Axis Equity Saver Reg-G

Fund Category: Equity Savings

Fund Category Equity Savings

Moderately High Hybrid G

3 Morning Star

2 Value Research

NAV( 14 Jun 2024)

₹ 20.66
3.09%

Axis Equity Saver Reg-G

Invest now
Performance

9.53%3y Returns

0.24% 1D Returns

Investment details
  • Min SIP amount

    ₹ 100
  • Min Lumpsum

    ₹ 500
  • Lock In

    0
  • Expense ratio

    2.29%
  • Exit load

    1% Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 months.
    L After 365 days
Fund details
View Fund Documents
  • Fund size

    ₹ 900 Cr
  • Plan

    REGULAR
  • Launch date

    27 Jul 2015
  • Fund type

    OPEN
  • Fund benchmark

    NIFTY Equity Savings Total Return Index
  • ISIN

    INF846K01VO3
Fund allocation
Asset allocation

Company holdings
Company Allocation %
Power Grid Corporation of India Ltd NCD 8.20 23/01/2030 0.11%
Mahanagar Telephone Nigam Ltd SR VIII TR C NCD 7.80 07/11/2033 1.13%
NIFTY 50 Index ID 06/2024 4.79%
Minda Corporation Ltd 0.43%
Awfis Space Solutions Ltd 0.62%
Mankind Pharma Ltd 0.65%
United Breweries Ltd 0.21%
UPL Ltd 0.2%
United Spirits Ltd 0.39%
Oil & Natural Gas Corporation Ltd 0.29%
SBI Life Insurance Company Ltd 1.29%
Tata Steel Ltd 2.33%
Tech Mahindra Ltd 0.35%
Bajaj Finance Ltd 0.46%
Zydus Lifesciences Ltd Futures 06/2024 -0.22%
Sun Pharmaceutical Industries Ltd Futures 06/2024 -0.32%
Trent Ltd Futures 06/2024 -0.29%
HDFC Bank Ltd SR AA010 Debenture 7.80 06/09/2032 0.56%
GOI Sec 7.72 26/10/2055 0.05%
GOI Sec 7.25 12/06/2063 5.62%
GOI Sec 7.30 19/06/2053 0.57%
GOI Sec 6.19 16/09/2034 0.21%
Coal India Ltd 0.57%
Bharti Hexacom Ltd 0.51%
Granules India Ltd 0.7%
Fortis Healthcare Ltd 0.07%
Persistent Systems Ltd 0.4%
Kotak Mahindra Bank Ltd 1.58%
Vedanta Ltd 0.69%
Piramal Enterprises Ltd Futures 06/2024 -0.02%
Marico Ltd Futures 06/2024 -0.02%
The India Cements Ltd Futures 06/2024 -0.21%
Apollo Hospitals Enterprise Ltd Futures 06/2024 -0.4%
SBI Life Insurance Company Ltd Futures 06/2024 -0.64%
Reliance Industries Ltd Futures 06/2024 -4.69%
Hindalco Industries Ltd Futures 06/2024 -0.62%
Power Grid Corporation of India Ltd Futures 06/2024 -0.12%
Tata Steel Ltd Futures 06/2024 -2.34%
JSW Steel Ltd Futures 06/2024 -0.12%
Hindustan Aeronautics Ltd Futures 06/2024 -0.17%
Biocon Ltd Futures 06/2024 -0.03%
Manappuram Finance Ltd Futures 06/2024 -0.93%
Vedanta Ltd Futures 06/2024 -0.69%
Indostar Capital Finance Ltd CP 91-D 26/07/2024 1.09%
Reserve Bank of India T-Bills 91-D 19/07/2024 1.65%
Kotak Mahindra Bank Ltd Futures 06/2024 -1.56%
Steel Authority Of India Ltd Futures 06/2024 -1.24%
HDFC Bank Ltd Futures 06/2024 -4.68%
Zee Entertainment Enterprises Ltd Futures 06/2024 -0.11%
Tata Motors Ltd Futures 06/2024 -1.2%
