Axis Equity Saver Fund Regular Plan Growth
Medium
Risk
Other Schemes
Equity Savings
+
9.35
%
9.35
%
3Y annualised
+
0.15
%
0.15
%
1D
1M
6M
1Y
3Y
All
Fund size
917
NAV:
Mar 7, 2024
20.07
Sector
Tech
Type
Other_schemes
Launched
Aug 2015
Min Investment
500
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Reliance Industries Ltd
6.5
%
7.18% Govt Stock 2037
4.89
%
Larsen & Toubro Ltd
4.25
%
ICICI Bank Ltd
4.16
%
Bank Nifty Index February 2024 Future
3.90
%
HDFC Bank Ltd
3.79
%
Hdfc Bank Limited February 2024 Future
3.74
%
Future on Reliance Industries Ltd
3.65
%
Tata Motors Ltd
2.72
%
Shriram Finance Ltd. 8.75%
2.7
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 1.0 Months, 0.0 % if redeemed after 1.0 Months.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Axis Equity Saver Fund Regular Plan Growth
More details
Investment objective
The investment objective of the scheme is 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. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
One-time
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