Returns:
Investment Objective
The investment objective of the Scheme is to provide long-term capital appreciation by actively managing a portfolio of equity oriented and debt oriented mutual fund schemes and commodity based ETFs. There can be no assurance that the investment objective of the Scheme will be achieved.
Entry Load, Exit Load & Tax
| 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 |
Tax implication
Minimum Investment Amount
This product is suitable for investors who are seeking*
- Capital appreciation over the long term.
- Allocation in units of equity-oriented and debt-oriented mutual fund schemes and commodity based ETFs.
Portfolio
Asset Cap Mix
Portfolio Summary
No. of stocks
10
Top 10 Stocks (%)
82.85%
Top 5 Stocks (%)
52.67%
Top 3 Stocks (%)
37.08%
Holdings
| Stocks | % of holdings |
|---|---|
| Axis Strategic Bond Fund - Direct Plan - Growth Option | 14.66 |
| Axis Gold ETF | 13.24 |
| Axis India Manufacturing Fund - Direct Plan - Growth Option | 9.18 |
| Axis Large & Mid Cap Fund - Direct Plan - Growth Option | 7.99 |
| ICICI Prudential Banking and Financial Services Fund - Direct Plan - Growth Option | 7.6 |
Documents
Presentation
Leaflet
SID
KIM
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