Home>Mutual Funds>Axis Mutual Fund>Axis Equity Saver Fund Regular Growth
shareSHARE

Axis Equity Saver Fund Regular Growth+0.73%

10.93%
1 Year Return
Hybrid
Equity Savings
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Axis Equity Saver Fund Regular Growth

RiskHigh
Min SIP Amount₹1000
Expense Ratio2.39%
NAV₹15.11 (19 Jan 2021)
Fund Started14 Aug 2015
Fund Size702 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
10.9%
8.3%
9.2%
7.8%
Category Average
9.7%
5.8%
8.1%
-
Rank Within Category
10
1
4
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 10.9% returns per annum

Comparison

Data not available
Pros
1. Risk is lower compared to the benchmark
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
Cons
1. Risk-adjusted returns are lower compared to the category
2. Higher expense ratio
3. 1Y Returns are lower than the benchmark
4. 3Y Returns are lower than the benchmark
5. Risk-adjusted returns are lower compared to the category
6. Higher expense ratio - 2.33%
7. 1Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Reliance Industries Ltd.EnergyEquity8.2%
Housing Development Finance Corpn. Ltd.FinancialEquity6.6%
ICICI Bank Ltd.FinancialEquity6.3%
HDFC Bank Ltd.FinancialEquity4.4%
Bharti Airtel Ltd.CommunicationEquity4.3%
Mahindra & Mahindra Ltd.AutomobileEquity4.0%
Kotak Mahindra Bank Ltd.FinancialEquity3.8%
Axis Bank Ltd.FinancialFixed Deposits3.5%
Bajaj Finance Ltd.FinancialEquity3.3%
Infosys Ltd.TechnologyEquity2.8%
See All

Fund Managers

R Sivakumar
keyboard_arrow_down
Anupam Tiwari
keyboard_arrow_down

Axis Equity Saver Fund Regular Growth Details

Axis Equity Saver Fund Regular Growth is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 14 Aug 2015. R Sivakumar, Anupam Tiwari is the Current Fund Manager of Axis Equity Saver Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹702 Cr and the Latest NAV as of 19 Jan 2021 is ₹15.11.

The Axis Equity Saver Fund Regular Growth is rated High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months

Investment Objective

The scheme seeks 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.

Tax Implications

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.

Scheme Information Document(SID)

₹5000
Min for First Investment
₹100
Min for Second Investment
For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months
Exit Load

Compare Funds

Axis Equity Saver Fund Regular Growth
VS
search

About Axis Mutual Fund

Address
Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
Phone
022-43255161
Launch Date
04 Sep 2009
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Similar Funds