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Axis Equity Saver Fund

हिंदी में: एक्सिस इक्विटी सेवर फंड
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Fund Name NAV Date NAV Rupee Change Percent Change
Axis Equity Saver Fund - Regular Plan - Monthly IDCW 31/May/2023 11.16
-0.0100
-0.0895%
Axis Equity Saver Fund - Regular Plan - Quarterly IDCW 31/May/2023 11.49
0.0000
0.0000%
Axis Equity Saver Fund - Regular Plan - Regular IDCW 31/May/2023 11.99
0.0000
0.0000%
Axis Equity Saver Fund - Direct Plan - Monthly IDCW 31/May/2023 12.54
0.0000
0.0000%
Axis Equity Saver Fund - Direct Plan - Regular IDCW 31/May/2023 12.58
0.0000
0.0000%
Axis Equity Saver Fund - Direct Plan - Quarterly IDCW 31/May/2023 12.92
0.0000
0.0000%
Axis Equity Saver Fund - Regular Plan - Growth 31/May/2023 17.43
0.0000
0.0000%
Axis Equity Saver Fund - Direct Plan - Growth 31/May/2023 19.21
0.0000
0.0000%

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Axis Equity Saver Fund Analysis

Bmsmoney Equity Savings Fund Category Rank: 17

Axis Equity Saver Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
2.29
1.78
Yes
Yes
No
3/17 0.93 / 2.93
1M Rolling Return %
0.54
0.54
Yes
No
No
10/18 0.29 / 0.79
3M Return %
3.69
3.70
No
No
No
8/17 2.29 / 5.51
3M Rolling Return %
0.89
1.35
No
No
Yes
15/18 0.52 / 2.35
6M Return %
1.51
2.61
No
No
Yes
15/17 0.13 / 4.83
6M Rolling Return %
1.02
1.88
No
No
Yes
16/18 0.51 / 3.46
1Y Return %
7.26
7.87
No
No
No
10/17 5.53 / 10.60
1Y Rolling Return %
5.58
6.08
No
No
No
12/18 3.69 / 8.60
3Y Return %
11.48
11.12
Yes
No
No
8/17 7.83 / 14.30
3Y Rolling Return %
9.29
8.18
Yes
No
No
5/12 -0.51 / 10.19
5Y Return %
7.57
6.75
Yes
No
No
5/11 1.20 / 8.54
Standard Deviation
7.90
6.54
No
No
Yes
18/18 4.95 / 7.90
Semi Deviation
5.01
3.88
No
No
Yes
18/18 2.69 / 5.01
Max Drawdown
-6.41
-3.60
No
No
Yes
17/18 -7.05 / -1.16
VaR 1 Y
-6.88
-4.62
No
No
Yes
18/18 -6.88 / -1.93
Average Drawdown
-2.68
-1.40
No
No
Yes
17/18 -2.92 / -0.53
Sharpe Ratio
0.62
0.77
No
No
No
13/18 0.25 / 1.11
Sterling Ratio
0.76
0.95
No
No
Yes
15/18 0.54 / 1.22
Sortino Ratio
0.36
0.52
No
No
Yes
14/18 0.13 / 0.87
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : May 31, 2023.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 31, 2023 KPIs: Key Performance Indicators

Axis Equity Saver Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Axis Equity Saver Fund

Top Performing Funds in Equity Savings Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Idfc Equity Savings Fund

 		4 The Idfc Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 17 funds. The fund has four KPIs that are in top quartile. The fund has 21% of the KPIs that are in top quartile. The fund has seven KPIs that are in bottom quartile. The fund has 37% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Idfc Equity Savings Fund performance snapshot section. 6.57% 9.36% -2.09% -1.93% 0.73 0.66 0.48

Kotak Equity Savings Fund

 		3 The Kotak Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 17 funds. The fund has 14 KPIs that are in top quartile. The fund has 74% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Kotak Equity Savings Fund performance snapshot section. 9.39% 11.81% -1.66% -2.88% 1.04 0.87 0.47

Pgim India Equity Savings Fund

 		2 The Pgim India Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 17 funds. The fund has six KPIs that are in top quartile. The fund has 32% of the KPIs that are in top quartile. The fund has four KPIs that are in bottom quartile. The fund has 21% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Pgim India Equity Savings Fund performance snapshot section. 5.87% 10.53% -1.16% -2.64% 0.93 0.71 0.45

