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Axis Equity Saver Fund Regular Growth+0.13%

24.75%
1 Year Return
Hybrid
Equity Savings
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Axis Equity Saver Fund Regular Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.41%
NAV₹15.17 (16 Apr 2021)
Fund Started14 Aug 2015
Fund Size725 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
24.8%
8.1%
8.7%
7.8%
Category Average
23.9%
6.5%
7.8%
-
Rank Within Category
9
2
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 24.8% returns per annum

Comparison

Data not available
Pros
1. 3Y Returns are higher than the category average returns
2. 5Y Returns are higher than the category average returns
Cons
1. Higher expense ratio - 2.41%

Top Holdings

NameSectorInstrument% Assets
Bajaj Finance Ltd.FinancialEquity3.1%
Asian Paints Ltd.ChemicalsEquity1.4%
Bank Of BarodaFinancialFutures0.3%

Fund Managers

R Sivakumar
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Anupam Tiwari
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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 ₹725 Cr and the Latest NAV as of 16 Apr 2021 is ₹15.17.

The Axis Equity Saver Fund Regular Growth is rated Moderately 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

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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,
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