Axis Equity Savings Fund
Equity SavingsModerately HighOPEN-ENDED
- NAV as on 9 Nov 2026
- ₹23.67+0.21%1 day
- Return since launch
- 7.9%
- 52-week range
- ₹21.72 — ₹23.62
- AUM
- ₹848 Cr
Axis Equity Savings Fund is a Equity Savings hybrid fund from Axis Mutual Fund with ₹848 Cr under management, launched in 2015. Over three years it has returned 6.4% a year, against 8.0% for its category. The expense ratio is 2.70% and the SEBI riskometer reading is Moderately High.
Performance
Axis Equity Savings Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +4.4% against +2.6% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 8.1% | +4.3 pts | 3.8% | 4.5% |
| 2Y | 6.3% | +1.1 pts | 5.2% | 4.4% |
| 3Y | 6.4% | −1.6 pts | 8.0% | 4.9% |
| 5Y | 7.8% | +0.9 pts | 6.9% | 6.4% |
| 7Y | 8.3% | +0.3 pts | 8.0% | 7.1% |
| 10Y | 8.4% | +0.8 pts | 7.6% | 7.1% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 4.2% | +1.5 pts | 2.8% | 2.7% |
| 3M | 1.2% | +0.4 pts | 0.8% | 0.6% |
| 6M | 5.5% | +2.1 pts | 3.4% | 3.0% |
| 1Y | 4.6% | +0.8 pts | 3.8% | 2.7% |
| 2Y | 5.0% | +0.1 pts | 4.8% | 4.2% |
| 3Y | 8.8% | +0.8 pts | 8.0% | 6.9% |
| 5Y | 6.6% | −0.3 pts | 6.9% | 6.0% |
| 7Y | 8.5% | +0.2 pts | 8.3% | 7.4% |
| 10Y | 8.4% | +0.9 pts | 7.6% | 7.0% |
Since launch (27 Jul 2015): 7.9%
Calendar-year returns
Category average11.6%
13.3%
-0.2%
14.6%
11.0%
5.4%
Show as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | 5.4% | −2.0 pts | 7.3% |
| 2024 | 11.0% | −0.9 pts | 11.9% |
| 2023 | 14.6% | +0.2 pts | 14.3% |
| 2022 | -0.2% | −4.4 pts | 4.2% |
| 2021 | 13.3% | −0.3 pts | 13.6% |
| 2020 | 11.6% | +1.1 pts | 10.5% |
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
2.68%
Expense ratio as on 5 Nov 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.94%
- Brokerage
- 0.11%
- Transaction charges
- 0.00%
- Statutory levies
- 0.63%
- Exit load
- Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 months.
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- NIFTY Equity Savings TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Moderately High
Your principal is treated as being at moderately high risk — typically balanced hybrid and index-led equity schemes.
| Ratio | Fund | Category avg | Read as |
|---|---|---|---|
| Alpha | — | — | Return earned above what the benchmark alone would have given. Higher is better. |
| Beta | 1.09 | 0.89 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.41 | 0.64 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.52 | 0.77 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 5.81 | 6.33 | How widely monthly returns have varied around their own average. Lower is steadier. |
| Average of 4 category peers | |||
Portfolio
Axis Equity Savings Fund portfolio
Portfolio as of 30 Sep 2026
Asset allocation
- Equity34.6%
- Debt27.5%
- Other37.9%
Market cap split
- Large78.6%
