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Axis Equity Saver Fund

Axis Equity Saver Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

9.08

as on 03 Aug 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 12,983 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

  • ₹ 16.320

    as on 03 Aug 2021
  • Regular - Growth

  • 1 / 23

  • ₹ 5,000

  • ₹ 785 Cr.

    as on 03 Aug 2021
  • 2.49%

    since 31 May 2021
  • 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 ₹ 16.320 as on 03 Aug 2021.

This fund has 5 years of track record. Since 31 May 2021 expense ratio of this fund is 2.49%. 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 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 3.03% 8.25% 9.80% 28.65% 16.84% 10.88% 9.75% 9.63% 27.40% 21.59% 16.41% 11.64% 10.06%
Category Average 1.61% 5.70% 6.39% 21.23% 11.69% 8.01% 7.71% 7.96% 19.21% 15.96% 12.41% 9.04% 8.23%
Axis Equity Saver Fund 3.03%₹ 10,303 7.30%₹ 10,729 7.37%₹ 10,736 24.01%₹ 12,401 22.14%₹ 13,389 13.05%₹ 12,789 17.63%₹ 28,543 9.08%₹ 12,983 13.63%₹ 44,107 9.19%₹ 15,528 10.95%₹ 79,028 - -
Kotak Equity Savings Fund 0.90%₹ 10,089 4.53%₹ 10,453 5.01%₹ 10,501 16.53%₹ 11,652 14.44%₹ 12,916 11.28%₹ 12,390 13.68%₹ 27,502 8.22%₹ 12,676 11.16%₹ 42,557 8.69%₹ 15,172 9.42%₹ 76,069 - -
SBI Equity Savings Fund 1.35%₹ 10,134 5.22%₹ 10,522 6.11%₹ 10,611 24.85%₹ 12,485 20.90%₹ 13,314 14.35%₹ 13,085 18.37%₹ 28,741 9.51%₹ 13,137 14.23%₹ 44,492 8.55%₹ 15,077 10.57%₹ 78,280 - -
Aditya Birla Sun Life Equity Savings Fund 1.73%₹ 10,173 5.65%₹ 10,564 6.84%₹ 10,684 25.15%₹ 12,514 21.12%₹ 13,327 13.90%₹ 12,982 17.60%₹ 28,535 8.37%₹ 12,729 13.52%₹ 44,036 8.25%₹ 14,864 9.78%₹ 76,760 - -
ICICI Prudential Equity Savings Fund 0.98%₹ 10,098 2.87%₹ 10,287 4.24%₹ 10,423 16.47%₹ 11,646 14.20%₹ 12,901 8.94%₹ 11,873 12.02%₹ 27,068 8.14%₹ 12,647 9.92%₹ 41,791 7.99%₹ 14,688 8.33%₹ 74,017 - -
HDFC Equity Savings Fund 1.35%₹ 10,135 8.25%₹ 10,824 9.80%₹ 10,980 28.65%₹ 12,865 27.40%₹ 13,708 13.29%₹ 12,843 20.18%₹ 29,226 9.47%₹ 13,120 14.59%₹ 44,721 9.75%₹ 15,925 10.77%₹ 78,668 9.63%₹ 25,100 10.06%₹ 2,02,151

Portfolio Holdings

Portfolio holdings pattern of Axis Equity Saver Fund as on 05 Aug 2021 are listed below:

  • Equity Holdings:

    65.10%
  • Debt Holdings:

    16.81%
  • Others Holdings:

    41.31%

Top Sector Holdings of Axis Equity Saver Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 13.82% ₹ 108.49 Cr.
Computers - software 8.65% ₹ 67.99 Cr.
Refineries/marketing 7.16% ₹ 56.22 Cr.
Housing finance 6.37% ₹ 50.02 Cr.
Passenger/utility vehicles 4.31% ₹ 33.90 Cr.
Others 59.69% -

Top Stock Holdings of Axis Equity Saver Fund

Name of StocksHolding PercentageHolding Values in Crore
Reliance Industries Ltd. 6.81% ₹ 53.49 Cr.
ICICI Bank Ltd. 6.69% ₹ 52.54 Cr.
Housing Development Finance Corporation Ltd. 6.37% ₹ 50.02 Cr.
Infosys Ltd. 4.27% ₹ 33.54 Cr.
HDFC Bank Ltd. 4.06% ₹ 31.90 Cr.
Others 71.80% -

Top Debt Instrument Type holdings of Axis Equity Saver Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 12.59% ₹ 98.82 Cr.
GOI 4.22% ₹ 33.11 Cr.
Others 83.19% -

Top Debt Holdings of Axis Equity Saver Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 4.22% ₹ 33.11 Cr.
Bond - TMF Holdings Ltd. 1.58% ₹ 12.45 Cr.
Bond - Bank Of Baroda 1.55% ₹ 12.16 Cr.
Bond - Rural Electrification Corporation Limited 1.39% ₹ 10.88 Cr.
Bond - Power Finance Corporation Ltd. 1.33% ₹ 10.46 Cr.
Others 89.93%

Other Holdings

Holding TypeHolding Percentage
Net Receivables 22.02%
TREPS 12.00%
FD 7.29%