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Home>Mutual Funds>Axis Mutual Fund>Axis Equity Saver Fund Direct IDCW

Axis Equity Saver Fund Direct IDCW

Hybrid
Equity Savings
Moderately High Risk
Payout
12.01%
3Y annualised
+0.11% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Jan 2022₹14.12
Min. SIP amount₹1,000
Rating4
Fund size₹1,160.70Cr

Returns and rankings

Category: Hybrid Equity Savings
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns14.2%12.0%10.7%9.6%
Category average20.4%8.3%8.2%NA
Rank with in category962NA
Understand terms

Holdings (80)

NameSectorInstrumentAssets
FinancialEquity7.2%
EnergyEquity6.8%
TechnologyEquity5.3%
FinancialEquity5.0%
FinancialEquity3.4%
GOI
SovereignGOI FRB3.0%
ServicesEquity2.3%
FinancialEquity2.3%
Axis Bank Ltd.
FinancialFixed Deposits2.1%
TechnologyEquity1.9%
See All

Pros and cons

Category: Hybrid Equity Savings

Pros

3Y and 5Y annualised returns higher than category average
Lower expense ratio: 0.88%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

Cons

1Y annualised returns lower than category average by 6.47%

Expense ratio, exit load and tax

Expense ratio: 0.88%

Inclusive of GST

Exit load

For units in excess of 10% of the investment,1% will be charged for redemption within 1 months.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹100
Min. for SIP₹1,000

Fund management

R Sivakumar
Jul 2015 - Present
View details
Anupam Tiwari
Oct 2016 - Present
View details
Kaustubh Sule
Nov 2021 - Present
View details

Fund house & investment objective

Fund house contact details

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