Axis Mutual Fund - Fund Manager
Qualification: B-Tech (I.T) & MBA (Finance) . Experience:Mr. Shah has worked with Prabhudas Lilladher Pvt Ltd as PMS Analyst & Associate Fund Manager. Before this, he worked with Anandrathi Shares & Stockbrokers Ltd and Arihant Capital Markets Ltd as Research Analyst and at Uday Exports Private Limited as Executive-Finance. Overall he has experience of more than 6 years.
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
AXIS Multi Asset Allocation Fund - Regular (G) | Hybrid: Multi Asset Allocation | 1288.7 |
AXIS Dynamic Bond Fund (G) | Debt: Dynamic Bond | 1685.23 |
AXIS Banking & PSU Debt Fund (G) | Debt: Banking and PSU | 13679.12 |
AXIS Children's Gift Fund - Lock in (G) | Solution Oriented: Childrens | 904.39 |
AXIS Children's Gift Fund - No Lock in (G) | Solution Oriented: Childrens | 904.39 |
AXIS Retirement Savings Fund - DP - Reg (G) | Solution Oriented: Retirement | 383.99 |
AXIS Corporate Debt Fund - Regular (G) | Debt: Corporate Bond | 5511.39 |
AXIS All Seasons Debt Fund of Funds - Reg (G) | Other: FoFs Domestic | 136.31 |
AXIS Retirement Savings Fund - AP - Reg (G) | Solution Oriented: Retirement | 930.43 |
AXIS Balanced Advantage Fund (G) | Hybrid: Dynamic Asset Allocation or Balanced Advantage | 2466.12 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| 7.18% Govt of India (14/08/2033) | 8.74% |
| NCD SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA | 4.90% |
| Net Receivables / (Payables) | 3.67% |
| NCD INDIAN RAILWAY FINANCE CORPORATION LIMITED | 3.18% |
| Export-Import Bank of India | 2.89% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| AXIS Multi Asset Allocation Fund - Regular (G) | 4.12% | 8.9% | 15.27% | 23.66% | 8.36% | 14.67% | 10.12% |
| AXIS Dynamic Bond Fund (G) | 0.83% | 2.75% | 4.44% | 8.19% | 5.44% | 6.66% | 7.92% |
| AXIS Banking & PSU Debt Fund (G) | 0.61% | 2.1% | 3.8% | 7.16% | 5.41% | 6.16% | 7.64% |
| AXIS Children's Gift Fund - Lock in (G) | 4.42% | 10.96% | 16.5% | 22.15% | 8.49% | 14.32% | 11.33% |
| AXIS Children's Gift Fund - No Lock in (G) | 4.42% | 10.96% | 16.5% | 22.15% | 8.49% | 14.32% | 11.33% |
| AXIS Retirement Savings Fund - DP - Reg (G) | 5.32% | 12.11% | 19.05% | 38.73% | 12.62% | N/A | 15.59% |
| AXIS Corporate Debt Fund - Regular (G) | 0.61% | 2.3% | 3.98% | 7.64% | 5.62% | 6.71% | 6.72% |
| AXIS All Seasons Debt Fund of Funds - Reg (G) | 0.77% | 2.73% | 4.66% | 8.99% | 5.94% | N/A | 6.71% |
| AXIS Retirement Savings Fund - AP - Reg (G) | 4.64% | 10.45% | 17.32% | 35.36% | 10.48% | N/A | 13.91% |
| AXIS Balanced Advantage Fund (G) | 3.93% | 8.71% | 12.87% | 28.8% | 12.35% | 13.34% | 10.52% |
Fund Performance
Sector Weights
Aum Movement
Fund Manager History
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