AXIS MULTICAP FUND

(An open ended equity scheme investing across large cap, mid cap, small cap stocks)

JUNE 2024

To generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments across market capitalization. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.

DATE OF ALLOTMENT 17th December 2021
MONTHLY AVERAGE5,774.83Cr.
AS ON 30th June, 20245,973.27Cr.
BENCHMARK NIFTY 500 Multicap 50:25:25 TRI
PORTFOLIO TURNOVER (1 YEAR) 0.61 times
FUND MANAGER
Mr. Nitin Arora Work experience: 13 years.He has been managing this fund since 26th May 2023

Mr. Shreyash Devalkar Work experience: 20 years.He has been managing this fund since 1st March 2023

Mr. Hitesh Das Work experience: 13 years.He has been managing this fund since 26th May 2023

Mr. Sachin Jain Work experience: 11 years.He has been managing this fund since 17th December 2021

Past performance may or may not be sustained in future. Different plans have different expense structure. Nitin Arora is managing the scheme since 26th May 2023 and he manages 7 schemes of Axis Mutual Fund & Shreyash Devalkar is managing the scheme since 1st March 2023 and he manages 9 schemes of Axis Mutual Fund & Hitesh Das is managing the scheme since 26th May 2023 and he manages 9 schemes of Axis Mutual Fund & Sachin Jain is managing the scheme since 17th December 2021 and he manages 15 schemes of Axis Mutual Fund . Please refer to annexure for performance of all schemes managed by the fund manager. Returns greater than 1 year period are compounded annualised (CAGR). Face Value per unit : ₹ 10.


Entry Load : NA
Exit Load : If redeemed / switched-out within 12 months,For 10% of investment: Nil For remaining investment: 1%, If redeemed/switched out after 12 months from the date of allotment: Nil




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