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you are here: Moneycontrol Mutual Funds Fixed Maturity Plans - Hybrid Axis Mutual Fund Axis Equity Advantage Fund - Series 1 - Direct Plan (G)

Axis Equity Advantage Fund - Series 1 - Direct Plan (G)

Plan: Direct | Option: Growth | Type : Open-Ended
11.120 0.02 ( 0.18 %)
NAV as on 16 Nov, 2018
Crisil MF Rank
Riskometer
MODERATELY HIGH
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Info

Very Good performance in the category

The scheme is ranked 1 in Fixed Maturity Plans - Hybrid category by Crisil (for quarter ended Sep 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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Returns (NAV as on Nov 16, 2018)
Period Returns(%) Rank#
1 Month -0.1 8
3 Months -7.6 13
6 Months -1.1 12
1 Year 4.0 9
2 Years - -
3 Years - -
5 Years - -

# Moneycontrol Rank within 14 Fixed Maturity Plans - Hybrid Schemes

*Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -1.1 3.8 -1.0 - -
2017 - -0.1 3.5 6.2 10.7

View where it stands within its peers

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Performance

Fund returns v/s Category average (Fixed Maturity Plans - Hybrid)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns -0.1 -7.6 -1.1 4 0 0 0
Category average -0.1 -2.2 0.1 3.9 4.9 4.6 2.4
Difference of Fund returns and Category returns 0 -5.4 -1.2 0.1 0 0 0
Best of Category 0.8 2.3 3.3 7.1 9.4 8.3 9.8
Worst of Category -0.3 -7.9 -1.8 0.9 5.1 5.6 8.3
Benchmark returns # 0 0 0 0 0 0 0
Difference of Fund returns and Benchmark returns 0 0 0 0 0 0 0

Investment Information

Investment Objective

To generate capital appreciation over medium to long-term from a diversified portfolio of predominantly equity & equity related instruments.

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Growth

  • Launch Date:

    May 19, 2017

  • Benchmark:

    CRISIL Composite Bond Fund

  • Asset size (Rs Cr):

    3.98 ( Mar 31, 2018 )

  • Asset Date:

    Mar 31, 2018

  • Minimum Investment:

    Rs.5000

  • Last Dividend:

    N.A. View Dividend History

  • Bonus:

    N.A.

  • Fund Manager:

    Ashwin Patni / Shreyash Devalkar / Aditya Pagaria
    View performance of schemes managed by the Fund Manager

  • Notes:

    N.A.

Load Details
  • Entry Load:

    N.A

  • Exit Load:

    0

  • Load Comments:

    N.A.

Contact Details
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
Axis Equity Advantage Fund - Series 1 - Regular Plan (G) 913.93 10.9 -7.9 -1.8 2.4 0.0 0.0
Axis Equity Advantage Fund - Series 2 - Regular Plan (G) 86.75 10.5 -6.5 0.7 4.4 0.0 0.0
ICICI Prudential Multiple Yield Fund - Series 4 - Plan A - Regular Plan (G) 105.46 16.6 2.1 2.9 6.3 7.4 0.0
ICICI Prudential Multiple Yield Fund - Series 4 - Plan B - Regular Plan (G) 68.39 16.6 1.9 1.3 5.6 6.8 0.0
ICICI Prudential Multiple Yield Fund - Series 3 - Plan C - Regular Plan (G) 0.86 15.2 -2.5 -0.5 0.9 5.6 8.3
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Sep 29, 2018
Company Sector Value %Assets
HDFC Bank Banking/Finance 0.32 7.36
Page Industries Manufacturing 0.31 7.17
Bajaj Finserv Banking/Finance 0.19 4.57
Maruti Suzuki Automotive 0.20 4.44
GRUH Finance Banking/Finance 0.19 4.35
Avenue Supermar Retail & Real Estate 0.15 3.55
HDFC Banking/Finance 0.12 2.96
Kotak Mahindra Banking/Finance 0.13 2.95
Supreme Ind Manufacturing 0.13 2.83
Infosys Technology 0.11 2.57
Asset Allocation (%) As on Sep 29, 2018
Equity 64.71
Others 0.32
Debt 14.14
Mutual Funds 0.00
Money Market 2.07
Cash / Call 18.76
Sector Allocation (%) As on Sep 29, 2018
Sector %
Banking/Finance 27.63
Automotive 11.32
Manufacturing 10.00
Technology 5.13
Retail & Real Estate 3.55
Chemicals 2.07
Concentration As on Sep 29, 2018
Holdings %
Top 5 27.89
Top 10 64.71
Sectors %
Top 3
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