Axis Equity Savings Fund Regular-Growth
Hybrid
Equity Savings
₹0.09% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
2 - Minimum Investment₹500
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹886 Cr
- Created on5 Aug 2015
Fund Ranking
#6
/ 21 in Equity Savings
Risk Level
Moderately High
Moderately High
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Returns
Trailing Return
Rolling Return
- 6 Month4.4%
- 1 Year3.6%
- 3 Year (CAGR)8.1%
- All Time (CAGR)7.8%
Category Return
- 6 Month3.6%
- 1 Year3.2%
- 3 Year (CAGR)7.8%
- All Time (CAGR)7.8%
Asset Allocation
- Equity36.4%
- Debt27.2%
- Real Estate4.2%
- Other32.2%
Top 5 Holdings
Top 5 Sectors
- Apollo Hospitals Enterprise1.05%
- Apollo Hospitals Enterprise-0.56%
- Aurobindo Pharma0.32%
- Aurobindo Pharma-0.32%
- Bajaj Finance0.93%
Fund Information
- Expense Ratio2.71%
- Exit LoadNo Exit Load
- Lock-In PeriodNo Lock-In
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.51 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 5.67 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 0.00 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. -1.09