Axis Equity Saver Fund (Hybrid, Hybrid Equity Savings)

Moderately High
4 yrs 1 monthsStarted on:20 Aug 2015
₹ 752.86 Cras on: 19 Aug 2019
Medium Horizon
2.46%
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)
YTD3.63
3 Month0.31
1 YR1.89
2 YR6.16
3 YR6.86

SIP Returns

TenureReturns (CAGR)
1 YR4.18
2 YR5.09
3 YR6.3

Portfolio

Company Name% Assets
Housing Development Finance Corpn. Ltd.6.08
Maruti Suzuki India Ltd.5.59
HDFC Bank Ltd.5.09
Mahindra & Mahindra Financial Services Ltd.4.51
Tata Consultancy Services Ltd.3.66
ICICI Bank Ltd.3.48
Reliance Industries Ltd.3.45
Asian Paints Ltd.2.81
Kotak Mahindra Bank Ltd.2.67
REC Ltd. 07/12/2028 8.37%2.67

Top Sectoral Holdings

Sector Name% Assets
Financial19.37
Technology5.02
Construction3.24
Chemicals3.23
FMCG3.02
Energy2.41
Textiles0.98
Automobile0.88
Healthcare0.87
Diversified0.6

Indicators

LabelValue
Portfolio turnover ratio443
Standard Deviation5.69%
Beta1.15%
Sharpe Ratio0.09

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).