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1_updated_Axis India Manufacturing Fund-NFO One pager.pdf

axis mutual fund one pager new fund offer Axis Manufacturing Fund

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Exposure to 11 sectors comprising of 66 industries
Source: NSE methodology of Nifty India Manufacturing Index. Data as on 30th September 2023. Sector(s) / Stock(s) / Issuer(s) mentioned above are for the purpose of disclosure of the
portfolio of the Scheme(s) and should not be construed as recommendation. The fund manager(s) may or may not choose to hold the stock mentioned, from time to time. Investors are
requestedtoconsulttheirfinancial,taxandotheradvisorsbeforetakinganyinvestmentdecision(s).
Manufacturing theme
# Source : https://www.rbi.org.in/Scripts/BS_SpeechesView.aspx?Id=1385
Automobiles &
Auto ancillary
Chemicals
Pharmaceuticals
Capital goods
and Engineering
Electrical &
electronics
Food &
beverages
Textiles
Consumer
durables
Building
materials
Defence &
aerospace
Industrials
Manufacturing
Opportunity For India Manufacturing
Manufacturing sector – 3-Pronged Opportunity
Data as on 30th September 2023. Source: Axis MF Research.
India’s
Manufacturing
Sector
FY23:
USD440bn
FY33E:
USD1,800bn
Demand
Aspirational
domestic demand +
export opportunities
Geo-politics
Multi-polar world
and India’s growing
geopolitical cloud
Supply
Optimizing supply capabilities
and healthy competition
among states to attract
manufacturing investments
`
What to Expect from Axis India Manufacturing Fund?
For detailed Investment strategy please refer SID/KIM of the Scheme available on the website. For determining list of the companies eligible under manufacturing theme the AMC will
consider the basic Industry list published by NSE Indices for NIFTY India Manufacturing.
Active
sectoral
allocation
Multicap
stock
selection
Aim to identify
potential winners in
the manufacturing
theme
Quality
focused
style
Focus on
under-represented
segments of
Indian listed market
Bottom-up
approach
Investment approach
The fund will aim to identify companies across 3 segments of the Indian economy
Investments
Manufacturers
investing in factory
equipment and R&D
to build production
capacity
Consumption
Industries with
rising demand
trajectory due to
domestic
consumption and
premiumization
narrative
Net Exports
Focus on companies
benefiting from
India’s integration
into the global
supply chain
Why a manufacturing theme portfolio can add value?
Focus on domestic economy with lower sectoral overlap
th
Data as on 30 September 2023. Source: NSE. Sector(s) / Stock(s) / Issuer(s) mentioned above are for the purpose of disclosure of the portfolio of the Scheme(s) and should not be
construed as recommendation. The fund manager(s) may or may not choose to hold the stock mentioned, from time to time. Investors are requested to consult their financial, tax and
other advisors before taking any investment decision(s).
Nifty India
Manufacturing Index
Nifty
500 Index
Nifty
50 Index
Automobile and Auto Components 27.02 6.21 6.05
Capital Goods 21.13 4.75 0
Healthcare 15.24 5.48 4.09
Metals & Mining 11.84 3.31 3.7
Chemicals 10.41 2.59 0.35
Oil, Gas & Consumable Fuels 7.26 8.57 11.35
Consumer Durables 5.18 3.67 3.24
Textiles 1.48 0.41 0
Fund Facts
For detailed Investment strategy please refer SID/KIM of the Scheme available on the website.
`
Category
Thematic
Benchmark
NIFTY India Manufacturing TRI
Fund Manager
Mr. Shreyash Devalkar
and Mr. Nitin Arora
Typical Investment Horizon
5+ years
Min. application amount
Lumpsum ` 500 and in multiples of
` 1 thereafter
NFO Period
st
1 December 2023 to
th
15 December 2023
Exit Load
Nil
• If redeemed / switched-out within 12
months from the date of allotment :
For 10% of investment: Nil
For remaining investment: 1%
• If redeemed/switched out after 12
months from the date of allotment: Nil
Min. application amount
(SIP-Systematic Investment Plan)
` 100 and in multiples of ` 1 thereafter
Ad

