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

Axis Equity Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
21.710 0.13 (0.60%)

NAV as on 28 Mar, 2017

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

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:
 
View Historic Graph From     To     

Returns (NAV as on 28 Mar, 2017)

Period Returns (%) Rank #
1 mth 3.7 41
3 mth 14.9 105
6 mth 1.1 218
1 year 16.9 197
2 year 5.1 178
3 year 14.1 144
5 year - -

# Moneycontrol Rank within 268 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -4.5 7.9 3.7 -11.2 -3.0
2015 1.1 -1.5 -3.7 1.7 -0.3
2014 6.0 18.8 3.7 9.4 42.6
2013 -1.1 4.2 -1.8 9.7 12.8

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 3.7 14.9 1.1 16.9 5.1 14.1 --
Category avg 2.4 12.5 4.3 23.0 7.5 13.0 9.3
Difference of Fund returns and Category returns 1.3 2.4 -3.2 -6.1 -2.4 1.1 --
Best of category 7.5 24.8 18.9 46.5 25.4 69.3 27.5
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 1.4
Benchmark returns # 2.5 13.3 4.1 19.5 3.5 10.8 11.9
Difference of Fund returns and Benchmark returns 1.2 1.6 -3.0 -2.6 1.6 3.3 --
Axis Equity Fund - Direct 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 02, 2013
Benchmark NIFTY 50
Asset Size (Rs cr) 264.19 (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 (%)
ICICI Pru Value Discovery Fund (G) Rank 2
12,934.99 11.0 3.4 22.3 23.9 22.5
HDFC Equity Fund - Direct (G) Rank 4
3,289.85 14.6 6.7 33.4 18.4 --
Franklin (I) Prima Plus -Direct (G) Rank 3
1,432.63 15.0 5.6 22.9 22.7 --
ICICI Pru Value Discovery - DP (G) Rank 2
1,799.92 11.4 4.0 23.8 25.3 --
Franklin India Prima Plus (G) Rank 3
7,912.19 14.7 5.0 21.5 21.4 19.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 164.73 8.61
Kotak Mahindra Banking/Finance 104.27 5.45
Asian Paints Chemicals 98.73 5.16
SBI Banking/Finance 86.95 4.54
ICICI Bank Banking/Finance 85.67 4.48
Zee Entertain Media 80.14 4.19
Bajaj Finserv Banking/Finance 78.28 4.09
ITC Tobacco 77.38 4.04
Maruti Suzuki Automotive 76.99 4.02
Infosys Technology 70.87 3.70

Full Portfolio

Sector Allocation (Feb 28, 17)

Sector %

1-Year

HighLow

Banking/Finance 35.81 30.50 29.67
Automotive 11.52 9.70 9.43
Oil & Gas 6.64 2.91 2.14
Chemicals 6.18 2.85 2.50
Technology 5.69 14.92 14.43
Media 4.19 5.01 4.76

View All Sectors

Asset Allocation (%)(Feb 28, 17)

Equity 94.52
Others 0.00
Debt 0.26
Mutual Funds N.A
Money Market 0.00
Cash / Call 5.22

View All

Concentration

Holdings (%)
Top 5 28.24
Top 10 48.28
Sector (%)
Top 3 53.97

News & Videos

News

Messages & Community

Sections
Follow us on
Available On