- Mid8.4%
- Small13.1%
- P/E
- 21.94
- P/B
- 2.69
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Others | Others | 37.91% | ₹324 Cr | +6.48% | +73.40% | +9.53% |
| ICICI Bank Ltd. | Financial | 3.44% | ₹29.39 Cr | -7.00% | -6.13% | -1.58% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 3.17% | ₹27.12 Cr | +0.53% | +0.59% | +0.34% |
| Axis Money Market Fund Direct-Growth | Unclassified | 3.08% | ₹26.34 Cr | +2.96% | +2.99% | — |
| Nifty Bank | Financial | 2.35% | ₹20.13 Cr | +2.43% | +2.59% | +3.09% |
| Reliance Industries Ltd. | Energy | 2.10% | ₹17.95 Cr | -12.20% | -13.04% | -12.78% |
| Bharti Airtel Ltd. | Communication | 2.09% | ₹17.91 Cr | -0.70% | -0.70% | -0.67% |
| Aditya Birla Digital Fashion Ventures Ltd. | Services | 1.74% | ₹14.87 Cr | +1.14% | +1.17% | +1.07% |
| HDFC Bank Ltd. | Financial | 1.74% | ₹14.87 Cr | -5.74% | -9.81% | +18.55% |
| Indus Infra Trust | Construction | 1.58% | ₹13.50 Cr | +1.61% | +0.40% | +0.34% |
| GMR Airports Ltd. | Construction | 1.49% | ₹12.75 Cr | -0.16% | -0.13% | -0.12% |
| Larsen & Toubro Ltd. | Construction | 1.30% | ₹11.07 Cr | -0.87% | -2.68% | -2.72% |
| TVS Holdings Ltd. | Automobile | 1.17% | ₹10.02 Cr | +1.15% | +1.18% | +1.08% |
| Hiranandani Financial Services Pvt. Ltd. | Financial | 1.16% | ₹9.90 Cr | +1.14% | +1.17% | — |
| Tamilnadu State | Others | 1.14% | ₹9.76 Cr | +1.15% | +1.16% | — |
| Embassy Office Parks REIT | Construction | 1.14% | ₹9.74 Cr | — | — | — |
| Mahindra & Mahindra Ltd. | Automobile | 1.03% | ₹8.85 Cr | -1.64% | -1.15% | -0.43% |
| Knowledge Realty Trust | Construction | 1.00% | ₹8.51 Cr | — | — | — |
| CORONA Remedies Ltd. | Healthcare | 0.96% | ₹8.24 Cr | +0.89% | +0.73% | — |
| Kotak Mahindra Bank Ltd. | Financial | 0.93% | ₹7.94 Cr | -4.19% | -3.87% | -4.06% |
| Adani Airport Holdings Ltd. | Services | 0.93% | ₹7.92 Cr | — | — | — |
| Bajaj Finance Ltd. | Financial | 0.82% | ₹6.99 Cr | -0.35% | +1.17% | +1.32% |
| Sansera Engineering Ltd. | Automobile | 0.72% | ₹6.16 Cr | +0.49% | +0.31% | +0.33% |
| Kusumgar Ltd. | Textiles | 0.71% | ₹6.10 Cr | — | — | — |
| Minda Corporation Ltd. | Automobile | 0.71% | ₹6.03 Cr | +0.69% | — | — |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 0.67% | ₹5.75 Cr | -0.70% | -0.68% | -0.56% |
| Coforge Ltd. | Technology | 0.67% | ₹5.72 Cr | +0.39% | +0.26% | +0.02% |
| Emcure Pharmaceuticals Ltd. | Healthcare | 0.67% | ₹5.71 Cr | +0.44% | +0.39% | +0.08% |
| SBI Life Insurance Company Ltd. | Insurance | 0.65% | ₹5.60 Cr | -1.35% | -1.40% | -1.29% |
| Eternal Ltd. | Services | 0.65% | ₹5.57 Cr | -1.50% | -1.33% | -1.31% |
| Sona BLW Precision Forgings Ltd. | Automobile | 0.65% | ₹5.55 Cr | +0.57% | +0.37% | +0.06% |
| State Bank of India | Financial | 0.62% | ₹5.26 Cr | -0.44% | -0.43% | +1.45% |
| Cube Highways Trust | Services | 0.60% | ₹5.10 Cr | — | — | — |
