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: 924.48 As on (31-12-2025)
Expense Ratio: 2.27% As on (31-12-2025)
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 06-02-2026
22.66
0.0
CAGR Since Inception
8.1%
NIFTY Equity Savings TRI 9.58%
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 | 5.64 | 10.17 | 8.22 | 8.68 | 8.1 |
| Benchmark | - | - | - | - | - |
| Hybrid: Equity Savings | 6.63 | 10.02 | 8.43 | 8.26 | 7.75 |
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 | 5.64 | 7.08 | 10.17 | 8.22 | 8.68 |
| HSBC Equity Savings Fund Reg Gr | 01-01-2013 | 8.92 | 10.59 | 13.66 | 11.0 | 9.25 |
| Mirae Asset Equity Savings Reg Gr | 15-12-2018 | 8.75 | 9.2 | 11.48 | 9.82 | 0.0 |
| ABSL Equity Savings Reg Gr | 10-11-2014 | 8.55 | 8.32 | 9.58 | 7.43 | 8.31 |
| Edelweiss Equity Savings Reg Gr | 05-10-2014 | 8.11 | 9.46 | 11.29 | 9.16 | 9.29 |
| Kotak Equity Savings Reg Gr | 11-10-2014 | 7.9 | 8.0 | 11.12 | 10.07 | 9.53 |
| UTI Equity Savings Reg Gr | 30-08-2018 | 7.72 | 8.1 | 10.92 | 9.74 | 0.0 |
| Mahindra Manulife Equity Savings Reg Gr | 05-02-2017 | 7.64 | 6.81 | 10.38 | 8.92 | 0.0 |
| SBI Equity Savings Reg Gr | 01-05-2015 | 7.23 | 7.45 | 11.59 | 9.09 | 9.17 |
| HDFC Equity Savings Gr | 05-09-2004 | 7.15 | 7.19 | 10.37 | 9.75 | 10.24 |
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 | 0.93 | -0.41 | 1.14 | 7.47 | 16.64 |
| Hybrid: Equity Savings | - | - | - | - | - | - |