Axis Equity Savings Fund
Equity SavingsModerately HighOPEN-ENDED
- NAV as on 24 Sep 2026
- ₹23.01-0.69%1 day
- Return since launch
- 7.8%
- 52-week range
- ₹21.72 — ₹23.40
- AUM
- ₹886 Cr
Axis Equity Savings Fund is a Equity Savings hybrid fund from Axis Mutual Fund with ₹886 Cr under management, launched in 2015. Over three years it has returned 5.2% a year, against 7.5% for its category. The expense ratio is 2.67% 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 +3.5% against +2.2% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 3.2% | +0.1 pts | 3.0% | 1.5% |
| 2Y | 3.8% | +0.2 pts | 3.6% | 3.0% |
| 3Y | 5.2% | −2.3 pts | 7.5% | 4.3% |
| 5Y | 7.1% | +0.3 pts | 6.8% | 6.1% |
| 7Y | 7.9% | +0.1 pts | 7.9% | 6.9% |
| 10Y | 8.1% | +0.7 pts | 7.4% | 6.9% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | -1.5% | −0.3 pts | -1.1% | -1.2% |
| 3M | 0.7% | +0.3 pts | 0.4% | 0.1% |
| 6M | 4.3% | +0.8 pts | 3.5% | 2.9% |
| 1Y | 3.5% | +0.5 pts | 3.0% | 2.2% |
| 2Y | 2.4% | −0.8 pts | 3.1% | 2.6% |
| 3Y | 8.1% | +0.5 pts | 7.5% | 6.5% |
| 5Y | 6.2% | −0.5 pts | 6.8% | 5.9% |
| 7Y | 8.3% | 0.0 pts | 8.3% | 7.4% |
| 10Y | 8.1% | +0.7 pts | 7.4% | 6.8% |
Since launch (27 Jul 2015): 7.8%
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
2.70%
Expense ratio as on 22 Sep 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.94%
- Brokerage
- 0.12%
- Transaction charges
- 0.00%
- Statutory levies
- 0.64%
- 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 | 0.87 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.51 | 0.72 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.64 | 0.84 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 5.67 | 6.16 | How widely monthly returns have varied around their own average. Lower is steadier. |
| Average of 5 category peers | |||
Portfolio
Axis Equity Savings Fund portfolio
Portfolio as of 31 Aug 2026
Asset allocation
- Equity36.4%
- Debt27.2%
- Other36.4%
Market cap split
- Large77.9%
- Mid9.2%
- Small12.9%
- P/E
- 23.36
- P/B
- 2.85
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Others | Others | 35.87% | ₹318 Cr | +4.17% | +9.77% | +73.38% |
| ICICI Bank Ltd. | Financial | 3.67% | ₹32.47 Cr | -6.33% | -6.61% | -1.64% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 3.09% | ₹27.38 Cr | +0.66% | +0.65% | +0.30% |
| Axis Money Market Fund Direct-Growth | Unclassified | 2.96% | ₹26.21 Cr | +2.97% | +2.81% | — |
| Nifty Bank | Financial | 2.39% | ₹21.19 Cr | +2.32% | +3.55% | +3.75% |
| Reliance Industries Ltd. | Energy | 2.11% | ₹18.73 Cr | -12.65% | -12.76% | -12.66% |
| Bharti Airtel Ltd. | Communication | 2.07% | ₹18.38 Cr | -0.71% | -0.70% | -0.67% |
| Aditya Birla Digital Fashion Ventures Ltd. | Services | 1.69% | ₹14.93 Cr | +1.15% | +1.11% | +1.07% |
| HDFC Bank Ltd. | Financial | 1.68% | ₹14.90 Cr | -9.73% | -10.36% | -14.75% |
| Indus Infra Trust | Construction | 1.57% | ₹13.87 Cr | +0.40% | +0.38% | +0.33% |