Uti Equity Savings Fund

 		1 The Uti Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 17 funds. The fund has 14 KPIs that are in top quartile. The fund has 67% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Uti Equity Savings Fund performance snapshot section. 10.60% 13.24% -2.43% -4.29% 1.11 0.74 0.40

Axis Equity Saver Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
2.40
1.88
Yes
Yes
No
3/17 1.01 / 3.08
1M Rolling Return %
0.67
0.63
Yes
No
No
10/18 0.34 / 0.86
3M Return %
4.01
3.97
Yes
No
No
8/17 2.54 / 5.77
3M Rolling Return %
1.19
1.60
No
No
Yes
15/18 0.87 / 2.56
6M Return %
2.18
3.13
No
No
Yes
15/17 0.61 / 5.34
6M Rolling Return %
1.66
2.38
No
No
Yes
14/18 1.22 / 3.90
1Y Return %
8.65
8.96
No
No
No
10/17 6.56 / 11.52
1Y Rolling Return %
6.97
7.16
No
No
No
11/18 4.77 / 9.69
3Y Return %
12.98
12.27
Yes
No
No
7/17 8.99 / 15.46
3Y Rolling Return %
10.73
9.31
Yes
No
No
4/12 0.32 / 11.06
5Y Return %
8.94
7.87
Yes
No
No
4/11 2.06 / 9.53
Standard Deviation
7.90
6.54
No
No
Yes
18/18 4.95 / 7.90
Semi Deviation
5.01
3.88
No
No
Yes
18/18 2.69 / 5.01
Max Drawdown
-6.41
-3.60
No
No
Yes
17/18 -7.05 / -1.16
VaR 1 Y
-6.88
-4.62
No
No
Yes
18/18 -6.88 / -1.93
Average Drawdown
-2.68
-1.40
No
No
Yes
17/18 -2.92 / -0.53
Sharpe Ratio
0.62
0.77
No
No
No
13/18 0.25 / 1.11
Sterling Ratio
0.76
0.95
No
No
Yes
15/18 0.54 / 1.22
Sortino Ratio
0.36
0.52
No
No
Yes
14/18 0.13 / 0.87
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : May 31, 2023.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 31, 2023 KPIs: Key Performance Indicators

Axis Equity Saver Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % 2.29% 2.40%
1M Rolling Return % 0.54% 0.67%
3M Return % 3.69% 4.01%
3M Rolling Return % 0.89% 1.19%
6M Return % 1.51% 2.18%
6M Rolling Return % 1.02% 1.66%
1Y Return % 7.26% 8.65%
1Y Rolling Return % 5.58% 6.97%
3Y Return % 11.48% 12.98%
3Y Rolling Return % 9.29% 10.73%
5Y Return % 7.57% 8.94%
Standard Deviation 7.90% 7.90%
Semi Deviation 5.01% 5.01%
Max Drawdown -6.41% -6.41%
VaR 1 Y -6.88% -6.88%
Average Drawdown -2.68% -2.68%
Sharpe Ratio 0.62% 0.62%
Sterling Ratio 0.76% 0.76%
Sortino Ratio 0.36% 0.36%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns

Methodology

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Equity Savings Fund Category Performance Analysis

Return Chart (Regular Plan)

Click on + to See Details
Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Sbi Equity Savings Fund

