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Axis Equity Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
19.490 0.07 (0.36%)

NAV as on 29 Apr, 2016

CRISIL MF RANK

Not Ranked

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

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Dec 2015) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 29 Apr, 2016)

Period Returns (%) Rank #
1 mth 3.6 57
3 mth 4.1 113
6 mth -0.8 51
1 year 1.4 59
2 year 15.0 126
3 year 15.1 104
5 year - -

# Moneycontrol Rank within 275 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -4.5 - - - -
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

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 3.6 4.1 -0.8 1.4 15.0 15.1 --
Category avg 2.3 2.9 -3.0 -2.2 12.3 10.9 6.4
Difference of Fund returns and Category returns 1.3 1.2 2.2 3.6 2.7 4.2 --
Best of category 7.5 8.9 7.2 12.2 34.2 33.0 20.3
Worst of category -4.9 -5.2 -18.5 -19.0 -7.5 -1.7 -5.5
Benchmark returns # 3.3 3.8 -3.2 -4.7 8.1 10.0 6.4
Difference of Fund returns and Benchmark returns 0.3 0.3 2.4 6.1 6.9 5.1 --
# 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 01, 2013
Benchmark NIFTY 50
Asset Size (Rs cr) 218.01 (Dec-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 (%)
HDFC Equity Fund (G) Rank 5
14,512.78 6.7 -4.9 -6.8 15.0 8.7
ICICI Pru Value Discovery Fund (G) Rank 1
9,705.72 5.6 -1.1 -- 26.7 17.9
Reliance Equity Oppor - RP (G) Rank 3
10,399.26 -0.5 -9.0 -6.9 16.8 13.4
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
Franklin India Prima Plus (G) Rank 2
5,266.05 6.0 0.3 3.3 22.1 14.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 18.07 8.23
HDFC Bank Banking/Finance 18.07 8.23
Infosys Technology 17.12 7.80
Infosys Technology 17.12 7.80
Larsen Engineering 10.67 4.86
Larsen Engineering 10.67 4.86
Zee Entertain Media 10.45 4.76
Zee Entertain Media 10.45 4.76
Kotak Mahindra Banking/Finance 9.94 4.53
Kotak Mahindra Banking/Finance 9.94 4.53

Full Portfolio

Sector Allocation (Mar 31, 16)

Sector %

1-Year

HighLow

Banking/Finance 59.34 29.67 24.71
Technology 29.84 14.92 10.98
Automotive 18.86 11.11 8.98
Engineering 14.78 10.86 3.83
Pharmaceuticals 13.72 8.60 6.62
Media 9.52 5.88 3.81

View All Sectors

Asset Allocation (%)(Mar 31, 16)

Equity 96.42
Others 2.06
Debt 0.51
Mutual Funds N.A
Money Market 3.55
Cash / Call -2.54

View All

Concentration

Holdings (%)
Top 5 36.92
Top 10 60.36
Sector (%)
Top 3 108.04

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