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Individually analyse each scheme and narrow your options further Every minute detail you need to know about scheme of your choice from asset holdings, best and worst performance and fund returns to competitor analysis; is available in the Fund card.
Using this report card, you can gather vital information regarding the future health of the scheme by analysing the top 10 companies and sectors it invests in. You can also track the fund management’s track record and analyse the philosophy behind scheme’s holdings. All the parameters in the fund card are extremely important and can go a long way in helping you decide which scheme to invest your money.

NAV As on Dec-12-2017

Axis Equity Fund(G)

Top 10 Holdings
Company
(%)
HDFC Bank Limited
10.08
Maruti Suzuki India Limited
8.39
Kotak Mahindra Bank Limited
7.36
Housing Development Finance Corporation Limited
6.93
ICICI Bank Limited
4.97
Page Industries Limited
3.69
Britannia Industries Limited
3.21
Hindustan Unilever Limited
3.18
Endurance Technologies Limited
3.09
Bajaj Finserv Limited
2.92
Top 10 Sectors
Sectors
(%)
Bank - Private
24.63
Automobiles - Passenger Cars
9.82
Finance - Housing
6.93
Cement & Construction Materials
6.86
Auto Ancillary
5.85
Industrial Gases & Fuels
4.19
Textile
3.69
Pharmaceuticals & Drugs
3.58
Consumer Food
3.21
Household & Personal Products
3.18
Asset Allocation
Market Cap Allocation
  Scheme Benchmark (NIFTY 50)
Large-Cap 87.32 100.00
Mid-Cap 7.91 0.00
Small-Cap 4.77 0.00

Best and Worst Performance and Ratios

Best Performance in a year
Period Fund (%) Benchmark (%)
Year 28/01/14
to 28/01/15
54.9742.91
Worst Performance in a year
Period Fund (%) Benchmark (%)
Year 31/12/10
to 02/01/12
-22.21-24.34
Ratios
Standard Deviation[%] 0.59
Sharpe Ratio [%] 0.16
Turnover Ratio [%] 1.81
Modified Duration
YTM
Riskometer
moderately high risk

Investors understand that their principal will be at moderately high risk

Fund Details
Category
Diversified
Inception Date (Regular Plan)
07-Jan-10
Inception Date (Direct Plan)
01-Jan-13
Expense Ratio (Direct Plan) %
1.00
Expense Ratio (Regular Plan) %
2.11
Investing Style
Large Growth
Fund Manager
Shreyash Devalkar
Scheme Benchmark
S&P BSE SENSEX
AUM (Rs. in Cr.)
1,875.21
Fund Objective

To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large Cap companies including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Growth Chart of the Scheme Versus Benchmark (SIP value Rs10,000)
Axis Equity Fund(G) S&P BSE SENSEX

Performance Comparison with similar Schemes and Benchmark