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

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24.140 (-0.699%)

NAV on December 20, 2024

Category Allocation:
Equity Savings

Investment StyleBox

Large Growth

Interest rate sensitivity
Credit quality

Extensive Sensitivity
High Quality

Total Assets 1,020 cr

Turnover Ratio 575.00%

Expense Ratio 0.98%

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 9 months) Hardik Shah (Since almost 2 years) Mayank Hyanki (Since 7 months) Krishnaa N (Since 6 days)

ISIN INF846K01VJ3

Fund Family Axis

P/E Ratio 23.64

P/B Ratio 3.00

Launch Date August 14, 2015

Benchmark NIFTY Equity Savings TR INR

Avg. Maturity 18.17 years

Yield To Maturity (%) 7.32%

Financial 30.02%

Industrial 7.77%

Technology 10.4%

Basic Materials 8.84%

Consumer Cyclical 8.78%

Utilities Services 2.57%

Healthcare Services 6.88%

Energy Services 13.57%

Communication Services 3.62%

Consumer Defensive 6.38%

Real Estate 1.16%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
HSBC Equity Savings Direct Plan Growth Plan	37.437	25.76%	583 cr	0.61%	Above Average
Kotak Equity Savings Fund Direct Growth	27.617	14.70%	7,804 cr	0.63%	Average
Mirae Asset Equity Savings Fund Direct Growth	20.456	13.61%	1,374 cr	0.32%	Above Average
HDFC Equity Savings Fund -Direct Plan - Growth Option	70.592	12.55%	5,516 cr	0.91%	Average
Mahindra Manulife Equity Savings Fund Direct Growth	22.861	11.76%	580 cr	0.69%	High