SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Diversified Equity > Axis Mutual Fund > Axis Equity Fund - Regular Plan (G)

Axis Equity Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
19.510 0.13 (0.67%)

NAV as on 23 Jun, 2016

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Axis Mutual Fund FUND CLASS : Diversified Equity
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
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:
 
View Historic Graph From     To     

Returns (NAV as on 23 Jun, 2016)

Period Returns (%) Rank #
1 mth 5.9 19
3 mth 8.9 88
6 mth 3.8 24
1 year 1.1 82
2 year 7.3 125
3 year 17.1 121
5 year 12.9 35

# 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 5.9 8.9 3.8 1.1 7.3 17.1 12.9
Category avg 3.0 6.9 -0.3 -1.5 6.6 13.1 7.0
Difference of Fund returns and Category returns 2.9 2.0 4.1 2.6 0.7 4.0 5.9
Best of category 11.7 18.2 14.5 18.1 25.9 33.8 21.3
Worst of category -4.9 -13.1 -19.9 -23.7 -14.8 -1.7 -4.7
Benchmark returns # 4.4 6.2 2.9 -3.3 3.3 13.1 8.1
Difference of Fund returns and Benchmark returns 1.5 2.7 0.9 4.4 4.0 4.0 4.8
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) 1,661.93 (Mar-31-2016)
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
9,522.59 8.9 2.2 1.3 32.5 19.4
Reliance Equity Oppor - IP (G) Not Ranked
7.87 7.0 -6.5 -5.9 21.3 14.2
Reliance Equity Oppor - RP (G) Rank 4
23,138.44 6.9 -6.6 -6.1 21.1 13.9
ICICI Pru Value Discovery - DP (G) Not Ranked
1,038.25 9.2 2.8 2.5 33.8 --
HDFC Equity Fund (G) Rank 5
20,730.11 9.6 -0.3 -4.8 19.6 9.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 31, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 177.29 8.35
Infosys Technology 156.08 7.35
HDFC Banking/Finance 129.96 6.12
Larsen Engineering 118.03 5.56
Zee Entertain Media 106.40 5.01
Kotak Mahindra Banking/Finance 96.91 4.56
Sun Pharma Pharmaceuticals 73.22 3.45
Bharti Airtel Telecom 63.25 2.98
Tech Mahindra Technology 62.14 2.93
M&M Automotive 59.50 2.80

Full Portfolio

Sector Allocation (May 31, 16)

Sector %

1-Year

HighLow

Banking/Finance 30.50 30.50 24.71
Technology 14.43 14.92 10.98
Automotive 9.70 11.11 8.98
Engineering 8.08 10.86 3.83
Pharmaceuticals 6.51 8.12 6.51
Media 5.01 5.88 4.76

View All Sectors

Asset Allocation (%)(May 31, 16)

Equity 98.08
Others 0.65
Debt 0.47
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.80

View All

Concentration

Holdings (%)
Top 5 32.39
Top 10 49.11
Sector (%)
Top 3 54.63

News & Videos

News

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.