Axis Equity Saver Fund Regular Growth

Hybrid
Equity Savings
Moderately High Risk
8.11%
3Y annualised
+0.79% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Sep 2022₹16.67
Min. SIP amountNot Supported
Rating4
Fund size₹1,216.40Cr

Return calculator

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

Returns and rankings

Category: Hybrid Equity Savings
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-1.3%8.1%7.8%7.4%
Category average0.9%8.0%6.5%NA
Rank with in category19123NA
Understand terms

Holdings (72)

NameSectorInstrumentAssets
HDFC Bank Ltd.FinancialEquity8.8%
ICICI Bank Ltd.FinancialEquity7.3%
Reliance Industries Ltd.EnergyEquity6.6%
Infosys Ltd.TechnologyEquity3.0%
GOI
SovereignGOI FRB2.9%
Kotak Mahindra Bank Ltd.FinancialEquity2.8%
Hindustan Unilever Ltd.Consumer StaplesEquity2.8%
GOI
SovereignGOI Sec2.7%
Indusind Bank Ltd.FinancialEquity2.6%
Bajaj Finance Ltd.FinancialEquity2.5%
See All

Expense ratio, exit load and tax

Expense ratio: 2.22%

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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

R Sivakumar
Jul 2015 - Present
View details

Education
Mr. Sivakumar is a B.Tech from IIT Madras and MBA from IIM Ahmedabad.
Experience
Prior to joining Axis AMC he has worked with BNP Paribas Mutual Fund, Sundaram Mutual Fund (2001-2004), HDFC Mutual Fund and ITC Threadneedle.
Also manages these schemes

Anupam Tiwari
Oct 2016 - Present
View details

Education
Mr. Tiwari is a Chartered Accountant.
Experience
Prior to joining Axis Mutual Fund he was associated with Principal Mutual Fund (July 25, 2011-Sep 21, 2016), Reliance Life Insurance Ltd. (Sep 22, 2010-Jul 15, 2011) and Reliance MF (Mar 21, 2005-Sep 21, 2010).
Also manages these schemes

Kaustubh Sule
Nov 2021 - Present
View details

Education
Mr. Sule is a B.E. (Computer Engineering) & MBA (Finance)
Experience
Prior to joining Axis Asset Management Company Ltd., he has worked with HDFC Standard Life Insurance Company Ltd., Reliance Life Insurance Company Ltd., Union Bank of India, Hexaware Technologies Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
"Axis House" - 1st Floor,C-2 - Wadia International Centre,Pandurang Budhkar Marg , Worli, Mumbai 400025
Phone
022-24255161
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,

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