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

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24.750 (0.406%)

NAV on May 15, 2025

Category Allocation:
Equity Savings

Investment StyleBox

Large Growth

Interest rate sensitivity
Credit quality

Extensive Sensitivity
High Quality

Total Assets 942 cr

Turnover Ratio 575.00%

Expense Ratio 1.00%

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

Returns

Min Investment 500

Buy Now Start SIP

Fund Manager Devang Shah (Since about 1 year) Hardik Shah (Since over 2 years) Mayank Hyanki (Since about 1 year) Krishnaa N (Since 5 months)

ISIN INF846K01VJ3

Fund Family Axis

P/E Ratio 23.00

P/B Ratio 3.08

Launch Date August 14, 2015

Benchmark NIFTY Equity Savings TR INR

Avg. Maturity 16.62 years

Yield To Maturity (%) 7.25%

Financial 33.96%

Industrial 6.98%

Technology 8.73%

Basic Materials 7.25%

Consumer Cyclical 5.77%

Utilities Services 2.43%

Healthcare Services 9.26%

Energy Services 15.78%

Communication Services 4.32%

Consumer Defensive 4.77%

Real Estate 0.76%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Mirae Asset Equity Savings Fund Direct Growth	21.321	12.29%	1,402 cr	0.37%	Above Average
Edelweiss Equity Savings Fund Direct Growth	27.235	11.53%	598 cr	0.60%	Average
Kotak Equity Savings Fund Direct Growth	28.180	9.47%	8,190 cr	0.66%	Average
HSBC Equity Savings Direct Plan Growth Plan	35.840	9.37%	649 cr	0.61%	High
HDFC Equity Savings Fund -Direct Plan - Growth Option	72.907	9.14%	5,460 cr	0.88%	Average
Mahindra Manulife Equity Savings Fund Direct Growth	23.557	8.81%	563 cr	0.72%	Average