AXIS Equity Saver Fund

Hybrid | Equity Savings Mutual Funds
 | 3
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹1,000 ₹500 0.91 % 3★ ₹1,046 7 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹1,000 ₹500 0.91 %
Min SIP Min Lumpsum Expense Ratio
3★ ₹1,046 Cr 7 Years
Rating Fund Size Fund Age

Scheme 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.

Scheme Performance

Returns and Ranks ( as on 27 January 2023 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 1.9% 8.8% 8.4% 8.5%
Category Average 4.9% 14.3% 11.6% -

Scheme Allocation

Holding
Sector
Asset
HDFC Bank
10.08%
Reliance Industr
7.44%
ICICI Bank
6.9%
Infosys
3.53%
IndusInd Bank
3.27%
Others
68.78%
Debt
33.18%
Cash & Others
28.14%
Banks
23.01%
Petroleum Products
7.44%
Finance
5.99%
Others
2.24%
Equity
66.65%
Net Curr Ass/Net Receivables
28.14%
Govt Securities / Sovereign
15.25%
T-Bills
10.93%
Reverse Repos
4.08%

Fund House Details

Axis Mutual Fund

AXIS Equity Saver Fund

Fund Manager
R Sivakumar

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.

Advance Ratio

-0.01 0.47 0.41 -0
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

Axis Mutual Fund
AUM:
2,48,929 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

You can invest in AXIS Equity Saver Fund 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 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"
The AXIS Equity Saver Fund has delivered 8.5% since inception
The NAV of AXIS Equity Saver Fund is ₹18.3 as of 27 January 2023.
The expense ratio of AXIS Equity Saver Fund is 0.91 % as of 27 January 2023.
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”.
Invest Now