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  • Axis Equity Saver Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-M)
Axis Mutual Fund

Axis Equity Saver Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-M)

HybridEquity Savings

12.82

NAV (Oct 13)

10%
5 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in equity savings mutual funds.

However, Scripbox does not recommend investing in equity savings mutual funds.

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 Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

6 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

982 Cr. Medium within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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  • graph-icon-gray
    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

12.82

NAV (Oct 13)

Fund Returns

Last 1Y
25.3%
Last 3Y
12.3%
Last 5Y
10%
Last 10Y
NA
Since Inception
8.9%
6 Month CAGR
14%
info-icon-blue

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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Moderately High risk

Expense Ratio
2.33
Launched (6y ago)
Aug 14, 2015
AUM in Crores
981.018
ISIN
INF846K01VP0
Lock-in
No Lock-in
Benchmark
IISL NIFTY 50 Equity Savings Index
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Anupam Tiwari

Fund Manager

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R Sivakumar

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,153 cr

5

₹ 18,652 cr

5

₹ 3,380 cr

5

₹ 2,661 cr

5

₹ 487 cr

5

amc-icon

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 251,316 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 33 equity,93 debt and 35 hybrid funds.

amc-img

  • tel-amc-about
    022-43255161
  • mail-amc-about
    customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    Axis Liquid Fund (G)

    recommended-badge

    5%

    7.2%

    recommended-badge

    23.8%

    14.4%

    recommended-badge

    29.7%

    20.4%

    top-ranked-badge

    4.5%

    6.8%

    top-ranked-badge

    3.7%

    5.2%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    About Axis Equity Saver Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-M)

    About Axis Equity Saver Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-M)

    Axis Equity Saver Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) is a Equity Savings Hybrid fund and has delivered an annualised return of 8.9% over a period of 6 years. . The fund is managed by Axis Asset Management Company Limited. The fund managers are Anupam Tiwari, R Sivakumar

    Axis Equity Saver Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Axis Equity Saver Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) NAV,AUM,Risk

    The Axis Equity Saver Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) fund was launched on Aug 14, 2015. The NAV (Net Asset Value) of this Equity Savings Hybrid fund as of 2021-10-13 is ₹12.82. The total AUM (Asset Under Management) of the fund as of 14/10/2021 is ₹981.018. The category risk of the Axis Equity Saver Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) fund is Moderately High risk. The fund charges 2.33 % as expense ratio.

    Axis Equity Saver Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) Holdings

    The fund’s highest allocation is towards Others and has invested 44.9% in this asset class. The top three holdings of the fund are , net receivables / (payables) , clearing corporation of india ltd , icici bank ltd , reliance industries ltd , housing development finance corp ltd , future on reliance industries ltd , future on housing development finance corp ltd , govt stock , hdfc bank ltd , infosys ltd , tata motors ltd , future on tata motors ltd , future on icici bank ltd , tata consultancy services ltd , bajaj finance ltd , 3% axis bank limited (18/07/2022) , 6.76% govt stock 2061 , mahindra & mahindra ltd , future on mahindra & mahindra ltd , hindustan unilever ltd , avenue supermarts ltd , ultratech cement ltd , state bank of india , tmf holdings limited , ambuja cements ltd , asian paints ltd , nestle india ltd , bank of baroda , state bank of india , rec limited , power finance corporation limited , maruti suzuki india ltd , the tata power company limited , national bank for agriculture and rural development , dlf limited , punjab national bank , 2.6% axis bank limited (03/01/2022) , 2.6% axis bank limited (03/12/2021) , 2.6% axis bank limited (27/12/2021) , divi's laboratories ltd , larsen & toubro ltd , future on indusind bank ltd , indusind bank ltd , future on adani ports & special economic zone ltd , adani ports & special economic zone ltd , sona blw precision forgings ltd , pidilite industries ltd , future on united spirits ltd , united spirits ltd , future on pidilite industries ltd , tech mahindra ltd , tata steel ltd , future on state bank of india , future on ashok leyland ltd , mphasis ltd , future on larsen & toubro ltd , persistent systems ltd , kotak mahindra bank ltd , ashok leyland ltd , 7.57% govt stock 2033 , 3% axis bank limited (26/04/2022) , 3% axis bank limited (01/03/2022) , 3% axis bank limited (05/05/2022) , 3% axis bank limited (07/03/2022) , 3% axis bank limited (08/03/2022) , 3% axis bank limited (25/04/2022) , 06.54 gj sdl 2030 , shree cement ltd , future on canara bank , canara bank , rolex rings ltd , future on grasim industries ltd , titan co ltd , future on tata steel ltd , grasim industries ltd , sundaram finance ltd , future on hindustan unilever ltd , coforge ltd , future on ambuja cements ltd , coal india ltd , future on coal india ltd , godrej consumer products ltd , future on tech mahindra ltd , reliance industries limited - partly paid shares , sun pharmaceuticals industries ltd , mindtree ltd , motherson sumi systems ltd , gland pharma ltd , future on cadila healthcare ltd , future on bajaj finserv ltd , cadila healthcare ltd , bajaj finserv ltd , future on gail (india) ltd , gail (india) ltd , future on bajaj auto ltd , bajaj auto ltd , clean science and technology ltd , syndicate bank , 4% axis bank limited (28/02/2022) , upl ltd , future on lupin ltd , container corporation of india ltd , lupin ltd , cholamandalam investment and finance co ltd , future on infosys ltd , future on divi's laboratories ltd , 6.19% govt stock 2034 , national bank for agriculture and rural development , mahindra cie automotive ltd , future on upl ltd , future on tata chemicals ltd , future on granules india ltd , lic housing finance ltd , granules india ltd , tata chemicals ltd , future on hdfc life insurance company limited , future on cummins india ltd , cummins india ltd , future on escorts ltd , escorts ltd , future on marico ltd , marico ltd , hindalco industries ltd , future on hindalco industries ltd , 7.26% govt stock 2029 , future on maruti suzuki india ltd , icici bank limited , power grid corporation of india limited , future on lic housing finance ltd

    Axis Equity Saver Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-M) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

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