Axis Equity Savings Fund - Regular Plan - Growth
Fund House: Axis Mutual Fund
Category: Hybrid: Equity Savings
Status: Open Ended Schemes
Launch Date: 01-08-2015
Minimum Investment: 500.0
Asset Class: Mixed Asset
Minimum Topup: 100.0
Benchmark: NIFTY Equity Savings TRI
Total Assets: 946.4 As on (31-07-2025)
Expense Ratio: 2.28% As on (31-07-2025)
Turn over: 81.00% | Exit Load: If redeemed/switched out within 1 months from the date of allotment: For 10% of investment : Nil FIFO basis, For remaining investment : 1% w.e.f., 29/10/2021
NAV as on 14-08-2025
22.03
0.02
CAGR Since Inception
8.2%
NIFTY Equity Savings TRI 9.49%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Axis Equity Savings Fund - Regular Plan - Growth | 4.11 | 9.3 | 10.61 | - | 8.2 |
| Benchmark | - | - | - | - | - |
| Hybrid: Equity Savings | 5.48 | 9.65 | 10.48 | 7.79 | 7.85 |
Funds Manager
Mr. Mayank Hyanki, Mr. Devang Shah, Mr. Hardik Shah, Ms. Krishnaa N
RETURNS CALCULATORS for Axis Equity Savings Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Axis Equity Savings Fund - Regular Plan - Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Axis Equity Savings Fund - Regular Plan - Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Axis Equity Savings Fund Reg Gr | 01-08-2015 | 4.11 | 10.58 | 9.3 | 10.61 | 0.0 |
| Edelweiss Equity Savings Reg Gr | 05-10-2014 | 8.03 | 12.03 | 10.87 | 10.73 | 8.78 |
| LIC MF Equity Savings Fund Reg Gr | 01-01-2013 | 7.4 | 10.86 | 9.09 | 10.0 | 6.78 |
| ABSL Equity Savings Reg Gr | 10-11-2014 | 7.28 | 9.05 | 8.75 | 9.85 | 7.63 |
| ICICI Pru Equity Savings Cum | 05-12-2014 | 6.96 | 8.28 | 8.75 | 9.53 | 8.17 |
| Mirae Asset Equity Savings Reg Gr | 15-12-2018 | 6.71 | 11.49 | 10.69 | 12.28 | 0.0 |
| DSP Equity Savings Reg Gr | 28-03-2016 | 6.28 | 10.67 | 9.9 | 11.24 | 0.0 |
| Tata Equity Savings Reg Gr | 26-04-1997 | 6.17 | 10.85 | 9.54 | 10.1 | 7.28 |
| Sundaram Equity Savings Fund Gr | 05-01-2013 | 6.03 | 11.62 | 11.16 | 11.32 | 8.46 |
| Baroda BNP Paribas Equity Savings Reg Gr | 25-07-2019 | 5.81 | 10.77 | 9.54 | 8.46 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Axis Equity Savings Fund - Regular Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Equity Savings Fund - Regular Plan - Growth | 5.7 | 0.78 | 3.59 | 0.09 | 7.47 | 16.64 |
| Hybrid: Equity Savings | - | - | - | - | - | - |