13.06
NAV (Mar 27,2024)

Axis Equity Saver Fund - IDCW - Direct Plan is a mutual fund scheme offered by Axis Mutual Fund. It was established on September 6, 2016, with an asset under management of INR 972.9 crore. The minimum investment required is INR 500. The expense ratio is 1.04%. The fund has a price to earnings ratio of 40.74 and a price to book ratio of 6.78. This scheme is a great option for investors looking to invest in equity with the convenience of regular dividends.

Axis Equity Saver Fund Idcw Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Axis Equity Saver Fund Idcw Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    40.74
  • P/B Ratio
    UM_URBAN_MONEY

    6.78
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.19
  • Sortino
    UM_URBAN_MONEY

    0.35

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.04%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

972.90 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Moderately High

Investment Return Calculator

as on Mar 29, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,311.31 (3.11%)10,958.69 (9.59%)12,143.66 (21.44%)13,644.47 (36.44%)16,522.42 (65.22%)
30,933.93 (3.11%)32,876.07 (9.59%)36,430.98 (21.44%)40,933.41 (36.44%)49,567.26 (65.22%)
51,556.55 (3.11%)54,793.45 (9.59%)60,718.3 (21.44%)68,222.35 (36.44%)82,612.1 (65.22%)
82,490.48 (3.11%)87,669.52 (9.59%)97,149.28 (21.44%)1,09,155.76 (36.44%)1,32,179.36 (65.22%)
1,03,113.1 (3.11%)1,09,586.9 (9.59%)1,21,436.6 (21.44%)1,36,444.7 (36.44%)1,65,224.2 (65.22%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Net Receivables Payables34.55%
  • Government of India8.95%
  • HDFC Bank Limited8.91%
  • Days Tbill MD8.17%
  • ICICI Bank Limited5.91%
  • Reliance Industries Limited5.18%
  • Larsen & Toubro Limited4.06%
  • Tata Motors Limited3.05%
  • Clearing Corporation of India Ltd2.97%
  • Infosys Limited2.73%
  • Tata Consultancy Services Limited2.41%
  • Hindustan Unilever Limited1.94%
  • Kotak Mahindra Bank Limited1.92%
  • Bharti Telecom Limited1.77%
  • Tata Steel Limited1.56%
  • Cholamandalam Investment and Finance Company Ltd1.35%
  • Indus Towers Limited1.34%
  • Bajaj Finance Limited1.33%
  • DLF Limited1.24%
  • Mahindra & Mahindra Limited1.21%
  • R R Kabel Limited1.20%
  • Mahanagar Telephone Nigam Limited1.14%
  • UltraTech Cement Limited1.12%
  • Bharti Airtel Limited1.12%
  • Sun Pharmaceutical Industries Limited1.05%
  • Zomato Limited1.02%
  • Grasim Industries Limited0.89%
  • Manappuram Finance Limited0.87%
  • Ambuja Cements Limited0.84%
  • Titan Company Limited0.83%
  • Inox India Limited0.82%
  • Persistent Systems Limited0.82%
  • Sona BLW Precision Forgings Limited0.79%
  • Gujarat Narmada Valley Fertilizers and Chemicals Limited0.77%
  • Mankind Pharma Limited0.77%
  • Mrs Bectors Food Specialities Limited0.72%
  • ICICI Prudential Life Insurance Company Limited0.64%
  • Birlasoft Limited0.64%
  • SBI Life Insurance Company Limited0.63%
  • Granules India Limited0.63%
  • Tata Technologies Ltd0.61%
  • Nestle India Limited0.60%
  • Bharat Heavy Electricals Limited0.58%
  • Netweb Technologies India Limited0.58%
  • Tech Mahindra Limited0.54%
  • Bharat Dynamics Limited0.53%
  • Craftsman Automation Limited0.53%
  • Godrej Consumer Products Limited0.52%
  • Muthoot Finance Limited0.51%
  • Hindalco Industries Limited0.50%
  • Minda Corporation Limited0.48%
  • Coforge Limited0.47%
  • Dixon Technologies India Limited0.42%
  • CreditAccess Grameen Limited0.41%
  • ACC Limited0.41%
  • UPL Limited0.41%
  • Polycab India Limited0.38%
  • Vedanta Limited0.37%
  • Tata Power Company Limited0.37%
  • Canara Bank0.36%
  • Sansera Engineering Limited0.36%
  • Apollo Hospitals Enterprise Limited0.36%
  • State Bank of India0.35%
  • Crompton Greaves Consumer Electricals Limited0.35%
  • United Spirits Limited0.35%
  • NTPC Limited0.32%
  • TeamLease Services Limited0.29%
  • Jio Financial Services Limited0.28%
  • Honasa Consumer Limited0.28%
  • The India Cements Limited0.25%
  • Pidilite Industries Limited0.22%
  • Punjab National Bank0.22%
