Hybrid Equity Savings Moderately High Risk
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. The Scheme does not assure or guarantee any returns.
Expert-managed portfolios tailored to your financial goals.
Estimation is based on the past performance
| Equity Savings | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -0.27% | -0.27% | -1.54% | 0.9% | 1.68% | 5.23% | 8.61% | 8.39% | 7.42% | 8.17% | 7.74% |
| Category returns | -0.27% | 0.1% | -0.63% | 1.57% | 2.75% | 5.57% | 8.46% | 8.47% | 7.59% | 7.84% | N/A |
| Absolute returns | -0.22% | 0.81% | -1.06% | 0.54% | 1.68% | 9.22% | 28.31% | 39.59% | 42.61% | 119.31% | 123.9% |
| Rank within category | 9 | 13 | 19 | 18 | 16 | 12 | 9 | 11 | 12 | 7 | N/A |
| Total Schemes in Category | 25 | 24 | 24 | 24 | 22 | 21 | 21 | 21 | 21 | 14 | N/A |
| Equity Savings | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Yearly returns | 2.39% | 14.67% | 5.17% | 8.3% | 11.61% | 13.27% | -0.18% | 14.56% | 11.07% | 5.38% | -1.54% |
| Q1 returns | -1.79% | 6.12% | -0.08% | 2.98% | -10.79% | 1.53% | -1.77% | -1.18% | 3.04% | -0.97% | -4.49% |
| Q2 returns | 4.15% | 2.66% | 3.65% | 1.64% | 7.34% | 3.81% | -4.67% | 5.67% | 4.25% | 3.65% | 3.08% |
| Q3 Returns | 2.43% | 2.23% | 0.33% | 1.54% | 3.89% | 6.83% | 4.78% | 3.27% | 4.84% | -0.05% | N/A |
| Q4 Returns | -2.28% | 2.97% | 1.22% | 1.9% | 12.19% | 0.59% | 1.74% | 6.23% | -1.37% | 2.71% | N/A |
Expense ratio: 2.28%
Inclusive of GST
Exit load
Nil upto 10% of investments and 1% for remaining investments on or before 1M, Nil after 1M
| Alpha | 0.204293 |
| Beta | 0.889 |
| Sharpe Ratio | 0.136125 |
| Sortino Ratio | 0.266444 |
| R-Squared | 0.199 |
| Tracking Error | 1.308 |
| Downside Risk | 6.8832 |
| Std. Deviation (Annualised) | 5.0547 |
| Equity Savings | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Expense Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HSBC Equity Savings Fund - Regular Plan - Growth | 1.07% | 4.33% | 4.79% | 5.35% | 10.62% | 12.99% | 10.81% | 9.32% | 9.14% | 904.51 | 5.53 | 0.24 | Moderately High |
| Edelweiss Equity Savings Fund - Regular Plan - Growth | 0.16% | 1.58% | 1.63% | 3.6% | 6.05% | 10.45% | 8.84% | 8.96% | 8.68% | 1,313.18 | 2.10 | 0.31 | Moderate |
| Tata Equity Savings Fund - Regular Plan - Growth | 0.34% | -0.11% | 1.84% | 3.37% | 6.88% | 9.84% | 8.01% | 8.07% | 7.88% | 284.62 | 1.14 | 0.28 | Low to Moderate |
| Kotak Equity Savings Fund - Growth | -0.38% | 0.53% | -1.03% | 2.43% | 4.39% | 9.79% | 9.34% | 9.11% | 8.87% | 10,031.60 | 1.73 | 0.20 | Moderately High |
| Mirae Asset Equity Savings Fund - Regular Plan - Growth | -0.41% | -0.36% | -0.47% | 2.45% | 3.39% | 9.76% | 8.64% | 0% | 10.25% | 1,918.36 | 1.16 | 0.20 | Moderately High |
| SBI Equity Savings Fund - Regular Plan - Growth | -0.35% | 0.25% | -0.39% | 1.48% | 2.16% | 9.46% | 8.19% | 8.45% | 8.39% | 5,699.99 | 2.56 | 0.19 | Moderate |
| Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | -0.49% | -0.19% | -1.03% | 2.4% | 3.45% | 8.96% | 7.76% | 0% | 8.25% | 531.15 | 2.08 | 0.17 | Moderately High |
| Sundaram Equity Savings Fund - Growth | -1.12% | -1.52% | -3.71% | -1.21% | -0.87% | 8.88% | 8.78% | 9.02% | 8.4% | 1,079.02 | 2.20 | 0.16 | Moderate |
| Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth | -0.74% | 0.59% | -1.03% | 2.16% | 2.64% | 8.68% | 7.47% | 0% | 7.97% | 280.83 | 2.10 | 0.15 | Moderately High |
