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Axis Equity Savings Fund(M-IDCW)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1 | 39.18 | 1.93 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.14 | 36.29 | 2.07 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 500 |
| BenchmarkBenchmark |
|---|
| — |
About Equity Savings
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.
Peers & Comparison
HybridEquity Savings
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Axis Equity Savings Fund(M-IDCW) | 7.58% | 1.35% | 3.83% |
| ICICI Pru Equity Savings Fund(Q-IDCW) | 6.32% | 4.31% | 4.68% |
| Kotak Equity Savings Fund(M-IDCW Payout) | 17.01% | 12.76% | 7.13% |
| SBI Equity Savings Fund(M-IDCW) | 14.81% | 11.49% | 9.40% |
Price Comparison
Compare Axis Equity Savings Fund(M-IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- ICICI Bank Ltd3M change : 0.06 %
Holdings
2.50 %
0.06 % - Infosys Ltd3M change : -0.19 %
Holdings
1.82 %
-0.19 % - Bharti Airtel Ltd3M change : 0.06 %
Holdings
1.59 %
0.06 %
AMC Profile
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
₹ 3,18,213.50 Cr.
Fund Manager Profile
Mayank Hyanki
AUM: ₹29,656.76 Cr.
|
Exp: —
Hitesh Das
AUM: ₹53,790.59 Cr.
|
Exp: 6yrs
Devang Shah
AUM: ₹90,212.46 Cr.
|
Exp: 9yrs
Hardik Shah
AUM: ₹37,122.38 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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Investment frequency
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Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
Tax implications of investing in Axis Equity Saver Fund
9 years ago•Axis Mutual Fund
Understanding arbitrage strategy in Axis Equity Saver Fund | Axis MF
9 years ago•Axis Mutual Fund
Difference Between Axis Equity Saver Fund & Other Balanced Funds | Axis MF
9 years ago•Axis Mutual Fund
How is the Risk returns trade off in Axis Equity Saver Fund?
9 years ago•Axis Mutual Fund
Why should one invest in Axis Equity Saver Fund in the current market scenario?
9 years ago•Axis Mutual Fund
Why should one invest in Axis Equity Saver Fund? | Axis MF
9 years ago•Axis Mutual Fund
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%