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  • Axis Equity Saver Fund (Growth)
Axis Mutual Fund

Axis Equity Saver Fund (Growth)

HybridEquity Savings

16.9

NAV (Jan 25)

7.2%
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

Good

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

Satisfactory

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

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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

16.9

NAV (Jan 25)

Fund Returns

Last 1Y

1.6%

Last 3Y

7.7%

Last 5Y

7.2%

Last 10Y

NA

Since Inception

7.4%

6 Month CAGR

3.5%

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

2.22

Launched (8y ago)

Aug 14, 2015

AUM in Crores

1046.515

ISIN

INF846K01VO3

Lock-in

No Lock-in

Benchmark

NIFTY Equity Savings TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

10

Standard Deviation (5yr)

8.6

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.405

Sharpe Ratio (5yr)

0.308

YTM

6.99

Fund Managers

Kaustubh Sule

Fund Manager

R Sivakumar

Fund Manager

Anupam Tiwari

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Equity Saver Fund (Growth)70%871,983 139,3717.2%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2023-01-25

Top Stock Holdings

net receivables / (payables)

28.1%
28.1%

hdfc bank ltd

10.1%
10.1%

reliance industries ltd

7.4%
7.4%

7.38 6/20/2027 12:00:00 am

7.2%
7.2%

icici bank ltd

6.9%
6.9%
See all holdings

Allocation by Sector

financial services

29.8%
29.8%

technology

7.8%
7.8%

energy

7.4%
7.4%

basic materials

5.9%
5.9%

industrials

5.4%
5.4%
See all sectors

Compare Axis Equity Saver Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,281 cr

₹ 3,294 cr

₹ 422 cr

₹ 2,750 cr

₹ 949 cr

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 254,720 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,107 debt and 32 hybrid funds.

amc-img

  • 022-43255161
  • customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5.9%

    8%

    4.2%

    7%

    5.7%

    7.5%

    6.4%

    8%

    6%

    7%

    Axis Equity Saver Fund (G) Review

    Axis Equity Saver Fund (G) is a Equity Savings Hybrid fund and has delivered an annualised return of 7.4% over a period of 7 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Anupam Tiwari, Kaustubh Sule, R Sivakumar.

    Nav of Axis Equity Saver Fund (G) as of 1/25/2023 is ₹16.90 with the total AUM as of 1/26/2023 is ₹1046.515. 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 2.22% for regular plan.