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Axis Equity Fund (G)

PLAN: Regular OPTIONS: Growth
19.980 0.01 (0.05%)

NAV as on 04 Aug, 2015

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 04 Aug, 2015)

Period Returns (%) Rank #
1 mth 1.3 192
3 mth 5.3 120
6 mth 0.8 185
1 year 17.5 152
2 year 27.4 147
3 year 23.5 47
5 year 12.6 48

# Moneycontrol Rank within 268 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 0.9 -1.7 - - -
2014 5.8 18.4 3.3 9.0 -
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 (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 1.3 5.3 0.8 17.5 27.4 23.5 12.6
Category avg 2.5 4.8 3.4 18.2 25.1 15.3 7.6
Difference of Fund returns and Category returns -1.2 0.5 -2.6 -0.7 2.3 8.2 5.0
Best of category 8.3 17.1 14.9 53.8 57.2 42.7 23.4
Worst of category -9.8 -11.1 -11.8 -21.4 11.5 8.3 -0.1
Benchmark returns # -0.1 2.2 -2.4 10.8 22.4 17.3 9.3
Difference of Fund returns and Benchmark returns 1.4 3.1 3.2 6.7 5.0 6.2 3.3
Axis Equity Fund (G) Review by Crisil - Rating: 2 (Rank 4 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) 1,569.88 (Jun-30-2015)
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 4
15,438.31 4.7 2.6 15.2 24.1 12.8
Reliance Equity Oppor - RP (G) Rank 3
10,428.79 5.3 1.6 26.1 26.9 17.1
ICICI Pru Value Discovery Fund (G) Rank 1
8,686.06 4.9 5.2 28.8 33.1 20.0
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
Reliance Growth Fund - RP (G) Rank 3
5,301.58 8.4 6.8 30.9 26.9 12.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 127.95 8.15
Larsen Engineering 106.91 6.81
Infosys Technology 84.30 5.37
Zee Entertain Media 75.67 4.82
HDFC Banking/Finance 73.31 4.67
ICICI Bank Banking/Finance 71.27 4.54
Bharti Airtel Telecom 64.84 4.13
TCS Technology 60.13 3.83
Kotak Mahindra Banking/Finance 59.18 3.77
Reliance Oil & Gas 55.73 3.55

Full Portfolio

Sector Allocation (Jun 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 28.61 29.87 28.31
Technology 12.05 16.41 12.05
Engineering 10.86 11.88 9.62
Automotive 9.39 10.37 7.78
Pharmaceuticals 8.12 8.60 5.55
Oil & Gas 6.28 7.72 4.95

View All Sectors

Asset Allocation (%)(Jun 30, 15)

Equity 98.35
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.65

View All

Concentration

Holdings (%)
Top 5 29.82
Top 10 49.64
Sector (%)
Top 3 51.52

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