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Axis Equity Savings  Mn IDCW-R

Axis Equity Savings Mn IDCW-R

4–7 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Standard Deviation6.7%
Sharpe Ratio-0.32

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Energy & Infra16.34%
Utilities2.28%
Technology9.1%
Financial Services34.79%
Consumers11.05%
Capital Goods15.08%
Services11.36%

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
Net Receivables / (Payables)Utilities33.61%
ICICI Bank LtdFinancial Services6.88%
Reliance Industries LtdEnergy & Infra6.41%
HDFC Bank LtdFinancial Services5.23%
7.18% Govt Stock 2033Utilities4.69%
Clearing Corporation Of India LtdUtilities4.30%
Kotak Mahindra Bank LtdFinancial Services3.19%
Axis Money Market Dir GrUtilities3.08%
Tata Steel LtdCapital Goods2.99%
Cholamandalam Investment And Finance Company LimitedUtilities2.93%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Fund Manager Track Record

DS

Devang Shah

Mr. Devang Shah has experience of 23 years. Manages 261 funds at Axis Asset Management Company Limited with an AUM of approximately ₹16,437 Cr Holds a B.Com degree.

Team

46 years

Combined Team Experience

AUM

₹ 1,81,685 Cr

Assets Under Management

KN
Krishnaa N
Co-Portfolio Manager

Krishnaa N has experience of 3 years. Manages 152 funds at Axis Asset Management Company Limited with an AUM of approximately ₹1,28,440 Cr

MH
Mayank Hyanki
Co-Portfolio Manager

Mayank Hyanki has experience of 3 years. Manages 32 funds at Axis Asset Management Company Limited with an AUM of approximately ₹29,599 Cr

HS
Hardik Shah
Co-Portfolio Manager

Mr. Hardik Shah has experience of 18 years. Manages 180 funds at Axis Asset Management Company Limited with an AUM of approximately ₹7,209 Cr Holds a B.E. degree.

Firm OverviewFirm Overview

Total AUM₹3,61,984.16 Cr

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)2.67%

iconRegulatory & Tax Information

INF846K01VQ8
verified
ISIN
DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
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