| Axis Equity Savings Fund - Regular Plan - Growth Current | -0.27% | -0.27% | -1.54% | 0.9% | 1.68% | 8.61% | 7.42% | 8.17% | 7.74% | 865.89 | 2.28 | 0.15 | Moderately High |
| Instrument Allocation | Instrument | Assets % |
|---|---|---|
|
|
Cash & Cash Equivalents and Net Assets | 38.85% |
| Domestic Equities | 71.17% | |
| Government Securities | 10.75% | |
| Domestic Mutual Funds Units | 2.97% | |
| Derivatives-Futures | -34.92% | |
| Corporate Debt | 10.79% | |
| REITs & InvITs | 0.40% |
| Sector Allocation | Sector | Assets % |
|---|---|---|
| Others | 28.43% | |
| Petroleum Products | 9.05% | |
| Banks | 21.70% | |
| Ferrous Metals | 4.39% | |
| Telecom - Services | 3.16% | |
| Construction | 2.02% | |
| Automobiles | 2.00% | |
| Retailing | 1.93% | |
| Aerospace & Defense | 1.63% | |
| Insurance | 1.41% | |
| IT - Software | 2.49% | |
| Realty | 1.13% | |
| Pharmaceuticals & Biotechnology | 3.77% | |
| Healthcare Services | 2.87% | |
| Cement & Cement Products | 1.72% | |
| Consumer Durables | 1.21% | |
| Electrical Equipment | 0.92% | |
| Finance | 1.79% | |
| Personal Products | 0.63% | |
| Auto Components | 2.10% | |
| Diversified FMCG | 0.77% | |
| Power | 1.03% | |
| Beverages | 0.53% | |
| Industrial Manufacturing | 0.88% | |
| Transport Infrastructure | 0.45% | |
| Chemicals & Petrochemicals | 0.84% | |
| Oil | 0.21% | |
| Non - Ferrous Metals | 0.18% | |
| Capital Markets | 0.21% | |
| Industrial Products | 0.36% | |
| Commercial Services & Supplies | 0.12% | |
| Financial Technology (Fintech) | 0.02% |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | 36.76% | |
| Reliance Industries Ltd. | Petroleum Products | Domestic Equities | 9.02% |
| HDFC Bank Ltd. | Banks | Domestic Equities | 6.73% |
| ICICI Bank Ltd. | Banks | Domestic Equities | 6.08% |
| 7.18% Government of India (14/08/2033) | Government Securities | 4.68% | |
| 7.1% Government of India (08/04/2034) | Government Securities | 4.08% | |
| Tata Steel Ltd. | Ferrous Metals | Domestic Equities | 3.34% |
| Axis Money Market Fund - Direct Plan - Growth Option | Domestic Mutual Funds Units | 2.97% | |
| Kotak Mahindra Bank Ltd. | Banks | Domestic Equities | 2.91% |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 2.51% |
| Bank Nifty Index June 2026 Future | Derivatives-Futures | 2.32% | |
| Clearing Corporation of India Ltd | Cash & Cash Equivalents and Net Assets | 2.09% | |
| Larsen & Toubro Ltd. | Construction | Domestic Equities | 2.02% |
| Mahindra & Mahindra Ltd. | Automobiles | Domestic Equities | 1.99% |
| Eternal Ltd. | Retailing | Domestic Equities | 1.93% |
| 8.52% Muthoot Finance Limited (07/04/2028) | Corporate Debt | 1.73% | |
| Hindustan Aeronautics Ltd. | Aerospace & Defense | Domestic Equities | 1.60% |
| SBI Life Insurance Company Ltd. | Insurance | Domestic Equities | 1.41% |
| State Bank Of India | Banks | Domestic Equities | 1.22% |
| 5% GMR Airports Limited (13/02/2027) ** | Corporate Debt | 1.20% | |
| Tech Mahindra Ltd. | IT - Software | Domestic Equities | 1.20% |
| 8.9% Muthoot Finance Limited (07/10/2027) ** | Corporate Debt | 1.16% | |
| 8.65% TVS Holdings Limited (07/06/2029) ** | Corporate Debt | 1.16% | |
| Cholamandalam Investment and Finance Company Ltd (27/02/2029) (FRN) ** | Corporate Debt | 1.16% | |
| 9.01% Hiranandani Financial Services Private Limited (30/03/2029) ** | Corporate Debt | 1.14% | |
