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Axis Equity Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
21.470 0.25 (1.18%)

NAV as on 24 Apr, 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

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:
 
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Returns (NAV as on 24 Apr, 2017)

Period Returns (%) Rank #
1 mth 3.7 118
3 mth 12.1 106
6 mth 4.9 162
1 year 13.7 202
2 year 6.7 188
3 year 13.1 154
5 year 15.8 48

# Moneycontrol Rank within 271 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
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 3.7 12.1 4.9 13.7 6.7 13.1 15.8
Category avg 3.5 9.8 6.2 21.4 9.5 13.0 9.5
Difference of Fund returns and Category returns 0.2 2.3 -1.3 -7.7 -2.8 0.1 6.3
Best of category 9.8 22.7 18.9 45.8 25.4 62.6 27.8
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 1.4
Benchmark returns # 1.2 8.8 5.8 17.4 5.4 10.8 12.0
Difference of Fund returns and Benchmark returns 2.5 3.3 -0.9 -3.7 1.3 2.3 3.8
Axis Equity Fund - Regular 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 05, 2010
Benchmark NIFTY 50
Asset Size (Rs cr) 1,687.76 (Mar-31-2017)
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 (%)
ICICI Pru Value Discovery Fund (G) Rank 2
14,011.22 8.7 5.0 17.1 22.6 22.1
HDFC Equity Fund (G) Rank 4
13,046.69 10.7 6.9 27.2 16.8 16.4
Reliance Equity Oppor - RP (G) Rank 5
8,662.40 13.4 7.3 19.7 17.4 17.3
Franklin India Prima Plus (G) Rank 3
8,479.15 10.1 5.8 18.5 21.4 19.5
ICICI Pru Value Discovery - Inst -I Rank 2
6.75 0.0 0.0 -- -- --
* 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 30.50
Automotive 11.52 9.70 9.70
Oil & Gas 6.64 2.14 2.14
Chemicals 6.18 2.50 2.50
Technology 5.69 14.43 14.43
Media 4.19 5.01 5.01

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

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