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.
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Historical NAV
₹ 14.17
NAV (Oct 26)
Fund Returns
Last 1Y
25%
Last 3Y
12.7%
Last 5Y
9.8%
Last 10Y
NA
Since Inception
9.9%
6 Month CAGR
13.5%
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.
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.
Axis Asset Management Company Limited manages assets worth 254,506 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.
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?
Recommended
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.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
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
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
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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About Axis Equity Saver Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A)
About Axis Equity Saver Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A)
Axis Equity Saver Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) is a Equity Savings Hybrid fund and has delivered an annualised return of 9.9% over a period of 5 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-A) 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-A) NAV,AUM,Risk
The Axis Equity Saver Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) fund was launched on Jul 05, 2016. The NAV (Net Asset Value) of this Equity Savings Hybrid fund as of 2021-10-26 is ₹14.17. The total AUM (Asset Under Management) of the fund as of 27/10/2021 is ₹981.018. The category risk of the Axis Equity Saver Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) fund is Moderately High risk. The fund charges 2.22 % as expense ratio.
Axis Equity Saver Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) 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 (07/03/2022) , 3% axis bank limited (05/05/2022) , 3% axis bank limited (01/03/2022) , 3% axis bank limited (25/04/2022) , 3% axis bank limited (08/03/2022) , 3% axis bank limited (26/04/2022) , 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-A) 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.