Dabur India Ltd Futures 06/2024 -0.07%
Pidilite Industries Ltd Futures 06/2024 -0.18%
ACC Ltd Futures 06/2024 -0.51%
Godrej Consumer Products Ltd Futures 06/2024 -0.04%
Granules India Ltd Futures 06/2024 -0.7%
GOI Sec 7.34 22/04/2064 1.14%
GOI Sec 7.26 22/08/2032 0.34%
GOI Sec 7.18 14/08/2033 1.12%
GOI Sec 7.18 24/07/2037 1.68%
Ambuja Cements Ltd 1.1%
Motherson Sumi Wiring India Ltd 0.23%
Tata Motors Ltd 1.81%
Crompton Greaves Consumer Electricals Ltd 0.47%
Cummins India Ltd 0.39%
Cholamandalam Investment & Finance Company Ltd 0.81%
Bharat Dynamics Ltd 0.69%
Bandhan Bank Ltd 0.13%
Zydus Lifesciences Ltd 0.22%
Ambuja Cements Ltd Futures 06/2024 -1.11%
Gujarat Narmada Valley Fertilizers & Chemicals Ltd Futures 06/2024 -0.71%
UPL Ltd Futures 06/2024 -0.2%
ICICI Lombard General Insurance Comapny Ltd Futures 06/2024 -0.04%
Jindal Steel & Power Ltd Futures 06/2024 -0.17%
Samvardhana Motherson International Ltd Futures 06/2024 -0.14%
Canara Bank Futures 06/2024 -0.75%
Renserv Global Pvt Ltd Debenture 10.18 25/04/2025 0.56%
Mrs. Bectors Food Specialities Ltd 0.22%
Craftsman Automation Ltd 0.21%
ICICI Lombard General Insurance Comapny Ltd 0.04%
Dixon Technologies (India) Ltd 0.57%
National Aluminium Company Ltd 0.59%
NTPC Ltd 1.08%
Aurobindo Pharma Ltd 0.23%
Pidilite Industries Ltd 0.18%
Piramal Enterprises Ltd 0.02%
Trent Ltd 0.28%
State Bank of India 1.61%
Gujarat Narmada Valley Fertilizers & Chemicals Ltd 0.7%
Sun Pharmaceutical Industries Ltd 1.1%
ABB India Ltd 0.2%
ACC Ltd 0.51%
Bajaj Finserv Ltd 0.07%
Bank Of Baroda 0.94%
GOI CGL 7.37 23/01/2054 1.08%
Shriram Finance Ltd SR PPD XII OP Debenture 8.75 05/10/2026 2.76%
Reserve Bank of India T-Bills 91-D 04/07/2024 2.76%
Reserve Bank of India T-Bills 364-D 11/07/2024 1.1%
Bharti Telecom Ltd SR XVIII 9 Debenture 04/12/2028 1.91%
TeamLease Services Ltd 0.12%
DLF Ltd 0.66%
Max Healthcare Institute Ltd 0.24%
Biocon Ltd 0.03%
Vodafone Idea Ltd 0.3%
ICICI Prudential Life Insurance Company Ltd 0.18%
Mahindra & Mahindra Ltd 1.67%
Hindalco Industries Ltd 0.61%
Hindustan Aeronautics Ltd 0.66%
Larsen & Toubro Ltd Futures 06/2024 -2.15%
Infosys Ltd Futures 06/2024 -0.02%
Bharat Petroleum Corporation Ltd 0.41%
Indusind Bank Ltd 1.14%
Infosys Ltd 1.67%
Coforge Ltd 0.02%
Apollo Hospitals Enterprise Ltd 0.72%
Titan Company Ltd 0.26%
Torrent Pharmaceuticals Ltd 0.47%
Sona BLW Precision Forgings Ltd 0.37%
Zomato Ltd 0.5%
Colgate-Palmolive (India) Ltd 0.34%
Manappuram Finance Ltd 0.92%
Marico Ltd 0.02%
Nestle India Ltd 0.42%
Canara Bank 0.74%
Sansera Engineering Ltd 0.16%
Jindal Steel & Power Ltd 0.17%
Bharat Petroleum Corporation Ltd Futures 06/2024 -0.16%
Aurobindo Pharma Ltd Futures 06/2024 -0.23%
