Home | NRI | Business Associates | Knowledge Bank | Careers | Back Office | Contact Us
 
 
Snapshot
Snapshot
AXIS Equity Savings Fund (IDCW-M)
Select Section, which you want to view Separately
Summary
Fund Name : Axis Mutual Fund
Scheme Name : AXIS Equity Savings Fund (IDCW-M)
AMC : Axis Mutual Fund
Type : Open
Category : Hybrid - Balanced
Launch Date : 27-Jul-15
Fund Manager : Mayank Hyanki
Net Assets:(Rs. cr) 926.78
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio 0.9 % NA
Date 27-Jan-26 NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 500
Increm.Investment(Rs.) : 500
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return 0.53 -0.95 -0.10 1.97 5.33 10.47 9.02 7.96
Category Avg 0.73 -0.91 -0.48 2.02 7.25 12.09 11.02 10.81
Category Best 1.25 0.04 1.35 5.43 10.80 14.65 14.29 14.02
Category Worst 0.34 -1.35 -2.17 -0.63 5.13 10.26 8.91 7.96
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.4402 1.4687 0.8758 1.7328 0.0120
Asset Allocation
Holdings
Company Name% Hold
Reliance Industr 9.98
HDFC Bank 9.21
ICICI Bank 4.71
Larsen & Toubro 3.20
Bharti Airtel 2.66
Tata Steel 2.40
Kotak Mah. Bank 2.28
M & M 2.11
Eternal 1.96
Infosys 1.76
Hind.Aeronautics 1.52
DLF 1.20
SBI Life Insuran 1.17
SJS Enterprises 1.10
SBI 1.02
Apollo Hospitals 0.97
Ambuja Cements 0.95
IndusInd Bank 0.95
Bank of Baroda 0.91
ITC 0.91
Aditya Infotech 0.80
Tech Mahindra 0.79
Fortis Health. 0.78
Titan Company 0.73
Godrej Consumer 0.70
Bajaj Finance 0.66
Federal Bank 0.63
Canara Bank 0.63
RBL Bank 0.62
J B Chemicals & 0.62
Corona Remedies 0.62
Punjab Natl.Bank 0.55
UltraTech Cem. 0.55
Hero Motocorp 0.49
Welspun Corp 0.44
Cohance Life 0.43
Sun Pharma.Inds. 0.42
United Spirits 0.41
AWFIS Space 0.41
Sansera Enginee. 0.41
Health.Global 0.40
Divi's Lab. 0.39
Emcure Pharma 0.38
Vodafone Idea 0.37
Yes Bank 0.36
NTPC 0.34
OneSource Speci. 0.33
Indian Bank 0.31
TCS 0.30
Jyoti CNC Auto. 0.29
Crompton Gr. Con 0.29
Neuland Labs. 0.28
SRF 0.28
Power Grid Corpn 0.28
Hind. Unilever 0.27
Trent 0.26
Coforge 0.25
HDFC Life Insur. 0.23
Sona BLW Precis. 0.22
Jindal Steel 0.22
Aurobindo Pharma 0.22
Shriram Finance 0.21
O N G C 0.21
Glenmark Pharma. 0.20
Sudeep Pharma 0.20
Grasim Inds 0.19
Cholaman.Inv.&Fn 0.18
Pidilite Inds. 0.18
Team Lease Serv. 0.14
Hindalco Inds. 0.13
APL Apollo Tubes 0.12
Cipla 0.11
Bajaj Finserv 0.11
L&T Finance Ltd 0.09
IIFL Finance 0.09
REC Ltd 0.08
B P C L 0.08
Brigade Enterpr. 0.07
Krishna Institu. 0.06
Cummins India 0.06
GMR Airports 0.05
Multi Comm. Exc. 0.05
Bandhan Bank 0.05
Craftsman Auto 0.04
Biocon 0.04
Tata Power Co. 0.04
Havells India 0.04
Mphasis 0.04
H P C L 0.03
Max Healthcare 0.03
Volt.Transform. 0.03
Solar Industries 0.03
Dixon Technolog. 0.03
Premier Energies 0.03
Swiggy 0.02
