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: 942.2 As on (29-08-2025)
Expense Ratio: 2.28% As on (31-08-2025)
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 07-10-2025
22.35
0.03
CAGR Since Inception
8.23%
NIFTY Equity Savings TRI 9.64%
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 | 3.95 | 10.13 | 10.39 | 8.35 | 8.23 |
| Benchmark | - | - | - | - | - |
| Hybrid: Equity Savings | 5.4 | 10.09 | 10.37 | 7.97 | 7.65 |
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 | 3.95 | 10.39 | 10.13 | 10.39 | 8.35 |
| LIC MF Equity Savings Fund Reg Gr | 01-01-2013 | 8.32 | 10.31 | 9.96 | 9.89 | 6.83 |
| Edelweiss Equity Savings Reg Gr | 05-10-2014 | 7.76 | 11.84 | 11.38 | 10.84 | 9.0 |
| HSBC Equity Savings Fund Reg Gr | 01-01-2013 | 7.37 | 14.6 | 13.88 | 13.69 | 9.08 |
| ABSL Equity Savings Reg Gr | 10-11-2014 | 7.14 | 8.89 | 9.07 | 9.48 | 7.84 |
| ICICI Pru Equity Savings Cum | 05-12-2014 | 6.49 | 8.43 | 8.99 | 9.66 | 8.19 |
| Kotak Equity Savings Reg Gr | 11-10-2014 | 6.32 | 12.27 | 12.14 | 11.56 | 9.41 |
| Mirae Asset Equity Savings Reg Gr | 15-12-2018 | 6.31 | 11.54 | 11.27 | 11.81 | 0.0 |
| Tata Equity Savings Reg Gr | 26-04-1997 | 5.58 | 10.59 | 9.98 | 9.87 | 7.51 |
| PGIM India Equity Savings Gr | 29-01-2004 | 5.56 | 7.38 | 7.22 | 8.41 | 7.04 |
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 | 0.76 | 3.42 | 0.12 | 7.47 | 16.64 |
| Hybrid: Equity Savings | - | - | - | - | - | - |