Axis multicap fund regular growth

  1. Axis Multicap Fund
  2. Sundaram Select Small Cap Series III Direct Growth
  3. MC Financial Services
  4. JUNE 2023 PMS Performance Newsletter


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Axis Multicap Fund

Investment Objective The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments across market capitalization. • Category Equity : Multi Cap • Benchmark Nifty 500 Multicap 50:25:25 Total Return Index • Asset Under Management ₹4,335.12 Cr • Expense Ratio 1.86% • Fund Manager Shreyash Devalkar

Sundaram Select Small Cap Series III Direct Growth

Sundaram Select Small Cap Series III Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. S Krishnakumar is the Current Fund Manager of Sundaram Select Small Cap Series III Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹46,051 Cr and the Latest NAV as of 31 Mar 2020 is ₹16.13. The Sundaram Select Small Cap Series III Direct Growth is rated Moderately High risk. ;

MC Financial Services

Return (%) Scheme Name AUM (crore) Expense Ratio 1 Yr 3 Yrs 5 Yrs 10 Yrs 510.54 2.45 0.0 0.0 0.0 0.0 16,189.62 1.75 34.89 38.37 15.31 16.39 6,626.76 1.78 33.31 0.0 0.0 0.0 4,455.57 1.82 28.99 0.0 0.0 0.0 7,555.17 1.85 26.51 28.76 12.68 15.89 1,320.49 2.13 26.48 0.0 0.0 0.0 4,335.12 1.85 25.23 0.0 0.0 0.0 564.46 2.33 24.69 17.95 0.0 0.0 1,740.29 2.14 24.53 30.2 13.63 14.6 2,545.79 1.98 23.67 26.5 11.14 17.56 Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

JUNE 2023 PMS Performance Newsletter

May 2023 proved to be an exceptional month for Indian equities, defying the common adage of “sell in May and go away.” While global markets experienced volatility, Indian stocks recorded significant gains. Foreign institutional investors (FIIs) played a pivotal role in driving market optimism, making substantial net purchases. Read our take on why Indian markets bucked the global trend & emerged strong in May 2023 and also check out the Monthly Peer Group PMS report with performance data as of 31.05.2023. Our endeavors are to determine the Quality, Risk, and Consistency attributes (QRC). We present all data and analytics with an endeavor and the aim of informed investment decisions. If you are looking to invest and are not able to decide between PMS and Mutual Funds, or between PMS and Alternative investment funds, High-Performance Investing PMS AIF World is a New Age Investment Services Company, providing analytics-backed good quality investing service experience with an endeavor and promise for wealth creation and prosperity. Over 4+ years, we have been managing 350+ UHNI & NRI families, across 600 Cr+ assets. We are very selective in our approach, and analyze products across 5 Ps – People, Philosophy, Performance, Portfolio, and Price with an endeavor to ascertain the Quality, Risk, and Consistency (QRC) attributes before suggesting the same to investors. We offer responsible, long term investment service. Invest with us in the best quality products and make informed in...