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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
11.240 0.09 ( 0.81 %)
NAV as on 07 Dec, 2018
Crisil MF Rank
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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 Dec 07, 2018)
Period Returns(%) Rank#
1 Month 0.5 5
3 Months -5.9 13
6 Months -1.8 13
1 Year 4.6 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 0.5 -5.9 -1.8 4.6 0 0 0
Category average 0.4 -1.2 0.2 3.8 4.9 4.7 2.3
Difference of Fund returns and Category returns 0.1 -4.7 -2 0.8 0 0 0
Best of Category 1.4 2.3 3.3 7.5 9.4 8.3 9.5
Worst of Category -0.3 -6.2 -2.6 0.6 5.1 5.7 8
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 - Direct Plan (G) 3.98 11.3 -5.9 -1.8 4.6 0.0 0.0
Axis Equity Advantage Fund - Series 1 - Regular Plan (G) 913.93 11 -6.2 -2.6 2.9 0.0 0.0
Axis Equity Advantage Fund - Series 2 - Direct Plan (G) 0.37 10.9 -3.9 0.9 7.5 0.0 0.0
Axis Equity Advantage Fund - Series 2 - Regular Plan (G) 86.75 10.6 -4.3 -0.1 5.5 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
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Oct 31, 2018
Company Sector Value %Assets
HDFC Bank Banking/Finance 66.15 7.19
Page Industries Manufacturing 60.53 6.58
GRUH Finance Banking/Finance 37.71 4.24
Bajaj Finserv Banking/Finance 39.04 4.21
Maruti Suzuki Automotive 38.76 4.10
Avenue Supermar Retail & Real Estate 32.04 3.48
Kotak Mahindra Banking/Finance 29.38 3.23
Infosys Technology 28.13 3.19
HDFC Banking/Finance 29.77 3.06
TCS Technology 26.75 2.91
Asset Allocation (%) As on Oct 31, 2018
Equity 65.69
Others 3.49
Debt 15.06
Mutual Funds 0.00
Money Market 2.13
Cash / Call 13.63
Sector Allocation (%) As on Oct 31, 2018
Sector %
Banking/Finance 27.50
Automotive 10.68
Manufacturing 9.42
Technology 6.59
Retail & Real Estate 3.48
Chemicals 2.02
Concentration As on Oct 31, 2018
Holdings %
Top 5 26.32
Top 10 65.69
Sectors %
Top 3
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