AXIS Equity Saver Fund – Direct Growth

Hybrid · Equity Savings
 · ★★
100
Min SIP
500
Min Lumpsum
0.98 %
Expense Ratio
★★
Rating
888
Fund Size (in Cr)
8 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 21 September 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 9.3% 12.3% 9.5% 9.1%
Category Average 12.9% 21.8% 13.8% -

Scheme Allocation

By Holding
By Sector
By Asset
7.92%
5.45%
2.31%
Others
75.31%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 7.92%
ICICI Bank Banks Equity 5.45%
Reliance Industr Refineries Equity 5.36%
IndusInd Bank Banks Equity 3.65%
Infosys IT - Software Equity 2.31%
TCS IT - Software Equity 2.24%
Tata Motors Automobile Equity 2.13%
Bajaj Finance Finance Equity 1.91%
M & M Automobile Equity 1.84%
Kotak Mah. Bank Banks Equity 1.76%
Larsen & Toubro Infrastructure Developers & Operators Equity 1.65%
Hind. Unilever FMCG Equity 1.62%
Tata Steel Steel Equity 1.51%
St Bk of India Banks Equity 1.4%
UltraTech Cem. Cement Equity 1.39%
Cholaman.Inv.&Fn Finance Equity 1.31%
Indus Towers Telecomm Equipment & Infra Services Equity 1.29%
Mrs Bectors FMCG Equity 0.97%
Manappuram Fin. Finance Equity 0.96%
DLF Realty Equity 0.91%
Zomato Ltd E-Commerce/App based Aggregator Equity 0.88%
Bharti Airtel Telecomm-Service Equity 0.87%
Sansera Enginee. Auto Ancillaries Equity 0.85%
Grasim Inds Textiles Equity 0.81%
Mankind Pharma Trading Equity 0.81%
Sona BLW Precis. Auto Ancillaries Equity 0.8%
Persistent Sys IT - Software Equity 0.78%
Ambuja Cements Cement Equity 0.76%
Titan Company Diamond, Gems and Jewellery Equity 0.71%
Tech Mahindra IT - Software Equity 0.7%
G N F C Chemicals Equity 0.69%
Polycab India Cables Equity 0.62%
Nestle India FMCG Equity 0.62%
Sun Pharma.Inds. Pharmaceuticals Equity 0.61%
Godrej Consumer FMCG Equity 0.6%
Birlasoft Ltd IT - Software Equity 0.57%
Netweb Technolog IT - Software Equity 0.57%
SBI Life Insuran Insurance Equity 0.57%
ICICI Pru Life Insurance Equity 0.55%
HDFC Life Insur. Insurance Equity 0.54%
Craftsman Auto Auto Ancillaries Equity 0.53%
Granules India Pharmaceuticals Equity 0.5%
Canara Bank Banks Equity 0.46%
Coforge IT - Software Equity 0.45%
Maruti Suzuki Automobile Equity 0.45%
UPL Agro Chemicals Equity 0.45%
Jio Financial Finance Equity 0.44%
PB Fintech. IT - Software Equity 0.42%
Marico FMCG Equity 0.41%
ACC Cement Equity 0.41%
B H E L Capital Goods - Electrical Equipment Equity 0.4%
Ideaforge Tech Engineering Equity 0.37%
Crompton Gr. Con Consumer Durables Equity 0.36%
CIE Automotive Castings, Forgings & Fastners Equity 0.31%
Aditya Bir. Fas. Retail Equity 0.3%
M & M Fin. Serv. Finance Equity 0.27%
Punjab Natl.Bank Banks Equity 0.26%
Zee Entertainmen Entertainment Equity 0.25%
United Spirits Alcoholic Beverages Equity 0.24%
Pidilite Inds. Chemicals Equity 0.23%
Minda Corp Auto Ancillaries Equity 0.22%
Apollo Hospitals Healthcare Equity 0.22%
Bandhan Bank Banks Equity 0.19%
Natl. Aluminium Non Ferrous Metals Equity 0.17%
Dr Reddy's Labs Pharmaceuticals Equity 0.16%
Zydus Lifesci. Pharmaceuticals Equity 0.14%
JSW Steel Steel Equity 0.11%
Divi's Lab. Pharmaceuticals Equity 0.11%
Team Lease Serv. Miscellaneous Equity 0.1%
Bajaj Finserv Finance Equity 0.07%
Indian Hotels Co Hotels & Restaurants Equity 0.07%
Jindal Steel Steel Equity 0.06%
HCL Technologies IT - Software Equity 0.06%
Exide Inds. Auto Ancillaries Equity 0.04%
NMDC Mining & Mineral products Equity 0.04%
ICICI Lombard Insurance Equity 0.04%
Hindalco Inds. Non Ferrous Metals Equity 0.04%
United Breweries Alcoholic Beverages Equity 0.03%
India Cements Cement Equity 0.03%
Biocon Pharmaceuticals Equity 0.03%
Havells India Consumer Durables Equity 0.02%
Debt
30.6%
Cash & Others
29.73%
Banks
22.92%
IT-Software
6.57%
Finance
4.94%
Others
5.24%
View all Sectors
Sectors Asset
Debt 30.6%
Cash & Others 29.73%
Banks 22.92%
IT-Software 6.57%
Finance 4.94%
Cement & Cement Products 3.87%
Automobiles 3.52%
Petroleum Products 2.45%
Auto Components 2.41%
Pharmaceuticals & Biotech 2.24%
Diversified FMCG 1.87%
Consumer Durables 1.78%
Construction 1.67%
Telecom-Services 1.65%
Insurance 1.47%
Food Products 1.43%
Industrial Products 1.37%
Ferrous Metals 1.11%
Realty 0.91%
Chemicals & Petrochemical 0.88%
IT-Hardware 0.87%
Retailing 0.85%
Aerospace & Defense 0.76%
Personal Products 0.6%
Agricultural Food & other 0.56%
Agricultural, Commercial 0.51%
Fertilisers & Agrochemica 0.46%
Electrical Equipments 0.42%
Financial Technology (Fin 0.39%
Beverages 0.26%
Healthcare Services 0.23%
Entertainment 0.22%
Non-Ferrous Metals 0.21%
Leisure Services 0.06%
Minerals & Mining 0.03%
Others -29.88%
Equity
70.96%
Net Curr Ass/Net Receivables
32.77%
Govt Securities / Sovereign
12.7%
T-Bills
8.8%
Corporate Debentures
4%

