scripbox logo
  • Mutual Funds
  • Axis Asset Management Company Limited
  • Axis Equity Saver Fund (Dividend Payout - Quarterly)
Axis Equity Saver Fund (Dividend Payout - Quarterly)

Axis Equity Saver Fund (Dividend Payout - Quarterly)

HybridEquity Savings

12.24

NAV (Mar 05)

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

691 Cr. Medium within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Build Long Term Wealth

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

No single fund can achieve what a plan can. Learn why

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

Very High Risk

2.39 %

Expense Ratio

Aug 14, 2015

Launched (6y ago)

₹ 691

AUM in Crores

INF846K01VR6

ISIN

No Lock-in

Lock-in

Nifty Equity Savings Index TR

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Anupam Tiwari

Fund Manager

user-avatar

R Sivakumar

Fund Manager

calculator

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.

build-long-item-wealth-img

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.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only
    Expert Investing Only
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Hybrid Funds

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aggressive Hybrid

26 Years

Age

5

Track Record

ICICI Prudential Equity & Debt Fund (G)

ICICI Prudential Equity & Debt Fund (G)

Aggressive Hybrid

22 Years

Age

5

Track Record

Quant Absolute Fund (G)

Quant Absolute Fund (G)

Aggressive Hybrid

20 Years

Age

5

Track Record

Quant Multi Asset Fund (G)

Quant Multi Asset Fund (G)

Multi Asset Allocation

20 Years

Age

5

Track Record

HDFC Hybrid Debt fund (G)

HDFC Hybrid Debt fund (G)

Conservative Hybrid

18 Years

Age

5

Track Record

amc-icon

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 192,437 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,93 debt and 35 hybrid funds.

amc-img

  • tel-amc-about
    022-43255161
  • mail-amc-about
    customerservice@axismf.com
  • Axis Liquid Fund (G)

    Axis Liquid Fund (G)

    Liquid

    Recommended

    Top Ranked

    ₹ 23,571 Cr

    Fund Size

    5.9%

    3Y returns

    Axis Bluechip Fund (G)

    Axis Bluechip Fund (G)

    Large Cap

    Recommended

    Top Ranked

    ₹ 21,867 Cr

    Fund Size

    17%

    3Y returns

    Axis Liquid Retail fund (G)

    Axis Liquid Retail fund (G)

    Liquid

    Top Ranked

    ₹ 23,571 Cr

    Fund Size

    5.4%

    3Y returns

    Axis Liquid Retail fund (DP-M)

    Axis Liquid Retail fund (DP-M)

    Liquid

    Top Ranked

    ₹ 23,571 Cr

    Fund Size

    4.1%

    3Y returns

    Axis Liquid Retail fund (DP-W)

    Axis Liquid Retail fund (DP-W)

    Liquid

    Top Ranked

    ₹ 23,571 Cr

    Fund Size

    4%

    3Y returns

    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
    Kotak Standard Multicap fund (Growth)

    Kotak Standard Multicap 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 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.

    Relative Size

    Relative Size

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

    Category View

    Category View

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

    Consistency Of Performance

    Consistency Of 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.

    Relative Size

    Relative 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 Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

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

    Equity Funds

    Debt Funds

    How to invest in Scripbox Mutual Funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    choose long term plan

    Choose a plan

    Choose a plan to invest to start investing

    create account

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund

    invest online

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    track investments

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    scripmark
    The Scripbox Promise

    Scripbox has helped over 2500 people become millionaires in the last 7 years

    Start Investing Now
    fund selection

    Fund Selection

    You'll never have to worry about what funds to choose. We'll suggest what's best for you.

    continuous monitoring

    Continuous monitoring & alerts

    We will track our recommendations and suggest changes & fund exists whenever required.

    call assistance

    All week call assistance

    Our customer champions are available 7 days a week from 8AM to 8PM.

    annual reviews

    Annual reviews & rebalances

    We review your investments and make course corrections every year to make the best out of your investments

    About Axis Equity Saver Fund (DP-Q)

    About Axis Equity Saver Fund (DP-Q)

    Axis Equity Saver Fund (DP-Q) is a equity savings hybrid fund and has delivered an annualised return of 7.8% 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 (DP-Q) 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 (DP-Q) NAV,AUM,Risk

    The Axis Equity Saver Fund (DP-Q) fund was launched on Aug 14, 2015. The NAV (Net Asset Value) of this equity savings hybrid as of 2021-03-05 is ₹ 12.24. The total AUM (Asset Under Management) of the fund as of 2021-03-07 is ₹ 690.028. The category risk of the Axis Equity Saver Fund (DP-Q) fund is Very High Risk. The fund charges 2.39 % as expense ratio.

    Axis Equity Saver Fund (DP-Q) Holdings

    The fund’s highest allocation is towards equity and has invested 42.4% in this asset class. The top three holdings of the fund are state bank of india,bank of baroda and tmf holdings limited

    Axis Equity Saver Fund (DP-Q) 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.

    Axis Equity Saver Fund (DP-Q) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Equity Savings Index TR

    Axis Equity Saver Fund (DP-Q) Review

    Axis Equity Saver Fund (DP-Q) has a score of 3 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, Axis Equity Saver Fund (DP-Q) has a score of 3 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

    filter
    Show Calculator