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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.

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Axis Equity Advantage Fund-1-(G)-Direct Plan

Top 10 Holdings
Company
(%)
HDFC Bank Ltd.
7.70
Avenue Supermarts Ltd.
6.85
Tata Consultancy Services Ltd.
6.43
ICICI Bank Ltd.
6.06
Infosys Ltd.
5.90
Bajaj Finance Ltd.
5.79
DLF Ltd.
5.08
Reliance Industries Ltd.
4.74
Bajaj Finserv Ltd.
3.88
Kotak Mahindra Bank Ltd.
3.06
Credit Ratings – Quality
Rating
(%)
LARGE
82.10
MID
NA
Others
17.90
SMALL
NA
Asset Allocation
Instrument Holdings
Instruments %
Domestic Equities82.10
Cash & Cash Equivalents and Net Assets24.29

Best and Worst Performance and Ratios

Best Performance in a year
Period Fund (%) Benchmark (%)
Year 24/09/20
to 24/09/21		47.47NA
Worst Performance in a year
Period Fund (%) Benchmark (%)
Year 24/05/19
to 26/05/20		-5.69NA
Ratios
Standard Deviation[%] 12.55
Sharpe Ratio [%] 0.99
Average Maturity 0 0
Modified Duration 0
YTM 0
Riskometer
very high risk

Investors understand that their principal will be at very high risk

Fund Details
Category
Arbitrage Fund
Inception Date (Regular Plan)
NA
Inception Date (Direct Plan)
NA
Expense Ratio (Direct Plan) %
NA
Expense Ratio (Regular Plan) %
NA
Investing Style
Large Growth
Fund Manager
Shreyash Devalkar,Aditya Pagaria
Scheme Benchmark
NIFTY 50
AUM (Rs. in Cr.)
1,191.60
Fund Objective

To generate over capital appreciation medium to long-term from a diversified portfolio of predominantly equity & equity related instruments. It also aims to manage risk through use of active hedging techniques. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Growth Chart of the Scheme
Axis Equity Advantage Fund-1-(G)-Direct Plan

Performance Comparison with similar Schemes and Benchmark