| Mahindra & Mahindra Ltd. | Automobile | 1.46% | ₹12.93 Cr | -1.17% | -1.24% | -0.40% |
| GMR Airports Ltd. | Construction | 1.43% | ₹12.69 Cr | -0.15% | -0.14% | -0.12% |
| Larsen & Toubro Ltd. | Construction | 1.34% | ₹11.91 Cr | -0.87% | -2.67% | -2.67% |
| TVS Holdings Ltd. | Automobile | 1.13% | ₹10.03 Cr | +1.16% | +1.11% | +1.08% |
| Muthoot Finance Ltd. | Financial | 1.13% | ₹10.03 Cr | +1.16% | -0.02% | -0.02% |
| Tamilnadu State | Others | 1.12% | ₹9.92 Cr | +1.14% | — | — |
| Hiranandani Financial Services Pvt. Ltd. | Financial | 1.12% | ₹9.92 Cr | +1.14% | — | — |
| company:15589 | Construction | 1.11% | ₹9.83 Cr | — | — | — |
| company:20045 | Construction | 0.94% | ₹8.29 Cr | — | — | — |
| CORONA Remedies Ltd. | Healthcare | 0.91% | ₹8.07 Cr | +0.77% | +0.70% | — |
| company:19476 | Services | 0.89% | ₹7.92 Cr | — | — | — |
| Bajaj Finance Ltd. | Financial | 0.87% | ₹7.70 Cr | +1.40% | +1.36% | +1.16% |
| Kotak Mahindra Bank Ltd. | Financial | 0.86% | ₹7.64 Cr | -4.18% | -4.30% | -3.98% |
| Fortis Healthcare Ltd. | Healthcare | 0.84% | ₹7.44 Cr | +0.88% | +0.86% | +0.68% |
| Sona BLW Precision Forgings Ltd. | Automobile | 0.74% | ₹6.59 Cr | +0.46% | +0.39% | +0.07% |
| Coforge Ltd. | Technology | 0.73% | ₹6.49 Cr | +0.38% | +0.26% | +0.03% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 0.73% | ₹6.43 Cr | -0.69% | -0.64% | -0.56% |
| Minda Corporation Ltd. | Automobile | 0.70% | ₹6.20 Cr | +0.63% | — | — |
| Kusumgar Ltd. | Textiles | 0.68% | ₹6.04 Cr | — | — | — |
| State Bank of India | Financial | 0.66% | ₹5.84 Cr | -0.42% | -0.50% | +1.33% |
| Eternal Ltd. | Services | 0.64% | ₹5.71 Cr | -1.45% | -1.35% | -1.26% |
| SBI Life Insurance Company Ltd. | Insurance | 0.64% | ₹5.69 Cr | -1.43% | -1.51% | -1.29% |
| Infosys Ltd. | Technology | 0.62% | ₹5.50 Cr | +0.65% | +1.07% | -1.67% |
| Emcure Pharmaceuticals Ltd. | Healthcare | 0.62% | ₹5.45 Cr | +0.41% | +0.35% | +0.09% |
| Sansera Engineering Ltd. | Automobile | 0.62% | ₹5.45 Cr | +0.23% | +0.58% | +0.26% |
| Cube Highways Trust | Services | 0.58% | ₹5.16 Cr | — | — | — |
| REC Ltd. | Financial | 0.56% | ₹5.00 Cr | +0.58% | +0.57% | -0.08% |
| Sudeep Pharma Ltd. | Healthcare | 0.54% | ₹4.75 Cr | +0.34% | +0.28% | — |
| Honeywell Automation India Ltd. | Capital Goods | 0.52% | ₹4.62 Cr | +0.49% | — | — |
| Apollo Hospitals Enterprise Ltd. | Healthcare | 0.50% | ₹4.44 Cr | -1.08% | -0.98% | -0.84% |
| Bharat Heavy Electricals Ltd. | Capital Goods | 0.50% | ₹4.43 Cr | +0.72% | +0.44% | — |
| Healthcare Global Enterprises Ltd. | Healthcare | 0.49% | ₹4.38 Cr | +0.44% | +0.36% | +0.22% |
| Hindustan Aeronautics Ltd. | Capital Goods | 0.49% | ₹4.38 Cr | -1.78% | -1.54% | -1.02% |
| Jindal Steel Ltd. | Metals & Mining | 0.46% | ₹4.09 Cr | -1.17% | -0.54% | -0.39% |
| Metropolis Healthcare Ltd. | Healthcare | 0.46% | ₹4.08 Cr | +0.01% | — | — |
| Ultratech Cement Ltd. | Materials | 0.43% | ₹3.78 Cr | +0.68% | +0.61% | +0.58% |
