- Mutual Funds
- Axis Mutual Fund
- Axis Equity Saver Fund (Growth)
Axis Equity Saver Fund (Growth)
₹ 17.43
NAV (May 30)
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
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 17.43
NAV (May 30)
Fund Returns
Last 1Y | 8.1% |
Last 3Y | 12.1% |
Last 5Y | 7.6% |
Last 10Y | NA |
Since Inception | 7.4% |
6 Month CAGR | 1.5% |
Scheme Information
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 | 2.2 |
Launched (8y ago) | Aug 14, 2015 |
AUM in Crores | 939.822 |
ISIN | INF846K01VO3 |
Lock-in | No Lock-in |
Benchmark | NIFTY Equity Savings TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 7.1 |
Standard Deviation (5yr) | 8.5 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.835 |
Sharpe Ratio (5yr) | 0.25 |
YTM | 7.54 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Equity Saver Fund (Growth) | 8,80,709 | 1,48,097 | 7.6% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
net receivables / (payables)
24.8%hdfc bank ltd
9.6%icici bank ltd
7.9%reliance industries ltd
7.7%7.38% govt stock 2027
6.5%Allocation by Sector
financial services
33.4%energy
7.7%technology
6.3%basic materials
5.8%consumer cyclical
4.7%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 21,435 cr | ||
₹ 1,150 cr | ||
₹ 749 cr | ||
₹ 6,472 cr | ||
₹ 3,233 cr |
About the AMC
Axis Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.2% | 8% | ||
4.3% | 7% | ||
6.4% | 7% | ||
6.5% | 8.1% | ||
5.3% | 7.6% |
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 Hardik Shah, Hitesh Das, R Sivakumar.
Nav of Axis Equity Saver Fund (G) as of 5/30/2023 is ₹17.43 with the total AUM as of 5/31/2023 is ₹939.822. 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)?
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 2.2% for regular plan.