0.34
1
1.09
1
2.45
2
5.13
2
3.93
2
8.38
7
13.07
4
7.97
4

Invesco India Equity Savings Fund

0.23
2
0.91
2
2.93
1
4.51
3
3.84
3
6.81
13
7.92
16

Pgim India Equity Savings Fund

0.05
3
0.42
15
1.21
16
2.56
16
2.86
6
5.87
16
10.53
11
6.86
6

Franklin India Equity Savings Fund

0.04
4
0.76
4
1.73
9
3.11
14
0.98
16
7.06
12
11.74
7

Dsp Equity Savings Fund

0.01
5
0.73
7
1.69
11
3.20
12
2.64
7
7.09
11
12.40
5
6.77
7

Aditya Birla Sun Life Equity Savings Fund

0.00
7
0.73
6
2.28
4
4.24
5
2.63
8
7.80
9
11.01
10
6.48
8

Axis Equity Saver Fund

0.00
7
0.87
3
2.29
3
3.69
8
1.51
15
7.26
10
11.48
8
7.57
5

Hdfc Equity Savings Fund

-0.00
8
0.46
14
1.27
15
3.55
10
2.09
13
9.04
5
14.05
2
8.28
2

Edelweiss Equity Savings Fund

-0.02
9
0.70
9
1.79
7
3.67
9
2.48
11
8.22
8
10.38
12
8.08
3

Baroda Bnp Paribas Equity Savings Fund

-0.05
10
0.69
10
1.78
8
3.71
7
2.44
12
8.71
6
7.83
17

Nippon India Equity Savings Fund

-0.07
11
0.35
16
0.93
17
5.51
1
4.83
1
9.49
2
11.22
9
1.20
11

Union Equity Savings Fund

-0.07
12
0.65
11
1.54
13
3.13
13
1.99
14
6.70
14
8.95
15

Kotak Equity Savings Fund

-0.08
13
0.71
8
1.70
10
3.47
11
3.52
4
9.39
3
11.81
6
8.54
1

Mirae Asset Equity Savings Fund

-0.08
14
0.64
12
1.88
5
4.38
4
2.51
10
9.20
4
14.30
1

Idfc Equity Savings Fund

-0.09
15
0.27
17
1.39
14
2.70
15
2.53
9
6.57
15
9.36
14
6.28
9

Uti Equity Savings Fund

-0.15
16
0.55
13
1.55
12
3.99
6
3.47
5
10.60
1
13.24
3

Idbi Equity Savings Fund

-0.22
17
0.73
5
1.82
6
2.29
17
0.13
17
5.53
17
9.66
13
6.24
10

Tata Equity Savings Fund

Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Sbi Equity Savings Fund
0.34
1
1.10
1
2.50
2
5.27
2
4.19
3
8.94
8
13.73
5
8.79
5

Invesco India Equity Savings Fund
0.24
2
0.94
2
3.08
1
4.94
3
4.66
2
8.56
11
9.74
15

Pgim India Equity Savings Fund
0.05
3
0.43
15
1.28
16
2.77
16
3.27
6
6.74
16
11.70
12
7.97
7

Franklin India Equity Savings Fund
0.05
4
0.79
4
1.87
8
3.50
12
1.68
16
8.47
12
13.20
6

Dsp Equity Savings Fund
0.02
5
0.75
7
1.77
11
3.45
13
3.13
9
8.02
13
13.76
4
8.21
6

Aditya Birla Sun Life Equity Savings Fund
0.00
8
0.77
5
2.40
4
4.57
5
3.15
8
8.92
9
12.17
9
7.57
8

Axis Equity Saver Fund
0.00
8
0.89
3
2.40
3
4.01
8
2.18
15
8.65
10
12.98
7
8.94
4

Hdfc Equity Savings Fund
0.00
8
0.48
14
1.36
15
3.81
10
2.58
13
10.05
5
15.03
2
9.27
3

Edelweiss Equity Savings Fund
-0.02
9
0.72
9
1.92
6
4.05
7
3.18
7
9.71
7
11.76
11
9.36
2

Baroda Bnp Paribas Equity Savings Fund
-0.05
10
0.71
10
1.87
9
3.99
9
2.97
12
9.90
6
8.99
17

Nippon India Equity Savings Fund
-0.07
11
0.37
16
1.01
17
5.77
1
5.34
1
10.46
3
12.15
10
2.06
11

Union Equity Savings Fund
-0.07
12
0.64
12
1.64
12
3.26
14
2.22
14
7.39
15
9.58
16

Kotak Equity Savings Fund
-0.07
13
0.73
8
1.80
10
3.75
11
4.06
4
10.53
2
12.92
8
9.53
1

Mirae Asset Equity Savings Fund
-0.09
14
0.65
11
1.97
5
4.65
4
3.01
11
10.29
4
15.46
1

Idfc Equity Savings Fund
-0.09
15
0.29
17
1.48
14
2.97
15
3.06
10
7.67
14
10.50
14
7.42
10

Uti Equity Savings Fund
-0.15
16
0.56
13
1.63
13
4.22
6
3.90
5
11.52
1
14.18
3

Idbi Equity Savings Fund
-0.22
17
0.75
6
1.91
7
2.54
17
0.61
17
6.56
17
10.74
13
7.49
9

