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  • Axis Equity Saver Fund (Growth)
Axis Mutual Fund

Axis Equity Saver Fund (Growth)

HybridEquity Savings

21.14

NAV (Jul 19)

10%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in equity savings mutual funds.

Equity savings funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

Equity Savings funds are primarily equity funds with a small exposure of minimum 10% to debt instruments.

These funds are close to equity funds in terms of market linked fluctuations.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

21.14

NAV (Jul 19)

Fund Returns

Last 1Y
17%
Last 3Y
9.6%
Last 5Y
10.4%
Last 10Y
NA
Since Inception
8.7%
6 Month CAGR
8%

Scheme Information

Investment Objective

The investment objective of 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.

Expense Ratio
2.28
Launched (9y ago)
Aug 14, 2015
AUM in Crores
900.231
ISIN
INF846K01VO3
Lock-in
No Lock-in
Benchmark
NIFTY Equity Savings TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
5.8
Standard Deviation (5yr)
8.3
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.673
Sharpe Ratio (5yr)
0.575
YTM
0
Fund Managers

Hardik Shah

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Equity Saver Fund (Growth)70%9,35,511 2,02,89910%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-07-19

Top Stock Holdings

See all holdings

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Tata Balanced Advantage Fund (G)
Tata Balanced Advantage Fund (G)

₹ 9,275 cr

₹ 11,281 cr

₹ 35,122 cr

₹ 3,375 cr

₹ 3,214 cr

amc-img

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 295,858 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 62 equity,113 debt and 32 hybrid funds.amc-img
phone-img022-43255161
Fund NameScripbox Opinion
Till Date CAGR

5.2%

7.9%

5.8%

7%

5.9%

7%

6.1%

8%

-

5.3%

Axis Equity Saver Fund (G) Review

Axis Equity Saver Fund (G) is a Equity Savings Hybrid fund and has delivered an annualised return of 8.7% over a period of 8 years. The fund is managed by Axis Asset Management Company Limited. The fund manager’s name is Hardik Shah.

Nav of Axis Equity Saver Fund (G) as of 7/19/2024 is ₹21.14 with the total AUM as of 7/22/2024 is ₹900.231. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Equity Saver Fund (G) was launched on Aug 14, 2015. The category risk of the fund is Moderately High risk.

The minimum SIP amount for Axis Equity Saver Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Axis Equity Saver Fund (G)?

Axis Equity Saver Fund (G) is a Equity Savings Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Axis Equity Saver Fund (G)?

You can invest in Axis Equity Saver Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Axis Equity Saver Fund (G)?

The minimum sip amount for Axis Equity Saver Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Axis Equity Saver Fund (G) good to invest in?

As per Scripbox experts, Axis Equity Saver Fund (G) is a Neutral fund. You can investAxis Equity Saver Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Axis Equity Saver Fund (G)?

The expense ratio of the Axis Equity Saver Fund (G) is 2.28% for regular plan.