Overview (as on 20 Nov 2020)

NAV

₹13.64

1y returns

8.859%

Fund AUM

₹1,080 Cr

Expense Ratio

1.3%

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Financial Services
35.49%
Tech
18.09%
Consumer
12.99%
Defensive
11.60%
Basic Materials
9.18%
Energy
5.60%
Communication
3.63%
Health
3.42%
Size Breakup
Large Cap
91.82%
Mid Cap
8.18%

Key Metrics

Modified Duration 

NA

Average Maturity 

NA

Yield to Maturity 

NA

Top 10 Holdings

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
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

Axis Equity Advantage Series 1 1590 Days Regula...

NAV

₹13.64

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

Manager

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"
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."
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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