Axis Equity Savings Fund - Regular Plan - Growth

NAV 21.38(0.33%)
Jan 31, 2025
Axis Equity Savings Fund - Regular Plan - Growth
AUM
₹994 Cr
Expense (%)
2.25
Turnover (%)
0.00
Benchmark
NIFTY 50 Equity Savings Index
Asset Quality
Large, Green
Differs from benchmark (%)
17.58

3Yr Rolling Returns(%)

Benchmark# : undefined
                                                                                                                                                            Benchmark# is
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Top 10 Holdings

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FAQ : Axis Equity Savings Fund - Regular Plan - Growth

Axis Equity Savings Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 11.07 8.3 9.93 8.86
Average Rolling Returns(%) 10.10 8.76 8.84 8.95

The Current NAV of Axis Equity Savings Fund - Regular Plan - Growth is ₹21.38.

You should look for a fund with better more consistent performance track record. However, funds returns unlikely to be different than its benchmark NIFTY 50, as the Funds portfolio is similar to its benchmark.

Axis Equity Savings Fund - Regular Plan - Growth fund’s expense ratio is 2.25%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Axis Equity Savings Fund - Regular Plan - Growth is currently ₹994 Crores.

The Top three stocks are HDFC Bank, Reliance Industries and Infosys and account for 21% of its portfolio. Top 5 and 10 stocks of fund account for 27% and 36% of fund’s portfolio respectively.

Top three sectors of Axis Equity Savings Fund - Regular Plan - Growth fund are Others, Miscellaneous and BFSI accounting for 74% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Equity Savings it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Axis Equity Savings Fund - Regular Plan - Growth Fund is Hybrid - Equity Savings.

Mayank Hyanki and Devang Shah manage the Axis Equity Savings Fund - Regular Plan - Growth Fund.

Axis Equity Savings Fund - Regular Plan - Growth current PE ratio is 34.96 and PB ratio is 5.70

The asset allocation of Axis Equity Savings Fund - Regular Plan - Growth is Stocks : 36.25%, Debt : 126.91% and Gold : -63.20%

The minimum SIP amount for Axis Equity Savings Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹500.00

The exit load for Axis Equity Savings Fund - Regular Plan - Growth is Nil upto 10% of investments and 1% for remaining investments on or before 1 months, Nil after 1 months

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