Compare Axis Equity Savings Fund vs HSBC Equity Savings Fund
Risk
NA
NA
Rating
2.0
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.28
5.53
NAV
₹25.57
₹39.68
Fund Started
27 Jul 2015
27 Sep 2011
Fund Size
₹849.73 Cr
₹796.12 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 months.
Exit load for units in excess of 0.50% of the investment,1% will be charged for redemption within 1 month.
1 Year
2.94%
12.29%
3 Year
9.49%
13.62%
5 Year
8.05%
11.46%
Equity
32.10%
34.42%
Cash
35.66%
38.10%
Top 10 Holdings
Reliance Industries Ltd. | 9.32% |
HDFC Bank Ltd. | 6.98% |
ICICI Bank Ltd. | 5.93% |
Tata Steel Ltd. | 2.79% |
Kotak Mahindra Bank Ltd. | 2.61% |
Nifty Bank | 2.59% |
Bharti Airtel Ltd. | 2.28% |
Larsen & Toubro Ltd. | 2.23% |
Mahindra & Mahindra Ltd. | 2.20% |
Eternal Ltd. | 1.76% |
Bharti Airtel Ltd. | 6.14% |
State Bank of India | 4.25% |
Oil And Natural Gas Corporation Ltd. | 3.97% |
Reliance Industries Ltd. | 3.85% |
Aditya Infotech Ltd. | 3.59% |
ICICI Bank Ltd. | 3.53% |
Bharat Electronics Ltd. | 3.37% |
Mahindra & Mahindra Ltd. | 3.27% |
HDFC Bank Ltd. | 2.25% |
JIO Financial Services Ltd. | 2.24% |
Name
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Start Date
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Description
The scheme seeks 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.
The scheme seeks to generate regular income by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and debt and money market instruments and to generate long-term capital appreciation through unhedged exposure to equity and equity related instruments.
Launch Date
27 Jul 2015
27 Sep 2011