Muthoot Finance 0.02
Bharat Dynamics 0.02
Samvardh. Mothe. 0.02
A B B 0.02
Lupin 0.01
Maruti Suzuki 0.01
Indian Energy Ex 0.01
Kwality Wall's 0.00
Muthoot Finance 3.29
Shriram Finance 3.27
GMR Airports 1.10
TVS Holdings 1.09
REC Ltd 0.55
AB Digital 0.54
Bajaj Housing 0.54
N A B A R D 0.22
Power Grid Corpn 0.11
GSEC2033 4.45
GSEC2034 3.88
GSEC2032 0.33
GSEC2037 0.22
GSEC2034 0.21
GSEC2055 0.05
TBILL-91D 1.08
C C I 3.62
Net CA & Others 33.69
AXIS Money Market Fund - Direct (G) 2.71
Bank Nifty Index Future 3.39
Indian Energy Ex -0.01
Maruti Suzuki -0.01
Lupin -0.01
Samvardh. Mothe. -0.02
Muthoot Finance -0.02
Max Healthcare -0.03
H P C L -0.03
Solar Industries -0.03
Mphasis -0.04
Havells India -0.04
Biocon -0.04
NTPC -0.04
GMR Airports -0.05
Multi Comm. Exc. -0.05
Bandhan Bank -0.05
Cipla -0.07
REC Ltd -0.08
IIFL Finance -0.09
L&T Finance Ltd -0.09
Bajaj Finserv -0.11
Power Grid Corpn -0.11
APL Apollo Tubes -0.12
Hindalco Inds. -0.13
Hind. Unilever -0.17
Pidilite Inds. -0.18
SBI -0.19
Grasim Inds -0.19
Glenmark Pharma. -0.20
O N G C -0.21
Shriram Finance -0.21
Jindal Steel -0.22
Aurobindo Pharma -0.23
M & M -0.23
Vodafone Idea -0.25
Trent -0.26
SRF -0.28
Crompton Gr. Con -0.30
Sun Pharma.Inds. -0.31
United Spirits -0.33
Yes Bank -0.36
Bharti Airtel -0.38
Divi's Lab. -0.40
Apollo Hospitals -0.43
ITC -0.43
Punjab Natl.Bank -0.56
RBL Bank -0.62
Canara Bank -0.63
SBI Life Insuran -0.74
Titan Company -0.74
Hind.Aeronautics -0.84
Bank of Baroda -0.91
IndusInd Bank -0.95
Ambuja Cements -0.95
DLF -1.21
Larsen & Toubro -1.24
Eternal -1.49
ICICI Bank -2.10
Kotak Mah. Bank -2.15
Tata Steel -2.42
HDFC Bank -5.62
Reliance Industr -6.65
Indus Inf. Trust 0.35
 < Back Top
BSE Disclaimer     |     Disclaimer     |     Privacy Statement     |     Terms of Use     |     Feedback     |    Sitemap     |    Downloads    |     Client Bank Details
Useful Links   | Risk Disclosure   | Rules and Regulations   |   Investor Charter / Complaints   |   Smart ODR   |   Scores   |   Attention Investors   | Audit Compliance Report   | RA – Annual Compliance Audit Report 2024-25   | UPI IDs for Payment

SEBI Saa₹thi Mobile App/SEBI Investor Website  

SSJ FINANCE & SECURITIES PRIVATE LIMITED:
1st Floor, Merchant Chamber, Opp. Patkar Hall, 41, New Marine Lines, Mumbai – 400 020
SEBI Regn. Number: INZ000178436 | CDSL: IN-DP-109-2015 | ARN: 40860 | CIN: U67120MH1996PTC104822
SSJ COMMODITIES PRIVATE LIMITED:
SEBI Regn. Number: INZ000013439 | CIN: U51909MH2003PTC140481|Research Analyst SEBI Reg. No.INH000001527
2006-07 © SSJ Finance & Securities Pvt. Ltd. All Rights Reserved Developed & Maintained By C-MOTS Infotech(ISO 9001:2015 certified)
Content powered by Capital Market Charts are powered by TradingView