SENSEX NIFTY
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Axis Equity Fund (D)

PLAN: Regular OPTIONS: Dividend
16.830 0.1 (0.60%)

NAV as on 23 Jan, 2015

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 23 Jan, 2015)

Period Returns (%) Rank #
1 mth 6.5 135
3 mth 12.7 66
6 mth 17.8 68
1 year 50.4 67
2 year 28.6 28
3 year 26.7 7
5 year 15.5 17

# Moneycontrol Rank within 149 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 -2.7 18.3 3.3 9.0 -
2013 -10.3 3.7 -2.0 9.5 1.6
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 6.5 12.7 17.8 50.4 28.6 26.7 15.5
Category avg 7.6 11.9 16.4 48.7 23.9 19.9 11.0
Difference of Fund returns and Category returns -1.1 0.8 1.4 1.7 4.7 6.8 4.5
Best of category 10.0 18.6 29.6 78.3 35.3 31.6 18.7
Worst of category 5.2 8.0 6.0 22.0 11.7 10.3 7.5
Benchmark returns # 6.9 10.2 13.3 39.2 20.8 20.5 12.0
Difference of Fund returns and Benchmark returns -0.4 2.5 4.5 11.2 7.8 6.2 3.5
Axis Equity Fund (D) 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 Dividend
Launch date Dec 08, 2009
Benchmark CNX NIFTY
Asset Size (Rs cr) 1,260.86 (Dec-31-2014)
Minimum Investment Rs.5000
Last Dividend Rs.2.00 (Jan-22-2015) View Dividend History
Bonus N.A.
Fund Manager Pankaj Murarka
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 (G) Rank 4
12,907.28 11.2 15.4 58.0 23.8 15.8
ICICI Pru Focused Bluechip Eqty (G) Rank 3
7,469.08 11.2 17.4 51.4 24.5 17.7
Birla SL Frontline Equity (G) Rank 2
6,931.53 13.8 18.6 56.0 28.0 16.5
UTI Opportunities Fund (G) Rank 2
4,787.61 11.6 18.1 51.5 23.6 16.9
UTI Equity Fund (G) Rank 1
3,622.40 12.2 20.3 56.1 26.6 17.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 98.60 7.82
ICICI Bank Banking/Finance 97.09 7.70
HDFC Bank Banking/Finance 86.50 6.86
SBI Banking/Finance 84.23 6.68
Larsen Engineering 58.50 4.64
Maruti Suzuki Automotive 44.38 3.52
TCS Technology 43.75 3.47
ITC Tobacco 36.82 2.92
Tata Motors Automotive 33.54 2.66
Sun Pharma Pharmaceuticals 30.64 2.43

Full Portfolio

Sector Allocation (Dec 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 29.87 30.18 23.15
Technology 14.95 23.24 14.46
Engineering 10.57 11.88 6.93
Automotive 7.78 9.35 4.75
Pharmaceuticals 7.07 7.62 5.55
Oil & Gas 6.31 14.00 6.31

View All Sectors

Asset Allocation (%)(Dec 31, 14)

Equity 95.45
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.55

View All

Concentration

Holdings (%)
Top 5 33.70
Top 10 48.70
Sector (%)
Top 3 55.39

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