| The Federal Bank Ltd. | Financial | 0.42% | ₹3.70 Cr | +0.51% | +0.51% | +0.45% |
| Tech Mahindra Ltd. | Technology | 0.39% | ₹3.48 Cr | +1.20% | +1.05% | -0.19% |
| Oil India Ltd. | Energy | 0.39% | ₹3.43 Cr | +0.21% | — | — |
| Power Grid Corporation Of India Ltd. | Energy | 0.38% | ₹3.39 Cr | -0.39% | -0.38% | -0.32% |
| Aavas Financiers Ltd. | Financial | 0.38% | ₹3.36 Cr | +0.44% | — | — |
| Indian Bank | Financial | 0.35% | ₹3.13 Cr | +0.34% | +0.38% | +0.41% |
| Torrent Pharmaceuticals Ltd. | Healthcare | 0.34% | ₹3.04 Cr | — | — | — |
| Tata Steel Ltd. | Metals & Mining | 0.33% | ₹2.90 Cr | -5.92% | -5.86% | -4.09% |
| NTPC Ltd. | Energy | 0.31% | ₹2.79 Cr | -0.11% | -0.10% | -0.08% |
| United Spirits Ltd. | Consumer Staples | 0.30% | ₹2.70 Cr | -0.63% | -0.65% | -0.59% |
| TVS Motor Company Ltd. | Automobile | 0.24% | ₹2.17 Cr | — | — | — |
| Berger Paints India Ltd. | Materials | 0.24% | ₹2.13 Cr | — | — | — |
| Tata Consultancy Services Ltd. | Technology | 0.23% | ₹2.04 Cr | +0.22% | -0.30% | -1.15% |
| Jyoti CNC Automation Ltd. | Capital Goods | 0.23% | ₹2.01 Cr | +0.14% | +0.25% | +0.22% |
| National Bank For Agriculture & Rural Development | Financial | 0.23% | ₹2.00 Cr | +0.23% | +0.23% | +0.22% |
| SJS Enterprises Ltd. | Automobile | 0.22% | ₹1.99 Cr | +0.61% | +0.64% | +1.12% |
| Titan Company Ltd. | Consumer Discretionary | 0.22% | ₹1.99 Cr | -1.60% | -1.62% | -0.20% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | 0.20% | ₹1.75 Cr | +0.20% | — | — |
| Krishna Institute of Medical Sciences Ltd | Healthcare | 0.20% | ₹1.74 Cr | +0.20% | +0.07% | +0.08% |
| Craftsman Automation Ltd. | Automobile | 0.19% | ₹1.68 Cr | +0.16% | +0.04% | +0.33% |
| Welspun Corp Ltd. | Metals & Mining | 0.19% | ₹1.67 Cr | +0.11% | +0.46% | — |
| Aditya Infotech Ltd. | Communication | 0.18% | ₹1.60 Cr | +0.25% | +0.43% | +1.02% |
| Vodafone Idea Ltd. | Communication | 0.12% | ₹1.11 Cr | -0.70% | -0.51% | -0.30% |
| company:1333 | Consumer Staples | 0.10% | ₹0.90 Cr | — | — | — |
| Cummins India Ltd. | Capital Goods | 0.07% | ₹0.66 Cr | -0.08% | +0.14% | +0.39% |
| GOI | Sovereign | 0.05% | ₹0.42 Cr | +0.05% | +0.05% | +1.02% |
| DLF Ltd. | Construction | 0.03% | ₹0.28 Cr | -2.24% | -2.17% | -1.46% |
| Divi's Laboratories Ltd. | Healthcare | 0.01% | ₹0.12 Cr | -0.89% | -0.81% | -0.60% |
| Indusind Bank Ltd. | Financial | 0.01% | ₹0.09 Cr | -1.41% | -1.40% | -1.61% |
| Yes Bank Ltd. | Financial | 0.01% | ₹0.07 Cr | -0.85% | -0.72% | — |
| Shriram Finance Ltd | Financial | 0.01% | ₹0.05 Cr | -0.46% | -0.48% | -0.25% |
| Pidilite Industries Ltd. | Chemicals | 0.01% | ₹0.05 Cr | -0.38% | -0.37% | -0.36% |
| Aurobindo Pharma Ltd. | Healthcare | 0.00% | ₹0.04 Cr | -0.59% | -0.48% | -0.39% |
| HDFC Asset Management Company Ltd. | Financial | 0.00% | ₹0.02 Cr | -0.30% | -0.29% | — |
| Grasim Industries Ltd. | Materials | 0.00% | ₹0.02 Cr | -0.46% | -0.39% | -0.37% |
