Axis Equity Savings Fund Direct Plan Growth - Regular - Latest NAV [ ₹24.49 ], Returns, Performance, Portfolio & Returns 2024

Axis Equity Savings Fund Direct Plan Growth

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Direct

Growth

3 yr CAGR
+11.69%
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starstarstarstar4

Direct

Growth

3 yr CAGR
+11.69%
highlight

Fund overview

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Net Asset Value

₹24.49
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AUM (Fund size)

1,020.35 Crore
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Lock-in period

No Lock-in
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Exit Load

1% in 31 days
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Expense ratio

1%
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Risk

Moderately High
Start your investment
Lumpsum
SIP
Amount
Estimated value after 3 years

(as per historical returns)

2.12 Lakhs ₹
Min investment of ₹100 required
risk

Top holdings

HoldingsWeightage
Net Receivables / (Payables)31.73%
HDFC Bank Ltd9.16%
Hdfc Bank Limited November 2024 Future7.87%
Reliance Industries Ltd7.37%
7.25% Govt Stock 20636.58%
Future on Reliance Industries Ltd5.91%
7.34% Govt Stock 20644.61%
Bank Nifty Index November 2024 Future4.32%
91 DTB 030120253.39%
Larsen & Toubro Ltd3.29%

Calculate returns

Monthly (SIP)
One-Time
4000
20
yrs
₹4,000 invested monthly becomes 0 in a period of 20 years

Top Sectors

About Axis Asset Management Company Limited

Axis Mutual Fund had launched its first scheme in 2009. Mr. Chandresh Kumar Nigam is the MD & CEO. Axis Bank Limited holds 74.99% in Axis Mutual Fund.

Managers

Devang Shah, Hitesh Das, Hardik Shah, Mayank Hyanki

Custodians

Bank of Nova Scotia

Address

Axis Asset Management Company Ltd. Axis House, 1st Floor, C-2, Wadia International Centre,

Fax Nos.

+91 22 43255199

Telephone Nos.

+91 22 43255161

Homepage

www.axismf.com

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BANGALORE, KARNATAKA

Start your investment
Lumpsum
SIP
Amount
Estimated value after 3 years

(as per historical returns)

2.12 Lakhs ₹
Min investment of ₹100 required
risk

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Frequently Asked Questions

What are Balanced/Hybrid funds?

Hybrid funds are mutual funds in which the fund manager allocates your money in both equity and debt in a certain ratio. The ratio is decided when the fund is announced and it remains constant throughout.

Who should invest in a Balanced/hybrid fund?

Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation

Who should invest in a Balanced/hybrid fund?

Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation

What is a lock-in period?

It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates

Is KYC necessary for BLACK?

KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.

What is a Mandate (Auto-SIP)?

A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.