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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1 | 39.18 | 1.98 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.14 | 36.54 | 2.09 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
NIFTY 50 Equity Savings Index |
Equity saving schemes or ESS invest in a mix of stocks, debt and arbitrage opportunities. They invest 30-35% of total investment corpus in equity assets while the rest is getting invested in debt funds and arbitrages.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Axis Equity Savings Fund(Q-IDCW) | 8.94% | 1.52% | 4.08% |
ICICI Pru Equity Savings Fund(Q-IDCW) | 6.35% | 4.28% | 4.65% |
Kotak Equity Savings Fund(M-IDCW Payout) | 17.53% | 12.65% | 7.01% |
HDFC Equity Savings Fund(IDCW-Reinv) | 8.86% | 4.48% | 2.30% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Debt
Others
Holdings
2.50 %
Holdings
1.82 %
Holdings
1.59 %
Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.
No.of Schemes
69
Total AUM
₹ 3,14,318.32 Cr.
Mayank Hyanki
AUM: ₹29,719.44 Cr.
|
Exp: —
Hitesh Das
AUM: ₹55,690.26 Cr.
|
Exp: 6yrs
Devang Shah
AUM: ₹86,937.03 Cr.
|
Exp: 9yrs
Hardik Shah
AUM: ₹36,445.92 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%