Axis Equity Saver Fund (Hybrid, Hybrid Equity Savings)

Moderately High
3 yrs 2 monthsStarted on:20 Aug 2015
₹ 779.89 Cras on: 19 Sep 2018
Medium Horizon
2.81%
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)
YTD4.92
3 Month1.81
1 YR6.36
2 YR8.38
3 YR7.58

SIP Returns

TenureReturns (CAGR)
1 YR6.75
2 YR8.4
3 YR8.48

Portfolio

Company Name% Assets
Infibeam Avenues Ltd.8.78
Mahindra & Mahindra Financial Services Ltd.5.83
Housing Development Finance Corpn. Ltd.4.8
HDFC Bank Ltd.4.67
Reliance Industries Ltd.4.29
Tata Consultancy Services Ltd.3.46
Kotak Mahindra Bank Ltd.2.7
Britannia Industries Ltd.2.62
Reserve Bank of India 70-D 19/09/20182.56
Rural Electrification Corpn. Ltd. 31/12/2020 6.99%2.48

Top Sectoral Holdings

Sector Name% Assets
Financial16.91
FMCG5.86
Technology5.83
Energy4.29
Automobile3.75
Textiles2.42
Construction1.34
Cons Durable0.98
Chemicals0.94
Services0.58

Indicators

LabelValue
Portfolio turnover ratio515
Standard Deviation5.65%
Sharpe Ratio0.38

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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