Overview (as on 07 May 2021)

NAV

₹11.75

1y returns

25.175%

Fund AUM

₹725 Cr

Expense Ratio

2.41%

Min SIP

₹1,000

Min Lumpsum

₹5,000

Fund Performance

Calculator

Asset Allocation

Sector Allocation
Financial Services
40.27%
Consumer
10.80%
Energy
10.65%
Basic Materials
9.17%
Defensive
8.91%
Tech
8.71%
Communication
4.04%
Health
4.00%
Industrials
3.45%
Size Breakup
Large Cap
94.42%
Mid Cap
5.58%

Key Metrics

Yield to Maturity 

5.82%

Modified Duration 

1.9 yr

Sharpe Ratio 

0.33

Std deviation 

8.11%

Holdings

Fund Details

Investment Objectives
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.
Scheme Name
Axis Equity Saver Fund Regular Plan Monthly Pyt of Inc Dis cum Cap Wdrl
Scheme Document
Exit Load

For 0 - 12 Months: 1%

After 12 Months : 0%

Plan Started
14 August, 2015
Fund Manager
R Sivakumar
Fund House Details
Fund House
Axis Asset Management Company Limited
Email
customerservice@axismf.com
Phone
+912243255199
Address
Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,

Other Related Plans

Peer Funds

Axis Equity Saver Fund Regular Plan Monthly Pyt...

NAV

₹11.75

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    Fund has high quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Managers

R Sivakumar
R Sivakumar

leader

Work Experience
"null"
Anupam Tiwari
Anupam Tiwari

manager

Qualifications
Chartered Accountant
Work Experience
"He has more than 7 years of experience in Equity Markets as Research Analyst and Fund Manager. Prior to joining Principal Mutual Fund, he has worked with Reliance Mutual Fund and Reliance Life Insurance Ltd."

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