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Axis Equity Fund (G) SET SMS ALERT

14.660
0.19 (1.31%)
NAV as on Apr-17-2014

Fund Family

Fund Class

Forms
ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in category by Crisil. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on Apr-17-2014)

Period Returns (%) Rank #
1 mth 4.9 251
3 mth 8.1 286
6 mth 11.0 313
1 year 17.7 268
2 year 18.8 17
3 year 10.3 33
5 year - -

# Moneycontrol Rank within Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 5.8 - - - -
2013 -0.5 3.7 -1.9 9.4 12.6
2012 12.4 1.0 9.1 4.8 31.2
2011 -7.2 -0.4 -10.5 -5.3 -22.8
2010 3.4 2.5 13.0 -2.7 17.7

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average ()

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 4.9 8.1 11.0 17.7 18.8 10.3 --
Category avg 1.2 2.2 10.7 11.7 15.5 0.6 9.0
Difference of Fund returns and Category returns 3.7 5.9 0.3 6.0 3.3 9.7 --
Best of category 1.2 2.2 10.7 11.7 15.5 0.6 9.0
Worst of category 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Benchmark returns # 4.0 8.3 12.1 19.2 13.2 5.8 14.9
Difference of Fund returns and Benchmark returns 0.9 -0.2 -1.1 -1.5 5.6 4.5 --
# Benchmark Index: CNX NIFTY

Investment Info

Investment Objective

To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities including derivatives.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Dec 08, 2009
Benchmark CNX NIFTY
Asset Size (Rs cr) 594.36 (Dec-31-2013)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Chandresh Nigam
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 3.00%
Load Comments Exit load 3% if redeemed / switched- out up to 6 months, 2% if redeemed / switched - out after 6 months & up to 12 months and 1% if redeemed / switched - out after 12 months & up to 24 months from the date of allotment

Contact Details

Regd. Office Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai, 400025
Tel. No. 022 - 43255161
Fax No. 022 43255199
Email customerservice@axismf.com
Website http://www.axismf.com

Peer Comparison

Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Sundaram Capex Oppor.- IP (G) Not Ranked
0.32 0.0 0.0 -- -- --
Mirae Ultra STBF - SIP (G) Not Ranked
257.04 0.0 0.0 -- -- --
Mirae Liquid Fund - SIP (G) Not Ranked
231.07 0.0 0.0 -- -- --
HSBC Income (IP)-Inst Plan (G) Not Ranked
2.70 0.0 0.0 -- -- --
Peerless Ultra Short Term -IP (G) Not Ranked
20.98 0.0 0.0 -- -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 14)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology - 9.34
HDFC Bank Banking/Finance - 6.56
ICICI Bank Banking/Finance - 5.66
TCS Technology - 5.66
Reliance Oil & Gas - 4.28
Larsen Engineering - 4.18
ITC Tobacco - 3.95
Zee Entertain Media - 3.64
SBI Banking/Finance - 3.35
HDFC Banking/Finance - 3.09

Full Portfolio

Sector Allocation (Feb 28, 14)

Sector %

1-Year

HighLow

Technology 23.24 23.45 12.33
Banking/Finance 23.15 27.06 21.85
Oil & Gas 12.83 12.83 8.65
Pharmaceuticals 7.18 10.99 7.18
Engineering 6.93 6.93 1.91
Media 6.03 6.03 1.47

View All Sectors

Asset Allocation (%)(Feb 28, 14)

Equity 93.18
Others 1.92
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.91

View All

Concentration

Holdings (%)
Top 5 31.50
Top 10 49.71
Sector (%)
Top 3 59.22

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