Axis Equity Saver Regular IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹500

Axis Equity Saver Regular IDCW Reinvest Direct Plan

NAV
₹13.9300
+0.14%
(16 Jul)
AUM
938 Cr
TER
1.03%
Risk
Moderately High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+26.7%
+26.7%
+26.7%
+26.6%
+18.5%
+15.1%
3Y
+14.3%
+14.3%
+14.3%
+14.2%
+11.1%
+9.6%
5Y
+13.7%
+13.7%
+13.7%
+13.4%
+11.4%
+9.9%
ALL
+9.9%
+9.9%
+9.9%
+9.9%
+10.4%
+7.6%
VOL
5.7%
6.4%
6.4%
6.8%
10.3%
-
TER
0.6%
0.6%
0.6%
0.6%
1.0%
-
AUM
₹344 Cr
₹344 Cr
₹344 Cr
₹344 Cr
₹938 Cr
-
INFO
1.74
1.55
1.55
1.46
1.01
-
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 Saver Regular 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 31st May
Top holdings
Net Receivables / (Payables)
31.9%
Reliance Industries Ltd
7.9%
7.25% Govt Stock 2063
5.6%
Bank Nifty Index June 2024 Future
4.8%
HDFC Bank Ltd
4.7%
Future on Reliance Industries Ltd
4.7%
Hdfc Bank Limited June 2024 Future
4.7%
Larsen & Toubro Ltd
4.0%
Shriram Finance Ltd. 8.75% - NCD & Bonds - NCD & Bonds
2.8%
India (Republic of)
2.8%
Top industry exposure
Financial Services
18.4%
Energy
9.3%
Basic Materials
9.0%
Industrials
6.9%
Consumer Cyclical
6.6%
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
Hitesh Das
Hardik Shah
Mayank Hyanki

FAQs