SENSEX NIFTY
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Axis Equity Fund (D) SET SMS ALERT

14.220
0.06 (0.42%)
NAV as on Jul-23-2014

Fund Family Axis Mutual Fund

Fund Class Large Cap

ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Large Cap category by Crisil (for quarter ended Mar 2014) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on Jul-23-2014)

Period Returns (%) Rank #
1 mth 1.0 144
3 mth 16.4 103
6 mth 27.1 85
1 year 34.0 96
2 year 29.1 6
3 year 15.7 9
5 year - -

# Moneycontrol Rank within 157 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 -2.7 18.3 - - -
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 1.0 16.4 27.1 34.0 29.1 15.7 --
Category avg 2.7 17.2 27.2 34.6 12.2 6.0 5.6
Difference of Fund returns and Category returns -1.7 -0.8 -0.1 -0.6 16.9 9.7 --
Best of category 10.6 30.5 53.1 60.1 30.7 19.1 20.2
Worst of category -1.7 4.7 -65.7 -63.8 11.5 6.8 4.0
Benchmark returns # 4.0 14.0 22.9 28.3 23.4 11.1 11.5
Difference of Fund returns and Benchmark returns -3.0 2.4 4.2 5.7 5.7 4.6 --
Axis Equity Fund (D) Review by Crisil - Rating: 4 (Rank 2 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) 796.79 (Jun-30-2014)
Minimum Investment Rs.5000
Last Dividend Rs.1.00 (Mar-18-2014) 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 (G) Rank 3
11,265.42 20.1 36.4 49.5 13.6 15.3
ICICI Pru Focused Bluechip Eqty (G) Rank 2
5,578.58 17.9 28.6 39.4 15.0 17.5
Birla SL Frontline Equity (G) Rank 2
4,803.24 18.6 31.1 42.7 16.2 16.2
Franklin India Bluechip (G) Rank 4
4,274.96 15.3 24.1 32.6 11.5 13.8
UTI Opportunities Fund (G) Rank 3
3,911.39 18.9 28.2 34.9 15.3 16.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 14)

Equity Sector Value
(Rs cr)
Asset %
SBI Banking/Finance 67.57 8.48
Infosys Technology 51.87 6.51
ICICI Bank Banking/Finance 51.07 6.41
HDFC Bank Banking/Finance 47.49 5.96
Larsen Engineering 35.62 4.47
Reliance Oil & Gas 33.15 4.16
Maruti Suzuki Automotive 26.61 3.34
Tata Motors Automotive 24.06 3.02
Zee Entertain Media 20.88 2.62
CMC Technology 18.01 2.26

Full Portfolio

Sector Allocation (Jun 30, 14)

Sector %

1-Year

HighLow

Banking/Finance 30.18 30.18 21.85
Technology 14.46 23.45 14.46
Oil & Gas 13.34 14.00 9.01
Engineering 8.55 8.55 2.04
Pharmaceuticals 7.18 10.99 7.15
Automotive 6.62 7.20 4.75

View All Sectors

Asset Allocation (%)(Jun 30, 14)

Equity 99.14
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.86

View All

Concentration

Holdings (%)
Top 5 31.83
Top 10 47.23
Sector (%)
Top 3 57.98

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