AXIS Equity Saver Fund

Hybrid · Equity Savings
 · ★★★
1,000
Min SIP
500
Min Lumpsum
0.88 %
Expense Ratio
★★★
Rating
939
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 09 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 9.4% 13.1% 8.9% 8.7%
Category Average 14.7% 24.2% 13.4% -

Scheme Allocation

By Holding
By Sector
By Asset
HDFC Bank
7.48%
Reliance Industr
7.28%
ICICI Bank
6.86%
Kotak Mah. Bank
5.61%
Hind. Unilever
2.82%
Others
69.95%
Debt
33.68%
Banks
27.25%
Cash & Others
24.81%
Petroleum Products
7.7%
IT-Software
6.3%
Others
0.26%
Equity
67.71%
Net Curr Ass/Net Receivables
28.43%
Govt Securities / Sovereign
12.83%
T-Bills
9.11%
Corporate Debentures
8.8%

Advance Ratio

0.2
Alpha
2.03
SD
0.44
Beta
0.51
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:
2,42,183 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 ?

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"

What is the NAV of AXIS Equity Saver Fund ?

The NAV of AXIS Equity Saver Fund is ₹19.2 as of 09 June 2023.

How to redeem AXIS Equity Saver Fund 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?

The minimum SIP amount of AXIS Equity Saver Fund is ₹1000

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

The top sectors AXIS Equity Saver Fund has invested in are
  1. HDFC Bank - 7.48%
  2. Reliance Industr - 7.28%
  3. ICICI Bank - 6.86%
  4. Kotak Mah. Bank - 5.61%
  5. Hind. Unilever - 2.82%

How much returns have AXIS Equity Saver Fund generated ?

The AXIS Equity Saver Fund has delivered 8.7% since inception

What is the expense ratio of AXIS Equity Saver Fund ?

The expense ratio of AXIS Equity Saver Fund is 0.88 % as of 09 June 2023.

What is the AUM of AXIS Equity Saver Fund?

The AUM of AXIS Equity Saver Fund is ₹2,42,183 Cr as of 09 June 2023

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

The top stock holdings of AXIS Equity Saver Fund are
  1. HDFC Bank - 7.48%
  2. Reliance Industr - 7.28%
  3. ICICI Bank - 6.86%
  4. Kotak Mah. Bank - 5.61%
  5. Hind. Unilever - 2.82%
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