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Axis Equity Saver Fund Regular Growth

Hybrid
Equity Savings
Moderately High Risk
24.01%
1Y return
+0.68% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 03 Aug 2021₹16.32
Min. SIP Amount₹1,000
Rating3star
Fund Size₹785.30 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Hybrid Equity Savings
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns24.0%9.1%9.2%8.5%
Category average20.4%8.3%8.2%NA
Rank with in category1064NA
Understand termsinfo

Holdings (63)

NameSectorInstrumentAssets
Reliance Industries Ltd.EnergyEquity6.8%
ICICI Bank Ltd.FinancialEquity6.7%
Housing Development Finance Corpn. Ltd.FinancialEquity6.4%
Infosys Ltd.TechnologyEquity4.3%
HDFC Bank Ltd.FinancialEquity4.1%
Tata Consultancy Services Ltd.TechnologyEquity3.2%
Axis Bank Ltd.FinancialFixed Deposits3.1%
Mahindra & Mahindra Ltd.AutomobileEquity2.6%
Bharti Airtel Ltd.CommunicationEquity2.5%
Hindustan Unilever Ltd.FMCGEquity2.0%
See All

Pros and cons

Category: Hybrid Equity Savings

Pros

  • 3Y Returns are higher than the category average returns
  • 5Y Returns are higher than the category average returns
  • 1Y Returns are higher than the category average returns

Cons

  • Higher expense ratio - 2.49%

Expense ratio, exit load and tax

Expense ratio: 2.49%

Inclusive of GST

Exit load

For units in excess of 10% of the investment, 1% will be charged for redemption within 12 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 termsinfo

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
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Anupam Tiwari
Oct 2016 - Present
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Fund house & investment objective

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Fund house contact details

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