NFO: Axis Multi Cap Fund

By Morningstar |  16-11-21 | 

Axis Mutual Fund has launched Axis Multicap Fund which opens for subscription on November 26, 2021, and closes on December 10, 2021.

The fund will invest 25% of its net assets each in large, mid, and small cap stocks with minimum equal exposure across each category. The scheme will be managed by Anupam Tiwari & Sachin Jain.

While large caps provide cushion during tough market conditions, mid and small caps help drive alpha. It is suitable for investors looking for a stable, conscious allocation across market capitalizations.

Axis Multicap Fund will leverage the bottom-up stock selection process, focusing on the appreciation potential of individual stocks from a fundamental perspective. The allocation will be managed actively with an emphasis on identifying the best ideas within each market cap bucket.

Since different market caps work in different phases, the multi-cap category aims to:

  • Capture the larger organized markets and capable companies which have the potential to become leaders
  • Manage risk and aim for stable returns
  • Allow capturing potential companies and stipulating balanced allocation in all 3 market cap
  • Endeavour to capture best ideas regardless of size and life cycle of the company
The fund will aspire to capture potential opportunities throughout the lifecycle of the company’s progression from a small-cap all the way to a large-cap.
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