Explore the Fundamentals of your Axis Mutual Fund Factsheet before Finalizing One for your Own

Are you skipping the emails or avoiding postponing reading your Axis Mutual Fund Factsheet sent to you each month? It is high time you should start forming such habit, otherwise you never know when you may miss out the opportunities to tap it at the right time for investing in any of your Axis Mutual Fund Scheme. Get crisp insights into development of the economy and the stock market over the past month by studying the factsheet so that you can very well assess where you are heading to.

Your factsheet infact is a snapshot of all the details pertaining to the composition of all the schemes managed by your mutual fund house. The fund manager details, the time period since the fund manager has been actively engaged in managing the scheme and the other schemes managed by them too can be explored through the factsheet.

Axis Mutual Fund Factsheet

1. The prime objective of any relative mutual fund is through the investment objective. The risk-o-meter assorting the funds in five risk categories would help you out in zeroing down on the funds. In this manner, you can easily figure it out the level of risk entailed by such funds through their investment. The box behind the risk-o-meter would indicate the type of investors that should be looking out to invest in such scheme.

2. Know about the portfolio composition of the scheme in which you are invested at or are looking for investing. The portfolio is nothing but the sum total of top 10-15 investments made by the equity or debt scheme.

3. Just by studying the portfolio, you can easily analyze the stock selection fundamentals by a particular fund manager in which you are likely to invest.

4. By looking onto the quality of papers such as – A, AA+, AA-, AAA – can suitably gauge the portfolio of a debt scheme such as income funds, liquid funds, short-term or dynamic bond fund.

5. The risk assessment can also be assessed by looking onto ratio like Standard Deviation and Sharpe ratio for examining the inherent risk levels of the fund.

6. Your Axis Mutual Fund Factsheet gives you the details about the expenses incurred with respect to expense ratio and loads.

7. The effective returns of the fund can suitably be assessed from the HDFC Muutal Fund Factsheet with respect to its relative benchmark index in order to facilitate the comparison of the fund's performance.

Axis Bank Mutual Fund Analysis

To be precise, Axis Bank Mutual Fund analysis can be performed by looking into the following ratios:

Sharpe Ratio: It indicates the return per unit of the total risk taken by the scheme.

Standard Deviation: It represents the volatility in a fund's returns and, therefore, highlights the risk in a fund's portfolio.

Portfolio Concentration Ratio : It is usually a percentage of the fund's top five stocks or sectors.

Expense Ratio : It represents the annual expense chargeable by the fund from the investor.

Treynor's Ratio : It represents the return per unit market risk (also known as systemic risk) deployed by the scheme.

Beta: It represents the covariance between market index and the scheme with the variance of market index.

Axis Mutual Fund Schemes

Axis Mutual Fund factsheets are available on a monthly basis for the following schemes:

Axis Enhanced Arbitrage Fund-Regular growth

Axis Equity Fund-Regular Growth

Axis Long -Term Equity Fund-Regular Growth

Axis Equity Saver Fund -Regular Growth

Axis Midcap Fund -Regular Growth

Axis Focused 25 Fund-Regular Growth

Axis Dynamic Bond Fund-Regular Growth

Axis Fixed Income Opportunities Fund-Regular Growth

Axis Income Fund-Regular Growth

Axis Short Term Fund-Regular Growth

Axis Treasury Advantage Fund-Regular Growth

Axis Long Term Equity Fund-Regular

Axis Constant Maturity 10 year fund-regular growth

Axis Gold ETF-Regular Growth

Axis Gold Fund -Regular Growth

Axis Triple Advantage Fund- Regular Growth

Axis Income Saver-Regular Growth

Axis Children's Gift Fund-Compulsory Lock-In-Regular Growth

Axis Children's Gift Fund- No Lock-In-Regular Growth

Axis Liquid Fund-Regular Growth

Features of Axis Mutual Fund schemes

Comprises of 50 schemes throughout an all rounded product categories.

Active investor base of over ₹ 20 lakhs

Existence in over 90 cities.

Professional Management of schemes

Long-term wealth creation

Outside-in customer viewpoint

Long term relationship.

Disclaimer: Mutual Fund Investments are subject to market risks, read all scheme related documents carefully before investing.