| Muthoot Finance Ltd. | Financial | 0.59% | ₹5.01 Cr | +1.15% | +1.19% | -0.02% |
| REC Ltd. | Financial | 0.58% | ₹4.96 Cr | +0.58% | +0.59% | -0.08% |
| Fortis Healthcare Ltd. | Healthcare | 0.57% | ₹4.88 Cr | +0.90% | +0.77% | +0.73% |
| Infosys Ltd. | Technology | 0.56% | ₹4.79 Cr | +1.11% | +2.18% | +3.57% |
| Sudeep Pharma Ltd. | Healthcare | 0.55% | ₹4.73 Cr | +0.38% | +0.27% | — |
| Honeywell Automation India Ltd. | Capital Goods | 0.51% | ₹4.35 Cr | +0.54% | — | — |
| Hindustan Aeronautics Ltd. | Capital Goods | 0.50% | ₹4.27 Cr | -2.50% | -1.46% | -1.12% |
| Bharat Heavy Electricals Ltd. | Capital Goods | 0.49% | ₹4.16 Cr | +0.38% | +0.43% | — |
| Healthcare Global Enterprises Ltd. | Healthcare | 0.47% | ₹3.98 Cr | +0.43% | +0.37% | +0.28% |
| Jindal Steel Ltd. | Metals & Mining | 0.44% | ₹3.79 Cr | -1.01% | -1.08% | -0.44% |
| Metropolis Healthcare Ltd. | Healthcare | 0.44% | ₹3.79 Cr | +0.11% | — | — |
| Ultratech Cement Ltd. | Materials | 0.42% | ₹3.62 Cr | +0.65% | +0.54% | +0.56% |
| Power Grid Corporation Of India Ltd. | Energy | 0.39% | ₹3.36 Cr | -0.38% | -0.40% | -0.33% |
| The Federal Bank Ltd. | Financial | 0.39% | ₹3.29 Cr | +0.57% | +0.46% | +0.45% |
| Tech Mahindra Ltd. | Technology | 0.38% | ₹3.26 Cr | +0.34% | +1.14% | +0.41% |
| Aavas Financiers Ltd. | Financial | 0.38% | ₹3.23 Cr | +0.49% | — | — |
| Oil India Ltd. | Energy | 0.37% | ₹3.19 Cr | +0.24% | +0.16% | — |
| Torrent Pharmaceuticals Ltd. | Healthcare | 0.34% | ₹2.88 Cr | — | — | — |
| Indian Bank | Financial | 0.33% | ₹2.81 Cr | +0.32% | +0.35% | +0.47% |
| NTPC Ltd. | Energy | 0.32% | ₹2.75 Cr | -0.10% | -0.11% | -0.09% |
| Tata Steel Ltd. | Metals & Mining | 0.30% | ₹2.55 Cr | -5.35% | -5.61% | -4.50% |
| United Spirits Ltd. | Consumer Staples | 0.29% | ₹2.47 Cr | -0.55% | -0.61% | -0.61% |
| TVS Motor Company Ltd. | Automobile | 0.24% | ₹2.05 Cr | -0.11% | — | — |
| Apollo Hospitals Enterprise Ltd. | Healthcare | 0.23% | ₹1.98 Cr | -1.12% | -0.99% | -0.82% |
| National Bank For Agriculture & Rural Development | Financial | 0.23% | ₹1.98 Cr | +0.23% | +0.24% | +0.22% |
| Berger Paints India Ltd. | Materials | 0.23% | ₹1.95 Cr | +0.18% | — | — |
| Welspun Corp Ltd. | Metals & Mining | 0.22% | ₹1.90 Cr | +0.12% | +0.07% | — |
| SJS Enterprises Ltd. | Automobile | 0.21% | ₹1.81 Cr | +0.48% | +0.60% | +1.25% |
| Titan Company Ltd. | Consumer Discretionary | 0.21% | ₹1.79 Cr | -1.70% | -1.57% | -0.19% |
| Tata Consultancy Services Ltd. | Technology | 0.20% | ₹1.74 Cr | +0.20% | -0.28% | -1.08% |
| Aditya Infotech Ltd. | Communication | 0.20% | ₹1.73 Cr | +0.19% | +0.49% | +1.07% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | 0.19% | ₹1.63 Cr | +0.21% | — | — |
| Craftsman Automation Ltd. | Automobile | 0.18% | ₹1.56 Cr | +0.16% | +0.04% | +0.19% |
| Cummins India Ltd. | Capital Goods | 0.17% | ₹1.47 Cr | -0.08% | -0.06% | +0.31% |
