Axis Equity Saving Monthly IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹500

Axis Equity Saving Monthly IDCW Reinvest Direct Plan

NAV
₹13.5300
-0.51%
(1 Apr)
AUM
930 Cr
TER
1.01%
Risk
Moderately High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+7.3%
+7.3%
+6.5%
+6.5%
+5.6%
+5.2%
3Y
+11.4%
+11.4%
+11.6%
+11.6%
+8.3%
+9.0%
5Y
+14.3%
+14.3%
+16.5%
+16.5%
+12.2%
+13.4%
ALL
+9.8%
+9.8%
+8.6%
NA
+7.7%
+9.1%
VOL
5.9%
5.9%
7.9%
7.9%
-
7.4%
TER
0.7%
0.7%
0.8%
0.8%
-
1.0%
AUM
₹7,897 Cr
₹7,897 Cr
₹1,033 Cr
₹1,033 Cr
-
₹930 Cr
INFO
1.67
1.67
1.09
0.00
-
1.24
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Axis Equity Saving Monthly IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
Net Receivables / (Payables)
33.8%
HDFC Bank Ltd
10.0%
Hdfc Bank Limited March 2025 Future
8.6%
Reliance Industries Ltd
8.1%
Future on Reliance Industries Ltd
6.7%
7.34% Govt Stock 2064
6.1%
7.25% Govt Stock 2063
5.4%
Infosys Ltd
3.9%
91 DTB 28032025
3.7%
Bank Nifty Index March 2025 Future
3.7%
Top industry exposure
Financial Services
22.4%
Energy
9.4%
Technology
6.8%
Industrials
5.7%
Basic Materials
5.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹100
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 30 days
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. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.
Fund manager(s)
Devang Shah
Hardik Shah
Mayank Hyanki
Krishnaa N

FAQs