Axis Equity Fund (Equity, Large Cap)

Moderately High
8 yrs 7 monthsStarted on:05 Jan 2010
₹ 2233.5 Cras on: 13 Jul 2018
Long Term Horizon
2.10%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme aims to generate long term capital growth by investing in a diversified portfolio predominantly consisting of equity & equity related instruments of large cap companies.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD10.96
1 Month3.99
3 Month8.81
1 YR22.55
2 YR18.76
3 YR12.64

SIP Returns

TenureReturns (CAGR)
1 YR26.18
2 YR24.24
3 YR20.26
5 YR16.75

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.76
Kotak Mahindra Bank Ltd.8.12
Housing Development Finance Corpn. Ltd.6.82
Tata Consultancy Services Ltd.6.12
Bajaj Finance Ltd.5.86
Maruti Suzuki India Ltd.5.14
Britannia Industries Ltd.3.59
Hindustan Unilever Ltd.3.49
Larsen & Toubro Ltd.2.77
Page Industries Ltd.2.73

Top Sectoral Holdings

Sector Name% Assets
Financial36.84
Automobile11.94
Technology8.64
FMCG7.08
Chemicals4.11
Construction3.61
Textiles2.73
Services2.7
Energy2.68
Healthcare1.91

Indicators

LabelValue
Portfolio turnover ratio181
Standard Deviation12.75%
Beta0.87%
Sharpe Ratio0.44

Shreyash Devalkar

Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University
Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund, IDFC Capital, JP Morgan Services India and Calyon Bank.

Other Funds Managed by Shreyash Devalkar

  • Nav as on 13 Jul 18 35.08
    Returns since inception (CAGR) 18.48%
    Value Research
    Crisil Ranking 5
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