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

Axis Equity Saver Fund Pyt (PIDCW-A)

HybridEquity Savings

12.82

NAV (Aug 16)

7.9%
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 ->

Fund Size

₹ 1,211 Cr

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

View all 7 analysis

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Invest in this fund

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Learn more

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

12.82

NAV (Aug 16)

Fund Returns

Last 1Y

3.1%

Last 3Y

9.3%

Last 5Y

7.9%

Last 10Y

NA

Since Inception

8.3%

6 Month CAGR

1.3%

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

2.19

Launched (6y ago)

Jul 05, 2016

AUM in Crores

1211.333

ISIN

INF846K01XR2

Lock-in

No Lock-in

Benchmark

NIFTY Equity Savings TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Kaustubh Sule

Fund Manager

R Sivakumar

Fund Manager

Anupam Tiwari

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
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 2022-08-16

Top Stock Holdings

net receivables / (payables)

25.7%
25.7%

hdfc bank ltd

8.6%
8.6%

icici bank ltd

7.8%
7.8%

clearing corporation of india ltd

7.6%
7.6%

reliance industries ltd

6.3%
6.3%
See all holdings

Allocation by Sector

financial services

30.4%
30.4%

technology

8.3%
8.3%

energy

6.3%
6.3%

basic materials

5.6%
5.6%

consumer defensive

5.5%
5.5%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Kotak Equity Arbitrage Fund (G)
Kotak Equity Arbitrage Fund (G)

₹ 24,542 cr

₹ 24,542 cr

₹ 24,542 cr

₹ 24,542 cr

₹ 24,542 cr

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 252,509 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,101 debt and 35 hybrid funds.

amc-img

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

    4.1%

    7%

    10.8%

    4.3%

    6.1%

    7.6%

    15.4%

    12.6%

    5.5%

    7.2%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    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 8.3% over a period of 6 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 Pyt (PIDCW-A) as of 8/16/2022 is ₹12.82 with the total AUM as of 8/17/2022 is ₹1211.333. 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 stocks 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 2.19% for regular plan.