CASPeR Ranking #130
Axis Equity Savings Fund Regular Plan Growth
NAV (Fri Dec 20 2024)
₹21
Returns (Since Inception)
8.84%
Category Average
9.64%
Rating
3
Allocation and Holdings
Asset class
Weightage
Financial Services
9.53%
Unknown
33.74%
Energy
7.99%
Industrials
3.40%
Technology
2.91%
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4.5Overall rating
Scheme Information
Fund name
Axis Equity Savings Fund Regular Plan Growth
Minimum SIP
1000
Risk Level
Moderately High risk
AUM
₹1020.35 Cr
ISIN
INF846K01VO3
Inception Date
Aug 14 2015
Standard Deviation
5.724
Beta
-
Sharpe Ratio
0.438
Benchmark
NIFTY Equity Savings TR INR
Expense Ratio
2.250%
Exit Load
If redeemed / switched out within 1 month from the date of allotment, For 10% of investments NIL For remaining investments 1% If redeemed / switched out after 1 month from the date of allotmentNIL
Risk
Moderately High risk
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.
Fund Managers
R Sivakumar
Anupam Tiwari
Kaustubh Sule
About the AMC
Axis Asset Management Company Limited
Phone Number
+91 22 43255161Email Address
customerservice@axismf.comCorporate Office Address
Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,Overall AUM
₹1020.35 Cr
Website
www.axismf.com
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