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Axis Equity Fund (G)

PLAN: Regular OPTIONS: Growth
16.770 0.08 (0.48%)

NAV as on 12 Feb, 2016

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Axis Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 in Diversified Equity category by Crisil (for quarter ended Nov 1999) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 12 Feb, 2016)

Period Returns (%) Rank #
1 mth -8.7 89
3 mth -9.6 62
6 mth -14.7 68
1 year -16.0 107
2 year 13.8 135
3 year 11.1 104
5 year 9.9 35

# Moneycontrol Rank within 283 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 0.9 -1.7 -3.9 1.4 -1.3
2014 5.8 18.4 3.3 9.0 40.6
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

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -8.7 -9.6 -14.7 -16.0 13.8 11.1 9.9
Category avg -9.0 -10.8 -15.1 -14.1 11.9 7.7 5.3
Difference of Fund returns and Category returns 0.3 1.2 0.4 -1.9 1.9 3.4 4.6
Best of category 7.5 0.7 -1.2 11.9 33.7 30.4 20.3
Worst of category -16.7 -19.8 -25.6 -36.6 -7.8 -5.8 -6.6
Benchmark returns # -7.0 -10.1 -16.4 -19.9 7.1 5.6 5.1
Difference of Fund returns and Benchmark returns -1.7 0.5 1.7 3.9 6.7 5.5 4.8
Axis Equity Fund (G) Review by Crisil - Rating: 2 (Rank 4 out of 5)
# Benchmark Index: NIFTY 50

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 NIFTY 50
Asset Size (Rs cr) 1,710.64 (Dec-31-2015)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Pankaj Murarka
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

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Equity Fund (G) Rank 5
14,512.78 -18.6 -23.2 -25.0 7.7 6.1
Reliance Equity Oppor - RP (G) Rank 3
10,399.26 -15.6 -20.0 -20.9 12.5 12.4
ICICI Pru Value Discovery Fund (G) Rank 1
9,705.72 -12.4 -16.0 -14.6 20.5 15.9
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
Reliance Growth Fund - RP (G) Rank 3
5,228.90 -14.2 -20.2 -18.2 12.0 8.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 31, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 131.55 7.69
Infosys Technology 119.92 7.01
Zee Entertain Media 100.59 5.88
HDFC Banking/Finance 84.51 4.94
Reliance Oil & Gas 79.20 4.63
Kotak Mahindra Banking/Finance 74.93 4.38
ICICI Bank Banking/Finance 68.08 3.98
Bharti Airtel Telecom 67.91 3.97
Maruti Suzuki Automotive 64.15 3.75
Sun Pharma Pharmaceuticals 61.24 3.58

Full Portfolio

Sector Allocation (Dec 31, 15)

Sector %

1-Year

HighLow

Banking/Finance 25.49 29.56 24.71
Technology 11.21 16.41 10.98
Automotive 11.11 11.11 9.39
Oil & Gas 7.37 7.37 4.95
Pharmaceuticals 7.10 8.60 6.32
Media 5.88 5.88 2.23

View All Sectors

Asset Allocation (%)(Dec 31, 15)

Equity 96.19
Others 0.39
Debt 0.51
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.91

View All

Concentration

Holdings (%)
Top 5 30.15
Top 10 49.81
Sector (%)
Top 3 47.81

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