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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 Oct-17-2019

Axis Equity Advantage Fund-2-(G)-Direct Plan

Top 10 Holdings
Company
(%)
Clearing Corporation of India Ltd
18.72
Net Receivables / (Payables)
10.27
Bajaj Finance Limited
10.13
HDFC Bank Limited
7.74
Info Edge (India) Limited
5.86
Avenue Supermarts Limited
5.76
Infosys Limited
5.69
Kotak Mahindra Bank Limited
5.38
Pidilite Industries Limited
4.88
Tata Consultancy Services Limited
4.06
Credit Ratings – Quality
Rating
(%)
LARGE
69.31
MID
NA
Others
30.68
SMALL
NA
Asset Allocation
Instrument Holdings
Instruments %
Domestic Equities69.31
Cash & Cash Equivalents and Net Assets28.99
Derivatives-Put Options1.41
Deposits (Placed as Margin)0.29

Best and Worst Performance and Ratios

Best Performance in a year
Period Fund (%) Benchmark (%)
Year 09/10/18
to 09/10/19
19.08NA
Worst Performance in a year
Period Fund (%) Benchmark (%)
Year 23/08/18
to 23/08/19
0.09NA
Ratios
Standard Deviation[%] 17.47
Sharpe Ratio [%] 0.39
Average Maturity NA
Modified Duration NA
YTM NA
Riskometer
moderately high risk

Investors understand that their principal will be at moderately high risk

Fund Details
Category
Arbitrage Fund
Inception Date (Regular Plan)
03-Aug-17
Inception Date (Direct Plan)
03-Aug-17
Expense Ratio (Direct Plan) %
1.04
Expense Ratio (Regular Plan) %
2.93
Investing Style
Large Growth
Fund Manager
Shreyash Devalkar,Aditya Pagaria
Scheme Benchmark
NIFTY 50
AUM (Rs. in Cr.)
103.45
Fund Objective

To generate capital appreciation over 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-2-(G)-Direct Plan

Performance Comparison with similar Schemes and Benchmark