Axis Equity Saver Fund - Regular Plan - Growth

Fund House: Axis Mutual Fund
Category: Hybrid: Equity Savings
Launch Date: 01-08-2015
Asset Class: Mixed Asset
Benchmark: NIFTY Equity Savings TRI
TER: 2.29% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 907.89 Cr As on (30-04-2024)
Turn over: - | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 1 months.

20.22

8.36%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
8 Years 7 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 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.

Current Asset Allocation (%)

Indicators

Standard Deviation 5.82
Sharpe Ratio 0.75
Alpha 0.25
Beta 0.97
Yield to Maturity 7.37
Average Maturity 13.09

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Axis Equity Saver Fund - Regular Plan - Growth 01-08-2015 17.22 12.17 9.74 9.54 -
HSBC Equity Savings Fund - Regular Growth 01-01-2013 22.62 15.69 12.99 11.39 9.53
Invesco India Equity Savings Fund - Regular Plan - Growth 15-02-2019 20.21 12.92 9.44 8.83 -
Kotak Equity Savings Fund - Regular - Growth 11-10-2014 19.15 14.09 12.32 11.07 -
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option 05-01-2013 19.12 13.83 11.23 10.19 8.61
SBI Equity Savings Fund - Regular Plan - Growth 01-05-2015 18.98 13.21 10.73 11.01 -
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth 05-02-2017 18.8 11.95 10.58 11.36 -
HDFC Equity Savings Fund - GROWTH PLAN 05-09-2004 17.33 13.2 11.51 10.75 9.67
UTI Equity Savings Fund - Regular Plan - Growth Option 30-08-2018 17.14 13.95 11.36 10.76 -
Mirae Asset Equity Savings Fund- Regular Plan- Growth 15-12-2018 16.6 12.81 10.54 11.9 -

Scheme Characteristics

Minimum investment in equity & equity related instruments - 65% of total assets and minimum investment in debt - 10% of total assets. Minimum hedged & unhedged to be stated in the SID. Asset Allocation under defensive considerations may also be stated in the Offer Document.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

5.44%

Others

30.72%

Large Cap

52.42%

Mid Cap

8.77%

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