SENSEX NIFTY
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Axis Equity Fund (G) SET SMS ALERT

17.720
0.08 (0.45%)
NAV as on Oct-01-2014
NAV as on Oct-01-2014

Fund Family Axis Mutual Fund

Fund Class Large Cap

ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Large Cap category by Crisil (for quarter ended Mar 2014) rank unchanged from last quarter. 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 Oct-01-2014)

Period Returns (%) Rank #
1 mth -0.6 57
3 mth 2.0 114
6 mth 21.2 99
1 year 39.3 99
2 year 24.0 12
3 year 22.3 12
5 year - -

# Moneycontrol Rank within 155 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 5.8 18.4 - - -
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 (Large Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -0.6 2.0 21.2 39.3 24.0 22.3 --
Category avg -1.0 3.8 22.6 40.1 10.2 9.3 5.1
Difference of Fund returns and Category returns 0.4 -1.8 -1.4 -0.8 13.8 13.0 --
Best of category 6.7 18.4 55.6 75.9 27.0 25.8 16.9
Worst of category -6.9 -4.7 2.5 -63.0 8.0 8.6 2.0
Benchmark returns # -1.0 4.1 18.2 37.5 17.9 17.9 9.3
Difference of Fund returns and Benchmark returns 0.4 -2.1 3.0 1.8 6.1 4.4 --
Axis Equity Fund (G) Review by Crisil - Rating: 4 (Rank 2 out of 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) 796.79 (Jun-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
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

Large Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Top 200 Fund (G) Rank 3
11,265.42 1.1 25.1 54.6 20.4 13.6
HDFC Top 200 Fund - Direct (G) Not Ranked
391.94 1.3 25.5 55.5 -- --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
1.78 4.5 23.6 43.8 22.7 16.8
ICICI Pru Focused Bluechip Eqty (G) Rank 3
5,578.58 4.3 23.0 42.7 21.7 15.9
ICICI Pru Focused. Blue -Direct (G) Not Ranked
304.12 4.5 23.6 43.8 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 28, 14)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 91.07 8.44
SBI Banking/Finance 79.73 7.39
Infosys Technology 71.98 6.67
HDFC Bank Banking/Finance 68.33 6.34
Larsen Engineering 59.53 5.52
Tata Motors (D) Automotive 45.27 4.20
Maruti Suzuki Automotive 44.55 4.13
TCS Technology 31.53 2.92
Reliance Oil & Gas 29.96 2.78
Kotak Mahindra Banking/Finance 26.17 2.43

Full Portfolio

Sector Allocation (Aug 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 30.98 30.18 23.15
Technology 15.79 23.45 14.46
Engineering 11.74 10.68 3.17
Automotive 9.33 8.49 4.75
Oil & Gas 7.32 14.00 8.41
Pharmaceuticals 5.86 8.85 6.64

View All Sectors

Asset Allocation (%)(Aug 28, 14)

Equity 98.65
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.35

View All

Concentration

Holdings (%)
Top 5 34.36
Top 10 50.82
Sector (%)
Top 3 58.51

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