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Prudential Technology Bluechip Fund
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NAV as of ( Sep 09, 2022 )
₹ 18.53 0.05 % 1-D Change
Returns
9.09% p.a.
You get upto 1.29% extra returns
ET Money's Fund Report Card - Axis Equity Saver Fund
ET Money Rank
4
Out of 18
Performance Quality
Good
Generated returns consistently
3/5
Increased returns for each unit of additional risk
3/5
Downside Protection
Good
Controlled losses during market corrections
3/5
Delivered returns without frequent ups and downs
3/5
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Monthly SIP
Monthly SIP is not available for this fund
-
Lumpsum
Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
Fresh Investments closed in this fund!
This fund is no longer available to invest
This fund
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Scheme Details
| ET Money Rank | 4 Out of 18 |
| VRO Rating | |
| Expense ratio | 0.87% As on Jul 31, 2022 |
| Exit Load |
1.0%
|
| AUM (Fund Size) | ₹ 1,216 Crs |
| Lock-in | No Lockin |
| Age | 7 yrs 1 m Since Jul 27, 2015 |
| Benchmark | NIFTY Equity Savings TRI |
| Min. Investment |
SIP ₹ 1000 & Lumpsum ₹ 5000 |
About Axis Equity Saver Fund
Axis Equity Saver Fund Direct-Growth is a Equity Savings mutual fund scheme from
Axis Mutual Fund
. This fund has been in existence for 7 yrs 1 m, having been launched on 27/07/2015. Axis Equity Saver Fund Direct-Growth has ₹1,216 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 0.87%, which is higher than what most other
Equity Savings
funds charge. Currently, the fund has a 42.15% allocation to equity and 33.48% to Debt.
.....
- Axis Equity Saver Fund Direct-Growth returns of last 1-year are 1.81%. Since launch, it has delivered 9.11% average annual returns.
- Axis Equity Saver Fund Direct-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is average.
- The fund's equity portion is primarily invested in Financial, Technology, Energy, Automobile, Materials sectors. It has taken less exposure in Financial, Technology sectors compared to other funds in the category.
- The debt portion of the fund has low credit quality indicating the quality of borrowers it has lent it to is not too great.
- The fund's top 5 holdings are in Reserve Bank of India, HDFC Bank Ltd., ICICI Bank Ltd., Reliance Industries Ltd., Infosys Ltd..
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Investment Returns Calculator
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
Latest Asset & Portfolio Allocation
as on Aug 31, 2022
Top Stock Holdings
Allocation by Market Cap
Large Cap 38.86%
Mid Cap 2.77%
Small Cap 0.52%
Other Cap 0%
Allocation by Sector
Financial 29.98%
Technology 7.32%
Energy 6.63%
Automobile 5.35%
Top Debt Holdings
Reserve Bank of India 11.8%
Others 6.75%
GOI 2.86%
HDB Financial Services Ltd. 1.2%
Allocation by Credit Quality
Cash & Call Money 31.12%
SOV 22.92%
AA- 1.93%
AAA 1.88%
Allocation by Instruments
Net Receivables 24.37%
Treasury Bills 11.8%
GOI Securities 7.42%
CBLO 6.75%
Other Holdings
Others 24.37%
Comparison with equity savings Funds
as on Sep 12, 2022| Fund name | Annual Return % | Consistency | Value Research Rating |
|---|---|---|---|
| Sundaram Equity Savings Fund | 10.43% | ||
| Edelweiss Equity Savings Fund | 9.39% | ||
| Axis Equity Saver Fund | 9.17% | ||
| HDFC Equity Savings Fund | 9.02% | ||
| Kotak Equity Savings Fund | 8.95% | ||
| SBI Equity Savings Fund | 8.64% |
Trailing Returns and Ranks
as on Sep 12, 2022| Period | Trailing returns | Category average | Rank within category |
|---|---|---|---|
| 1 month | 0.71% | 0.93% | 13 / 18 |
| 3 months | 7.42% | 5.56% | 2 / 18 |
| 6 months | 3.58% | 3.78% | 9 / 18 |
| 1 year | 1.81% | 4.44% | 17 / 18 |
| 3 years | 11.19% | 10.6% | 10 / 18 |
| 5 years | 9.17% | 7.86% | 3 / 14 |
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Moderately High risk
Axis Equity Saver Fund
HYBRID EQUITY SAVINGS
The scheme seeks to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments.
- Std. Dev : 9.9
- Alpha : 0.02
- Beta : 1.31
- Sharpe : 0.75
- Sortino : 0.83
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Anupam Tiwari
Mr. Tiwari is a Chartered Accountant.
Prior to joining Axis Mutual Fund he was associated with Principal Mutual Fund (July 25, 2011-Sep 21, 2016), Reliance Life Insurance Ltd. (Sep 22, 2010-Jul 15, 2011) and Reliance MF (Mar 21, 2005-Sep 21, 2010).
-
R Sivakumar
Mr. Sivakumar is a B.Tech from IIT Madras and MBA from IIM Ahmedabad.
Prior to joining Axis AMC he has worked with BNP Paribas Mutual Fund, Sundaram Mutual Fund (2001-2004), HDFC Mutual Fund and ITC Threadneedle.
-
Kaustubh Sule
Mr. Sule is a B.E. (Computer Engineering) & MBA (Finance)
Prior to joining Axis Asset Management Company Ltd., he has worked with HDFC Standard Life Insurance Company Ltd., Reliance Life Insurance Company Ltd., Union Bank of India, Hexaware Technologies Ltd.
Axis Mutual Fund
TOTAL AUM:
₹2,46,127 Crs
As on Jun 30, 2022
- Phone: 022-24255161
-
Address: "Axis House" - 1st Floor,
C-2 - Wadia International Centre,
Pandurang Budhkar Marg , Worli,
Mumbai, 400025