| 7.53% Tamilnadu State Development Loans (28/01/2037) | Government Securities | 1.14% | |
| DLF Ltd. | Realty | Domestic Equities | 1.11% |
| Jindal Steel Ltd. | Ferrous Metals | Domestic Equities | 1.05% |
| Sun Pharmaceutical Industries Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.01% |
| Apollo Hospitals Enterprise Ltd. | Healthcare Services | Domestic Equities | 1.01% |
| Bank Of Baroda | Banks | Domestic Equities | 0.99% |
| Fortis Healthcare Ltd. | Healthcare Services | Domestic Equities | 0.88% |
| RBL Bank Ltd. | Banks | Domestic Equities | 0.88% |
| Ambuja Cements Ltd. | Cement & Cement Products | Domestic Equities | 0.82% |
| Titan Company Ltd. | Consumer Durables | Domestic Equities | 0.79% |
| CORONA Remedies Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.77% |
| Bharat Heavy Electricals Ltd. | Electrical Equipment | Domestic Equities | 0.72% |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 0.70% |
| IndusInd Bank Ltd. | Banks | Domestic Equities | 0.70% |
| Ultratech Cement Ltd. | Cement & Cement Products | Domestic Equities | 0.68% |
| Infosys Ltd. | IT - Software | Domestic Equities | 0.65% |
| Vodafone Idea Ltd. | Telecom - Services | Domestic Equities | 0.64% |
| Godrej Consumer Products Ltd. | Personal Products | Domestic Equities | 0.63% |
| Minda Corporation Ltd. | Auto Components | Domestic Equities | 0.63% |
| SJS Enterprises Ltd. | Auto Components | Domestic Equities | 0.61% |
| ITC Ltd. | Diversified FMCG | Domestic Equities | 0.60% |
| Power Grid Corporation Of India Ltd. | Power | Domestic Equities | 0.60% |
| 9.02% Muthoot Finance Limited (14/07/2027) ** | Corporate Debt | 0.58% | |
| 7.69% REC Limited (31/03/2033) ** | Corporate Debt | 0.58% | |
| 7.48% National Bank For Agriculture and Rural Development (15/09/2028) | Corporate Debt | 0.58% | |
| 8.8% Aditya Birla Digital Fashion Ventures Limited (26/08/2027) ** | Corporate Debt | 0.57% | |
| 7.02% Bajaj Housing Finance Limited (26/05/2028) ** | Corporate Debt | 0.57% | |
| United Spirits Ltd. | Beverages | Domestic Equities | 0.53% |
| Punjab National Bank | Banks | Domestic Equities | 0.51% |
| The Federal Bank Ltd. | Banks | Domestic Equities | 0.51% |
| Honeywell Automation India Ltd. | Industrial Manufacturing | Domestic Equities | 0.49% |
| Sona BLW Precision Forgings Ltd. | Auto Components | Domestic Equities | 0.46% |
| Healthcare Global Enterprises Ltd. | Healthcare Services | Domestic Equities | 0.44% |
| Divi's Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.44% |
| Aavas Financiers Ltd. | Finance | Domestic Equities | 0.44% |
| NTPC Ltd. | Power | Domestic Equities | 0.43% |
| Bandhan Bank Ltd. | Banks | Domestic Equities | 0.43% |
| Yes Bank Ltd. | Banks | Domestic Equities | 0.42% |
| Emcure Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.41% |
| Indus Infra Trust | Transport Infrastructure | REITs & InvITs | 0.40% |
| Coforge Ltd. | IT - Software | Domestic Equities | 0.38% |
| 7.26% Government of India (22/08/2032) | Government Securities | 0.35% | |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Durables | Domestic Equities | 0.35% |
| Sudeep Pharma Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.34% |
| Indian Bank | Banks | Domestic Equities | 0.34% |
| Max Healthcare Institute Ltd. | Healthcare Services | Domestic Equities | 0.33% |
| Cholamandalam Investment and Finance Company Ltd. | Finance | Domestic Equities | 0.33% |
