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Axis Equity Fund - Direct Plan (G)

PLAN: OPTIONS:
27.650 0.09 (0.33%)

NAV as on 23 Apr, 2018

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

Below average performance in the category

The scheme is ranked 4 in Diversified Equity category by Crisil (for quarter ended Dec 2017) 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 23 Apr, 2018)

Period Returns (%) Rank #
1 mth 7.7 14
3 mth 1.4 2
6 mth 7.4 28
1 year 24.5 9
2 year 18.9 108
3 year 12.1 80
5 year 17.0 97

# Moneycontrol Rank within Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 13.8 6.2 6.0 6.8 39.7
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 7.7 1.4 7.4 24.5 18.9 12.1 17.0
Category avg 4.1 -4.1 3.2 12.0 17.6 9.7 11.8
Difference of Fund returns and Category returns 3.6 5.5 4.2 12.5 1.3 2.4 5.2
Best of category 10.3 1.6 19.7 38.7 46.2 26.8 29.4
Worst of category -5.0 -18.6 -13.7 -16.7 4.9 2.7 7.3
Benchmark returns # 5.9 -4.5 3.9 14.8 16.1 8.0 12.6
Difference of Fund returns and Benchmark returns 1.8 5.9 3.5 9.7 2.8 4.1 4.4
Axis Equity Fund - Direct 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 Feb 01, 2013
Benchmark NIFTY 50
Asset Size (Rs cr) 99.27 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Shreyash Develkar
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments If redeemed / switched-out within 12 months from the date of allotment, For 10 % of investments: Nil, For remaining investments: 1%, If redeemed / switched - out after 12 months from the date of allotment: NIL (w.e.f. 25th September 2017) 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 5
14,066.47 -4.2 4.3 10.0 8.6 21.6
HDFC Equity Fund (G) Rank 3
15,669.21 -10.3 5.0 12.5 9.5 17.1
Franklin India Prima Plus (G) Rank 4
9,650.87 -5.8 3.4 12.3 10.1 19.4
ICICI Pru Dynamic Plan (G) Rank 3
9,495.08 -4.1 4.8 13.7 11.2 18.6
Reliance Equity Oppor -Direct (G) Rank 4
1,312.08 -7.8 8.5 16.7 9.4 18.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 18)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 9.87 9.94
Kotak Mahindra Banking/Finance 7.98 8.04
Maruti Suzuki Automotive 7.09 7.14
HDFC Banking/Finance 6.66 6.71
Bajaj Finance Banking/Finance 5.50 5.54
Avenue Supermar Retail & Real Estate 3.95 3.98
Britannia Food & Beverage 3.34 3.36
Bajaj Finserv Banking/Finance 3.19 3.21
Infosys Technology 3.10 3.12
HUL Cons NonDurable 3.01 3.03

Full Portfolio

Sector Allocation (Mar 31, 18)

Sector %

1-Year

HighLow

Banking/Finance 36.75 0.00 0.00
Automotive 16.07 0.00 0.00
Technology 6.79 0.00 0.00
Chemicals 4.96 0.00 0.00
Retail & Real Estate 3.98 0.00 0.00
Manufacturing 3.91 0.00 0.00

View All Sectors

Asset Allocation (%)(Mar 31, 18)

Equity 87.90
Others 0.00
Debt 2.47
Mutual Funds N.A
Money Market 3.32
Cash / Call 6.31

View All

Concentration

Holdings (%)
Top 5 37.37
Top 10 54.07
Sector (%)
Top 3 59.61

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