SENSEX NIFTY
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Axis Equity Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
20.270 0.02 (0.10%)

NAV as on 07 Jul, 2015

CRISIL MF RANK

Not Ranked

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

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 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 07 Jul, 2015)

Period Returns (%) Rank #
1 mth 6.2 87
3 mth -1.1 113
6 mth 2.5 146
1 year 17.8 125
2 year 26.6 127
3 year - -
5 year - -

# Moneycontrol Rank within 247 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 1.1 -1.5 - - -
2014 6.0 18.8 3.7 9.4 -
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 6.2 -1.1 2.5 17.8 26.6 -- --
Category avg 5.4 -1.1 4.2 16.4 22.0 14.3 7.7
Difference of Fund returns and Category returns 0.8 0.0 -1.7 1.4 4.6 -- --
Best of category 9.0 4.2 18.7 53.0 51.1 39.5 22.7
Worst of category 0.9 -6.9 -16.2 -23.8 5.2 5.9 -0.7
Benchmark returns # 5.8 -1.7 5.0 9.3 21.0 17.3 10.2
Difference of Fund returns and Benchmark returns 0.4 0.6 -2.5 8.5 5.6 -- --
# 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 Jan 01, 2013
Benchmark CNX NIFTY
Asset Size (Rs cr) 141.92 (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 -2.4 2.3 24.0 -- --
Reliance Equity Oppor - RP (G) Rank 2
10,512.16 -2.5 2.0 23.1 25.7 17.3
HDFC Equity Fund - Direct (G) Not Ranked
2,361.64 -1.2 1.9 13.6 -- --
Reliance Equity Oppor - IP (G) Not Ranked
9.07 -2.5 2.1 23.4 25.9 --
HDFC Equity Fund (G) Rank 4
16,359.53 -0.7 3.3 9.3 22.4 13.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 29, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 143.93 8.07
Infosys Technology 101.16 5.67
Larsen Engineering 90.99 5.10
ICICI Bank Banking/Finance 85.66 4.80
HDFC Banking/Finance 81.58 4.57
TCS Technology 71.78 4.02
Sun Pharma Pharmaceuticals 71.49 4.01
Kotak Mahindra Banking/Finance 69.84 3.91
Zee Entertain Media 67.99 3.81
SBI Banking/Finance 66.76 3.74

Full Portfolio

Sector Allocation (May 29, 15)

Sector %

1-Year

HighLow

Banking/Finance 29.42 29.87 28.31
Technology 13.13 16.41 13.13
Automotive 9.80 10.37 7.78
Engineering 9.62 11.88 9.62
Pharmaceuticals 8.60 8.60 5.55
Oil & Gas 5.25 8.41 4.95

View All Sectors

Asset Allocation (%)(May 29, 15)

Equity 98.04
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 2.02
Cash / Call -0.06

View All

Concentration

Holdings (%)
Top 5 28.21
Top 10 47.70
Sector (%)
Top 3 52.35

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