| Aurobindo Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.29% |
| SRF Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.26% |
| Aditya Infotech Ltd. | Industrial Manufacturing | Domestic Equities | 0.25% |
| JB Chemicals & Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.25% |
| Glenmark Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.24% |
| 7.18% Government of India (24/07/2037) | Government Securities | 0.23% | |
| Sansera Engineering Ltd. | Auto Components | Domestic Equities | 0.23% |
| 7.69% National Bank For Agriculture and Rural Development (31/03/2032) ** | Corporate Debt | 0.23% | |
| Shriram Finance Ltd. | Finance | Domestic Equities | 0.23% |
| Grasim Industries Ltd. | Cement & Cement Products | Domestic Equities | 0.23% |
| Tata Consultancy Services Ltd. | IT - Software | Domestic Equities | 0.22% |
| 6.19% Government of India (16/09/2034) | Government Securities | 0.22% | |
| Oil India Ltd. | Oil | Domestic Equities | 0.21% |
| CG Power and Industrial Solutions Ltd. | Electrical Equipment | Domestic Equities | 0.20% |
| Krishna Institute of Medical Sciences Ltd | Healthcare Services | Domestic Equities | 0.20% |
| Pidilite Industries Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.19% |
| Hindalco Industries Ltd. | Non - Ferrous Metals | Domestic Equities | 0.18% |
| Hindustan Unilever Ltd. | Diversified FMCG | Domestic Equities | 0.17% |
| Craftsman Automation Ltd. | Auto Components | Domestic Equities | 0.16% |
| Onesource Specialty Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.15% |
| HDFC Asset Management Company Ltd. | Capital Markets | Domestic Equities | 0.15% |
| Jyoti CNC Automation Ltd. | Industrial Manufacturing | Domestic Equities | 0.14% |
| Cummins India Ltd. | Industrial Products | Domestic Equities | 0.13% |
| TeamLease Services Ltd. | Commercial Services & Supplies | Domestic Equities | 0.12% |
| APL Apollo Tubes Ltd. | Industrial Products | Domestic Equities | 0.12% |
| 8.20% Power Grid Corporation of India Limited (23/01/2030) ** | Corporate Debt | 0.12% | |
| Welspun Corp Ltd. | Industrial Products | Domestic Equities | 0.11% |
| Cipla Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.10% |
| Bajaj Finserv Ltd. | Finance | Domestic Equities | 0.10% |
| Multi Commodity Exchange Of India Ltd. | Capital Markets | Domestic Equities | 0.06% |
| Solar Industries India Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.05% |
| Biocon Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.05% |
| GMR Airports Ltd. | Transport Infrastructure | Domestic Equities | 0.05% |
| Neuland Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.05% |
| 7.72% Government of India (26/10/2055) | Government Securities | 0.05% | |
| Mphasis Ltd. | IT - Software | Domestic Equities | 0.04% |
| Havells India Ltd. | Consumer Durables | Domestic Equities | 0.03% |
| Dixon Technologies (India) Ltd. | Consumer Durables | Domestic Equities | 0.03% |
| Godrej Properties Ltd. | Realty | Domestic Equities | 0.03% |
| Hindustan Petroleum Corporation Ltd. | Petroleum Products | Domestic Equities | 0.03% |
| Bharat Electronics Ltd. | Aerospace & Defense | Domestic Equities | 0.03% |
| Samvardhana Motherson International Ltd. | Auto Components | Domestic Equities | 0.02% |
| One97 Communications Ltd. | Financial Technology (Fintech) | Domestic Equities | 0.02% |
