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

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24.110 (0.125%)

NAV on March 28, 2025

Category Allocation:
Equity Savings

Investment StyleBox

Large Growth

Interest rate sensitivity
Credit quality

Extensive Sensitivity
High Quality

Total Assets 930 cr

Turnover Ratio 575.00%

Expense Ratio 1.01%

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 12 months) Hardik Shah (Since about 2 years) Mayank Hyanki (Since 11 months) Krishnaa N (Since 4 months)

ISIN INF846K01VJ3

Fund Family Axis

P/E Ratio 20.80

P/B Ratio 2.83

Launch Date August 14, 2015

Benchmark NIFTY Equity Savings TR INR

Avg. Maturity 17.15 years

Yield To Maturity (%) 7.40%

Financial 33.6%

Industrial 8.5%

Technology 10.25%

Basic Materials 7.46%

Consumer Cyclical 7.01%

Utilities Services 2.17%

Healthcare Services 7.20%

Energy Services 14.02%

Communication Services 3.83%

Consumer Defensive 4.89%

Real Estate 1.07%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Edelweiss Equity Savings Fund Direct Growth	26.589	10.63%	569 cr	0.60%	Below Average
Mirae Asset Equity Savings Fund Direct Growth	20.581	10.12%	1,313 cr	0.35%	Above Average
HSBC Equity Savings Direct Plan Growth Plan	34.500	10.00%	619 cr	0.61%	High
Kotak Equity Savings Fund Direct Growth	27.267	7.33%	7,897 cr	0.65%	Average
Mahindra Manulife Equity Savings Fund Direct Growth	22.850	7.16%	544 cr	0.75%	Above Average
HDFC Equity Savings Fund -Direct Plan - Growth Option	70.686	6.96%	5,460 cr	0.88%	Average

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
DSP Equity Savings Fund Direct Plan Growth	23.722	11.79%	2,417 cr	0.42%	Below Average
Invesco India Equity Savings Fund Direct Growth	17.939	10.82%	393 cr	0.71%	Above Average
Mirae Asset Equity Savings Fund Direct Growth	20.581	10.12%	1,313 cr	0.35%	Above Average
HSBC Equity Savings Direct Plan Growth Plan	34.500	10.00%	619 cr	0.61%	High
Tata Equity Savings Direct Plan Growth	60.134	9.56%	250 cr	0.5%	Below Average
ICICI Prudential Equity Savings Fund Direct Growth	23.390	8.24%	12,610 cr	0.5%	Low
Franklin India Equity Savings Fund Direct Growth	17.356	8.06%	644 cr	0.38%	Below Average