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Business News/Market/Market Stats/    Axis Equity Saver Fund Regular Plan Growth

Axis Equity Saver Fund Regular Plan Growth

+
  • Hybrid
  • Equity Savings
  • Rating 3
  • Plan
20.70 +0.00 (0.00%) NAV as on 20 Jun, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)900.23
  • CAGR 17.81%
  • Exit Load1.00%
  • Expense ratio2.29%
  • CategoryHybrid
  • Min Investment500
  • Min SIP1000
  • Launch Date2015-08-14

Morning Star Rating 3

Low
Risk
Good
Return

Asset Allocation

Holdings As On - 22 June 2024

  • Name
  • Value (Cr)
  • Holding %
  • 7.25% Govt Stock 2063
  • 50.60
  • 5.62%
  • Bank Nifty Index June 2024 Future
  • 43.16
  • 4.79%
  • Shriram Finance Ltd. 8.75%
  • 24.87
  • 2.76%
  • India (Republic of)
  • 24.85
  • 2.76%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.60
  • Std Deviation 5.70%
  • Tracking Error 0.00%

About Fund

The investment objective of the scheme is 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. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.

 

The Axis Equity Saver Fund Regular Plan Growth has an AUM of 900.23 crores & has delivered CAGR of 9.85% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.29%. The minimum investment in Axis Equity Saver Fund Regular Plan Growth is Rs 500 and the minimum SIP is Rs 1000.

 

As per morningstar the risk & return rating of the fund are Low & Good respectively.

 

The top holdings of the fund include Reliance Industries, 7.25% Govt Stock 2063, Bank Nifty Index June 2024 Future & HDFC Bank.

 

The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Construction Services & Software & Programming.

 

Some of the similar funds are Sundaram Equity Savings Fund Growth, Mirae Asset Equity Savings Fund Regular Growth, DSP Equity Savings Fund Regular Plan Growth, Axis Equity Saver Fund Regular Plan Growth, Franklin India Equity Savings Fund Regular Growth. Axis Equity Saver Fund Regular Plan Growth has a sharpe ratio of 0.60 & a standard deviation of 5.70%.

FAQs about Axis Equity Saver Fund Regular Plan Growth

According to the morning star rating Axis Equity Saver Fund Regular Plan Growth has a Low risk & Good return.
Axis Equity Saver Fund Regular Plan Growth is managed by Devang Shah,Hitesh Das,Hardik Shah,Mayank Hyanki.
The expense ratio of Axis Equity Saver Fund Regular Plan Growth is 2.29%.
The 5 year annualized return on Axis Equity Saver Fund Regular Plan Growth is 9.85% & it has generated 17.81% in the last 1 year.
The minimum investment in Axis Equity Saver Fund Regular Plan Growth is 500 Rs.
Axis Equity Saver Fund Regular Plan Growth has an AUM of 900.23 crores.
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