| Vodafone Idea Ltd. | Communication | 0.13% | ₹1.07 Cr | -0.71% | -0.43% | -0.38% |
| Apar Industries Ltd. | Consumer Staples | 0.10% | ₹0.88 Cr | — | — | — |
| Krishna Institute of Medical Sciences Ltd | Healthcare | 0.10% | ₹0.86 Cr | +0.21% | +0.12% | +0.08% |
| GOI | Sovereign | 0.05% | ₹0.41 Cr | +0.05% | +0.05% | +1.04% |
| DLF Ltd. | Construction | 0.01% | ₹0.05 Cr | -2.30% | -1.92% | -1.42% |
| Solar Industries India Ltd. | Chemicals | 0.00% | ₹0.00 Cr | -0.24% | -0.07% | — |
| Adani Enterprises Ltd. | Services | 0.00% | ₹0.00 Cr | — | — | — |
| Bharat Electronics Ltd. | Capital Goods | -0.00% | ₹-0.00 Cr | -0.05% | -0.05% | — |
| Hindustan Unilever Ltd. | Consumer Staples | -0.00% | ₹-0.00 Cr | -0.38% | -0.33% | -2.50% |
| One 97 Communications Ltd. | Services | -0.00% | ₹-0.00 Cr | -0.04% | -0.03% | — |
| Maruti Suzuki India Ltd. | Automobile | -0.00% | ₹-0.00 Cr | -0.21% | -0.01% | — |
| Bajaj Finserv Ltd. | Financial | -0.00% | ₹-0.00 Cr | -0.21% | -0.19% | -0.22% |
| Hindustan Petroleum Corporation Ltd. | Energy | -0.00% | ₹-0.00 Cr | -0.06% | -0.05% | — |
| Godrej Properties Ltd. | Construction | -0.00% | ₹-0.00 Cr | -0.07% | -0.05% | — |
| Mphasis Ltd. | Technology | -0.00% | ₹-0.00 Cr | -0.07% | -0.07% | — |
| Indusind Bank Ltd. | Financial | -0.00% | ₹-0.00 Cr | -1.40% | -1.17% | -1.60% |
| Grasim Industries Ltd. | Materials | -0.00% | ₹-0.00 Cr | -0.45% | -0.38% | -0.37% |
| Biocon Ltd. | Healthcare | -0.00% | ₹-0.00 Cr | -0.10% | -0.09% | -0.07% |
| Shriram Finance Ltd | Financial | -0.00% | ₹-0.00 Cr | -0.49% | -0.43% | -0.26% |
| Cipla Ltd. | Healthcare | -0.00% | ₹-0.01 Cr | -0.22% | -0.18% | +0.35% |
| APL Apollo Tubes Ltd. | Metals & Mining | -0.00% | ₹-0.01 Cr | -0.23% | -0.26% | — |
| Aurobindo Pharma Ltd. | Healthcare | -0.00% | ₹-0.01 Cr | -0.64% | -0.54% | -0.41% |
| HDFC Asset Management Company Ltd. | Financial | -0.00% | ₹-0.01 Cr | -0.29% | -0.25% | — |
| Ambuja Cements Ltd. | Materials | -0.00% | ₹-0.01 Cr | -1.54% | -1.49% | -1.93% |
| Hindalco Industries Ltd. | Metals & Mining | -0.00% | ₹-0.01 Cr | -0.37% | -0.29% | — |
| ITC Ltd. | Consumer Staples | -0.00% | ₹-0.01 Cr | -1.19% | -1.23% | +0.94% |
| Pidilite Industries Ltd. | Chemicals | -0.00% | ₹-0.02 Cr | -0.40% | -0.33% | -0.35% |
| Nomura Fixed Income Securities Pvt. Ltd. | Financial | -0.00% | ₹-0.02 Cr | +0.01% | — | — |
| Bandhan Bank Ltd. | Financial | -0.00% | ₹-0.02 Cr | -0.83% | -0.59% | -0.10% |
| Eicher Motors Ltd. | Automobile | -0.00% | ₹-0.02 Cr | — | — | — |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | -0.00% | ₹-0.02 Cr | -0.69% | -0.57% | -0.68% |
| Glenmark Pharmaceuticals Ltd. | Healthcare | -0.00% | ₹-0.02 Cr | -0.46% | -0.45% | — |
| Yes Bank Ltd. | Financial | -0.00% | ₹-0.02 Cr | -0.87% | -0.64% | — |
| Divi's Laboratories Ltd. | Healthcare | -0.00% | ₹-0.03 Cr | -0.86% | -0.80% | -0.56% |