Indusind Bank Ltd Futures 06/2024 -1.15%
Titan Company Ltd Futures 06/2024 -0.08%
Indian Energy Exchange Ltd Futures 06/2024 -0.01%
Bank Of Baroda Futures 06/2024 -0.77%
Tech Mahindra Ltd Futures 06/2024 -0.01%
Hindustan Unilever Ltd Futures 06/2024 -1.83%
Reserve Bank of India T-Bills 182-D 11/07/2024 1.1%
Net Receivables 31.88%
Others CBLO 1.91%
Bharti Airtel Ltd 1.69%
Tata Power Company Ltd 0.64%
ICICI Bank Ltd 2.46%
Larsen & Toubro Ltd 4.02%
Reliance Industries Ltd 7.94%
Power Grid Corporation of India Ltd 0.12%
Dabur India Ltd 0.07%
Aadhar Housing Finance Ltd 0.39%
Wipro Ltd 0.24%
JSW Steel Ltd 0.12%
National Bank For Agriculture & Rural Development Bonds/Deb 7.69 31/03/2032 0.22%
Bharat Highways InvIT InvITs 0.33%
Indian Energy Exchange Ltd 0.01%
Steel Authority Of India Ltd 1.23%
CreditAccess Grameen Ltd 0.17%
Ultratech Cement Ltd 0.37%
Godrej Consumer Products Ltd 0.42%
Tata Consultancy Services Ltd 2.52%
Zee Entertainment Enterprises Ltd 0.1%
Hindustan Petroleum Corporation Ltd 0.05%
Hindustan Unilever Ltd 1.83%
Samvardhana Motherson International Ltd 0.36%
HDFC Bank Ltd 4.73%
The India Cements Ltd 0.21%
Indian Bank 0.37%
Tata Consultancy Services Ltd Futures 06/2024 -1.24%
NTPC Ltd Futures 06/2024 -0.05%
National Aluminium Company Ltd Futures 06/2024 -0.59%
Bandhan Bank Ltd Futures 06/2024 -0.13%
Hindustan Petroleum Corporation Ltd Futures 06/2024 -0.05%
DLF Ltd Futures 06/2024 -0.18%
United Spirits Ltd Futures 06/2024 -0.27%
Bajaj Finserv Ltd Futures 06/2024 -0.07%
Crompton Greaves Consumer Electricals Ltd Futures 06/2024 -0.47%
Sectors
Company Allocation %
Others 34.35%
Automobile 3.90%
Construction 2.68%
Consumer Staples 1.69%
Materials 0.93%
Financial 22.51%
Capital Goods 2.34%
Consumer Discretionary 0.18%
Chemicals -0.01%
Services 1.23%
Sovereign 11.81%
Energy 5.57%
Technology 3.93%
Insurance 0.83%
Metals & Mining -0.03%
Healthcare 2.53%
Communication 5.53%
Risk Associated
Moderately High
  • Investors be aware that principal under this fund will be at Moderately High risk
  • This product is suitable for investors who are seeking capital appreciation over long term

Contact Information

Address:

Axis House,1st FLOOR,Bombay Dyeing Mill Compound Pandurang Budhkar Marg, Worli

About

Axis Mutual Fund launched its first scheme in October 2009. Since then Axis Mutual fund has grown strongly. They attribute their success thus far to three founding principles - Long term wealth creation, Outside in (Customer) view and Long term relationship.

  • Funds Offered

    9
  • AUM

    ₹ 9,001 Cr
  • Highest Return

    13.26%
About

R Sivakumar Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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