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1_updated_Axis India Manufacturing Fund-NFO One pager.pdf

  • 1. Exposure to 11 sectors comprising of 66 industries Source: NSE methodology of Nifty India Manufacturing Index. Data as on 30th September 2023. Sector(s) / Stock(s) / Issuer(s) mentioned above are for the purpose of disclosure of the portfolio of the Scheme(s) and should not be construed as recommendation. The fund manager(s) may or may not choose to hold the stock mentioned, from time to time. Investors are requestedtoconsulttheirfinancial,taxandotheradvisorsbeforetakinganyinvestmentdecision(s). Manufacturing theme # Source : https://www.rbi.org.in/Scripts/BS_SpeechesView.aspx?Id=1385 Automobiles & Auto ancillary Chemicals Pharmaceuticals Capital goods and Engineering Electrical & electronics Food & beverages Textiles Consumer durables Building materials Defence & aerospace Industrials Manufacturing
  • 2. Opportunity For India Manufacturing Manufacturing sector – 3-Pronged Opportunity Data as on 30th September 2023. Source: Axis MF Research. India’s Manufacturing Sector FY23: USD440bn FY33E: USD1,800bn Demand Aspirational domestic demand + export opportunities Geo-politics Multi-polar world and India’s growing geopolitical cloud Supply Optimizing supply capabilities and healthy competition among states to attract manufacturing investments ` What to Expect from Axis India Manufacturing Fund? For detailed Investment strategy please refer SID/KIM of the Scheme available on the website. For determining list of the companies eligible under manufacturing theme the AMC will consider the basic Industry list published by NSE Indices for NIFTY India Manufacturing. Active sectoral allocation Multicap stock selection Aim to identify potential winners in the manufacturing theme Quality focused style Focus on under-represented segments of Indian listed market Bottom-up approach Investment approach The fund will aim to identify companies across 3 segments of the Indian economy Investments Manufacturers investing in factory equipment and R&D to build production capacity Consumption Industries with rising demand trajectory due to domestic consumption and premiumization narrative Net Exports Focus on companies benefiting from India’s integration into the global supply chain
  • 3. Why a manufacturing theme portfolio can add value? Focus on domestic economy with lower sectoral overlap th Data as on 30 September 2023. Source: NSE. Sector(s) / Stock(s) / Issuer(s) mentioned above are for the purpose of disclosure of the portfolio of the Scheme(s) and should not be construed as recommendation. The fund manager(s) may or may not choose to hold the stock mentioned, from time to time. Investors are requested to consult their financial, tax and other advisors before taking any investment decision(s). Nifty India Manufacturing Index Nifty 500 Index Nifty 50 Index Automobile and Auto Components 27.02 6.21 6.05 Capital Goods 21.13 4.75 0 Healthcare 15.24 5.48 4.09 Metals & Mining 11.84 3.31 3.7 Chemicals 10.41 2.59 0.35 Oil, Gas & Consumable Fuels 7.26 8.57 11.35 Consumer Durables 5.18 3.67 3.24 Textiles 1.48 0.41 0 Fund Facts For detailed Investment strategy please refer SID/KIM of the Scheme available on the website. ` Category Thematic Benchmark NIFTY India Manufacturing TRI Fund Manager Mr. Shreyash Devalkar and Mr. Nitin Arora Typical Investment Horizon 5+ years Min. application amount Lumpsum ` 500 and in multiples of ` 1 thereafter NFO Period st 1 December 2023 to th 15 December 2023 Exit Load Nil • If redeemed / switched-out within 12 months from the date of allotment : For 10% of investment: Nil For remaining investment: 1% • If redeemed/switched out after 12 months from the date of allotment: Nil Min. application amount (SIP-Systematic Investment Plan) ` 100 and in multiples of ` 1 thereafter