| Punjab National Bank | Financial | -0.00% | ₹-0.03 Cr | -1.02% | -0.99% | -1.01% |
| Bank Of Baroda | Financial | -0.01% | ₹-0.07 Cr | -2.00% | -1.87% | -1.37% |
| RBL Bank Ltd. | Financial | -0.01% | ₹-0.10 Cr | -1.86% | -1.50% | — |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Titan Company Ltd. | -0.51% | 0.83% | +1.34% |
| Infosys Ltd. | 0.62% | -0.45% | -1.07% |
| Others | 3.39% | 4.30% | +0.91% |
| Muthoot Finance Ltd. | 1.13% | 0.59% | -0.55% |
| Sun Pharmaceutical Industries Ltd. | -0.36% | -0.90% | -0.54% |
| DLF Ltd. | -1.24% | -0.77% | +0.47% |
| Adani Enterprises Ltd. | 0.00% | -0.31% | -0.31% |
| Eicher Motors Ltd. | 0.00% | -0.30% | -0.30% |
| Fortis Healthcare Ltd. | 0.84% | 0.57% | -0.27% |
| Reliance Industries Ltd. | -4.54% | -4.31% | +0.23% |
| Jyoti CNC Automation Ltd. | 0.23% | 0.00% | -0.23% |
| ICICI Bank Ltd. | -3.63% | -3.44% | +0.20% |
| Tata Steel Ltd. | -2.56% | -2.69% | -0.13% |
| HDFC Bank Ltd. | -3.37% | -3.49% | -0.12% |
| Axis Money Market Fund Direct-Growth | 2.96% | 3.08% | +0.12% |
| Sansera Engineering Ltd. | 0.62% | 0.72% | +0.10% |
| RBL Bank Ltd. | -0.95% | -1.05% | -0.10% |
| Krishna Institute of Medical Sciences Ltd | 0.20% | 0.10% | -0.10% |
| Sona BLW Precision Forgings Ltd. | 0.74% | 0.65% | -0.09% |
| Mahindra & Mahindra Ltd. | -0.89% | -0.81% | +0.08% |
| Coforge Ltd. | 0.73% | 0.67% | -0.06% |
| Knowledge Realty Trust | 0.94% | 1.00% | +0.06% |
| CORONA Remedies Ltd. | 0.91% | 0.96% | +0.05% |
| Emcure Pharmaceuticals Ltd. | 0.62% | 0.67% | +0.05% |
| Indusind Bank Ltd. | -0.74% | -0.69% | +0.05% |
| Bandhan Bank Ltd. | -0.33% | -0.37% | -0.04% |
| TVS Holdings Ltd. | 1.13% | 1.17% | +0.04% |
| Hiranandani Financial Services Pvt. Ltd. | 1.12% | 1.16% | +0.04% |
| Nifty Bank | 2.39% | 2.35% | -0.04% |
| Aditya Birla Digital Fashion Ventures Ltd. | 1.12% | 1.16% | +0.03% |
| company:1458 | -0.03% | 0.00% | +0.03% |
| Welspun Corp Ltd. | 0.19% | 0.22% | +0.03% |
| Adani Airport Holdings Ltd. | 0.89% | 0.93% | +0.03% |
| The Federal Bank Ltd. | 0.42% | 0.39% | -0.03% |
| Kusumgar Ltd. | 0.68% | 0.71% | +0.03% |
| Ambuja Cements Ltd. | -0.73% | -0.69% | +0.03% |
| Apollo Hospitals Enterprise Ltd. | -0.57% | -0.53% | +0.03% |
| Vodafone Idea Ltd. | -0.36% | -0.33% | +0.03% |
| Embassy Office Parks REIT | 1.11% | 1.14% | +0.03% |
| Healthcare Global Enterprises Ltd. | 0.49% | 0.47% | -0.03% |
| Kotak Mahindra Bank Ltd. | -2.24% | -2.26% | -0.03% |
| Divi's Laboratories Ltd. | -0.60% | -0.62% | -0.03% |
| Tata Consultancy Services Ltd. | 0.23% | 0.20% | -0.03% |
| Cholamandalam Investment and Finance Company Ltd. | 0.27% | 0.25% | -0.03% |
| Indian Bank | 0.35% | 0.33% | -0.02% |
| Larsen & Toubro Ltd. | -0.61% | -0.59% | +0.02% |
| Tamilnadu State | 1.12% | 1.14% | +0.02% |
| Aditya Infotech Ltd. | 0.18% | 0.20% | +0.02% |