| Nomura Fixed Income Securities Pvt. Ltd. | Financial | 0.00% | ₹0.02 Cr | — | — | — |
| Bajaj Finserv Ltd. | Financial | 0.00% | ₹0.01 Cr | -0.21% | -0.22% | -0.20% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | 0.00% | ₹0.01 Cr | -0.71% | -0.62% | -0.76% |
| Havells India Ltd. | Capital Goods | 0.00% | ₹0.01 Cr | -0.07% | -0.08% | -0.08% |
| Biocon Ltd. | Healthcare | 0.00% | ₹0.01 Cr | -0.10% | -0.09% | -0.07% |
| One97 Communications Ltd. | Services | 0.00% | ₹0.00 Cr | -0.04% | -0.04% | — |
| Hindustan Petroleum Corporation Ltd. | Energy | 0.00% | ₹0.00 Cr | -0.06% | -0.06% | — |
| Bank Of Baroda | Financial | 0.00% | ₹0.00 Cr | -2.00% | -2.28% | -1.22% |
| Maruti Suzuki India Ltd. | Automobile | 0.00% | ₹0.00 Cr | -0.02% | -0.02% | — |
| Godrej Properties Ltd. | Construction | 0.00% | ₹0.00 Cr | -0.06% | -0.05% | — |
| Bharat Electronics Ltd. | Capital Goods | -0.00% | ₹-0.00 Cr | -0.05% | — | — |
| Mphasis Ltd. | Technology | -0.00% | ₹-0.00 Cr | -0.07% | -0.07% | — |
| APL Apollo Tubes Ltd. | Metals & Mining | -0.00% | ₹-0.00 Cr | -0.24% | -0.28% | — |
| Cipla Ltd. | Healthcare | -0.00% | ₹-0.01 Cr | -0.21% | -0.19% | +1.10% |
| Solar Industries India Ltd. | Chemicals | -0.00% | ₹-0.01 Cr | -0.11% | -0.08% | — |
| Hindalco Industries Ltd. | Metals & Mining | -0.00% | ₹-0.02 Cr | -0.37% | -0.29% | — |
| Glenmark Pharmaceuticals Ltd. | Healthcare | -0.00% | ₹-0.02 Cr | -0.48% | -0.43% | — |
| Punjab National Bank | Financial | -0.00% | ₹-0.03 Cr | -1.03% | -1.20% | -0.90% |
| Hindustan Unilever Ltd. | Consumer Staples | -0.00% | ₹-0.03 Cr | -0.34% | -0.36% | -2.63% |
| Bandhan Bank Ltd. | Financial | -0.00% | ₹-0.04 Cr | -0.86% | -0.72% | -0.10% |
| RBL Bank Ltd. | Financial | -0.01% | ₹-0.06 Cr | -1.77% | -1.34% | — |
| Ambuja Cements Ltd. | Materials | -0.01% | ₹-0.07 Cr | -1.64% | -1.75% | -1.90% |
| ITC Ltd. | Consumer Staples | -0.02% | ₹-0.18 Cr | -1.22% | -1.26% | +0.96% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Eternal Ltd. | -1.68% | 0.64% | +2.33% |
| Reliance Industries Ltd. | -6.24% | -4.54% | +1.70% |
| Others | 2.16% | 3.39% | +1.24% |
| company:15589 | 0.00% | 1.11% | +1.11% |
| company:20045 | 0.00% | 0.94% | +0.94% |
| company:19476 | 0.00% | 0.89% | +0.89% |
| HDFC Bank Ltd. | -2.64% | -3.37% | -0.72% |
| Godrej Consumer Products Ltd. | 0.51% | 0.00% | -0.51% |
| Titan Company Ltd. | -0.92% | -0.51% | +0.41% |
| The Federal Bank Ltd. | 0.61% | 0.42% | -0.20% |
| Kotak Mahindra Bank Ltd. | -2.04% | -2.24% | -0.19% |
| Metropolis Healthcare Ltd. | 0.29% | 0.46% | +0.17% |
| Emcure Pharmaceuticals Ltd. | 0.46% | 0.62% | +0.15% |
| Sudeep Pharma Ltd. | 0.39% | 0.54% | +0.15% |
| Torrent Pharmaceuticals Ltd. | 0.48% | 0.34% | -0.14% |
| Sansera Engineering Ltd. | 0.51% | 0.62% | +0.10% |
| company:1333 | 0.00% | 0.10% | +0.10% |
| Coforge Ltd. | 0.63% | 0.73% | +0.10% |
| Aavas Financiers Ltd. | 0.47% | 0.38% | -0.10% |
