energy | ₹558.3 Cr | 3.73% |
Consumer Defensive | ₹554.23 Cr | 3.71% |
Utilities | ₹488.85 Cr | 3.27% |
Real Estate | ₹283.4 Cr | 1.90% |
Standard Deviation
This fund
13.65%
Cat. avg.
14.43%
Lower the better
Sharpe Ratio
This fund
1.11
Cat. avg.
1.15
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
2.00
Higher the better
ISIN INF846K01J79 | Expense Ratio 1.68% | Exit Load 1.00% | Fund Size ₹14,954 Cr | Age 6 years 8 months | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark Nifty LargeMidcap 250 TR INR |
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Total AUM
₹3,35,839 Cr
Address
Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025
Get your portfolio reviewed by experts
Download Wealth Monitor App
Track and monitor all
your investments