Axis Multicap Fund is an open-ended equity scheme investing across large cap, mid cap and small cap stocks.
| Good to know
What is a multi-cap fund? A multi-cap fund is a fund that invests in stocks across market capitalization. In other words, its portfolio comprises large-cap, mid-cap and small-cap stocks. It is relatively less risky as compared to a pure mid-cap or a small-cap fund and is suitable for investors who are not looking for aggressive returns. |
Investment objective
The investment objective of Axis Multicap Fund is to generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments across market capitalization. However, there can be no assurance that the investment objective of the Scheme will be achieved.
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Asset allocation
| Instruments | Indicative allocations
(% of total assets) |
Risk profile | |
| Minimum | Maximum | ||
| Equity & equity related instruments of large-cap stocks # | 25 | 50 | High |
| Equity & equity related instruments of mid-cap stocks # | 25 | 50 | High |
| Equity & equity related instruments of small-cap stocks # | 25 | 50 | High |
| Debt and money market instruments*# | 0 | 25 | Low to medium |
| Units issued by REITs & InvITs | 0 | 10 | Medium to high |
#Derivatives: Investment in derivatives instruments shall be to the extent of 50% of the Net Assets as permitted by the Regulations from time to time. The Scheme may use derivatives for such purposes as may be permitted by the Regulations, including for the purpose of hedging and portfolio balancing, based on the opportunities available and subject to guidelines issued by SEBI from time to time. The Scheme may also use fixed income derivative instruments subject to the guidelines as may be issued by SEBI and RBI and for such purposes as may be permitted from time to time. The cumulative gross exposure through equity, debt, units issued by REITs & InvITs and derivative positions shall not exceed 100% of the net assets of the scheme. * Securitized debt: Investment in securitized debt (excluding foreign securitized debt), if undertaken, would not exceed 25% of the debt portion of the Scheme. The Scheme shall not invest in foreign securitized debt.
Scheme details
| Name | Axis Multicap Fund |
| Type | An open-ended equity scheme investing across large cap, mid cap and small cap stocks. |
| Category | Multi Cap Fund |
| Benchmark | NIFTY 500 Multicap 50:25:25 Index |
| Entry/Exit Load |
If redeemed/switched out after 12 months from the date of allotment: Nil |
| Fund managers | Mr. Anupam Tiwari |
| Expense ratio | Up to 2.25% |
| Minimum application amount | ₹5,000 and in multiples of ₹1 thereafter |
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| This product is suitable for investors who are seeking**: | Riskometer |
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**Investors should consult their financial advisors if in doubt about whether the product is suitable for them.
Note: The above information has been sourced from the Scheme Information Document provided by Axis Mutual Fund. To read the entire document, click here.
Disclaimer: The above article is purely academic in nature and aims to provide knowledge about basic trading concepts & should not be construed as an opinion or advice to invest or trade. RKSV Securities India Private Limited (brand name Upstox) is the distributor of the mutual fund. Mutual fund investments are subject to market risks; please read all the related documents and/or consult your investment advisor before investing. Past performance of an investment asset does not guarantee future returns.
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
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