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Axis Equity Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
24.840 0.3 (1.22%)

NAV as on 23 Feb, 2018

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.

53/100

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 23 Feb, 2018)

Period Returns (%) Rank #
1 mth -3.6 32
3 mth 1.3 31
6 mth 5.7 134
1 year 23.3 39
2 year 20.7 164
3 year 7.6 150
5 year 15.4 103

# Moneycontrol Rank within 267 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 13.7 5.8 5.6 6.5 38.0
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

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 -3.6 1.3 5.7 23.3 20.7 7.6 15.4
Category avg -5.8 -0.7 6.9 17.3 24.0 8.9 11.6
Difference of Fund returns and Category returns 2.2 2.0 -1.2 6.0 -3.3 -1.3 3.8
Best of category -0.9 9.9 25.1 46.6 52.0 22.7 28.0
Worst of category -8.8 -10.0 -2.8 -2.8 11.1 2.3 6.0
Benchmark returns # -5.3 1.4 6.5 17.4 21.5 6.2 12.4
Difference of Fund returns and Benchmark returns 1.7 -0.1 -0.8 5.9 -0.8 1.4 3.0
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) 41.72 (Feb-02-2018)
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 - DP (G) Rank 5
2,805.12 1.1 8.1 13.7 9.2 22.2
ICICI Pru Dynamic Plan - IP (G) Not Ranked
0.05 0.9 9.5 16.5 11.3 18.8
ICICI Pru Dynamic Plan - Inst. Not Ranked
0.27 0.9 9.5 16.5 11.3 18.8
ICICI Pru Dynamic Plan - Direct (G) Rank 2
1,162.88 0.9 9.5 16.5 11.3 18.7
ICICI Pru Dynamic Plan (G) Rank 3
7,778.15 0.6 8.9 15.4 10.3 17.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 31, 18)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 195.56 10.13
Maruti Suzuki Automotive 165.47 8.57
Kotak Mahindra Banking/Finance 153.04 7.93
HDFC Banking/Finance 133.03 6.89
ICICI Bank Banking/Finance 100.59 5.21
Bajaj Finance Banking/Finance 75.50 3.91
Avenue Supermar Retail & Real Estate 60.16 3.12
Infosys Technology 58.66 3.04
Britannia Food & Beverage 58.55 3.03
HUL Cons NonDurable 57.51 2.98

Full Portfolio

Sector Allocation (Jan 31, 18)

Sector %

1-Year

HighLow

Banking/Finance 39.12 0.00 0.00
Automotive 13.97 0.00 0.00
Technology 4.45 0.00 0.00
Chemicals 4.13 0.00 0.00
Manufacturing 3.72 0.00 0.00
Cement 3.19 0.00 0.00

View All Sectors

Asset Allocation (%)(Jan 31, 18)

Equity 89.36
Others 3.41
Debt 2.12
Mutual Funds N.A
Money Market 0.00
Cash / Call 5.11

View All

Concentration

Holdings (%)
Top 5 38.73
Top 10 54.81
Sector (%)
Top 3 57.54

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