| Tata Steel Ltd. | -2.65% | -2.56% | +0.09% |
| Indus Infra Trust | 1.65% | 1.57% | -0.09% |
| Divi's Laboratories Ltd. | -0.52% | -0.60% | -0.08% |
| ICICI Bank Ltd. | -3.56% | -3.63% | -0.08% |
| Max Healthcare Institute Ltd. | 0.07% | 0.00% | -0.07% |
| Hindustan Aeronautics Ltd. | -1.41% | -1.48% | -0.06% |
| Welspun Corp Ltd. | 0.13% | 0.19% | +0.06% |
| Ambuja Cements Ltd. | -0.77% | -0.73% | +0.05% |
| SBI Life Insurance Company Ltd. | -0.71% | -0.66% | +0.05% |
| Healthcare Global Enterprises Ltd. | 0.45% | 0.49% | +0.04% |
| Jyoti CNC Automation Ltd. | 0.18% | 0.23% | +0.04% |
| Sona BLW Precision Forgings Ltd. | 0.70% | 0.74% | +0.04% |
| Bharat Heavy Electricals Ltd. | 0.46% | 0.50% | +0.04% |
| Vodafone Idea Ltd. | -0.32% | -0.36% | -0.04% |
| Fortis Healthcare Ltd. | 0.87% | 0.84% | -0.03% |
| ITC Ltd. | -0.57% | -0.54% | +0.03% |
| Crompton Greaves Consumer Electricals Ltd. | -0.32% | -0.29% | +0.03% |
| Jindal Steel Ltd. | -0.51% | -0.54% | -0.03% |
| Axis Money Market Fund Direct-Growth | 2.93% | 2.96% | +0.03% |
| DLF Ltd. | -1.21% | -1.24% | -0.03% |
| Glenmark Pharmaceuticals Ltd. | -0.23% | -0.25% | -0.03% |
| Nifty Bank | 2.36% | 2.39% | +0.03% |
| APL Apollo Tubes Ltd. | -0.11% | -0.14% | -0.03% |
| Indian Bank | 0.33% | 0.35% | +0.03% |
| Craftsman Automation Ltd. | 0.17% | 0.19% | +0.02% |
| Aurobindo Pharma Ltd. | -0.31% | -0.34% | -0.02% |
| RBL Bank Ltd. | -0.92% | -0.95% | -0.02% |
| Oil India Ltd. | 0.37% | 0.39% | +0.02% |
| CORONA Remedies Ltd. | 0.93% | 0.91% | -0.02% |
| Bharti Airtel Ltd. | -0.37% | -0.35% | +0.02% |
| Grasim Industries Ltd. | -0.22% | -0.24% | -0.02% |
| Larsen & Toubro Ltd. | -0.59% | -0.61% | -0.02% |
| Bank Of Baroda | -0.87% | -0.86% | +0.02% |
| Ultratech Cement Ltd. | 0.44% | 0.43% | -0.02% |
| Bandhan Bank Ltd. | -0.34% | -0.33% | +0.01% |
| Minda Corporation Ltd. | 0.69% | 0.70% | +0.01% |
| Tamilnadu State | 1.13% | 1.12% | -0.01% |
| Krishna Institute of Medical Sciences Ltd | 0.21% | 0.20% | -0.01% |
| CG Power and Industrial Solutions Ltd. | 0.19% | 0.20% | +0.01% |
| Bajaj Finance Ltd. | -0.19% | -0.18% | +0.01% |
| Solar Industries India Ltd. | -0.11% | -0.13% | -0.01% |
| Berger Paints India Ltd. | 0.25% | 0.24% | -0.01% |
| Punjab National Bank | -0.53% | -0.54% | -0.01% |
| Hindalco Industries Ltd. | -0.19% | -0.19% | -0.01% |
| Shriram Finance Ltd | -0.24% | -0.25% | -0.01% |
| SJS Enterprises Ltd. | 0.22% | 0.22% | +0.01% |
| Aditya Infotech Ltd. | 0.17% | 0.18% | +0.01% |
| Sun Pharmaceutical Industries Ltd. | -0.37% | -0.36% | +0.01% |
| Power Grid Corporation Of India Ltd. | -0.12% | -0.11% | +0.01% |
| Hindustan Unilever Ltd. | -0.18% | -0.18% | +0.01% |
| REC Ltd. | 0.57% | 0.56% | -0.01% |
| Yes Bank Ltd. | -0.40% | -0.39% | +0.01% |
| Honeywell Automation India Ltd. | 0.52% | 0.52% | +0.01% |
| One97 Communications Ltd. | -0.02% | -0.03% | -0.01% |
