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Axis Equity Fund (G)

PLAN: Regular OPTIONS: Growth
19.380 0.05 (0.26%)

NAV as on 27 Nov, 2014

CRISIL MF RANK

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Axis Mutual Fund FUND CLASS : Large Cap
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Large Cap category by Crisil (for quarter ended Mar 2014) down from Rank 2 last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 27 Nov, 2014)

Period Returns (%) Rank #
1 mth 7.2 22
3 mth 10.8 18
6 mth 19.0 78
1 year 47.2 73
2 year 27.9 3
3 year 26.6 5
5 year - -

# Moneycontrol Rank within 150 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 5.8 18.4 3.3 - -
2013 -0.5 3.7 -1.9 9.4 12.6
2012 12.4 1.0 9.1 4.8 31.2
2011 -7.2 -0.4 -10.5 -5.3 -22.8
2010 3.4 2.5 13.0 -2.7 17.7

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 7.2 10.8 19.0 47.2 27.9 26.6 --
Category avg 6.0 8.4 19.5 46.9 11.7 10.8 5.5
Difference of Fund returns and Category returns 1.2 2.4 -0.5 0.3 16.2 15.8 --
Best of category 9.3 17.4 47.0 102.1 29.4 32.4 17.9
Worst of category 3.5 2.3 10.1 20.4 9.7 9.4 4.7
Benchmark returns # 6.3 7.0 16.1 40.2 21.8 20.5 11.4
Difference of Fund returns and Benchmark returns 0.9 3.8 2.9 7.0 6.1 6.1 --
Axis Equity Fund (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: CNX NIFTY

Investment Info

Investment Objective

To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities including derivatives.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Dec 08, 2009
Benchmark CNX NIFTY
Asset Size (Rs cr) 1,025.15 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Chandresh Nigam
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 3.00%
Load Comments Exit load 3% if redeemed / switched- out up to 6 months, 2% if redeemed / switched - out after 6 months & up to 12 months and 1% if redeemed / switched - out after 12 months & up to 24 months from the date of allotment

Contact Details

Regd. Office Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai, 400025
Tel. No. 022 - 43255161
Fax No. 022 43255199
Email customerservice@axismf.com
Website http://www.axismf.com

Peer Comparison

Large Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Top 200 Fund - Direct (G) Not Ranked
523.43 8.5 17.6 57.2 -- --
HDFC Top 200 Fund (G) Rank 4
12,276.81 8.3 17.2 56.3 24.4 14.7
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.02 9.3 20.5 49.1 25.5 17.9
ICICI Pru Focused Bluechip Eqty (G) Rank 3
6,675.86 9.1 20.0 48.0 24.4 16.9
ICICI Pru Focused. Blue -Direct (G) Not Ranked
432.83 9.3 20.5 49.1 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 97.23 7.64
ICICI Bank Banking/Finance 96.79 7.61
SBI Banking/Finance 87.57 6.88
HDFC Bank Banking/Finance 84.80 6.66
Larsen Engineering 71.18 5.59
Maruti Suzuki Automotive 53.40 4.20
Reliance Oil & Gas 40.52 3.18
Tata Motors Automotive 40.24 3.16
TCS Technology 37.81 2.97
ITC Tobacco 32.86 2.58

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 29.18 30.18 23.15
Technology 15.03 23.45 14.46
Engineering 11.88 11.88 3.82
Automotive 9.18 9.35 4.75
Oil & Gas 7.47 14.00 6.82
Pharmaceuticals 5.96 7.84 5.96

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 99.07
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.93

View All

Concentration

Holdings (%)
Top 5 34.38
Top 10 50.47
Sector (%)
Top 3 56.09

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