Axis Equity Saver Fund Regular Plan Growth | Pros & Cons NAV(16.05)

Axis Equity Saver Fund Regular Plan Growth

Hybrid: Equity Savings

Fund Information

Objective

The investment objective of the scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments.

Moderately High Risk

Nifty 50

Benchmark

2015-08-14

Launched On

Type

1000

Min SIP

5000

Min Investment

1053

AUM in Crores

2.22

Expense Ratio

1.00

Exit Load

Axis Asset Management Company Ltd.

Fund House

R Sivakumar, Anupam Tiwari

Fund Managers

Axis Equity Saver Fund Regular Plan Pros & Cons

Pros

    Cons

    • Axis Equity Saver Fund Regular Plan Growth has under performed index in 2015-2018, 2016-2019, 2017-2020 years
    • Higher Expense Ratio
    • Axis Equity Saver Fund Regular Plan Growth is ranking 9th in last 5 years

    Average Returns

    Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
    Axis Equity Saver Fund Regular Plan Growth 
    8.6810.419.35
    Nifty 50
    15.718.9415.6911.3813.3111.27

    Axis Equity Saver Fund Regular Plan Rolling Returns

    Fund Name3 Year (%)5 Year (%)
    AverageMaxMinAverageMaxMin
    Axis Equity Saver Fund Regular Plan Growth 
    11.7322.32-4.714.4418.197.88
    Nifty 50
    1561.7-15.2215.5147.66-1.03

    Risk Parameters

    Fund NameMeanStdSharpeBetaAlpha
    Axis Equity Saver Fund Regular Plan Growth 
    36.916.275.1320.2715.77
    Nifty 50
    65.5217.813.413--
    Risk Parameters are calculated for the last 3 years data.

    Calender Year Returns

    Performance

    Best PerformanceWorst Performance
    PeriodReturnsPeriodReturns
    Week2020-04-03 - 2020-04-10
    5.16
    2020-03-16 - 2020-03-23
    -8.77
    Month2020-03-23 - 2020-04-23
    9.35
    2020-02-24 - 2020-03-24
    -15.9
    Quarter2020-03-23 - 2020-07-23
    17.37
    2019-12-04 - 2020-04-04
    -13.54
    Year2020-03-23 - 2021-03-23
    34.57
    2019-04-05 - 2020-04-05
    -9.29

    Portfolio

    Stock NameSector% of Total Holdings
    Reliance Industries Ltd.Energy7.77
    ICICI Bank Ltd.Financials7.26
    Housing Development Finance Corporation Ltd.Financials6.78
    HDFC Bank Ltd.Financials4.24
    Infosys Ltd.Technology3.89
    Tata Consultancy Services Ltd.Technology3.14
    Bajaj Finance Ltd.Financials2.74
    Bharti Airtel Ltd.Media and Communications2.67
    Mahindra & Mahindra Ltd.Automobile and Ancillaries2.52
    Kotak Mahindra Bank Ltd.Financials2.24
    Hindustan Unilever Ltd.FMCG1.96
    Ultratech Cement Ltd.Construction1.75
    Maruti Suzuki India Ltd.Automobile and Ancillaries1.68
    State Bank Of IndiaFinancials1.63
    Asian Paints Ltd.Chemicals1.53
    Avenue Supermarts Ltd.Retail and Other Services1.49
    Nestle India Ltd.FMCG1.39
    Motherson Sumi Systems Ltd.Automobile and Ancillaries1.22
    Tata Steel Ltd.Metals1.2
    Divi's Laboratories Ltd.Healthcare1.17
    Adani Ports and Special Economic Zone Ltd.Infrastructure1.04
    Cholamandalam Investment & Finance Company Ltd.Financials1.02
    Sundaram Finance Ltd.Financials0.82
    Grasim Industries Ltd.Diversified0.79
    Shree Cement Ltd.Construction0.65
    Larsen & Toubro Ltd.Infrastructure0.65
    Ambuja Cements Ltd.Construction0.64
    United Spirits Ltd.FMCG0.61
    Persistent Systems Ltd.Technology0.56
    Godrej Consumer Products Ltd.FMCG0.47
    Pidilite Industries Ltd.Chemicals0.43
    Titan Company Ltd.Retail and Other Services0.43
    Coforge Ltd.Technology0.41
    SBI Life Insurance Company Ltd.Financials0.4
    UPL Ltd.Chemicals0.31
    Lupin Ltd.Healthcare0.31
    Gland Pharma Ltd.Healthcare0.31
    Reliance Industries Ltd - Partly Paid up Equity Shares (Rights Entitlements (REs)Energy0.29
    Container Corporation Of India Ltd.Logistics0.28
    Mindtree Ltd.Technology0.21
    Tata Chemicals Ltd.Chemicals0.07
    Sun Pharmaceutical Industries Ltd.Healthcare0.05
    Bharat Heavy Electricals Ltd.Capital Goods0.02
    Dr. Reddys Laboratories Ltd.Healthcare0.02
    IndusInd Bank Ltd.Financials0.01

    AUM Yearly

    YearScheme Total AumCategory Total Aum
    2021728.540.00
    2020702.440.00
    2019812.1114806.00

    Axis Equity Saver Fund Regular Plan Details

    Axis Equity Saver Fund Regular Plan Growth is a mutual fund scheme launched by Axis Asset Management Company Ltd..This fund has been launched on 2015-08-14. Axis Equity Saver Fund Regular Plan Growth currently has 1053 crores of assets under management (AUM) and has an expense ratio of 2.22 which is higher than what most other Large Cap funds charge.


    Axis Equity Saver Fund Regular Plan Growth has given returns of 8.68% in the last 1 year and 10.41% in the last 3 years. And since launch the fund has given 7.52% returns.


    This fund invests in companies which are fundamentally strong and having growth potential.


    Min sip to invest in this fund is Rs.1000 and lumpsum investment is Rs.5000.

    The top holdings of the fund are Reliance Industries Ltd. , ICICI Bank Ltd. , Housing Development Finance Corporation Ltd. , HDFC Bank Ltd. , Infosys Ltd.

    Frquently Asked Questions

    1. What is the NAV of Axis Equity Saver Fund Regular Plan ?

    The current Net Asset Value (NAV) of the Axis Equity Saver Fund Regular Plan is 16.05

    2. Axis Equity Saver Fund Regular Plan Rolling Returns

    The 3 year rolling returns of the Axis Equity Saver Fund Regular Plan :

    • Mean : 11.73%
    • Max : 22.32%
    • Min : -4.7%

    3. How do I invest in Axis Equity Saver Fund Regular Plan ?

    1. Click here Invest Now
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    Axis Equity Saver Fund Regular Plan Growth



    Investment Duration 3 years

    Disclaimer

    Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.