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Axis Equity Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
20.300 0.08 (0.40%)

NAV as on 28 Jul, 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 Mar 2016) 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 28 Jul, 2016)

Period Returns (%) Rank #
1 mth 4.7 188
3 mth 8.0 208
6 mth 12.2 190
1 year 3.0 152
2 year 9.4 136
3 year 17.4 136
5 year 13.3 46

# Moneycontrol Rank within 271 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -4.7 - - - -
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 4.7 8.0 12.2 3.0 9.4 17.4 13.3
Category avg 5.3 10.3 13.2 3.4 8.9 14.6 7.9
Difference of Fund returns and Category returns -0.6 -2.3 -1.0 -0.4 0.5 2.8 5.4
Best of category 9.3 21.1 29.6 23.4 27.8 38.0 22.7
Worst of category -4.6 -4.8 -18.5 -19.4 -8.7 -1.7 -2.5
Benchmark returns # 6.6 10.4 16.7 3.9 5.8 14.1 9.6
Difference of Fund returns and Benchmark returns -1.9 -2.4 -4.5 -0.9 3.6 3.3 3.7
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 Dec 08, 2009
Benchmark NIFTY 50
Asset Size (Rs cr) 1,811.64 (Jun-30-2016)
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 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 (%)
ICICI Pru Value Discovery Fund (G) Rank 2
10,761.91 11.0 17.3 6.9 35.5 20.6
HDFC Equity Fund (G) Rank 5
12,066.46 13.7 20.1 3.9 23.5 11.9
Reliance Equity Oppor - RP (G) Rank 4
9,527.69 10.5 9.4 -1.4 24.6 15.3
Franklin India Prima Plus (G) Rank 2
6,557.26 8.8 15.7 6.4 26.6 16.7
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 149.28 8.24
Infosys Technology 123.92 6.84
HDFC Banking/Finance 111.42 6.15
Larsen Engineering 101.45 5.60
Zee Entertain Media 92.76 5.12
Kotak Mahindra Banking/Finance 83.88 4.63
Sun Pharma Pharmaceuticals 61.96 3.42
Bharti Airtel Telecom 55.80 3.08
M&M Automotive 54.53 3.01
Tech Mahindra Technology 49.28 2.72

Full Portfolio

Sector Allocation (Jun 30, 16)

Sector %

1-Year

HighLow

Banking/Finance 30.78 30.50 24.71
Technology 13.68 14.92 10.98
Automotive 9.69 11.11 8.98
Engineering 8.30 10.44 3.83
Pharmaceuticals 6.56 7.64 6.51
Media 5.12 5.88 4.76

View All Sectors

Asset Allocation (%)(Jun 30, 16)

Equity 98.05
Others 0.00
Debt 0.47
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.48

View All

Concentration

Holdings (%)
Top 5 31.95
Top 10 48.81
Sector (%)
Top 3 54.15

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