Advance Ratio

3.76
Alpha
1.92
SD
0.43
Beta
1.76
Sharpe

Exit Load

Exit Load If redeemed/swich out within 1 months from the date of allotment: - For 10% of investment : Nil - For remaining investment : 1% 1.00% - If redeemed/switched out on or within 1 months from the date of allotment NIL - If redeemed/switch out after 1 months from the date of allotment.

Fund Objective

The scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments. arbitrage opportunities, and investments in debt and money market instruments. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved. The Scheme does not assure or guarantee any returns.

Fund Managers

R Sivakumar

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Axis Mutual Fund
AUM:
2,48,980 Cr
Address:
Axis House, 1st Floor,C-2, Wadia international centre,Pandurang Budhkar Marg, Worli, Mumbai - 400025
Contact:
022-43255161
Email ID:
customerserivce@axismf.com

Frequently Asked Questions

How to invest in AXIS Equity Saver Fund – Direct Growth ?

You can invest in AXIS Equity Saver Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for AXIS Equity Saver Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of AXIS Equity Saver Fund – Direct Growth ?

The NAV of AXIS Equity Saver Fund – Direct Growth is ₹20.1 as of 21 September 2023.

How to redeem AXIS Equity Saver Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of AXIS Equity Saver Fund – Direct Growth?

The minimum SIP amount of AXIS Equity Saver Fund – Direct Growth is ₹100

What are the top sectors AXIS Equity Saver Fund – Direct Growth has invested in?

The top sectors AXIS Equity Saver Fund – Direct Growth has invested in are
  1. Debt - 30.6%
  2. Cash & Others - 29.73%
  3. Banks - 22.92%
  4. IT-Software - 6.57%
  5. Finance - 4.94%

Can I make investments in both the SIP and Lump Sum schemes of AXIS Equity Saver Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of AXIS Equity Saver Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have AXIS Equity Saver Fund – Direct Growth generated ?

The AXIS Equity Saver Fund – Direct Growth has delivered 9.1% since inception

What is the expense ratio of AXIS Equity Saver Fund – Direct Growth ?

The expense ratio of AXIS Equity Saver Fund – Direct Growth is 0.98 % as of 21 September 2023.

What is the AUM of AXIS Equity Saver Fund – Direct Growth?

The AUM of AXIS Equity Saver Fund – Direct Growth is ₹2,48,980 Cr as of 21 September 2023

What are the top stock holdings of AXIS Equity Saver Fund – Direct Growth?

The top stock holdings of AXIS Equity Saver Fund – Direct Growth are
  1. HDFC Bank - 7.92%
  2. ICICI Bank - 5.45%
  3. Reliance Industr - 5.36%
  4. IndusInd Bank - 3.65%
  5. Infosys - 2.31%

How can I redeem my investments in AXIS Equity Saver Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select AXIS Equity Saver Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now