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Axis Equity Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
20.150 0.03 (0.15%)

NAV as on 23 Feb, 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

Relatively Weak performance in the category

The scheme is ranked 5 in Diversified Equity category by Crisil (for quarter ended Dec 2016) rank unchanged from last quarter. If you are invested in this scheme, its time to switch to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 23 Feb, 2017)

Period Returns (%) Rank #
1 mth 6.2 102
3 mth 8.8 186
6 mth -0.5 225
1 year 18.3 198
2 year 0.6 191
3 year 15.1 147
5 year 13.9 51

# Moneycontrol Rank within 268 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
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 6.2 8.8 -0.5 18.3 0.6 15.1 13.9
Category avg 5.1 9.3 4.7 27.1 5.2 14.4 8.7
Difference of Fund returns and Category returns 1.1 -0.5 -5.2 -8.8 -4.6 0.7 5.2
Best of category 10.3 17.7 18.9 54.8 25.4 109.1 26.7
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 0.7
Benchmark returns # 6.5 11.3 3.6 25.7 1.0 13.1 10.3
Difference of Fund returns and Benchmark returns -0.3 -2.5 -4.1 -7.4 -0.4 2.0 3.6
Axis Equity Fund - Regular Plan (G) Review by Crisil - Rating: 1 (Rank 5 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) 1,736.87 (Dec-31-2016)
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 (%)
HDFC Equity Fund - Direct (G) Not Ranked
3,289.85 11.0 7.7 43.3 22.0 --
ICICI Pru Value Discovery Fund (G) Rank 2
12,934.99 8.3 3.9 28.5 27.7 21.9
HDFC Equity Fund (G) Rank 4
12,463.44 10.8 7.2 42.1 21.0 14.8
ICICI Pru Value Discovery - DP (G) Not Ranked
1,799.92 8.6 4.6 30.2 29.1 --
Franklin India Prima Plus (G) Rank 3
7,912.19 11.1 4.5 27.3 24.4 18.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 31, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 167.26 8.61
HDFC Bank Banking/Finance 167.26 8.61
Maruti Suzuki Automotive 119.48 6.15
Maruti Suzuki Automotive 119.48 6.15
Kotak Mahindra Banking/Finance 104.60 5.38
Kotak Mahindra Banking/Finance 104.60 5.38
Asian Paints Chemicals 103.30 5.32
Asian Paints Chemicals 103.30 5.32
SBI Banking/Finance 100.76 5.19
SBI Banking/Finance 100.76 5.19

Full Portfolio

Sector Allocation (Jan 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 71.76 30.50 26.62
Automotive 28.20 9.70 8.98
Chemicals 12.58 2.85 2.50
Oil & Gas 10.84 8.49 2.14
Technology 10.26 14.92 11.91
Pharmaceuticals 9.46 7.64 6.51

View All Sectors

Asset Allocation (%)(Jan 31, 17)

Equity 96.12
Others 0.00
Debt 3.01
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.87

View All

Concentration

Holdings (%)
Top 5 34.90
Top 10 61.30
Sector (%)
Top 3 112.54

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