AXIS Equity Saver Fund – Direct Growth

Hybrid · Equity Savings
 · ★★
₹ 100
Min SIP
₹ 500
Min Lumpsum
1.04 %
Expense Ratio
★★
Rating
982
Fund Size (in Cr)
9 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 11 September 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 19.5% 9.9% 12.4% 10.2%
Category Average 19.6% 13.9% 14.6% -

Scheme Allocation

By Holding
By Sector
By Asset
8.71%
TCS
3.11%
Others
74.87%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 8.71%
Reliance Industr Refineries Equity 7.45%
Larsen & Toubro Infrastructure Developers & Operators Equity 3.39%
TCS IT - Software Equity 3.11%
Hind. Unilever FMCG Equity 2.47%
ICICI Bank Banks Equity 2.4%
Infosys IT - Software Equity 2.24%
M & M Automobile Equity 2.16%
Bharti Airtel Telecomm-Service Equity 1.82%
Tata Steel Steel Equity 1.8%
SBI Life Insuran Insurance Equity 1.53%
Kotak Mah. Bank Banks Equity 1.51%
Bajaj Finance Finance Equity 1.36%
Sun Pharma.Inds. Pharmaceuticals Equity 1.22%
Vodafone Idea Telecomm-Service Equity 1.16%
Granules India Pharmaceuticals Equity 1.06%
Manappuram Fin. Finance Equity 1.05%
IndusInd Bank Banks Equity 1%
Ambuja Cements Cement Equity 0.95%
NTPC Power Generation & Distribution Equity 0.95%
Strides Pharma Pharmaceuticals Equity 0.86%
B P C L Refineries Equity 0.86%
Cholaman.Inv.&Fn Finance Equity 0.85%
Apollo Hospitals Healthcare Equity 0.76%
Power Grid Corpn Power Generation & Distribution Equity 0.72%
AWFIS Space Miscellaneous Equity 0.67%
St Bk of India Banks Equity 0.65%
Bank of Baroda Banks Equity 0.64%
Vedanta Mining & Mineral products Equity 0.64%
Canara Bank Banks Equity 0.62%
S A I L Steel Equity 0.59%
Tata Power Co. Power Generation & Distribution Equity 0.57%
Hindalco Inds. Non Ferrous Metals Equity 0.55%
Zomato Ltd E-Commerce/App based Aggregator Equity 0.53%
Crompton Gr. Con Consumer Durables Equity 0.51%
Natl. Aluminium Non Ferrous Metals Equity 0.5%
SJS Enterprises Plastic products Equity 0.46%
Craftsman Auto Auto Ancillaries Equity 0.46%
Tata Motors Automobile Equity 0.45%
United Spirits Alcoholic Beverages Equity 0.44%
Voltas Consumer Durables Equity 0.44%
Minda Corp Auto Ancillaries Equity 0.43%
LTIMindtree IT - Software Equity 0.43%
Persistent Sys IT - Software Equity 0.42%
Colgate-Palmoliv FMCG Equity 0.42%
ACC Cement Equity 0.41%
Tech Mahindra IT - Software Equity 0.41%
ITC Tobacco Products Equity 0.41%
Trent Retail Equity 0.4%
Dixon Technolog. Consumer Durables Equity 0.4%
Nestle India FMCG Equity 0.4%
UltraTech Cem. Cement Equity 0.38%
Wipro IT - Software Equity 0.34%
Sona BLW Precis. Auto Ancillaries Equity 0.34%
Indian Bank Banks Equity 0.33%
O N G C Crude Oil & Natural Gas Equity 0.33%
DLF Realty Equity 0.32%
Emcure Pharma Pharmaceuticals Equity 0.31%
Volt.Transform. Capital Goods - Electrical Equipment Equity 0.31%
Bharti Hexacom Telecomm-Service Equity 0.28%
Neuland Labs. Pharmaceuticals Equity 0.28%
Jyoti CNC Auto. Capital Goods-Non Electrical Equipment Equity 0.27%
Aurobindo Pharma Pharmaceuticals Equity 0.27%
Coal India Mining & Mineral products Equity 0.26%
Mrs Bectors FMCG Equity 0.25%
ICICI Pru Life Insurance Equity 0.22%
Motherson Wiring Auto Ancillaries Equity 0.21%
UPL Agro Chemicals Equity 0.21%
United Breweries Alcoholic Beverages Equity 0.2%
Sansera Enginee. Auto Ancillaries Equity 0.2%
Godrej Consumer FMCG Equity 0.2%
HDFC Life Insur. Insurance Equity 0.2%
Team Lease Serv. Miscellaneous Equity 0.18%
Cummins India Capital Goods-Non Electrical Equipment Equity 0.18%
Pidilite Inds. Chemicals Equity 0.17%
Samvardh. Mothe. Auto Ancillaries Equity 0.15%
Mankind Pharma Pharmaceuticals Equity 0.15%
Jindal Steel Steel Equity 0.14%
Hind.Aeronautics Aerospace & Defence Equity 0.14%
Titan Company Diamond, Gems and Jewellery Equity 0.13%
REC Ltd Finance Equity 0.12%
JSW Steel Steel Equity 0.11%
A B B Capital Goods - Electrical Equipment Equity 0.09%
Fortis Health. Healthcare Equity 0.08%
Max Healthcare Healthcare Equity 0.08%
Bajaj Finserv Finance Equity 0.07%
Dabur India FMCG Equity 0.07%
Bandhan Bank Banks Equity 0.06%
Havells India Consumer Durables Equity 0.05%
H P C L Refineries Equity 0.05%
ICICI Lombard Insurance Equity 0.05%
Biocon Pharmaceuticals Equity 0.04%
Coforge IT - Software Equity 0.02%
Aditya Bir. Fas. Retail Equity 0.02%
Indian Energy Ex Financial Services Equity 0.02%
Bharat Dynamics Aerospace & Defence Equity 0.01%
Cash & Others
32.67%
Debt
27.71%
Banks
16.36%
Petroleum Products
8.42%
IT-Software
6.34%
Others
8.5%
View all Sectors
Sectors Asset
Cash & Others 32.67%
Debt 27.71%
Banks 16.36%
Petroleum Products 8.42%
IT-Software 6.34%
Automobiles 4.17%
Pharmaceuticals & Biotech 3.85%
Construction 3.59%
Finance 3.03%
Ferrous Metals 2.97%
Diversified FMCG 2.67%
Power 2.36%
Telecom-Services 2.2%
Insurance 1.97%
Cement & Cement Products 1.96%
Auto Components 1.76%
Consumer Durables 1.6%
Non-Ferrous Metals 1.09%
Healthcare Services 0.91%
Commercial Services & Sup 0.85%
Retailing 0.83%
Personal Products 0.67%
Beverages 0.64%
Diversified Metals 0.63%
Food Products 0.62%
Electrical Equipments 0.4%
Realty 0.35%
Oil 0.34%
Consumable Fuels 0.27%
Fertilisers & Agrochemica 0.2%
Industrial Products 0.19%
Chemicals & Petrochemical 0.18%
Aerospace & Defense 0.16%
Agricultural Food & other 0.02%
Capital Markets 0.01%
Others -32.31%
Equity
72.42%
Net Curr Ass/Net Receivables
32.86%
Govt Securities / Sovereign
13.94%
Corporate Debentures
6.22%
Reverse Repos
3.57%

