Axis Equity Saver Reg-IDCWQ

Fund Category: Equity Savings

Fund Category Equity Savings

Moderately High Hybrid IDCW Quarterly

3 Morning Star

2 Value Research

NAV( 1 Dec 2023)

₹ 11.84
3.58%

Axis Equity Saver Reg-IDCWQ

Invest now
Performance

8.96%3y Returns

0.08% 1D Returns

Investment details
  • Min SIP amount

    ₹ 1000
  • Min Lumpsum

    ₹ 500
  • Lock In

    0
  • Expense ratio

    2.28%
  • Exit load

    1% 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

    ₹ 893 Cr
  • Plan

    REGULAR
  • Launch date

    27 Jul 2015
  • Fund type

    OPEN
  • Fund benchmark

    NIFTY Equity Savings Total Return Index
  • ISIN

    INF846K01VR6
Fund allocation
Asset allocation

Company holdings
Company Allocation %
Mahindra & Mahindra Ltd. 1.67%
Maruti Suzuki India Ltd. 1.04%
Escorts Ltd. 0.06%
Motherson Sumi Systems Ltd. 0.26%
Sona BLW Precision Forgings Ltd. 0.86%
Ashok Leyland Ltd. 0.6%
Bajaj Auto Ltd 0.24%
Asian Paints Ltd. 1.15%
Clean Science And Technology Ltd. 0.24%
Tata Chemicals Ltd. 0.07%
Pidilite Industries Ltd. 0.59%
UPL Ltd. 0.2%
Bharti Airtel Ltd. 1.16%
Ambuja Cements Ltd. 1.23%
Grasim Industries Ltd. 0.34%
Larsen & Toubro Ltd. 0.91%
Shree Cement Ltd. 0.48%
Ultratech Cement Ltd. 1.45%
DLF Ltd. 0.95%
Titan Company Ltd. 0.83%
GAIL (India) Ltd. 0.23%
Bharat Petroleum Corporation Ltd. 0.04%
Reliance Industries Ltd. 6.1%
Tata Power Company Ltd. 0.95%
Reliance Industries Ltd - Partly Paid Equity 0.33%
Power Grid Corporation of India Ltd. 0.1%
Cummins India Ltd. 0.05%
Exide Industries Ltd. 0.02%
Rolex Rings Ltd. 0.49%
Amara Raja Batteries Ltd. 0.04%
Bharat Heavy Electricals Ltd. 0.01%
Bajaj Finance Ltd. 2.66%
Bajaj Finserv Ltd. 0.25%
Cholamandalam Investment & Finance Company Ltd. 0.17%
Housing Development Finance Corpn. Ltd. 5.62%
Indusind Bank Ltd. 0.76%
Sundaram Finance Ltd. 0.4%
LIC Housing Finance Ltd. 0.08%
IDFC First Bank Ltd. 0.04%
ICICI Bank Ltd. 7.47%
Canara Bank 0.59%
Kotak Mahindra Bank Ltd. 1.77%
HDFC Bank Ltd. 4.05%
State Bank of India 0.69%
TMF Holdings Ltd. 1.22%
REC Ltd. 1.04%
National Bank For Agriculture & Rural Development 0.2%
Bank Of Baroda 1.14%
State Bank of India 0.99%
Punjab National Bank 0.91%
ICICI Bank Ltd. 0.13%
Power Finance Corporation Ltd. 0.99%
Godrej Consumer Products Ltd. 0.38%
Dabur India Ltd. 0.01%
United Spirits Ltd. 0.75%
Nestle India Ltd. 1.08%
Hindustan Unilever Ltd. 0.88%
Marico Ltd. 0.05%
Divi's Laboratories Ltd. 1.04%
Cadila Healthcare Ltd. 0.23%
Dr. Reddy's Laboratories Ltd. 0.01%
Sun Pharmaceutical Industries Ltd. 0.7%
Granules India Ltd. 0.09%
Gland Pharma Ltd. 0.26%
Lupin Ltd. 0.17%
Hindalco Industries Ltd. 0.1%
Mahindra CIE Automotive Ltd. 0.23%
Tata Steel Ltd. 0.66%
Gujarat State 0.46%
Container Corporation Of India Ltd. 0.16%
Avenue Supermarts Ltd. 2.12%
Adani Ports and Special Economic Zone Ltd. 0.67%
Zee Entertainment Enterprises Ltd. 0.01%
GOI 0.51%
GOI 0.1%
GOI 0.18%
GOI 1.82%
GOI 3.37%
GOI 0.04%
Infosys Ltd. 4.14%
MindTree Ltd. 0.29%
Persistent Systems Ltd. 0.55%
Mphasis Ltd. 0.59%
Tech Mahindra Ltd. 1.14%
Tata Consultancy Services Ltd. 2.99%
Coforge Ltd. 0.34%
Sectors
Company Allocation %
Others 0.46%
Automobile 4.73%
Construction 5.36%
Consumer Staples 3.15%
Financial 31.17%
Capital Goods 0.61%
Consumer Discretionary 0.83%
Chemicals 2.25%
Services 2.96%
Sovereign 6.02%
Energy 7.75%
Technology 10.04%
Metals & Mining 0.99%
Healthcare 2.50%
Communication 1.16%
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

    6
  • AUM

    ₹ 7,565 Cr
  • Highest Return

    10.43%
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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