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Axis Equity Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
24.500 0.04 (0.16%)

NAV as on 18 Oct, 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 Jun 2017) 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 18 Oct, 2017)

Period Returns (%) Rank #
1 mth -0.1 155
3 mth 7.2 20
6 mth 16.3 26
1 year 20.3 75
2 year 12.8 151
3 year 11.8 146
5 year 16.3 47

# Moneycontrol Rank within 263 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 -0.1 7.2 16.3 20.3 12.8 11.8 16.3
Category avg 0.9 3.1 8.7 16.4 13.4 11.1 9.8
Difference of Fund returns and Category returns -1.0 4.1 7.6 3.9 -0.6 0.7 6.5
Best of category 7.5 16.9 21.3 32.6 27.6 27.1 27.8
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 1.4
Benchmark returns # -- 2.5 11.5 17.2 10.7 8.8 12.3
Difference of Fund returns and Benchmark returns -0.1 4.7 4.8 3.1 2.1 3.0 4.0
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) 1,746.31 (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 (%)
ICICI Pru Value Discovery Fund (G) Rank 4
14,542.94 2.2 5.8 10.4 12.9 20.8
HDFC Equity Fund (G) Rank 3
14,575.34 -0.7 7.8 15.2 10.7 16.0
ICICI Pru Value Discovery - DP (G) Rank 4
2,695.17 2.4 6.4 11.7 14.2 --
Franklin India Prima Plus (G) Rank 3
9,426.19 1.6 9.0 14.5 15.0 18.8
Motilal Focused Multicap 35 -RP (G) Rank 1
4,970.70 6.5 12.3 27.3 25.9 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 31, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 182.09 9.85
Maruti Suzuki Automotive 152.47 8.25
HDFC Banking/Finance 135.93 7.36
Kotak Mahindra Banking/Finance 132.74 7.18
IndusInd Bank Banking/Finance 84.49 4.57
ICICI Bank Banking/Finance 80.47 4.35
Bajaj Finserv Banking/Finance 71.54 3.87
Avenue Supermar Retail & Real Estate 57.19 3.09
Asian Paints Chemicals 54.91 2.97
Motherson Sumi Automotive 52.38 2.83

Full Portfolio

Sector Allocation (Aug 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 40.75 0.00 0.00
Automotive 18.12 0.00 0.00
Manufacturing 4.79 0.00 0.00
Oil & Gas 4.56 0.00 0.00
Cement 3.40 0.00 0.00
Retail & Real Estate 3.09 0.00 0.00

View All Sectors

Asset Allocation (%)(Aug 31, 17)

Equity 90.36
Others 1.83
Debt 0.54
Mutual Funds N.A
Money Market 2.69
Cash / Call 4.58

View All

Concentration

Holdings (%)
Top 5 37.21
Top 10 54.32
Sector (%)
Top 3 63.66

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