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Axis Equity Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
24.570 0.17 (0.70%)

NAV as on 17 Nov, 2017

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 Sep 2017) up from Rank 5 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 17 Nov, 2017)

Period Returns (%) Rank #
1 mth 0.1 193
3 mth 4.7 157
6 mth 11.5 34
1 year 31.5 92
2 year 14.7 169
3 year 8.6 161
5 year 16.8 49

# Moneycontrol Rank within 265 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 13.7 5.8 5.6 - -
2016 -4.7 7.6 3.5 -11.5 -4.0
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

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 0.1 4.7 11.5 31.5 14.7 8.6 16.8
Category avg 1.7 5.0 6.5 24.4 15.7 9.3 10.0
Difference of Fund returns and Category returns -1.6 -0.3 5.0 7.1 -1.0 -0.7 6.8
Best of category 9.6 16.9 21.3 51.1 30.9 23.9 27.9
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 1.4
Benchmark returns # 0.5 3.8 8.0 27.3 14.5 6.8 13.0
Difference of Fund returns and Benchmark returns -0.4 0.9 3.5 4.2 0.2 1.8 3.8
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 Jan 05, 2010
Benchmark NIFTY 50
Asset Size (Rs cr) 1,746.31 (Sep-30-2017)
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 (%)
Franklin (I) Prima Plus -Direct (G) Rank 3
1,952.41 4.6 8.1 27.6 13.8 --
HDFC Equity Fund - Direct (G) Rank 3
5,313.63 8.6 10.4 33.2 11.2 --
Reliance Equity Oppor -Direct (G) Rank 5
1,146.35 10.7 10.7 33.9 9.6 --
ICICI Pru Value Discovery Fund (G) Rank 5
14,542.94 3.9 4.1 19.6 10.4 21.5
ICICI Pru Value Discovery - DP (G) Rank 5
2,695.17 4.2 4.7 21.0 11.7 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Sep 29, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 174.46 9.99
Maruti Suzuki Automotive 150.36 8.61
HDFC Banking/Finance 126.96 7.27
Kotak Mahindra Banking/Finance 125.04 7.16
ICICI Bank Banking/Finance 68.46 3.92
IndusInd Bank Banking/Finance 68.11 3.90
Bajaj Finance Banking/Finance 53.09 3.04
Page Industries Manufacturing 52.56 3.01
Britannia Food & Beverage 51.69 2.96
Bajaj Finserv Banking/Finance 51.52 2.95

Full Portfolio

Sector Allocation (Sep 29, 17)

Sector %

1-Year

HighLow

Banking/Finance 38.23 0.00 0.00
Automotive 15.36 0.00 0.00
Oil & Gas 5.78 0.00 0.00
Manufacturing 4.92 0.00 0.00
Cement 3.61 0.00 0.00
Chemicals 3.19 0.00 0.00

View All Sectors

Asset Allocation (%)(Sep 29, 17)

Equity 84.98
Others 5.94
Debt 4.94
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.14

View All

Concentration

Holdings (%)
Top 5 36.95
Top 10 52.81
Sector (%)
Top 3 59.37

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