AXIS Equity Saver Fund – Direct Growth

Hybrid · Equity Savings
 · ★★
100
Min SIP
500
Min Lumpsum
1.04 %
Expense Ratio
★★
Rating
916
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 01 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 20.2% 11.1% 11.4% 9.7%
Category Average 25.8% 15.3% 16.8% -

Scheme Allocation

By Holding
By Sector
By Asset
4.16%
3.79%
2.72%
Others
78.58%
View all Holdings
Holdings Sector Instrument Asset
Reliance Industr Refineries Equity 6.5%
Larsen & Toubro Infrastructure Developers & Operators Equity 4.25%
ICICI Bank Banks Equity 4.16%
HDFC Bank Banks Equity 3.79%
Tata Motors Automobile Equity 2.72%
TCS IT - Software Equity 2.57%
Infosys IT - Software Equity 2.35%
Hind. Unilever FMCG Equity 1.92%
Kotak Mah. Bank Banks Equity 1.65%
Tata Steel Steel Equity 1.62%
Indus Towers Telecomm Equipment & Infra Services Equity 1.59%
Bharti Airtel Telecomm-Service Equity 1.35%
Sun Pharma.Inds. Pharmaceuticals Equity 1.25%
DLF Realty Equity 1.24%
Cholaman.Inv.&Fn Finance Equity 1.13%
NTPC Power Generation & Distribution Equity 1.04%
Manappuram Fin. Finance Equity 0.99%
Ambuja Cements Cement Equity 0.96%
Grasim Inds Textiles Equity 0.96%
IndusInd Bank Banks Equity 0.9%
Titan Company Diamond, Gems and Jewellery Equity 0.89%
Mankind Pharma Pharmaceuticals Equity 0.83%
G N F C Chemicals Equity 0.82%
M & M Automobile Equity 0.81%
Sona BLW Precis. Auto Ancillaries Equity 0.8%
Tech Mahindra IT - Software Equity 0.8%
Birlasoft Ltd IT - Software Equity 0.8%
Persistent Sys IT - Software Equity 0.71%
Bank of Baroda Banks Equity 0.7%
Bajaj Finance Finance Equity 0.69%
Granules India Pharmaceuticals Equity 0.68%
SBI Life Insuran Insurance Equity 0.65%
Tata Technolog. IT - Software Equity 0.61%
Nestle India FMCG Equity 0.6%
Canara Bank Banks Equity 0.6%
Godrej Consumer FMCG Equity 0.57%
Minda Corp Auto Ancillaries Equity 0.54%
ACC Cement Equity 0.5%
Coforge IT - Software Equity 0.5%
Hindalco Inds. Non Ferrous Metals Equity 0.5%
ICICI Pru Life Insurance Equity 0.47%
Inox India Packaging Equity 0.46%
Mrs Bectors FMCG Equity 0.46%
Tata Power Co. Power Generation & Distribution Equity 0.46%
Torrent Pharma. Pharmaceuticals Equity 0.43%
CreditAcc. Gram. Finance Equity 0.43%
Apollo Hospitals Healthcare Equity 0.42%
Dixon Technolog. Consumer Durables Equity 0.41%
Vedanta Mining & Mineral products Equity 0.41%
UPL Agro Chemicals Equity 0.4%
Sansera Enginee. Auto Ancillaries Equity 0.38%
Netweb Technolog IT - Software Equity 0.38%
Zomato Ltd E-Commerce/App based Aggregator Equity 0.38%
Bharat Dynamics Aerospace & Defence Equity 0.37%
St Bk of India Banks Equity 0.37%
UltraTech Cem. Cement Equity 0.37%
Crompton Gr. Con Consumer Durables Equity 0.36%
United Spirits Alcoholic Beverages Equity 0.36%
Craftsman Auto Auto Ancillaries Equity 0.34%
Honasa Consumer Trading Equity 0.32%
Jio Financial Finance Equity 0.32%
O N G C Crude Oil & Natural Gas Equity 0.28%
Team Lease Serv. Miscellaneous Equity 0.27%
India Cements Cement Equity 0.26%
Max Healthcare Healthcare Equity 0.25%
