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: 935.92 As on (30-09-2025)
Expense Ratio: 2.28% As on (29-09-2025)
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 30-10-2025
22.59
-0.05
CAGR Since Inception
8.29%
NIFTY Equity Savings TRI 9.74%
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 | 5.41 | 10.19 | 10.47 | 8.44 | 8.29 |
| Benchmark | - | - | - | - | - |
| Hybrid: Equity Savings | 6.53 | 10.11 | 10.55 | 8.08 | 7.82 |
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 | 5.41 | 11.48 | 10.19 | 10.47 | 8.44 |
| LIC MF Equity Savings Fund Reg Gr | 01-01-2013 | 9.07 | 11.61 | 9.81 | 10.26 | 7.01 |
| Edelweiss Equity Savings Reg Gr | 05-10-2014 | 9.03 | 12.69 | 11.42 | 11.02 | 9.12 |
| ABSL Equity Savings Reg Gr | 10-11-2014 | 8.35 | 9.56 | 9.24 | 9.61 | 8.0 |
| Mirae Asset Equity Savings Reg Gr | 15-12-2018 | 8.2 | 12.73 | 11.46 | 12.15 | 0.0 |
| Kotak Equity Savings Reg Gr | 11-10-2014 | 7.82 | 12.89 | 11.81 | 11.74 | 9.46 |
| ICICI Pru Equity Savings Cum | 05-12-2014 | 7.27 | 8.98 | 8.89 | 9.84 | 8.27 |
| HSBC Equity Savings Fund Reg Gr | 01-01-2013 | 6.89 | 15.31 | 13.8 | 13.67 | 9.1 |
| Baroda BNP Paribas Equity Savings Reg Gr | 25-07-2019 | 6.75 | 11.82 | 10.23 | 8.62 | 0.0 |
| UTI Equity Savings Reg Gr | 30-08-2018 | 6.74 | 10.95 | 10.84 | 12.09 | 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 | 0.76 | 3.42 | 0.12 | 7.47 | 16.64 |
| Hybrid: Equity Savings | - | - | - | - | - | - |