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

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23.700 (-0.253%)

NAV on February 21, 2025

Category Allocation:
Equity Savings

Investment StyleBox

Large Growth

Interest rate sensitivity
Credit quality

Extensive Sensitivity
High Quality

Total Assets 968 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 11 months) Hardik Shah (Since about 2 years) Mayank Hyanki (Since 10 months) Krishnaa N (Since 2 months)

ISIN INF846K01VJ3

Fund Family Axis

P/E Ratio 22.05

P/B Ratio 3.04

Launch Date August 14, 2015

Benchmark NIFTY Equity Savings TR INR

Avg. Maturity 18.35 years

Yield To Maturity (%) 7.46%

Financial 31.02%

Industrial 9.75%

Technology 9.61%

Basic Materials 8.7%

Consumer Cyclical 7.7%

Utilities Services 2.19%

Healthcare Services 7.48%

Energy Services 13.39%

Communication Services 3.71%

Consumer Defensive 5.35%

Real Estate 1.09%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
HSBC Equity Savings Direct Plan Growth Plan	34.152	10.05%	646 cr	0.61%	High
Edelweiss Equity Savings Fund Direct Growth	26.171	9.54%	572 cr	0.60%	Below Average
Mirae Asset Equity Savings Fund Direct Growth	20.060	7.86%	1,371 cr	0.31%	Above Average
Kotak Equity Savings Fund Direct Growth	26.912	7.14%	8,177 cr	0.65%	Average
Mahindra Manulife Equity Savings Fund Direct Growth	22.484	6.07%	564 cr	0.73%	Above Average
HDFC Equity Savings Fund -Direct Plan - Growth Option	69.579	6.02%	5,584 cr	0.91%	Average

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
DSP Equity Savings Fund Direct Plan Growth	23.327	10.85%	2,417 cr	0.43%	Average
Invesco India Equity Savings Fund Direct Growth	17.632	10.17%	402 cr	0.71%	Above Average
HSBC Equity Savings Direct Plan Growth Plan	34.152	10.05%	646 cr	0.61%	High
Bandhan Equity Savings Fund Direct Plan Growth	33.433	7.92%	255 cr	0.19%	Below Average
ICICI Prudential Equity Savings Fund Direct Growth	23.140	7.88%	12,555 cr	0.5%	Low
UTI Equity Savings Fund Direct Growth	18.525	7.86%	650 cr	0.59%	Average
Kotak Equity Savings Fund Direct Growth	26.912	7.14%	8,177 cr	0.65%	Average