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Axis Equity Growth: Investment Objective
Axis Equity Growth: Investment Objective
Axis Equity Growth: Investment Objective
Fund Benchmark
Morningstar Rating
Morningstar Category
QQQQ
Investment Objective
To achieve long term capital appreciation by investing
in a diversified portfolio predominantly consisting of
equity and equity related securities including
derivatives. However, there can be no assurance that
the investment objective of the Scheme will be
achieved.
Risk Measures
3-Yr Alpha
3-Yr Beta
R-Squared
Information Ratio
Tracking Error
Fund
14.0
Index
12.0
Category
10.0
8.0K
2011
2012
2013
2014
2015
01/16
Performance
-22.55
3.18
1.93
32
31.73
1.78
2.99
28
13.49
7.62
9.24
5
40.85
8.56
0.40
46
-1.24
2.00
-0.39
52
-5.09
0.42
0.32
53
Fund
+/- Index
+/- Category
Percentile Rank
Return %
Trailing Returns
5.45
0.93
91.96
1.42
4.06
16.0
(5 Feb 2016)
3 Months
6 Months
1 Year
3 Years Annualised
5 Years Annualised
-4.69
-11.14
-9.84
13.51
11.46
+/-Idx
1.66
1.89
3.92
5.48
4.63
+/-Cat
1.59
2.01
1.51
2.38
3.11
Quarterly Returns
2015
2014
2013
2012
2011
% Net
0.00
0.00
0.00
0.71
96.19
0.00
3.63
0.18
Small
% Short
96.19
0.00
3.63
0.89
Size
Large Mid
% Long
Stocks
Bonds
Cash
Other
Giant
Large
Medium
Small
Micro
Avg Mkt Cap
% Equity
Americas
Sector % Port.
Sector Weightings
Greater Asia
662628 INR
<25
Top 10 Holdings
Greater Europe
61.51
17.09
13.89
7.51
0.00
% Equity
25-50
World Regions
50-75
>75
% Equity
y
a
t
y
o
7.69
7.01
5.88
4.94
4.63
h Cyclical
49.54
r
t
y
u
1.49
21.57
26.49
-
Americas
0.00
United States
Canada
Latin America
0.00
0.00
0.00
Greater Europe
0.00
y
y
i
t
d
4.38
3.98
3.97
3.75
3.58
j Sensitive
32.21
i
o
p
a
4.13
6.19
10.24
11.65
United Kingdom
Eurozone
Europe - ex Euro
Europe - Emerging
Middle East / Africa
0.00
0.00
0.00
0.00
0.00
40
0
49.80
k Defensive
18.24
s Consumer Defensive
d Healthcare
f Utilities
5.71
7.85
4.67
Basic Materials
Consumer Cyclical
Financial Services
Real Estate
Communication Services
Energy
Industrials
Technology
Greater Asia
Japan
Australasia
Asia - Developed
Asia - Emerging
100.00
0.00
0.00
0.00
100.00
Operations
Fund Company
Phone
Website
Inception Date
Fund Manager
Manager Start Date
NAV (5 Feb 2016)
Total Net Assets (mil)
Domicile
Currency
UCITS
Inc/Acc
ISIN
India
INR
No
Acc
INF846K01164
2016 Morningstar. All Rights Reserved. The information, data, analyses and opinions (Information) contained herein: (1) include the proprietary information of Morningstar and Morningstars third party licensors; (2)
may not be copied or redistributed except as specifically authorised;(3) do not constitute investment advice;(4) are provided solely for informational purposes; (5) are not warranted to be complete, accurate or timely; and
(6) may be drawn from fund data published on various dates. Morningstar is not responsible for any trading decisions, damages or other losses related to the Information or its use. Please verify all of the Information before
using it and dont make any investment decision except upon the advice of a professional financial adviser. Past performance is no guarantee of future results. The value and income derived from investments may go down
as well as up.
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