| Metropolis Healthcare Ltd. | Healthcare Services | Domestic Equities | 0.01% |
| Maruti Suzuki India Ltd. | Automobiles | Domestic Equities | 0.01% |
| Maruti Suzuki India Ltd. | Derivatives-Futures | -0.01% | |
| One97 Communications Ltd. | Derivatives-Futures | -0.02% | |
| Samvardhana Motherson International Ltd. | Derivatives-Futures | -0.02% | |
| Bharat Electronics Ltd. | Derivatives-Futures | -0.03% | |
| Hindustan Petroleum Corporation Ltd. | Derivatives-Futures | -0.03% | |
| Godrej Properties Ltd. | Derivatives-Futures | -0.03% | |
| Max Healthcare Institute Ltd. | Derivatives-Futures | -0.03% | |
| Havells India Ltd. | Derivatives-Futures | -0.03% | |
| Mphasis Ltd. | Derivatives-Futures | -0.04% | |
| Cummins India Ltd. | Derivatives-Futures | -0.04% | |
| GMR Airports Ltd. | Derivatives-Futures | -0.05% | |
| Biocon Ltd. | Derivatives-Futures | -0.05% | |
| Solar Industries India Ltd. | Derivatives-Futures | -0.05% | |
| NTPC Ltd. | Derivatives-Futures | -0.05% | |
| Multi Commodity Exchange Of India Ltd. | Derivatives-Futures | -0.06% | |
| Cipla Ltd. | Derivatives-Futures | -0.10% | |
| Bajaj Finserv Ltd. | Derivatives-Futures | -0.10% | |
| APL Apollo Tubes Ltd. | Derivatives-Futures | -0.12% | |
| Power Grid Corporation Of India Ltd. | Derivatives-Futures | -0.13% | |
| HDFC Asset Management Company Ltd. | Derivatives-Futures | -0.15% | |
| Hindustan Unilever Ltd. | Derivatives-Futures | -0.17% | |
| Hindalco Industries Ltd. | Derivatives-Futures | -0.18% | |
| Pidilite Industries Ltd. | Derivatives-Futures | -0.19% | |
| State Bank Of India | Derivatives-Futures | -0.21% | |
| Shriram Finance Ltd. | Derivatives-Futures | -0.23% | |
| Grasim Industries Ltd. | Derivatives-Futures | -0.23% | |
| Glenmark Pharmaceuticals Ltd. | Derivatives-Futures | -0.24% | |
| SRF Ltd. | Derivatives-Futures | -0.27% | |
| Aurobindo Pharma Ltd. | Derivatives-Futures | -0.29% | |
| United Spirits Ltd. | Derivatives-Futures | -0.32% | |
| Sun Pharmaceutical Industries Ltd. | Derivatives-Futures | -0.35% | |
| Vodafone Idea Ltd. | Derivatives-Futures | -0.35% | |
| Bharti Airtel Ltd. | Derivatives-Futures | -0.36% | |
| Crompton Greaves Consumer Electricals Ltd. | Derivatives-Futures | -0.36% | |
| Yes Bank Ltd. | Derivatives-Futures | -0.42% | |
| Bandhan Bank Ltd. | Derivatives-Futures | -0.43% | |
| Larsen & Toubro Ltd. | Derivatives-Futures | -0.43% | |
| Divi's Laboratories Ltd. | Derivatives-Futures | -0.45% | |
| Punjab National Bank | Derivatives-Futures | -0.52% | |
| Apollo Hospitals Enterprise Ltd. | Derivatives-Futures | -0.54% | |
| Jindal Steel Ltd. | Derivatives-Futures | -0.58% | |
| Mahindra & Mahindra Ltd. | Derivatives-Futures | -0.59% | |
| ITC Ltd. | Derivatives-Futures | -0.61% | |
| IndusInd Bank Ltd. | Derivatives-Futures | -0.70% | |
| SBI Life Insurance Company Ltd. | Derivatives-Futures | -0.71% | |
| Titan Company Ltd. | Derivatives-Futures | -0.80% | |
| Ambuja Cements Ltd. | Derivatives-Futures | -0.82% | |
| RBL Bank Ltd. | Derivatives-Futures | -0.88% | |
| Hindustan Aeronautics Ltd. | Derivatives-Futures | -0.89% | |
| Bank Of Baroda | Derivatives-Futures | -1.00% | |
| DLF Ltd. | Derivatives-Futures | -1.12% | |
| Eternal Ltd. | Derivatives-Futures | -1.45% | |
| Kotak Mahindra Bank Ltd. | Derivatives-Futures | -2.09% | |
| Tata Steel Ltd. | Derivatives-Futures | -2.96% | |
| ICICI Bank Ltd. | Derivatives-Futures | -3.16% | |