Tata Equity Savings Fund
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Edelweiss Equity Savings Fund

0.62
5
1.46
7
2.25
5
6.28
8
9.77
3

Aditya Birla Sun Life Equity Savings Fund

0.46
13
0.93
14
1.04
15
3.69
18
8.81
6

Axis Equity Saver Fund

0.54
10
0.89
15
1.02
16
5.58
12
9.29
5

Franklin India Equity Savings Fund

0.63
4
1.47
6
1.36
13
6.38
7

Mirae Asset Equity Savings Fund

0.62
6
1.67
5
2.17
7
7.24
4

Dsp Equity Savings Fund

0.59
7
1.25
11
2.17
6
6.82
5
8.75
7

Hdfc Equity Savings Fund

0.73
2
2.09
2
2.53
3
8.38
2
10.19
2

Idbi Equity Savings Fund

0.34
17
0.75
16
0.73
17
4.87
14
8.29
8

Idfc Equity Savings Fund

0.39
16
1.03
13
1.82
11
5.42
13
7.72
11

Invesco India Equity Savings Fund

0.54
11
0.52
18
0.51
18
3.75
17

Kotak Equity Savings Fund

0.73
3
1.99
3
3.37
2
8.60
1
9.50
4

Nippon India Equity Savings Fund

0.57
9
1.95
4
2.49
4
6.68
6
-0.51
12

Pgim India Equity Savings Fund

0.49
12
1.32
9
2.16
8
6.27
9
8.00
10

Sbi Equity Saving Fund

0.29
18
0.74
17
1.28
14
6.16
10
10.19
1

Tata Equity Savings Fund

0.43
14
1.39
8
1.82
10
5.99
11
8.17
9

Union Equity Savings Fund

0.42
15
1.28
10
1.52
12
4.26
16

Uti Equity Savings Fund

0.79
1
2.35
1
3.46
1
8.19
3

Baroda Bnp Paribas Equity Savings Fund

0.59
8
1.21
12
2.06
9
4.86
15
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Savings Fund

0.56
12
1.21
14
1.55
15
4.77
18
9.89
7

Axis Equity Saver Fund

0.67
10
1.19
15
1.66
14
6.97
11
10.73
4

Franklin India Equity Savings Fund

0.73
5
1.79
7
2.00
12
7.72
7

Mirae Asset Equity Savings Fund

0.70
6
1.93
5
2.67
6
8.35
4

Dsp Equity Savings Fund

0.67
9
1.46
11
2.64
7
7.76
5
10.29
6

Edelweiss Equity Savings Fund

0.74
4
1.80
6
2.94
4
7.74
6
11.02
2

Hdfc Equity Savings Fund

0.81
2
2.33
2
3.02
3
9.28
2
11.06
1

Idbi Equity Savings Fund

0.42
17
0.99
16
1.22
18
5.88
15
9.46
8

Idfc Equity Savings Fund

0.47
15
1.29
13
2.35
10
6.52
13
8.86
11

Invesco India Equity Savings Fund

0.68
7
0.89
17
1.34
17
5.48
16

Kotak Equity Savings Fund

0.81
3
2.26
3
3.90
1
9.69
1
10.55
5

Nippon India Equity Savings Fund

0.65
11
2.19
4
2.94
5
7.59
8
0.32
12

Pgim India Equity Savings Fund

0.55
13
1.53
9
2.57
9
7.26
9
9.23
10

Sbi Equity Saving Fund

0.34
18
0.87
18
1.55
16
6.72
12
10.91
3

Tata Equity Savings Fund

0.51
14
1.63
8
2.28
11
7.22
10
9.37
9

Union Equity Savings Fund

0.46
16
1.46
12
1.79
13
4.91
17

Uti Equity Savings Fund

0.86
1
2.56
1
3.89
2
9.08
3

Baroda Bnp Paribas Equity Savings Fund

0.68
8
1.48
10
2.61
8
6.01
14
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Savings Fund