  • National Bank For Agriculture and Rural Development0.21%
  • Aurobindo Pharma Limited0.20%
  • Zee Entertainment Enterprises Limited0.19%
  • Trent Limited0.18%
  • Bandhan Bank Limited0.16%
  • Dr Reddy s Laboratories Limited0.15%
  • Torrent Pharmaceuticals Limited0.14%
  • Zydus Lifesciences Limited0.14%
  • Dabur India Limited0.13%
  • Maruti Suzuki India Limited0.12%
  • JSW Steel Limited0.11%
  • Bharat Petroleum Corporation Limited0.11%
  • Power Grid Corporation of India Limited0.11%
  • National Aluminium Company Limited0.10%
  • Bajaj Finserv Limited0.07%
  • The Indian Hotels Company Limited0.06%
  • NMDC Limited0.06%
  • Jindal Steel & Power Limited0.06%
  • Exide Industries Limited0.05%
  • United Breweries Limited0.04%
  • ICICI Lombard General Insurance Company Limited0.04%
  • Hindustan Petroleum Corporation Limited0.03%
  • Biocon Limited0.03%
  • Havells India Limited0.02%
  • Marico Limited0.02%
  • Cipla Limited0.02%
  • Asian Paints Limited0.01%
  • Asian Paints Limited January Future-0.01%
  • Tech Mahindra Limited January Future-0.02%
  • Cipla Limited January Future-0.02%
  • Marico Limited January Future-0.02%
  • Havells India Limited January Future-0.02%
  • Biocon Limited January Future-0.03%
  • Hindustan Petroleum Corporation Limited January Future-0.03%
  • Godrej Consumer Products Limited January Future-0.04%
  • ICICI Lombard General Insurance Company Limited January Future-0.04%
  • United Breweries Limited January Future-0.04%
  • Exide Industries Limited January Future-0.05%
  • DLF Limited January Future-0.05%
  • Jindal Steel & Power Limited January Future-0.06%
  • NMDC Limited January Future-0.06%
  • The Indian Hotels Company Limited January Future-0.06%
  • Bajaj Finserv Limited January Future-0.07%
  • National Aluminium Company Limited January Future-0.10%
  • Bharat Petroleum Corporation Limited January Future-0.11%
  • JSW Steel Limited January Future-0.11%
  • Maruti Suzuki India Limited January Future-0.12%
  • Dabur India Limited January Future-0.13%
  • Zydus Lifesciences Limited January Future-0.14%
  • State Bank of India January Future-0.15%
  • Dr Reddy s Laboratories Limited January Future-0.15%
  • Bandhan Bank Limited January Future-0.16%
  • Trent Limited January Future-0.18%
  • Zee Entertainment Enterprises Limited January Future-0.19%
  • Aurobindo Pharma Limited January Future-0.20%
  • Punjab National Bank January Future-0.22%
  • Pidilite Industries Limited January Future-0.23%
  • United Spirits Limited January Future-0.24%
  • The India Cements Limited January Future-0.25%
  • ICICI Prudential Life Insurance Company Limited January Future-0.26%
  • Crompton Greaves Consumer Electricals Limited January Future-0.35%
  • Apollo Hospitals Enterprise Limited January Future-0.36%
  • Canara Bank January Future-0.37%
  • Vedanta Limited January Future-0.37%
  • ACC Limited January Future-0.41%
  • UPL Limited January Future-0.41%
  • Sun Pharmaceutical Industries Limited January Future-0.43%
  • Infosys Limited January Future-0.48%
  • Hindalco Industries Limited January Future-0.51%
  • Bharat Heavy Electricals Limited January Future-0.59%
  • Granules India Limited January Future-0.63%
  • Gujarat Narmada Valley Fertilizers and Chemicals Limited January Future-0.78%
  • Ambuja Cements Limited January Future-0.85%
  • Manappuram Finance Limited January Future-0.88%
  • Grasim Industries Limited January Future-0.89%
  • Tata Consultancy Services Limited January Future-1.18%
  • Indus Towers Limited January Future-1.35%
  • Tata Steel Limited January Future-1.57%
  • Tata Motors Limited January Future-1.74%
  • Larsen & Toubro Limited January Future-1.88%
  • Kotak Mahindra Bank Limited January Future-1.93%
  • Hindustan Unilever Limited January Future-1.95%
  • ICICI Bank Limited January Future-2.89%
  • Reliance Industries Limited January Future-3.12%
  • HDFC Bank Limited January Future-4.11%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Mahindra Manulife Equity Savings Fund - Regular Plan - GrowthMahindra Manulife Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

