Axis Equity Saver Fund Overview
Category	Equity Savings Fund
BMSMONEY Rank	11
BMSMONEY Rating
Gro. Opt.	As On:	19-11-2024
NAV	₹21.29_(R)		+0.14%	₹23.91_(D)	+0.17%
Returns	1Y	3Y	5Y	7Y	10Y
LumpSum_(R)	14.89%	7.52%	9.72%	8.96%	-%
LumpSum_(D)	16.35%	8.93%	11.17%	10.34%	-%
SIP_(R)	-6.79%	9.7%	10.24%	9.78%	-%
SIP_(D)	-5.52%	11.14%	11.71%	11.21%	-%
Ratio	Sharpe Ratio	Sortino Ratio	Sterling Ratio	Jensen's Alpha	Treynor Ratio
Ratio	0.17	0.09	0.47	-%	-
Risk	STD. Dev	VaR 1Y95%	Max DD	Beta	Semi Devi.
Risk	5.85%	-6.01%	-6.8%	-	4.09%

Top Equity Savings Fund
Fund Name	Rank	Rating
Kotak Equity Savings Fund	1
Sbi Equity Savings Fund	2
Dsp Equity Savings Fund	3
Invesco India Equity Savings Fund	4

NAV Date: 19-11-2024

Scheme Name	NAV	Rupee Change	Percent Change
Axis Equity Saver Fund - Regular Plan - Monthly IDCW	12.08	0.0200	0.1700%
Axis Equity Saver Fund - Regular Plan - Quarterly IDCW	12.56	0.0200	0.1600%
Axis Equity Saver Fund - Regular Plan - Regular IDCW	13.37	0.0300	0.2200%
Axis Equity Saver Fund - Direct Plan - Monthly IDCW	13.94	0.0200	0.1400%
Axis Equity Saver Fund - Direct Plan - Regular IDCW	14.06	0.0200	0.1400%
Axis Equity Saver Fund - Direct Plan - Quarterly IDCW	14.29	0.0300	0.2100%
Axis Equity Saver Fund - Regular Plan - Growth	21.29	0.0300	0.1400%
Axis Equity Saver Fund - Direct Plan - Growth	23.91	0.0400	0.1700%

Review Date: 19-11-2024

Axis Equity Saver Fund has shown poor performance in the Equity Savings Fund category. The fund has rank of 11 out of 17 funds in the category. The fund has delivered return of 14.89% in 1 year, 7.52% in 3 years and 9.72% in 5 years. The category average for the same periods is 13.58%, 8.13% and 9.35% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation of 5.85, VaR of -6.01, Average Drawdown of -3.1, Semi Deviation of 4.09 and Max Drawdown of -6.8. The category average for the same parameters is 4.47, -4.54, -1.52, 3.19 and -3.77 respectively. The fund has high risk in the category.

Key Points:

An investment of ₹10,000 in Axis Equity Saver Fund direct growth option would have grown to ₹11635.0 in 1 year, ₹12924.0 in 3 years and ₹16982.0 in 5 years as of today (19-11-2024).
An SIP of ₹1,000 per month in Axis Equity Saver Fund direct growth option would have grown to ₹11637.0 in 1 year, ₹42554.0 in 3 years and ₹80548.0 in 5 years as of today (19-11-2024).
standard deviation of 5.85 and based on VaR one can expect to lose more than -6.01% of current value of fund in one year.
Sharpe ratio of the fund is 0.17 which shows average performance of fund in the equity savings fund category.

Select Parameter:

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}	Performance
1M Return %	-1.62	-1.11	-2.00 \| -0.26	15 \| 19	Average
3M Return %	-0.23	0.23	-1.36 \| 1.88	14 \| 19	Average
6M Return %	5.19	4.74	3.03 \| 7.35	6 \| 19	Good
1Y Return %	14.89	13.58	8.81 \| 21.16	6 \| 19	Good
3Y Return %	7.52	8.13	5.42 \| 10.43	11 \| 17	Average
5Y Return %	9.72	9.35	5.51 \| 11.65	8 \| 17	Good
7Y Return %	8.96	7.75	3.01 \| 9.59	4 \| 11	Good
1Y SIP Return %	-6.79	-6.50	-9.02 \| 0.70	10 \| 19	Good
3Y SIP Return %	9.70	9.06	5.53 \| 11.94	9 \| 17	Good
5Y SIP Return %	10.24	9.82	7.30 \| 11.74	9 \| 17	Good
7Y SIP Return %	9.78	9.08	5.95 \| 10.94	6 \| 11	Good
Standard Deviation	5.85	4.47	2.21 \| 5.85	17 \| 17	Poor
Semi Deviation	4.09	3.19	1.57 \| 4.09	17 \| 17	Poor
Max Drawdown %	-6.80	-3.77	-7.58 \| -1.16	16 \| 17	Poor
VaR 1 Y %	-6.01	-4.54	-6.77 \| -1.73	15 \| 17	Average
Average Drawdown %	-3.10	-1.52	-3.10 \| -0.44	17 \| 17	Poor
Sharpe Ratio	0.17	0.29	-0.37 \| 0.83	11 \| 17	Average
Sterling Ratio	0.47	0.61	0.32 \| 0.86	16 \| 17	Poor
Sortino Ratio	0.09	0.14	-0.13 \| 0.40	11 \| 17	Average

_{Return data last Updated On :
Nov. 19, 2024.

Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On :

Oct. 31, 2024

KPIs: Key Performance Indicators}

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}
1M Return %	-1.48	-1.04	-1.88 \| -0.20	15 \| 19
3M Return %	0.13	0.47	-1.08 \| 2.11	13 \| 19
6M Return %	5.84	5.24	3.51 \| 7.83	6 \| 19
1Y Return %	16.35	14.65	9.68 \| 22.25	5 \| 19
3Y Return %	8.93	9.18	6.30 \| 11.60	11 \| 17
5Y Return %	11.17	10.45	6.42 \| 12.77	7 \| 17
7Y Return %	10.34	8.85	3.92 \| 10.61	2 \| 11
1Y SIP Return %	-5.52	-5.57	-8.49 \| 1.66	9 \| 19
3Y SIP Return %	11.14	10.10	6.40 \| 13.73	6 \| 17
5Y SIP Return %	11.71	10.91	8.28 \| 12.72	8 \| 17
7Y SIP Return %	11.21	10.14	6.85 \| 11.93	5 \| 11
Standard Deviation	5.85	4.47	2.21 \| 5.85	17 \| 17
Semi Deviation	4.09	3.19	1.57 \| 4.09	17 \| 17
Max Drawdown %	-6.80	-3.77	-7.58 \| -1.16	16 \| 17
VaR 1 Y %	-6.01	-4.54	-6.77 \| -1.73	15 \| 17
Average Drawdown %	-3.10	-1.52	-3.10 \| -0.44	17 \| 17
Sharpe Ratio	0.17	0.29	-0.37 \| 0.83	11 \| 17
Sterling Ratio	0.47	0.61	0.32 \| 0.86	16 \| 17
Sortino Ratio	0.09	0.14	-0.13 \| 0.40	11 \| 17

Investment Period	Regular		Direct
Investment Period	Return %	Current Value of ₹ 10000	Return %	Current Value of ₹ 10000
1D	0.14	₹ 10,014.00	0.17	₹ 10,017.00
1W	-0.61	₹ 9,939.00	-0.58	₹ 9,942.00
1M	-1.62	₹ 9,838.00	-1.48	₹ 9,852.00
3M	-0.23	₹ 9,977.00	0.13	₹ 10,013.00
6M	5.19	₹ 10,519.00	5.84	₹ 10,584.00
1Y	14.89	₹ 11,489.00	16.35	₹ 11,635.00
3Y	7.52	₹ 12,428.00	8.93	₹ 12,924.00
5Y	9.72	₹ 15,900.00	11.17	₹ 16,982.00
7Y	8.96	₹ 18,228.00	10.34	₹ 19,908.00
10Y		₹		₹
15Y		₹		₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period	Invested Amount	Regular		Direct
Investment Period	Invested Amount	XIRR %	Current Value of Invested Amount	XIRR %	Current Value of Invested Amount
1Y	₹ 12000	-6.79	₹ 11,552.75	-5.52	₹ 11,637.06
3Y	₹ 36000	9.70	₹ 41,665.28	11.14	₹ 42,553.58
5Y	₹ 60000	10.24	₹ 77,664.06	11.71	₹ 80,547.60
7Y	₹ 84000	9.78	₹ 119,027.16	11.21	₹ 125,253.74
10Y	₹ 120000		₹		₹
15Y	₹ 180000		₹		₹

Date	Axis Equity Saver Fund NAV Regular Growth	Axis Equity Saver Fund NAV Direct Growth
19-11-2024	21.29	23.91
18-11-2024	21.26	23.87
14-11-2024	21.29	23.89
13-11-2024	21.27	23.87
12-11-2024	21.42	24.05
11-11-2024	21.49	24.13
08-11-2024	21.5	24.13
07-11-2024	21.51	24.14
06-11-2024	21.59	24.23
05-11-2024	21.48	24.1
04-11-2024	21.41	24.02
31-10-2024	21.42	24.03
30-10-2024	21.43	24.05
29-10-2024	21.46	24.08
28-10-2024	21.4	24.01
25-10-2024	21.36	23.96
24-10-2024	21.46	24.07
23-10-2024	21.49	24.1
22-10-2024	21.48	24.09
21-10-2024	21.64	24.27

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}

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

Axis Equity Saver Fund

Axis Equity Saver Fund NAV

Axis Equity Saver Fund Review

Axis Equity Saver Fund Performance Comparison with Peers (Regular Plan Chart)

Axis Equity Saver Fund Review Dashboard (Regular Plan)

Axis Equity Saver Fund Review Dashboard (Direct Plan)

Axis Equity Saver Fund Lumpsum Returns and Investment Value

Axis Equity Saver Fund SIP Return and Investment Value

Axis Equity Saver Fund NAV History

Axis Equity Saver Fund Information