-6.77
17
-7.05
18
-2.92
18
7.14
13
4.42
13

Axis Equity Saver Fund

-6.88
18
-6.41
17
-2.68
17
7.90
18
5.01
18

Franklin India Equity Savings Fund

-6.17
16
-4.01
14
-1.32
9
6.92
12
4.44
14

Mirae Asset Equity Savings Fund

-5.23
12
-3.89
11
-1.53
14
7.59
17
4.55
17

Dsp Equity Savings Fund

-4.64
10
-2.67
7
-1.10
6
6.59
10
3.99
10

Edelweiss Equity Savings Fund

-4.00
6
-2.94
8
-1.17
7
5.58
4
3.44
5

Hdfc Equity Savings Fund

-5.25
13
-2.96
9
-1.32
10
7.42
14
4.54
16

Idbi Equity Savings Fund

-5.74
14
-4.00
13
-1.63
15
7.52
16
4.45
15

Idfc Equity Savings Fund

-1.93
1
-2.09
3
-0.74
2
6.25
7
2.90
2

Invesco India Equity Savings Fund

-6.10
15
-6.23
16
-2.08
16
5.93
5
3.78
8

Kotak Equity Savings Fund

-2.88
3
-1.66
2
-0.77
3
6.30
8
3.31
4

Nippon India Equity Savings Fund

-4.91
11
-2.67
6
-1.03
4
6.84
11
4.19
11

Pgim India Equity Savings Fund

-2.64
2
-1.16
1
-0.53
1
4.95
1
2.69
1

Sbi Equity Savings Fund

-4.34
9
-4.29
15
-1.46
13
7.48
15
4.24
12

Tata Equity Savings Fund

-3.46
4
-2.63
5
-1.03
5
5.54
3
3.47
6

Union Equity Savings Fund

-3.97
5
-3.91
12
-1.37
12
6.32
9
3.54
7

Uti Equity Savings Fund

-4.29
8
-2.43
4
-1.35
11
6.24
6
3.89
9

Baroda Bnp Paribas Equity Savings Fund

-4.02
7
-3.73
10
-1.20
8
5.24
2
3.06
3
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Savings Fund

0.60
14
0.36
15
0.69
16
0.39
-0.76
2 0.84 2
0.84
3
0.05
2
11.41
2
-0.05
3

Axis Equity Saver Fund

0.62
13
0.36
14
0.76
15
0.38

Franklin India Equity Savings Fund

0.87
8
0.51
9
0.97
10
0.41

Mirae Asset Equity Savings Fund

1.09
2
0.77
2
1.15
5
0.42

Dsp Equity Savings Fund

1.06
4
0.71
6
1.16
4
0.45

Edelweiss Equity Savings Fund

0.71
11
0.43
11
0.88
12
0.42

Hdfc Equity Savings Fund

1.07
3
0.72
4
1.21
2
0.39

Idbi Equity Savings Fund

0.54
16
0.33
16
0.82
13
0.41

Idfc Equity Savings Fund

0.73
10
0.66
8
1.00
9
0.48

Invesco India Equity Savings Fund

0.25
18
0.13
18
0.54
18
0.45

Kotak Equity Savings Fund

1.04
5
0.87
1
1.22
1
0.47

Nippon India Equity Savings Fund

0.80
9
0.50
10
1.03
7
0.43

Pgim India Equity Savings Fund

0.93
7
0.71
5
1.09
6
0.45

Sbi Equity Savings Fund

0.94
6
0.68
7
1.03
8
0.45

Tata Equity Savings Fund

0.69
12
0.41
12
0.89
11
0.40

Union Equity Savings Fund

0.55
15
0.36
13
0.79
14
0.45
-3.82
3 1.28 1
0.93
1
0.03
3
8.74
3
-0.00
1

Uti Equity Savings Fund

1.11
1
0.74
3
1.17
3
0.40
2.43
1 0.81 3
0.91
2
0.08
1
16.02
1
-0.02
2

Baroda Bnp Paribas Equity Savings Fund

0.30
17
0.18
17
0.65
17
0.43

Axis Equity Saver Fund Additional Return Analysis

Axis Equity Saver Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee 1000.00 1008.68 1022.89 1036.88 1015.14 1072.62 1385.53 1440.50
Direct Plan Value of 1000 Rupee 1000.00 1008.93 1023.99 1040.06 1021.81 1086.54 1442.19 1534.35
Fund Information
Fund Launch Date: 27/Jul/2015
Fund Category: Equity Savings Fund
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.
Fund Description: An Open Ended Scheme Investing In Equity, Arbitrage And Debt
Fund Benchmark: NIFTY 50 Equity Savings Index
Source: Fund FactSheet


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