Explore Funds
Goals & Calculator
Investor Services
Our Schemes
A diverse range of investment options to suit your financial goals.
Active investment stylePortfolio managers actively select and manage investments for potential outperformance.
PassivesFocus on long-term growth by tracking market indexes or specific asset classes.
Solution Oriented FundsTailored investment solutions to meet specific financial needs like retirement or child's education.
Plan your investments
CalculatorDid you know, you can estimate doubling time by dividing 72 by the interest rate.
PlannerTurn into a samjhdaar investor by planning for every lifestage, what will you plan today?
Level up your investment acumen
Beginners guide to investment"Do not save what is left after spending, but spend what is left after saving." – a well-known investor
Money IQMarket close report: NIFTY down by 27.4 points
Seminars (Coming Soon)Catch top voices at Axis to understand their take on various topics from the world of finance.
Axis in News (Coming Soon)Read views of our industry renowned experts straight from the top most publishing houses of the nation.
Self Service
Our services are available across multiple channels, to help you with your queries
Axis Mutual Fund AppAxis Mutual Fund App enables new investors, first time investors (KYC verified) and existing investors of Axis Mutual Fund to do investments anywhere/anytime.
Whatsapp ServiceUse our Whatsapp services to get instant access to your account details, transactions and more.
Digital GuideAxis Mutual Fund Digital Guide
E-Mandatee-Mandate are new payment services that allow anyone with a bank account to easily automate recurring payments
UPI AutopaySet up recurring payments for various services through UPI, enabling automatic deductions on scheduled dates for convenience and timely transactions.
KYC ModificationUpdate your KYC effortlessly, anytime, anywhere. Our multi-channel services are here to simplify your experience.
NCT ServicesUse service portal to securely access and manage your request details, track status, and complete related actions with ease
Basics of Multicap writeup
All you need to know about Multicap Funds
Multicap funds are funds that invest across market cap segments, that is, they are a diversified funds investing in large cap, mid cap, and small cap stocks. SEBI mandates that multicap funds must invest at least 25% of its assets in each of the market cap segments. The remaining 25% of the fund assets can be invested at the discretion of the fund manager.
Why invest in Multicap funds?
Diversified investment
Multicap funds use a diversified investment approach with access to the entire market spectrum and not just limiting oneself to a single market cap. Given that different market segments perform differently at a given time, investing in large, small and mid cap segments can provide diversification to one’s portfolio.
Stability and growth
Large cap funds serve as a cushion in a choppy market, while mid and small cap help drive the alpha. Thus, multicap fund balances risk and rewards and has the potential of wealth creation in the long run.
Access to Entire Market Spectrum
Multicap fund invests across all three market cap segments, without any restriction of the market cap size. The focus is on picking the stock of a company with potential for long-term growth and wealth creation. Experienced fund manages pick stocks of fundamentally strong companies and stocks that have a potential for growth and wealth creation.
Who should invest in Multicap funds?
Investors new to the equity market
Since multicap funds have a diversified portfolio, it is well suited for investors new to equity. Multicap funds have a built-in risk management mechanism as the investment is spread across various market cap segments.
Unsure investors
Investors who are confused as to whether they should opt for large cap funds for stability or choose mid and small cap companies for growth may benefit from the expertise of the multicap fund.
Long-term investors
Multicap funds invest primarily in the equity market. A long investment horizon mitigates market volatility and helps in wealth creation. Therefore, multicap funds are well suited for investors with long-term goals such as early retirement, higher education, housing, and more. Experts recommend an investment horizon of 5 years for multicap funds.
Before selecting a Multicap Fund
Be sure to have an investment horizon of at least 5 years.
__________________________
https://www.sebi.gov.in/legal/circulars/sep-2020/circular-on-asset-allocation-of-multi-cap-funds_47542.html
Note: Market caps are defined as per SEBI regulations as below: a. Large Cap: 1st -100th company in terms of full market capitalization. b. Mid Cap: 101st -250th company in terms of full market capitalization. c. Small Cap: 251st company onwards in terms of full market capitalization.
Statutory Details: Axis Mutual Fund has been established as a Trust under the Indian Trusts Act, 1882, sponsored by Axis Bank Ltd. (liability restricted to Rs. 1 lakh). Trustee: Axis Mutual Fund Trustee Ltd.
Investment Manager: Axis Asset Management Co. Ltd. (the AMC). Risk Factors: Axis Bank Ltd. is not liable or responsible for any loss or shortfall resulting from the operation of the schemes.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Calculator
View All
SIP CalculatorWant to save for a big goal like a wedding or education? Enter your target amount and timeline to find the monthly SIP needed.
SIP Calculator (Monthly SIP Amount Known)Want to save for a big goal like a wedding or education? Enter your target amount and timeline to find the monthly SIP needed.
Lumpsum CalculatorGot a chunk of money to invest? Check how your one-time investment could grow over time.
Lumpsum CalculatorGot a chunk of money to invest? Check how your one-time investment could grow over time.
SIP Top Up CalculatorBoost your SIPs as your income grows. See how small increases can supercharge your savings.
Get Link
