AXIS Equity Saver Fund (D)

AXIS Equity Saver Fund (D)

AMC Name: AXIS Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark S&P BSE Sensex
Fund Manager R Sivakumar
Fund Horizon OPEN
Inception Date 05-Jul-2016
Scheme AUM(CR) ` 752.83
Minimum SIP/LUMPSUM ` 1000/ ` 1000
Increment SIP/LUMPSUM ` 1/ ` 1
SIP Dates 29,30,31
Entry Load If redeemed/swich out within 12 months from the date of allotment: - For 10% of investment : Nil - For remaining investment : 1% 1.00% - If redeemed/switched out on or within 12 months from the date of allotment NIL - If redeemed/switch out after 12 months from the date of allotment.
Exit Load If redeemed/swich out within 12 months from the date of allotment: - For 10% of investment : Nil - For remaining investment : 1% 1.00% - If redeemed/switched out on or within 12 months from the date of allotment NIL - If redeemed/switch out after 12 months from the date of allotment.
Expense Ratio 2.46

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month -0.08% -3.37%
3 Month -1.59% -5.44%
6 Month 3.25% 1.35%
1 Year 0.73% -4.27%
3 Year 6.73% 9.45%
5 Year 0.00% 6.78%
Since Inception 7.14% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others