| Crompton Greaves Consumer Electricals Ltd. | -0.29% | -0.27% | +0.02% |
| United Spirits Ltd. | -0.30% | -0.28% | +0.02% |
| Sudeep Pharma Ltd. | 0.54% | 0.55% | +0.02% |
| Metropolis Healthcare Ltd. | 0.46% | 0.44% | -0.02% |
| ITC Ltd. | -0.54% | -0.56% | -0.02% |
| REC Ltd. | 0.56% | 0.58% | +0.02% |
| Shriram Finance Ltd | -0.25% | -0.24% | +0.02% |
| Oil India Ltd. | 0.39% | 0.37% | -0.01% |
| Indus Infra Trust | 1.57% | 1.58% | +0.01% |
| Pidilite Industries Ltd. | -0.20% | -0.19% | +0.01% |
| Punjab National Bank | -0.54% | -0.55% | -0.01% |
| Cube Highways Trust | 0.58% | 0.60% | +0.01% |
| Bharat Heavy Electricals Ltd. | 0.50% | 0.49% | -0.01% |
| SJS Enterprises Ltd. | 0.22% | 0.21% | -0.01% |
| Honeywell Automation India Ltd. | 0.52% | 0.51% | -0.01% |
| Berger Paints India Ltd. | 0.24% | 0.23% | -0.01% |
| Bajaj Finserv Ltd. | -0.12% | -0.10% | +0.01% |
| Bajaj Finance Ltd. | -0.18% | -0.17% | +0.01% |
| Tech Mahindra Ltd. | 0.39% | 0.38% | -0.01% |
| Grasim Industries Ltd. | -0.24% | -0.22% | +0.01% |
| State Bank of India | -0.22% | -0.21% | +0.01% |
| HDFC Asset Management Company Ltd. | -0.14% | -0.13% | +0.01% |
| Hindustan Aeronautics Ltd. | -1.48% | -1.49% | -0.01% |
| Bank Of Baroda | -0.86% | -0.87% | -0.01% |
| Aurobindo Pharma Ltd. | -0.34% | -0.35% | -0.01% |
| Yes Bank Ltd. | -0.39% | -0.38% | +0.01% |
| Maruti Suzuki India Ltd. | -0.10% | -0.09% | +0.01% |
| Bharti Airtel Ltd. | -0.35% | -0.34% | +0.01% |
| Hindalco Industries Ltd. | -0.19% | -0.19% | +0.01% |
| Eternal Ltd. | 0.64% | 0.65% | +0.01% |
| Craftsman Automation Ltd. | 0.19% | 0.18% | -0.01% |
| CG Power and Industrial Solutions Ltd. | 0.20% | 0.19% | -0.01% |
| Torrent Pharmaceuticals Ltd. | 0.34% | 0.34% | -0.01% |
| Glenmark Pharmaceuticals Ltd. | -0.25% | -0.25% | +0.01% |
| National Bank For Agriculture & Rural Development | 0.23% | 0.23% | +0.01% |
| Godrej Properties Ltd. | -0.04% | -0.03% | +0.01% |
| Hindustan Unilever Ltd. | -0.18% | -0.17% | +0.01% |
| Minda Corporation Ltd. | 0.70% | 0.71% | +0.01% |
| Nomura Fixed Income Securities Pvt. Ltd. | 0.00% | -0.00% | 0.00% |
| Jindal Steel Ltd. | -0.54% | -0.55% | 0.00% |
| Ultratech Cement Ltd. | 0.43% | 0.42% | 0.00% |
| APL Apollo Tubes Ltd. | -0.14% | -0.14% | 0.00% |
| Mphasis Ltd. | -0.04% | -0.03% | 0.00% |
| Biocon Ltd. | -0.05% | -0.04% | 0.00% |
| Apar Industries Ltd. | 0.10% | 0.10% | 0.00% |
| Power Grid Corporation Of India Ltd. | -0.11% | -0.12% | 0.00% |
| Aavas Financiers Ltd. | 0.38% | 0.38% | 0.00% |
| GMR Airports Ltd. | -0.05% | -0.05% | 0.00% |
| Cipla Ltd. | -0.10% | -0.10% | 0.00% |
| Cummins India Ltd. | -0.03% | -0.03% | 0.00% |
| NTPC Ltd. | -0.04% | -0.05% | 0.00% |
| One 97 Communications Ltd. | -0.03% | -0.03% | 0.00% |
| GOI | 0.05% | 0.05% | 0.00% |
| TVS Motor Company Ltd. | -0.07% | -0.07% | 0.00% |
