Axis Equity Savings Fund Direct IDCW Monthly

Hybrid
Equity Savings
Moderately High Risk
Payout
9.72%
3Y annualised
+0.62% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 08 Oct 2024₹14.24
Min. SIP amount₹100
Rating2
Fund size₹1,012.50Cr

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 returns19.3%9.7%12.1%10.2%
Category average15.5%8.8%10.4%NA
Rank with in category5129NA
Understand terms

Holdings (169)

NameSectorInstrumentAssets
FinancialEquity8.71%
EnergyEquity7.45%
SovereignGOI Sec6.60%
Nifty Bank
FinancialID4.33%
ConstructionEquity3.39%
TechnologyEquity3.11%
Consumer StaplesEquity2.47%
FinancialDebenture2.46%
FinancialEquity2.40%
TechnologyEquity2.24%
See All

Pros and cons

Category: Hybrid Equity Savings

Pros

Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

Cons

Higher expense ratio: 1.01%
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 1.01%

Inclusive of GST

Exit load

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

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund house & investment objective

Fund house contact details

Address
23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NA
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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