Advance Ratio

0.18
Alpha
1.62
SD
0.43
Beta
0.47
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:
2,75,166 Cr
Address:
One Lodha Place. 22nd & 23rd Floor, Senapati Bapat Marg, Lower Par el, Maharashtra, Mumbai - 400013.
Contact:
022-43255161
Email ID:
customerserivce@axismf.com

More Funds from Axis Mutual Fund

Fund Name

Mutual Funds By Category

Equity

Debt

Hybrid

equity
Large Cap Mutual Funds Large Cap Mutual Funds
Large Cap
Fund Name
Mid Cap Mutual Funds Mid Cap Mutual Funds
Mid Cap
Fund Name
Small Cap Mutual Funds Small Cap Mutual Funds
Small Cap
Fund Name
Multi Cap Funds Multi Cap Funds
Multi Cap
Fund Name
ELSS Mutual Funds ELSS Mutual Funds
ELSS
Fund Name
Dividend Yield Funds Dividend Yield Funds
Dividend Yield
Fund Name
Sectoral / Thematic Mutual Funds Sectoral / Thematic Mutual Funds
Sectoral / Thematic
Fund Name
Focused Funds Focused Funds
Focused
Fund Name
debt
Ultra Short Duration Funds Ultra Short Duration Funds
Ultra Short Duration
Fund Name
Liquid Mutual Funds Liquid Mutual Funds
Liquid
Fund Name
Gilt Mutual Funds Gilt Mutual Funds
Gilt
Fund Name
Long Duration Funds Long Duration Funds
Long Duration
Fund Name
Overnight Mutual Funds Overnight Mutual Funds
Overnight
Fund Name
Floater Mutual Funds Floater Mutual Funds
Floater
Fund Name
hybrid
Arbitrage Mutual Funds Arbitrage Mutual Funds
Arbitrage
Fund Name
Equity Savings Mutual Funds Equity Savings Mutual Funds
Equity Savings
Fund Name
Aggressive Hybrid Mutual Funds Aggressive Hybrid Mutual Funds
Aggressive Hybrid
Fund Name

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 ₹24.1 as of 11 September 2024.

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. Cash & Others - 32.67%
  2. Debt - 27.71%
  3. Banks - 16.36%
  4. Petroleum Products - 8.42%
  5. IT-Software - 6.34%

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 10.2% 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 1.04 % as of 11 September 2024.

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

The AUM of AXIS Equity Saver Fund – Direct Growth is ₹2,75,166 Cr as of 11 September 2024

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 - 8.71%
  2. Reliance Industr - 7.45%
  3. Larsen & Toubro - 3.39%
  4. TCS - 3.11%
  5. Hind. Unilever - 2.47%

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
Start Investing Now!

Open Free Demat Account in 5 mins

Please enter mobile number