Item: Axis Equity Saver Fund Direct Plan Growth
Rating: 4
Author: Morningstar

Home › Mutual Funds › Axis Mutual Fund › Axis Equity Saver Fund Direct Plan Growth

18.270 (-0.164%)

NAV on March 23, 2023

Category Allocation:
Equity Savings

Investment StyleBox

Large Growth

Interest rate sensitivity
Credit quality

Limited Sensitivity
High Quality

Total Assets 979 cr

Turnover Ratio 386.70%

Expense Ratio 0.88%

Exit Load 1.00%if redeemed within
1 Months0.00%if redeemed after 1 Months

Returns

1M: -1.14%
1Y: 1.33%
3M: -1.08%
3Y: 15.14%
6M: -0.05%
5Y: 8.77%

Min Investment 500

Buy Now Start SIP

ADDITIONAL INFO

Fund Manager R Sivakumar (Since over 7 years) Anupam Tiwari (Since over 6 years) Hitesh Das (Since 2 months) Hardik Shah (Since about 2 months) Kaustubh Sule (Since over 1 year)

ISIN INF846K01VJ3

Fund Family Axis

P/E Ratio 22.46

P/B Ratio 3.16

Launch Date August 14, 2015

Benchmark NIFTY Equity Savings TR INR

Avg. Maturity 4.08 years

Yield To Maturity (%) 7.45%

SECTOR WEIGHTINGS (%)

Financial 49.69%

Industrial 3.27%

Technology 12.6%

Basic Materials 8.19%

Consumer Cyclical 5.88%

Utilities Services 0.0%

Healthcare Services 3.45%

Energy Services 10.64%

Communication Services 0.52%

Consumer Defensive 5.75%

Real Estate 0.00%

Top Rated
Top Performing

Top Equity Savings Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Kotak Equity Savings Fund Direct Growth	20.903	6.60%	2,098 cr	1.02%	Average
UTI Equity Savings Fund Direct Growth	14.409	6.16%	258 cr	0.70%	Below Average
HDFC Equity Savings Fund -Direct Plan - Growth Option	54.810	5.06%	2,524 cr	1.10%	Average
Edelweiss Equity Savings Fund Direct Growth	20.223	4.45%	259 cr	0.70%	Low
Mirae Asset Equity Savings Fund Direct Growth	15.567	3.70%	573 cr	0.44%	Above Average
Mahindra Manulife Equity Savings Fund Direct Growth	17.466	2.11%	418 cr	0.70%	High

Best Equity Savings Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Kotak Equity Savings Fund Direct Growth	20.903	6.60%	2,098 cr	1.02%	Average
ICICI Prudential Equity Savings Fund Direct Growth	19.250	6.35%	4,937 cr	0.54%	Average
UTI Equity Savings Fund Direct Growth	14.409	6.16%	258 cr	0.7%	Below Average
HDFC Equity Savings Fund -Direct Plan - Growth Option	54.810	5.06%	2,524 cr	1.1%	Average
PGIM India Equity Savings Fund Direct Plan Growth	45.640	4.32%	143 cr	0.42%	Below Average
Mirae Asset Equity Savings Fund Direct Growth	15.567	3.70%	573 cr	0.44%	Above Average
HSBC Equity Savings Direct Plan Growth Plan	25.601	2.86%	151 cr	0.62%	Above Average