Axis Equity Saver (Hybrid, Hybrid Equity Savings)

Moderately High
3 yrs 5 monthsStarted on:20 Aug 2015
₹ 760.64 Cras on: 18 Dec 2018
Medium Horizon
2.68%
Capital Growth and Income

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks 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.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD5.34
1 Month1.80
1 YR5.88
2 YR9.99
3 YR7.73

SIP Returns

TenureReturns (CAGR)
1 YR4.83
2 YR6.93
3 YR7.62

Portfolio

Company Name% Assets
Mahindra & Mahindra Financial Services Ltd.6.8
Housing Development Finance Corpn. Ltd.5.34
Maruti Suzuki India Ltd.4.61
HDFC Bank Ltd.4.6
Yes Bank Ltd.4.2
Reliance Industries Ltd.3.8
Reliance Jio Infocomm Ltd. 120-D 07/12/20183.28
Hindustan Unilever Ltd.2.94
Tata Consultancy Services Ltd.2.73
Infosys Ltd.2.68

Top Sectoral Holdings

Sector Name% Assets
Financial18.64
Technology6.46
FMCG4.89
Energy3.61
Construction1.08
Automobile1.07
Engineering0.95
Textiles0.94
Cons Durable0.72
Healthcare0.41

Indicators

LabelValue
Portfolio turnover ratio462
Standard Deviation6.43%
Sharpe Ratio0.19

R Sivakumar,Anupam Tiwari

Mr. Sivakumar is a B.Tech from IIT Madras and MBA from IIM Ahmedabad.Mr. Tiwari is a Chartered Accountant.
Prior to joining Axis AMC he has worked with Fortis Investment Management Ltd. Sundaram Mutual Fund (2001-2004), Zurich India and ITC Threadneedle.Prior to joining Axis MF he was associated with Principal PNB MF (July 25, 2011-Sep 21, 2016), Reliance Life Insurance Ltd. (Sep 22, 2010-Jul 15, 2011) and Reliance MF (Mar 21, 2005-Sep 21, 2010).
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