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Axis Equity Fund (G)

PLAN: Regular OPTIONS: Growth
19.160 0.09 (0.47%)

NAV as on 27 Mar, 2015

CRISIL MF RANK

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

Below average performance in the category

The scheme is ranked 4 in Diversified Equity category by Crisil (for quarter ended Mar 2014) down from Rank 3 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 27 Mar, 2015)

Period Returns (%) Rank #
1 mth -5.6 118
3 mth -0.1 164
6 mth 7.6 135
1 year 32.6 136
2 year 25.7 117
3 year 23.5 36
5 year 12.9 43

# Moneycontrol Rank within 238 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 5.8 18.4 3.3 9.0 -
2013 -0.5 3.7 -1.9 9.4 12.6
2012 12.4 1.0 9.1 4.8 31.2
2011 -7.2 -0.4 -10.5 -5.3 -22.8
2010 3.4 2.5 13.0 -2.7 17.7

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 -5.6 -0.1 7.6 32.6 25.7 23.5 12.9
Category avg -4.8 2.3 8.4 32.4 21.4 14.8 8.1
Difference of Fund returns and Category returns -0.8 -2.4 -0.8 0.2 4.3 8.7 4.8
Best of category 7.5 11.0 27.0 73.8 51.2 39.0 24.5
Worst of category -29.3 -21.9 -27.1 -5.6 -0.1 3.6 -8.7
Benchmark returns # -4.6 3.0 6.6 26.7 22.0 17.1 10.0
Difference of Fund returns and Benchmark returns -1.0 -3.1 1.0 5.9 3.7 6.4 2.9
Axis Equity Fund (G) Review by Crisil - Rating: 2 (Rank 4 out of 5)
# 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 Dec 08, 2009
Benchmark CNX NIFTY
Asset Size (Rs cr) 1,260.86 (Dec-31-2014)
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 - IP (G) Not Ranked
8.40 1.1 12.0 49.9 27.9 -8.7
Reliance Equity Oppor - RP (G) Rank 2
9,250.33 1.1 11.9 49.6 27.7 19.0
HDFC Equity Fund (G) Rank 4
15,432.08 -1.1 4.0 38.5 21.6 14.2
Reliance Equity Oppor -Direct (G) Not Ranked
497.80 1.2 12.3 50.8 -- --
HDFC Equity Fund - Direct (G) Not Ranked
1,862.94 -1.0 4.4 39.5 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 15)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 137.79 8.05
HDFC Bank Banking/Finance 128.54 7.51
Larsen Engineering 106.09 6.20
ICICI Bank Banking/Finance 103.85 6.07
HDFC Banking/Finance 80.11 4.68
SBI Banking/Finance 72.40 4.23
TCS Technology 72.23 4.22
Maruti Suzuki Automotive 57.93 3.39
Tata Motors Automotive 54.19 3.17
Tata Chemicals Chemicals 45.37 2.65

Full Portfolio

Sector Allocation (Feb 28, 15)

Sector %

1-Year

HighLow

Banking/Finance 29.56 30.18 28.86
Technology 16.41 16.41 14.46
Engineering 11.25 11.88 7.70
Automotive 10.37 10.37 5.37
Pharmaceuticals 6.32 7.62 5.55
Oil & Gas 4.95 14.00 4.95

View All Sectors

Asset Allocation (%)(Feb 28, 15)

Equity 97.40
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.60

View All

Concentration

Holdings (%)
Top 5 32.51
Top 10 50.17
Sector (%)
Top 3 57.22

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