Axis Equity Saving Quarterly IDCW Payout Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹500

Axis Equity Saving Quarterly IDCW Payout Direct Plan

NAV
₹13.9600
+0.00%
(28 Jan)
AUM
994 Cr
TER
0.96%
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
+17.0%
+17.0%
+17.0%
+16.9%
+9.5%
+8.4%
3Y
+12.9%
+12.9%
+12.9%
+12.8%
+9.6%
+8.6%
5Y
+12.9%
+12.9%
+12.9%
+12.6%
+10.7%
+9.4%
ALL
+9.6%
+9.6%
+9.6%
+9.5%
+9.4%
+7.9%
VOL
6.4%
6.6%
6.6%
7.0%
7.7%
-
TER
0.6%
0.6%
0.6%
0.6%
1.0%
-
AUM
₹646 Cr
₹646 Cr
₹646 Cr
₹646 Cr
₹994 Cr
-
INFO
1.48
1.45
1.45
1.36
1.21
-
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 Quarterly IDCW Payout (DP)
₹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 31st Dec
Top holdings
Net Receivables / (Payables)
28.2%
HDFC Bank Ltd
9.6%
Hdfc Bank Limited January 2025 Future
8.2%
Reliance Industries Ltd
7.7%
7.25% Govt Stock 2063
6.7%
Future on Reliance Industries Ltd
6.3%
Bank Nifty Index January 2025 Future
4.4%
Clearing Corporation Of India Ltd
4.3%
7.34% Govt Stock 2064
4.2%
91 DTB 03012025
3.5%
Top industry exposure
Financial Services
20.4%
Energy
8.9%
Industrials
7.1%
Technology
6.6%
Basic Materials
6.0%
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