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

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24.530 (-0.122%)

NAV on April 24, 2025

Category Allocation:
Equity Savings

Investment StyleBox

Large Growth

Interest rate sensitivity
Credit quality

Extensive Sensitivity
High Quality

Total Assets 940 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 about 2 years) Mayank Hyanki (Since 12 months) Krishnaa N (Since 4 months)

ISIN INF846K01VJ3

Fund Family Axis

P/E Ratio 20.85

P/B Ratio 2.82

Launch Date August 14, 2015

Benchmark NIFTY Equity Savings TR INR

Avg. Maturity 16.62 years

Yield To Maturity (%) 7.25%

Financial 34.45%

Industrial 7.93%

Technology 9.58%

Basic Materials 7.71%

Consumer Cyclical 6.2%

Utilities Services 2.46%

Healthcare Services 7.31%

Energy Services 14.84%

Communication Services 4.11%

Consumer Defensive 4.30%

Real Estate 1.11%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Edelweiss Equity Savings Fund Direct Growth	27.001	11.41%	577 cr	0.60%	Below Average
Mirae Asset Equity Savings Fund Direct Growth	21.003	10.97%	1,360 cr	0.37%	Above Average
Kotak Equity Savings Fund Direct Growth	27.944	9.22%	8,043 cr	0.65%	Average
HDFC Equity Savings Fund -Direct Plan - Growth Option	71.941	7.86%	5,460 cr	0.88%	Average
HSBC Equity Savings Direct Plan Growth Plan	35.152	7.78%	624 cr	0.61%	High
Mahindra Manulife Equity Savings Fund Direct Growth	23.219	7.73%	557 cr	0.74%	Average