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Axis Equity Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
24.580 0.11 (0.45%)

NAV as on 13 Dec, 2017

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 Sep 2017) up from Rank 5 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 13 Dec, 2017)

Period Returns (%) Rank #
1 mth 1.1 97
3 mth 0.6 184
6 mth 9.3 115
1 year 32.2 74
2 year 16.2 157
3 year 8.9 165
5 year 15.5 50

# Moneycontrol Rank within 259 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 13.7 5.8 5.6 - -
2016 -4.7 7.6 3.5 -11.5 -4.0
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

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

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 1.1 0.6 9.3 32.2 16.2 8.9 15.5
Category avg 0.6 3.7 9.0 25.5 17.6 10.3 9.9
Difference of Fund returns and Category returns 0.5 -3.1 0.3 6.7 -1.4 -1.4 5.6
Best of category 7.5 16.9 21.3 51.4 34.0 23.9 26.9
Worst of category -8.8 -7.7 -11.5 -7.6 -0.1 2.8 1.4
Benchmark returns # -0.3 1.1 6.1 24.0 15.4 7.4 11.7
Difference of Fund returns and Benchmark returns 1.4 -0.5 3.2 8.2 0.8 1.5 3.8
Axis Equity Fund - Regular Plan (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 Jan 05, 2010
Benchmark NIFTY 50
Asset Size (Rs cr) 1,746.31 (Sep-30-2017)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Jinesh Gopani / Ashish Naik
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
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. 24-05-2016(1% if Units are redeemed / switched-out within 12 months from the date of allotment (Effective from 1st October 2013).)

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 (%)
Franklin (I) Prima Plus -Direct (G) Rank 3
1,952.41 2.9 8.0 26.6 13.8 --
HDFC Equity Fund - Direct (G) Rank 3
5,313.63 5.0 10.2 29.9 11.6 --
Reliance Equity Oppor -Direct (G) Rank 5
1,146.35 8.1 13.5 34.7 10.1 --
Franklin India Prima Plus (G) Rank 3
9,426.19 2.4 7.0 24.2 12.4 18.4
ICICI Pru Value Discovery Fund (G) Rank 5
14,542.94 2.0 5.2 17.0 10.5 20.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 184.47 9.77
Maruti Suzuki Automotive 150.27 7.96
Kotak Mahindra Banking/Finance 141.46 7.49
HDFC Banking/Finance 132.32 7.01
ICICI Bank Banking/Finance 75.03 3.97
Page Industries Manufacturing 61.80 3.27
Britannia Food & Beverage 57.99 3.07
HUL Cons NonDurable 57.91 3.07
IndusInd Bank Banking/Finance 56.14 2.97
Bajaj Finance Banking/Finance 54.64 2.89

Full Portfolio

Sector Allocation (Oct 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 37.79 0.00 0.00
Automotive 15.70 0.00 0.00
Cement 7.26 0.00 0.00
Manufacturing 5.37 0.00 0.00
Oil & Gas 5.13 0.00 0.00
Food & Beverage 4.07 0.00 0.00

View All Sectors

Asset Allocation (%)(Oct 31, 17)

Equity 92.72
Others 2.31
Debt 2.16
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.81

View All

Concentration

Holdings (%)
Top 5 36.20
Top 10 51.47
Sector (%)
Top 3 60.75

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