Aurobindo Pharma Pharmaceuticals Equity 0.22%
Pidilite Inds. Chemicals Equity 0.22%
Indian Bank Banks Equity 0.22%
Punjab Natl.Bank Banks Equity 0.2%
Colgate-Palmoliv FMCG Equity 0.19%
Trent Retail Equity 0.19%
Zydus Lifesci. Pharmaceuticals Equity 0.16%
Bandhan Bank Banks Equity 0.16%
B P C L Refineries Equity 0.13%
Dabur India FMCG Equity 0.13%
Natl. Aluminium Non Ferrous Metals Equity 0.12%
Zee Entertainmen Entertainment Equity 0.12%
JSW Steel Steel Equity 0.11%
Indian Hotels Co Hotels & Restaurants Equity 0.08%
Fortis Health. Healthcare Equity 0.07%
Bajaj Finserv Finance Equity 0.07%
NMDC Mining & Mineral products Equity 0.06%
Jindal Steel Steel Equity 0.06%
ICICI Lombard Insurance Equity 0.04%
H P C L Refineries Equity 0.04%
Dr Reddy's Labs Pharmaceuticals Equity 0.04%
United Breweries Alcoholic Beverages Equity 0.04%
Biocon Pharmaceuticals Equity 0.03%
Cipla Pharmaceuticals Equity 0.02%
Marico Edible Oil Equity 0.02%
Havells India Consumer Durables Equity 0.02%
Asian Paints Paints/Varnish Equity 0.01%
Cash & Others
32.29%
Debt
29.5%
Banks
12.75%
IT-Software
7.73%
Petroleum Products
6.67%
Others
11.06%
View all Sectors
Sectors Asset
Cash & Others 32.29%
Debt 29.5%
Banks 12.75%
IT-Software 7.73%
Petroleum Products 6.67%
Construction 4.25%
Pharmaceuticals & Biotech 3.66%
Finance 3.63%
Automobiles 3.53%
Cement & Cement Products 3.05%
Telecom-Services 2.94%
Auto Components 2.06%
Diversified FMCG 1.92%
Ferrous Metals 1.79%
Consumer Durables 1.69%
Power 1.5%
Realty 1.24%
Personal Products 1.21%
Insurance 1.16%
Food Products 1.06%
Chemicals & Petrochemical 1.04%
Healthcare Services 0.74%
Non-Ferrous Metals 0.62%
IT-Services 0.61%
Retailing 0.57%
Industrial Products 0.46%
Diversified Metals 0.41%
Beverages 0.4%
Fertilisers & Agrochemica 0.4%
IT-Hardware 0.38%
Aerospace & Defense 0.37%
Oil 0.28%
Commercial Services & Sup 0.27%
Entertainment 0.12%
Leisure Services 0.08%
Minerals & Mining 0.06%
Agricultural Food & other 0.02%
Others -30.51%
Equity
68.66%
Net Curr Ass/Net Receivables
32.29%
T-Bills
11.92%
Corporate Debentures
8.54%
Govt Securities / Sovereign
8.49%

Advance Ratio

0.69
Alpha
1.72
SD
0.42
Beta
0.73
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:
2,63,225 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

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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 ₹22.2 as of 01 March 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 - 32.29%
  2. Debt - 29.5%
  3. Banks - 12.75%
  4. IT-Software - 7.73%
  5. Petroleum Products - 6.67%

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 9.7% 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 01 March 2024.

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

The AUM of AXIS Equity Saver Fund – Direct Growth is ₹2,63,225 Cr as of 01 March 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. Reliance Industr - 6.5%
  2. Larsen & Toubro - 4.25%
  3. ICICI Bank - 4.16%
  4. HDFC Bank - 3.79%
  5. Tata Motors - 2.72%

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