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Axis Equity Saver Fund

Axis Equity Saver Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

8.11

as on 30 Sep 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 12,638 today.

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NAV Performance

Axis Equity Saver Fund performance graph for last 3 years
Performance of Axis Equity Saver Fund for last 3 Years

Fund Information

  • ₹ 16.670

    as on 30 Sep 2022
  • Regular - Growth

  • 2 / 23

  • ₹ 5,000

  • ₹ 1,118 Cr.

    as on 31 Dec 2021
  • 2.2%

  • 14 Aug 2015

  • Hybrid - Equity Savings

  • Nifty 50

  • Axis Mutual Fund

    Show All Funds

Highlights of this fund

Axis Equity Saver Fund is an Open-ended Hybrid Fund. The fund belongs to Equity Savings category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 14 Aug 2015. This fund is offered by one of the top AMC (Assets Management Company) Axis Mutual Fund. You can also view here all other Hybrid funds offered by Axis Mutual Fund.

Latest NAV of the fund is ₹ 16.670 as on 30 Sep 2022.

This fund has 7 years of track record. Since 31 Oct 2021 expense ratio of this fund is 2.2%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 1,000. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

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.

List of Fund Managers of Axis Equity Saver Fund

  • About Kaustubh Sule

    Picture of Kaustubh  Sule
  • About R. Sivakumar

    Picture of R. Sivakumar
  • About Anupam Tiwari

    Picture of Anupam TiwariAnupam Tiwari is an Equity Fund Manager at Axis AMC. He joined Axis AMC in September 2016. Prior to this, he worked with Reliance Life Insurance & Principal PNB Asset Management as a Fund Manager. He started his career as an Equity Analyst with Reliance Capital AMC in 2005.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 0.54% 5.38% 3.24% 8.08% 15.74% 12.05% 8.69% 9.11% 4.99% 9.10% 12.11% 10.44% 9.14%
Category Average -0.67% 3.75% 0.95% 1.84% 11.21% 8.42% 6.69% 7.55% 2.50% 6.23% 8.58% 7.77% 7.56%
Axis Equity Saver Fund -1.42%₹ 9,858 4.71%₹ 10,471 -0.24%₹ 9,976 -1.30%₹ 9,869 0.20%₹ 12,013 11.66%₹ 12,468 5.08%₹ 25,282 8.11%₹ 12,638 7.96%₹ 40,605 7.77%₹ 14,546 7.87%₹ 73,190 - -
HDFC Equity Savings Fund -0.89%₹ 9,910 4.62%₹ 10,461 1.67%₹ 10,166 3.04%₹ 10,303 4.19%₹ 12,271 15.74%₹ 13,394 8.94%₹ 26,271 10.08%₹ 13,342 11.22%₹ 42,594 7.67%₹ 14,477 9.27%₹ 75,791 9.11%₹ 23,937 9.14%₹ 1,92,579
SBI Equity Savings Fund 0.14%₹ 10,013 5.38%₹ 10,538 0.78%₹ 10,077 2.36%₹ 10,236 3.36%₹ 12,217 13.17%₹ 12,806 6.98%₹ 25,768 9.69%₹ 13,200 9.83%₹ 41,741 7.64%₹ 14,453 8.89%₹ 75,066 - -
Aditya Birla Sun Life Equity Savings Fund -0.75%₹ 9,924 4.65%₹ 10,465 -0.81%₹ 9,918 -2.40%₹ 9,760 -0.84%₹ 11,946 10.09%₹ 12,119 3.66%₹ 24,921 8.06%₹ 12,619 7.01%₹ 40,031 5.74%₹ 13,225 6.84%₹ 71,323 - -
Kotak Equity Savings Fund -0.40%₹ 9,959 3.54%₹ 10,354 1.97%₹ 10,197 5.34%₹ 10,534 4.99%₹ 12,322 11.12%₹ 12,348 7.86%₹ 25,994 9.40%₹ 13,096 9.54%₹ 41,560 8.02%₹ 14,710 8.75%₹ 74,804 - -
ICICI Prudential Equity Savings Fund -0.23%₹ 9,977 1.21%₹ 10,121 2.09%₹ 10,209 4.71%₹ 10,471 4.75%₹ 12,306 10.78%₹ 12,271 7.03%₹ 25,779 7.43%₹ 12,401 8.23%₹ 40,764 7.06%₹ 14,070 7.60%₹ 72,690 - -

Portfolio Holdings

Portfolio holdings pattern of Axis Equity Saver Fund as on 02 Oct 2022 are listed below:

  • Equity Holdings:

    67.64%
  • Debt Holdings:

    11.35%
  • Others Holdings:

    47.12%

Top Sector Holdings of Axis Equity Saver Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 14.49% ₹ 168.27 Cr.
Computers - Software 9.50% ₹ 110.32 Cr.
Refineries/Marketing 6.91% ₹ 83.52 Cr.
Housing Finance 5.04% ₹ 58.51 Cr.
Cement 3.60% ₹ 41.74 Cr.
Others 60.46% -

Top Stock Holdings of Axis Equity Saver Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 7.21% ₹ 83.65 Cr.
Reliance Industries Ltd. 6.83% ₹ 79.28 Cr.
Infosys Ltd. 5.35% ₹ 62.13 Cr.
Housing Development Finance Corporation Ltd. 4.98% ₹ 57.77 Cr.
HDFC Bank Ltd. 3.43% ₹ 39.84 Cr.
Others 72.20% -

Top Debt Instrument Type holdings of Axis Equity Saver Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 5.92% ₹ 68.80 Cr.
GOI 5.43% ₹ 63.05 Cr.
Others 88.65% -

Top Debt Holdings of Axis Equity Saver Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 5.43% ₹ 63.05 Cr.
Bond - TMF Holdings Ltd. 1.12% ₹ 12.96 Cr.
Bond - Rural Electrification Corporation Limited 0.94% ₹ 10.90 Cr.
Bond - Power Finance Corporation Ltd. 0.90% ₹ 10.41 Cr.
Bond - State Bank Of India 0.89% ₹ 10.36 Cr.
Others 90.72%

Other Holdings

Holding TypeHolding Percentage
Net Receivables 26.08%
TREPS 12.74%
FD 8.30%
Interest Rate Swaps 0.00%