| HDFC Bank Ltd. | Derivatives-Futures | -4.86% | |
| Reliance Industries Ltd. | Derivatives-Futures | -6.33% | |
| Total | 100.00% |
Hardik joined Axis AMC in January 2022 as a Fund Manager and is primarily responsible for focusing on medium to long duration strategies. His core area of expertise includes macro and duration strategies. In addition to trading in G-Sec & Corp Bonds, he has actively traded other Fixed Income Derivative instruments like Interest Rate Swaps, Bond FRAs & IRFs. Hardik started his professional journey with Quantum MF (2009-2013). Post that, he was associated with Nippon India MF (2013-2020) managing Medium to Long duration - High Grade funds and was actively involved in growing their FPI Advisory business. Prior to joining Axis AMC, he worked with SBI Life Insurance (2020-22) as a Fund Manager.
Mayank joined Axis AMC in 2015 as an Equity Research Analyst primarily focusing on the Healthcare, Energy, Real Estate, and Hotels segment. He was elevated to the role of a fund manager in 2023 and would be managing the Axis Smallcap Fund and Axis Momentum Fund.Mayank began his professional journey with ING Investment Management in 2008 as an Equity Research Analyst. Post that he was associated with Aditya Birla Sun Life AMC (2010), and then Reliance (2015). His expertise as an analyst is spread across multiple verticals such as Healthcare, Energy, Agro-Chemicals, Logistics, Real Estate, Hospitality, Textiles, FMCG and Retail.
Krishnaa joined Axis AMC in 2021 as a Research Analyst. In 2024, she was recently elevated to the position of Fund Manager for Foreign Securities.She is the fund manager for the Axis Global Innovation Fund of Fund, Axis NASDAQ 100 Fund of Fund, Axis US Treasury Dynamic Bond ETF Fund of Fund among many others. She began her career with Price Waterhouse Coopers in their Corporate and International Tax Division in 2019.
AMC
RETURNS
It is an Open ended scheme that primarily invests in Equity Savings.
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. The Scheme does not assure or guarantee any returns.
The scheme benchmark is the NIFTY 50 Equity Savings Index
It is classified as Moderately High Risk, suitable for investors with a Moderately High risk appetite.
Returns Delivered by the funds are as follows:
1-year: 1.68%
3-year: 8.66%
5-year: 7.35%
Top holdings include names such as:
The NAV is around ₹22.39 (approx.) for the Axis Equity Savings Fund - Regular Plan - Growth.
The fund’s AUM is approximately ₹863 Cr.
The expense ratio for the Regular Plan is 2.28.
Nil upto 10% of investments and 1% for remaining investments on or before 1M, Nil after 1M.
Minimum SIP starts at ₹100.
The minimum lump sum investment is ₹500. Often platforms may require higher in practice, but the statutory minimum remains the same.
You can start a SIP through:
Broker/agent platform like Sharescart.
Enter KYC details, choose the Regular Growth option, set SIP amount/frequency, and submit.
Yes. You can modify your SIP amount or frequency anytime online through the Sharescart platform.
You can redeem online via the Sharescart platform — choose the scheme, select the amount/units, and submit. Proceeds are credited to your bank account.
The fund managers: Mayank Hyanki, Devang Shah, Hardik Shah, Krishnaa N
This fund is suitable for investors with a Moderately High risk tolerance.
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