Axis Equity Saver Fund Regular Dividend Monthly0.00%

4Groww
10.12%
1 Year Return
Hybrid
Equity Savings
4.0 star
6M
1Y
3Y
All

Fund Details

Axis Equity Saver Fund Regular Dividend Monthly

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.37%
NAV10.76 (21 Nov 2019)
Fund Started14 Aug 2015
Fund Size805 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Axis Equity Saver Fund Regular Dividend Monthly
10.1%
9.3%
NA
7.1%
Category Average
3.0%
5.6%
NA
-
Rank within category
2
1
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    0
    with 10.1% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Housing Development Finance Corpn. Ltd.FinancialEquity7.5%
    Mahindra & Mahindra Financial Services Ltd.FinancialEquity5.5%
    HDFC Bank Ltd.FinancialEquity5.5%
    Reliance Industries Ltd.EnergyEquity5.4%
    ICICI Bank Ltd.FinancialEquity3.5%
    Asian Paints Ltd.ChemicalsEquity3.1%
    Hindustan Unilever Ltd.FMCGEquity3.1%
    ITC Ltd.FMCGEquity2.9%
    Kotak Mahindra Bank Ltd.FinancialEquity2.7%
    Power Finance Corpn. Ltd.FinancialNCD2.5%
    See All

    Fund Managers

    addR Sivakumar
    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.
    Funds Managed

    Other Details

    Axis Equity Saver Fund Regular Dividend Monthly is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was introduced to investors on 14 Aug 2015. R Sivakumar, Anupam Tiwari is the Current Fund Manager of Axis Equity Saver Fund Regular Dividend Monthly.The fund currently has an Asset Under Management(AUM) of ₹805 Cr and the Latest NAV as of 21 Nov 2019 is ₹10.76.

    The Axis Equity Saver Fund Regular Dividend Monthly is rated Moderately High risk. Minimum SIP Investment is 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 investment objective of the scheme is 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. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

    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
    03 Sep 2009
    Axis Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹1,000
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    ONE TIME
    MONTHLY SIP
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