| State Bank of India | -0.22% | -0.22% | -0.01% |
| GMR Airports Ltd. | -0.05% | -0.05% | 0.00% |
| Tech Mahindra Ltd. | 0.40% | 0.39% | 0.00% |
| Mahindra & Mahindra Ltd. | -0.90% | -0.89% | 0.00% |
| Aditya Birla Digital Fashion Ventures Ltd. | 1.13% | 1.12% | 0.00% |
| Infosys Ltd. | 0.62% | 0.62% | 0.00% |
| Tata Consultancy Services Ltd. | 0.23% | 0.23% | 0.00% |
| Maruti Suzuki India Ltd. | -0.10% | -0.10% | 0.00% |
| Pidilite Industries Ltd. | -0.20% | -0.20% | 0.00% |
| Apollo Hospitals Enterprise Ltd. | -0.57% | -0.57% | 0.00% |
| United Spirits Ltd. | -0.31% | -0.30% | 0.00% |
| Cipla Ltd. | -0.11% | -0.10% | 0.00% |
| Nomura Fixed Income Securities Pvt. Ltd. | 0.01% | 0.00% | 0.00% |
| Indusind Bank Ltd. | -0.75% | -0.74% | 0.00% |
| NTPC Ltd. | -0.05% | -0.04% | 0.00% |
| HDFC Asset Management Company Ltd. | -0.14% | -0.14% | 0.00% |
| Cummins India Ltd. | -0.04% | -0.03% | 0.00% |
| TVS Holdings Ltd. | 1.13% | 1.13% | 0.00% |
| Muthoot Finance Ltd. | 1.13% | 1.13% | 0.00% |
| Cube Highways Trust | 0.58% | 0.58% | 0.00% |
| Biocon Ltd. | -0.05% | -0.05% | 0.00% |
| National Bank For Agriculture & Rural Development | 0.23% | 0.23% | 0.00% |
| Cholamandalam Investment and Finance Company Ltd. | 0.27% | 0.27% | 0.00% |
| Hindustan Petroleum Corporation Ltd. | -0.03% | -0.02% | 0.00% |
| Bharat Electronics Ltd. | -0.02% | -0.03% | 0.00% |
| Godrej Properties Ltd. | -0.04% | -0.04% | 0.00% |
| Mphasis Ltd. | -0.04% | -0.04% | 0.00% |
| Hiranandani Financial Services Pvt. Ltd. | 1.12% | 1.12% | 0.00% |
| Bajaj Finserv Ltd. | -0.12% | -0.12% | 0.00% |
| Havells India Ltd. | -0.04% | -0.03% | 0.00% |
| Kusumgar Ltd. | 0.68% | 0.68% | 0.00% |
| TVS Motor Company Ltd. | -0.07% | -0.07% | 0.00% |
| GOI | 0.05% | 0.05% | 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 | ₹3,230 Cr | 2.25% | 4.5% | 7.0% | 8.8% |
 Kotak Equity Savings Fund | ₹10,684 Cr | 2.12% | 2.8% | 6.0% | 8.3% |
 Mirae Asset Equity Savings Fund | ₹2,041 Cr | 1.73% | 3.0% | 6.3% | 8.2% |
 Edelweiss Equity Savings Fund | ₹1,660 Cr | 2.15% | 7.6% | 8.5% | 9.4% |
 HSBC Equity Savings Fund | ₹1,475 Cr | 2.46% | 7.4% | 9.1% | 10.8% |
 Baroda BNP Paribas Equity Savings Fund | ₹289 Cr | 2.81% | 1.9% | 5.3% | 7.2% |
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
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 months4.31% absolute | ₹60,000 | ₹62,586 | 4.31% | |
| 1 year3.51% annualised | ₹1,20,000 | ₹1,22,306 | 1.92% | |
| 3 years8.07% annualised | ₹3,60,000 | ₹4,08,513 | 13.48% | |
| 5 years6.23% annualised | ₹6,00,000 | ₹7,05,484 | 17.58% |
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 ₹23.01 as on 24 Sep 2026.
What is the expense ratio of Axis Equity Savings Fund?
The expense ratio of Axis Equity Savings Fund is 2.67% 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 3.2% over 1 year, 5.2% over 3 years and 7.1% 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 ₹3,77,445 Cr under management.