Axis Equity Saver Fund-Reg(IDCW)

14.00 -0.02 (-0.14%) NAV as on 17-Sep-21
Fund Family:Axis Mutual Fund

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return7.9310.8225.5510.249.769.84
Category Avg4.898.4020.788.919.768.78
Category Best4.245.116.6112.169.989.88
Category Worst0.35-0.99-2.933.465.390.12

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
20213.81NANA1.54
20207.343.8612.25-10.83
20191.611.511.952.99
20183.670.251.26-0.09
20172.642.213.066.21
2016NANA-2.35NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202011.59724NA
20198.3624NA
20185.15121NA
201714.83716NA
2016-0.21515NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Mahindra Manulife Equity Savings Dhan Sanchay Yojana-Reg(G)15.4608-Feb-1727.612.05-9.96
Principal Equity Savings Fund(G)49.4123-May-0227.3311.7110.018.62
Axis Equity Saver Fund-Reg(G)16.9314-Aug-1525.5210.619.999.06
Edelweiss Equity Savings Fund-Reg(G)18.3313-Oct-1419.510.549.719.17
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]8.4157
Semi Standard Deviation [%]0.0632
Beta [%]-0.4277
Sharp Ratio [%]0.9002
R-Square [%]-0.0886
Expense Ratio [%]2.3300
AVG Ratio [%]0.0089
Other Ratios
Jenson Ratio [%]0.0803
Treynor Ratio [%]-0.1899
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0871
SORTINO Ratio [%]-0.0321

Return Calculator

MARKET STATS As on 20/09/2021 As on 20/09/2021

17396.90 (-1.07) 58490.93 (-0.89)

TOP GAINERS

Company Price Change Gain (%)
HLE Glascoat6206.001030.8019.92
Blue Chip India0.350.0516.67

TOP LOSERS

Company Price Change Loss (%)
BLS Internatl.Serv274.40-30.45-9.99
Easy Trip Planners597.50-64.85-9.79

Portfolio Comparison

MUTUAL FUND ACTIVITY