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Axis Equity Fund - Regular Plan (D)

PLAN: Regular OPTIONS: Dividend
15.330 0.08 (0.52%)

NAV as on 24 May, 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 24 May, 2018)

Period Returns (%) Rank #
1 mth 0.4 4
3 mth 5.4 4
6 mth 6.3 7
1 year 21.6 9
2 year 19.2 98
3 year 10.6 94
5 year 15.4 108

# Moneycontrol Rank within 227 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -13.8 - - - -
2017 4.9 5.8 5.6 6.5 27.3
2016 -11.7 7.6 3.4 -11.5 -11.0
2015 -5.2 -1.8 -3.9 1.4 -7.3
2014 -2.7 18.3 3.3 9.0 29.5
2013 -10.3 3.7 -2.0 9.5 1.6

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 0.4 5.4 6.3 21.6 19.2 10.6 15.4
Category avg -3.3 -2.2 -2.9 9.8 17.1 8.8 11.4
Difference of Fund returns and Category returns 3.7 7.6 9.2 11.8 2.1 1.8 4.0
Best of category 1.4 6.1 11.1 35.5 39.8 23.6 28.0
Worst of category -7.6 -19.2 -23.2 -15.6 4.3 0.2 6.4
Benchmark returns # 0.3 0.2 2.0 11.5 15.6 8.2 11.8
Difference of Fund returns and Benchmark returns 0.1 5.2 4.3 10.1 3.6 2.4 3.6
Axis Equity Fund - Regular Plan (D) Review by Crisil - Rating: 2 (Rank 4 out of 5)
# Benchmark Index: NIFTY 50

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Feb 01, 2010
Benchmark NIFTY 50
Asset Size (Rs cr) 1,786.82 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend Rs.2.00 (Mar-15-2018) 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 (%)
Reliance Multi Cap - Direct (G) Rank 4
1,312.08 -3.7 -4.8 12.7 7.3 17.5
ICICI Pru Dynamic Plan (G) Rank 3
9,495.08 -2.8 -2.3 10.5 10.0 17.7
ICICI Pru Value Discovery Fund (G) Rank 5
14,066.47 -2.7 -2.2 6.7 7.0 21.0
ICICI Pru Value Discovery - DP (G) Rank 5
2,820.26 -2.5 -1.7 7.8 8.2 22.2
ICICI Pru Dynamic Plan - Direct (G) Rank 2
1,316.71 -2.5 -1.7 11.7 11.0 18.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 18)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 189.57 9.53
Kotak Mahindra Banking/Finance 163.50 8.22
Maruti Suzuki Automotive 135.22 6.80
HDFC Banking/Finance 128.06 6.44
Bajaj Finance Banking/Finance 110.65 5.56
TCS Technology 109.50 5.50
Avenue Supermar Retail & Real Estate 74.53 3.75
Britannia Food & Beverage 68.92 3.46
HUL Cons NonDurable 63.37 3.19
Page Industries Manufacturing 58.08 2.92

Full Portfolio

Sector Allocation (Apr 30, 18)

Sector %

1-Year

HighLow

Banking/Finance 35.78 39.12 39.12
Automotive 16.62 13.97 13.97
Technology 7.99 4.45 4.45
Chemicals 4.10 4.13 4.13
Retail & Real Estate 3.75 3.12 3.12
Food & Beverage 3.46 3.03 3.03

View All Sectors

Asset Allocation (%)(Apr 30, 18)

Equity 86.94
Others 0.00
Debt 2.25
Mutual Funds N.A
Money Market 5.57
Cash / Call 5.24

View All

Concentration

Holdings (%)
Top 5 36.55
Top 10 55.37
Sector (%)
Top 3 60.39

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