Axis Equity Saver Fund - Regular Plan - Quarterly IDCW

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Equity Savings NAV 11.53 0.43 24 June, 2022
Axis Equity Saver Fund - Regular Plan - Quarterly IDCW was previously known as

Axis Equity Saver Fund- Quarterly Dividend - Payout

Fund Details

Category Equity Savings
Fund Type Open Ended
Investment Plan Dividend
Launch Date 20 August, 2015
Benchmark CRISIL Hybrid 85+15 Conservative
Asset Size(Cr) 1229.65 (As on 31-03-2022)
Min Investment ₹ 5000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 100
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 30 days
Expense Ratio 2.23% (As on 31-03-2022)
Fund Manager R Sivakumar,Anupam Tiwari,Kaustubh Sule

Investment Returns (As on 24 Jun, 2022)

Duration Returns Benchmark Category
1 W 1.4% -0.57% -0.31%
1 M -0.69% -0.65% 0.26%
3 M -4.1% -0.23% -0.05%
6 M -5.47% -6.15% -1.06%
1 Y 0.57% 17.63% 8.82%
2 Y 15.15% 36.94% 15.8%
3 Y 7.1% 14.5% 8.4%
5 Y 7.23% 14.17% 7.09%

Risk Mesasures (As on 24 Jun, 2022)

Std Dev Sharpe Beta Alpha
Fund 0 0 -2.38 0.77
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 24.1%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Axis Equity Saver Fund - Regular Plan - Quarterly IDCW 0.57% 7.1% 7.23%
SBI Equity Savings Fund - Regular Plan - Growth 0.4% 8.31% 6.83%
HDFC Equity Savings Fund - GROWTH PLAN 2.59% 7.88% 7.03%
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth -2.04% 6.52% 5.25%
Nippon India Equity Savings Fund- Growth Plan- Growth Option 1.13% -1.51% 0.28%

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