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Axis Equity Fund (G)

PLAN: Regular OPTIONS: Growth
19.320 0.11 (0.57%)

NAV as on 22 May, 2015

CRISIL MF RANK

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
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 2014) 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 22 May, 2015)

Period Returns (%) Rank #
1 mth 1.0 82
3 mth -3.0 155
6 mth -0.9 163
1 year 16.9 137
2 year 23.0 126
3 year 25.9 39
5 year 13.9 42

# Moneycontrol Rank within 244 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 0.9 - - - -
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 1.0 -3.0 -0.9 16.9 23.0 25.9 13.9
Category avg 0.7 -1.4 2.8 20.0 19.9 15.7 8.3
Difference of Fund returns and Category returns 0.3 -1.6 -3.7 -3.1 3.1 10.2 5.6
Best of category 7.5 6.0 17.6 60.9 53.2 43.9 24.6
Worst of category -2.8 -24.9 -17.2 -19.1 2.4 8.0 3.6
Benchmark returns # 0.3 -3.4 -0.8 16.3 17.8 20.3 11.3
Difference of Fund returns and Benchmark returns 0.7 0.4 -0.1 0.6 5.2 5.6 2.6
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) 1,512.52 (Mar-31-2015)
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 (%)
Reliance Equity Oppor -Direct (G) Not Ranked
731.91 -3.2 1.5 32.9 -- --
Reliance Equity Oppor - RP (G) Rank 2
10,512.16 -3.4 1.2 31.9 28.5 19.3
HDFC Equity Fund (G) Rank 4
16,359.53 -2.4 -3.5 15.1 25.1 14.6
HDFC Equity Fund - Direct (G) Not Ranked
2,361.64 -2.2 -3.1 16.0 -- --
Reliance Equity Oppor - IP (G) Not Ranked
9.07 -3.3 1.3 32.2 28.8 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 131.51 7.91
Larsen Engineering 97.88 5.88
Infosys Technology 97.11 5.84
ICICI Bank Banking/Finance 89.41 5.38
HDFC Banking/Finance 73.71 4.43
Sun Pharma Pharmaceuticals 65.72 3.95
SBI Banking/Finance 64.74 3.89
TCS Technology 62.82 3.78
Maruti Suzuki Automotive 59.61 3.58
Bharti Airtel Telecom 50.69 3.05

Full Portfolio

Sector Allocation (Apr 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 28.83 30.18 28.31
Technology 13.36 16.41 13.36
Engineering 10.67 11.88 8.55
Automotive 9.84 10.37 6.62
Pharmaceuticals 8.44 8.44 5.55
Oil & Gas 5.60 13.34 4.95

View All Sectors

Asset Allocation (%)(Apr 30, 15)

Equity 97.96
Others 0.03
Debt 0.18
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.83

View All

Concentration

Holdings (%)
Top 5 29.44
Top 10 47.69
Sector (%)
Top 3 52.86

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