Axis Equity Saver Fund-Reg(M-IDCW)

12.43 -0.06 (-0.48%) NAV as on 21-Jan-22
Fund Family:Axis Mutual Fund

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-0.555.5611.9710.569.878.29
Category Avg0.115.2411.349.879.878.38
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
20213.836.800.561.60
20207.223.9612.10-10.76
20191.661.501.952.95
20183.670.431.24-0.03
20172.672.153.006.15

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202113.29724NA
202011.5724NA
20198.3624NA
20185.38121NA
201714.66716NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Mirae Asset Equity Savings Fund-Reg(G)14.7217-Dec-1814.0213.54-13.28
Mahindra Manulife Equity Savings Dhan Sanchay Yojana-Reg(G)15.6708-Feb-1714.3413.03-9.46
Sundaram Equity Savings Fund(G)50.6223-May-0216.6612.8810.438.59
SBI Equity Savings Fund-Reg(G)17.4727-May-1511.3611.759.418.74
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]8.0241
Semi Standard Deviation [%]0.0639
Beta [%]-0.3924
Sharp Ratio [%]0.4158
R-Square [%]-0.0840
Expense Ratio [%]2.1600
AVG Ratio [%]0.0044
Other Ratios
Jenson Ratio [%]0.0362
Treynor Ratio [%]-0.0989
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0570
SORTINO Ratio [%]-0.1021

Return Calculator

MARKET STATS As on 21/01/2022 As on 21/01/2022

17617.15 (-0.79) 59037.18 (-0.72)

TOP GAINERS

Company Price Change Gain (%)
Aspinwall & Co193.3032.2019.99
Shradha Infraproject68.4511.2519.67

TOP LOSERS

Company Price Change Loss (%)
Moksh Ornaments34.10-8.50-19.95
21.60-5.35-19.85

Portfolio Comparison

MUTUAL FUND ACTIVITY