HomeMutual FundsAxis Equity Advantage Series 1 1590 Days Regular Growth

Overview (as on 26 Feb 2021)

NAV

₹14.64

1y returns

12.442%

Fund AUM

₹1,211 Cr

Expense Ratio

1.3%

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
Aditya BSL Fixed Term Plan Series PU Regular Growth
₹0
7.14% projected returns
DSP Fixed Maturity Plan Series 232 36 Month Regular Growth
₹0
6.21% projected returns
HDFC Fixed Maturity Plan 1846 Days August 2013 Series 27 Plan 1 Regular Growth
₹0
6.69% projected returns
Kotak Fixed Maturity Plan Series 226 Regular Growth
₹0
7.16% projected returns
Nippon India Fixed Horizon Fund XXXX Series 7 Regular Growth
₹0
7.24% projected returns

Asset Allocation

Equity (69.34%)
Debt & Cash (30.66%)
Sector Allocation
Financial Services
40.33%
Tech
17.15%
Consumer
12.90%
Basic Materials
10.70%
Defensive
6.73%
Energy
4.93%
Communication
3.39%
Health
2.77%
Industrials
1.10%
Size Breakup
Large Cap
86.12%
Mid Cap
13.88%

Key Metrics

Modified Duration 

NA

Average Maturity 

NA

Yield to Maturity 

NA

Holdings

All
Equity
Debt & Cash

Fund Details

Investment Objectives
"To generate capital appreciation over medium to long-term from a diversified portfolio of predominantly equity & equity related instruments. It also aims to manage risk through use of active hedging techniques. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns"
Scheme Name
Axis Equity Advantage Series 1 1590 Days Regular Growth
Scheme Document
Click Here
Exit Load

After 0 Years : 0%

Plan Started
25 May, 2017
Fund Manager
Shreyash Devalkar
Fund House Details
Fund House
Axis Asset Management Company Limited
Email
NA
Phone
+912243255199
Address
Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,

Peer Funds

DSP Fixed Maturity Plan Series 232 36 Month Regular Growth  

NR
DebtFixed Maturity Intermediate-Term BondRegularModerately Low risk

1 yr returns

6.28%

AUM

₹349 Cr

Expense Ratio

--

Aditya BSL Fixed Term Plan Series PU Regular Growth  

NR
DebtFixed Maturity Intermediate-Term BondRegularModerate Risk

1 yr returns

8.24%

AUM

₹310 Cr

Expense Ratio

--

Kotak Fixed Maturity Plan Series 226 Regular Growth  

NR
DebtFixed Maturity Intermediate-Term BondRegularModerate Risk

1 yr returns

8.27%

AUM

₹247 Cr

Expense Ratio

0.1%

HDFC Fixed Maturity Plan 1846 Days August 2013 Series 27 Plan 1 Regular Growth  

NR
DebtFixed Maturity Intermediate-Term BondRegularLow Risk

1 yr returns

10.88%

AUM

₹229 Cr

Expense Ratio

1.2%

Nippon India Fixed Horizon Fund XXXX Series 7 Regular Growth  

NR
DebtFixed Maturity Intermediate-Term BondRegularModerate Risk

1 yr returns

8.20%

AUM

₹136 Cr

Expense Ratio

0.28%

Axis Equity Advantage Series 1 1590 Days Regula...

NAV

₹14.64

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    warning

    Fund is in Top 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

Shreyash Devalkar
Shreyash Devalkar

leader

Qualifications
MMS - Finance (JBIMS, Mumbai), B.Chem. Engg. (UDCT, Mumbai).
Work Experience
"Research Analyst - Equities - BNP Paribas Asset Management India Private Limited- April 2011 onwards, Research Analyst - Equities (PMS)- BNP Paribas Asset Management India Private Limited- January 2011- March 31, 2011, Vice President - Investments- IDFC Asset Management Co. Limited- July 2008- January 2011, Vice President - Research- IDFC Capital Limited- September 2005 - July 2008, Analyst- JP Morgan Services India Limited- September 2004- August 2005, Manager- Calyon Bank- December 2003- August 2004, Management Trainee- Saint Gobai Vetrotex India Ltd- June 2003- November 2003, Executive Engineer- Larsen and Toubro Limited- August 1999- July 2001."
Aditya Pagaria
Aditya Pagaria

manager

Work Experience
"null"
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