| Bharat Electronics Ltd. | -0.03% | -0.03% | 0.00% |
| SBI Life Insurance Company Ltd. | -0.66% | -0.66% | 0.00% |
| Hindustan Petroleum Corporation Ltd. | -0.02% | -0.03% | 0.00% |
| Solar Industries India Ltd. | -0.13% | -0.13% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹3,925 Cr | 2.08% | 7.7% | 7.8% | 9.4% |
 Kotak Equity Savings Fund | ₹10,443 Cr | 2.13% | 3.9% | 5.7% | 8.1% |
 Mirae Asset Equity Savings Fund | ₹1,994 Cr | 1.72% | 7.7% | 7.5% | 8.8% |
 Edelweiss Equity Savings Fund | ₹1,704 Cr | 2.10% | 8.8% | 8.6% | 9.5% |
 HSBC Equity Savings Fund | ₹1,558 Cr | 2.37% | 10.3% | 9.5% | 11.1% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
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.
Fund managers
- Devang ShahMr. Shah is B.Com and ACA.Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.
- Hardik ShahMr. Shah has done B.E. Information Technology and MBA Finance.Prior to joining Axis Mutual Fund, he has worked with Nippon India Mutual Fund, Quantum Asset Management Company and ICAP India (P) Ltd.
- Mayank HyankiMr. Hyanki has done B.Tech and PGDM, FinancePrior to joining Axis Mutual Fund, he has worked with Reliance, Birla Sun Life Asset Management Company Ltd and ING Investment Management (I) Pvt Ltd
- Pratik TibrewalMr. Tibrewal is a B.Com, LLB (Gen) and MBA (Finance).Prior to joining Axis Mutual Fund, he has worked with Inditrade Capital Ltd., Edelweiss Mutual Fund and Edelweiss Commodities trading Ltd..
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
₹
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months5.48% absolute | ₹60,000 | ₹63,288 | 5.48% | |
| 1 year4.64% annualised | ₹1,20,000 | ₹1,23,059 | 2.55% | |
| 3 years8.80% annualised | ₹3,60,000 | ₹4,13,292 | 14.80% | |
| 5 years6.64% annualised | ₹6,00,000 | ₹7,13,222 | 18.87% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.
What is the NAV of Axis Equity Savings Fund?
The NAV of Axis Equity Savings Fund is ₹23.67 as on 9 Nov 2026.
What is the expense ratio of Axis Equity Savings Fund?
The expense ratio of Axis Equity Savings Fund is 2.70% per year.
What is the minimum SIP amount for Axis Equity Savings Fund?
You can start a SIP in Axis Equity Savings Fund with ₹3,000 a month.
What returns has Axis Equity Savings Fund given?
Axis Equity Savings Fund has returned 8.1% over 1 year, 6.4% over 3 years and 7.8% over 5 years (annualised).
Is there a lock-in or exit load on Axis Equity Savings Fund?
Lock-in: None. Exit load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 months..
How risky is Axis Equity Savings Fund?
Axis Equity Savings Fund is rated Moderately High on the SEBI riskometer and belongs to the Equity Savings category.
Which fund house manages Axis Equity Savings Fund?
Axis Equity Savings Fund is managed by Axis Mutual Fund, which runs 74 schemes with ₹3,91,554 Cr under management.