Axis Equity Savings Fund - Regular Plan - Quarterly IDCW

Axis Equity Savings Fund - Regular Plan - Quarterly IDCW is a scheme launched by Axis Mutual Fund on August 14, 2015, and falls under the Equity Savings fund category. It currently manages an AUM of Rs 936.06 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 500. It charges an expense ratio of 2.26% for managing the portfolio.

• Investing Strategy:

  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.

• Performance:

  Axis Equity Savings Fund - Regular Plan - Quarterly IDCW trailing returns over different times are -4.46% (1 year), 1.66% (3 year) and 2.18% (5 year). The average annual return of this fund stands at -2.16%.