9.74%

Kotak Equity Savings Fund - GrowthKotak Equity Savings Fund - Growth

HYBRID

Moderately High

9.46%

Invesco India Equity Savings Fund - Regular Plan - GrowthInvesco India Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

8.22%

Tata Equity Savings Fund - Regular Plan - GrowthTata Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

7.85%

Edelweiss Equity Savings Fund - Regular Plan - GrowthEdelweiss Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

7.82%

Mirae Asset Equity Savings Fund - Regular Plan - GrowthMirae Asset Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

7.80%

Sundaram Equity Savings Fund - GrowthSundaram Equity Savings Fund - Growth

HYBRID

Moderate

7.54%

Union Equity Savings Fund - Regular Plan - GrowthUnion Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

6.94%

DSP Equity Savings Fund - Regular Plan - GrowthDSP Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

5.41%

PGIM India Equity Savings Fund - GrowthPGIM India Equity Savings Fund - Growth

HYBRID

Low to Moderate

4.41%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

UTI Equity Savings Fund - Regular Plan - GrowthUTI Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

19.15%

Kotak Equity Savings Fund - GrowthKotak Equity Savings Fund - Growth

HYBRID

Moderately High

17.54%

HDFC Equity Savings Fund - GrowthHDFC Equity Savings Fund - Growth

HYBRID

Moderately High

16.72%

Tata Equity Savings Fund - Regular Plan - GrowthTata Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

16.14%

LIC MF Equity Savings Fund - GrowthLIC MF Equity Savings Fund - Growth

HYBRID

Moderately High

13.51%

Union Equity Savings Fund - Regular Plan - GrowthUnion Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

13.38%

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - GrowthAditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

12.57%

ICICI Prudential Equity Savings Fund - CumulativeICICI Prudential Equity Savings Fund - Cumulative

HYBRID

Moderate

11.64%

Bandhan Equity Savings Fund - Regular Plan - GrowthBandhan Equity Savings Fund - Regular Plan - Growth

HYBRID

Low to Moderate

10.50%

PGIM India Equity Savings Fund - GrowthPGIM India Equity Savings Fund - Growth

HYBRID

Low to Moderate

8.64%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Equity Savings Fund - GrowthHDFC Equity Savings Fund - Growth

HYBRID

Moderately High

12.12%

Sundaram Equity Savings Fund - GrowthSundaram Equity Savings Fund - Growth

HYBRID

Moderate

12.06%

Mirae Asset Equity Savings Fund - Regular Plan - GrowthMirae Asset Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

10.57%

Mahindra Manulife Equity Savings Fund - Regular Plan - GrowthMahindra Manulife Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

10.53%

Edelweiss Equity Savings Fund - Regular Plan - GrowthEdelweiss Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

9.22%

DSP Equity Savings Fund - Regular Plan - GrowthDSP Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

9.18%

Nippon India Equity Savings Fund - GrowthNippon India Equity Savings Fund - Growth

HYBRID

Moderate

9.06%

Tata Equity Savings Fund - Regular Plan - GrowthTata Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

8.72%

ICICI Prudential Equity Savings Fund - CumulativeICICI Prudential Equity Savings Fund - Cumulative

HYBRID

Moderate

8.41%

Invesco India Equity Savings Fund - Regular Plan - GrowthInvesco India Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

8.24%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

SBI Equity Savings Fund - Regular Plan - GrowthSBI Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

11.06%

Kotak Equity Savings Fund - GrowthKotak Equity Savings Fund - Growth

HYBRID

Moderately High

10.60%

HSBC Equity Savings Fund - Regular Plan - GrowthHSBC Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

10.28%

DSP Equity Savings Fund - Regular Plan - GrowthDSP Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

9.30%

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - GrowthAditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

8.54%

LIC MF Equity Savings Fund - GrowthLIC MF Equity Savings Fund - Growth

HYBRID

Moderately High

8.51%

Union Equity Savings Fund - Regular Plan - GrowthUnion Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

8.32%

Franklin India Equity Savings Fund - GrowthFranklin India Equity Savings Fund - Growth

HYBRID

Low to Moderate

7.88%

PGIM India Equity Savings Fund - GrowthPGIM India Equity Savings Fund - Growth

HYBRID

Low to Moderate

7.76%

Nippon India Equity Savings Fund - GrowthNippon India Equity Savings Fund - Growth

HYBRID

Moderate

3.14%

Fund Managers

JS

Mr. Jayesh SundarFund Manager

HD

Mr. Hitesh DasFund Manager

RS

Mr. R. SivakumarHead - Fixed Income and Products

Mr. R. Sivakumar has over 13 years of experience in the Indian asset management industry across asset classes. His previous experience includes managing fixed income funds with Sundaram and ABN Amro mutual funds.

HS

Mr. Hardik ShahFund Manager - Fixed Income

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