CASPeR Ranking #136
Axis Equity Savings Fund Regular Plan Growth
NAV (Wed Jan 29 2025)
₹21
Returns (Since Inception)
8.26%
Category Average
8.47%
Rating
3
Allocation and Holdings
Asset class
Weightage
Financial Services
9.60%
Unknown
36.83%
Energy
7.67%
Technology
3.42%
Get your personalized mutual fund portfolio in 2 minutes.
4.5Overall rating
Scheme Information
Fund name
Axis Equity Savings Fund Regular Plan Growth
Minimum SIP
1000
Risk Level
Moderately High risk
AUM
₹994.42 Cr
ISIN
INF846K01VO3
Inception Date
Aug 14 2015
Standard Deviation
5.741
Beta
-
Sharpe Ratio
0.358
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
₹994.42 Cr
Website
www.axismf.com
Popular Allocation funds
View all Funds
UTI Credit Risk Fund (Segregated - 06032020) - Regular Plan - Growth Option
₹7.00 K
%
UTI Credit Risk Fund (Segregated - 06032020) - Direct Plan - Growth Option
₹7.00 K
%
UTI Medium Term Fund (Segregated - 06032020) - Regular Plan - Growth Option
₹0.66 Cr
%
UTI Medium Term Fund (Segregated - 06032020) - Direct Plan - Growth Option
₹0.66 Cr
%
Bandhan BSE Sensex ETF
₹1.18 Cr
10.82%
Expert designed mutual fund portfolios
Mutual Funds are a smart way to grow your money. They can help you achieve your financial goals as they have the potential to generate higher-than-inflation returns.
subscribe to The Sunday Investor & impress
your coworkers with your finance insights
no promotions • no spam • only finance
