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  • Axis Equity Saver Fund Pyt (PIDCW-A)
Axis Mutual Fund

Axis Equity Saver Fund Pyt (PIDCW-A)

HybridEquity Savings

12.51

NAV (Mar 27)

9%
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 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 ->

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

Invest in this fund
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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

12.51

NAV (Mar 27)

Fund Returns

Last 1Y
19%
Last 3Y
9.2%
Last 5Y
9%
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 (8y ago)
Jul 05, 2016
AUM in Crores
899.477
ISIN
INF846K01XR2
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)
8.6
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.662
Sharpe Ratio (5yr)
0.511
YTM
7.37
Fund Managers

Hitesh Das

Fund Manager

Jayesh Sundar

Fund Manager

R Sivakumar

Fund Manager

Hardik Shah

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Equity Saver Fund Pyt (PIDCW-A)70%9,12,156 1,79,5449%
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 2024-03-27

Top Stock Holdings

net receivables / (payables)

32.2%
32.2%

reliance industries ltd

6.8%
6.8%

182 Days Treasury Bill 11-04-2024

5.5%
5.5%

icici bank ltd

4.3%
4.3%

larsen & toubro ltd

4%
4%
See all holdings

Allocation by Sector

financial services

18.2%
18.2%

technology

8.5%
8.5%

energy

8%
8%

consumer cyclical

7.7%
7.7%

basic materials

7.3%
7.3%
See all sectors

Comparison with Hybrid Funds

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

₹ 10,622 cr

₹ 32,429 cr

₹ 8,729 cr

₹ 3,389 cr

₹ 1,787 cr

amc-img

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 287,012 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%

5.4%

7%

5.3%

7.5%

6%

8%

5.9%

7%

Axis Equity Saver Fund Pyt (PIDCW-A) Review

Axis Equity Saver Fund Pyt (PIDCW-A) is a Equity Savings Hybrid fund and has delivered an annualised return of 8.7% over a period of 7 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Hardik Shah, Hitesh Das, Jayesh Sundar, R Sivakumar.

Nav of Axis Equity Saver Fund Pyt (PIDCW-A) as of 3/27/2024 is ₹12.51 with the total AUM as of 3/28/2024 is ₹899.477. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Equity Saver Fund Pyt (PIDCW-A) was launched on Jul 05, 2016. The category risk of the fund is Moderately High risk.

The minimum SIP amount for Axis Equity Saver Fund Pyt (PIDCW-A) 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 Pyt (PIDCW-A)?

Axis Equity Saver Fund Pyt (PIDCW-A) 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 Pyt (PIDCW-A)?

You can invest in Axis Equity Saver Fund Pyt (PIDCW-A) 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 Pyt (PIDCW-A)?

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

Is Axis Equity Saver Fund Pyt (PIDCW-A) good to invest in?

As per Scripbox experts, Axis Equity Saver Fund Pyt (PIDCW-A) is a Neutral fund. You can investAxis Equity Saver Fund Pyt (PIDCW-A) 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 Pyt (PIDCW-A)?

The expense ratio of the Axis Equity Saver Fund Pyt (PIDCW-A) is 2.28% for regular plan.