Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is 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. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Axis Equity Savings Fund - Regular Plan - Growth -2.59 -1.99 5.46 10.11 7.95 7.81
Nifty 10 yr Benchmark G-Sec 0.23 0.67 5.35 7.87 5.53 6.88
NIFTY 50 Equity Savings Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis Equity Savings Fund - Regular Plan - Growth Aug 14, 2015 5.46 10.11 7.95 2.28 901.88
ICICI Prudential Equity Savings Fund - Cumulative option Dec 05, 2014 5.77 8.20 7.71 0.97 18,027.21
Kotak Equity Savings Fund - Regular - Growth Oct 13, 2014 8.08 10.80 9.68 1.74 9,853.13
HDFC Equity Savings Fund -GROWTH Sep 17, 2004 6.44 9.80 9.24 1.88 5,901.18
SBI Equity Savings Fund - Regular Plan - Growth May 27, 2015 7.74 11.23 8.98 1.52 5,731.16
DSP Equity Savings Fund - Regular Plan - Growth Mar 28, 2016 4.93 10.10 8.64 1.50 3,758.43

Fund Holdings as on 28-February-2026

  • Net Receivables / (Payables)

  • Reliance Industries Limited

  • HDFC Bank Limited

  • ICICI Bank Limited

  • Clearing Corporation of India Ltd

  • 7.18% Government of India (14/08/2033)

  • 7.1% Government of India (08/04/2034)

  • Bank Nifty Index March 2026 Future

  • Tata Steel Limited

  • Larsen & Toubro Limited

  • Axis Money Market Fund - Direct Plan - Growth Option

  • 8.75% Shriram Finance Limited (05/10/2026) **

  • Kotak Mahindra Bank Limited

  • Mahindra & Mahindra Limited

  • Bharti Airtel Limited

  • Eternal Limited

  • 8.52% Muthoot Finance Limited (07/04/2028) **

  • Hindustan Aeronautics Limited

  • State Bank of India

  • SBI Life Insurance Company Limited

  • Apollo Hospitals Enterprise Limited

  • 5% GMR Airports Limited (13/02/2027)

  • Bank of Baroda

  • 8.9% Muthoot Finance Limited (07/10/2027) **

  • 8.65% TVS Holdings Limited (07/06/2029) **

  • DLF Limited

  • Infosys Limited

  • Tech Mahindra Limited

  • Jindal Steel Limited

  • Ambuja Cements Limited

  • Fortis Healthcare Limited

  • Titan Company Limited

  • Sun Pharmaceutical Industries Limited

  • Godrej Consumer Products Limited

  • Corona Remedies Limited

  • IndusInd Bank Limited

  • Bajaj Finance Limited

  • RBL Bank Limited

  • S.J.S. Enterprises Limited

  • ITC Limited

  • UltraTech Cement Limited

  • Punjab National Bank

  • Sansera Engineering Limited

  • 7.69% REC Limited (31/03/2033) **

  • 8.55% Shriram Finance Limited (28/04/2028) **

  • 9.02% Muthoot Finance Limited (14/07/2027) **

  • 8.8% Aditya Birla Digital Fashion Ventures Limited (26/08/2027) **

  • 7.02% Bajaj Housing Finance Limited (26/05/2028) **

  • The Federal Bank Limited

  • Welspun Corp Limited

  • Power Grid Corporation of India Limited

  • Bharat Heavy Electricals Limited

  • Aditya Infotech Limited

  • Tata Consultancy Services Limited

  • NTPC Limited

  • Divi's Laboratories Limited

  • United Spirits Limited

  • JB Chemicals & Pharmaceuticals Limited

  • Sona BLW Precision Forgings Limited

  • Indian Bank

  • Indus Infra Trust

  • Vodafone Idea Limited

  • Healthcare Global Enterprises Limited

  • Yes Bank Limited

  • Bandhan Bank Limited

  • Emcure Pharmaceuticals Limited

  • 7.26% Government of India (22/08/2032)

  • Cholamandalam Investment and Finance Company Ltd

  • Crompton Greaves Consumer Electricals Limited

  • Sudeep Pharma Limited

  • Coforge Limited

  • Jyoti CNC Automation Ltd

  • Trent Limited

  • SRF Limited

  • Aurobindo Pharma Limited

  • Shriram Finance Limited

  • 7.18% Government of India (24/07/2037)

  • 7.69% National Bank For Agriculture and Rural Development (31/03/2032) **

  • HDFC Life Insurance Company Limited

  • 6.19% Government of India (16/09/2034)

  • Glenmark Pharmaceuticals Limited

  • Grasim Industries Limited

  • Pidilite Industries Limited

  • Hindustan Unilever Limited

  • Union Bank of India

  • HDFC Asset Management Company Limited

  • Hindalco Industries Limited

  • APL Apollo Tubes Limited

  • 8.20% Power Grid Corporation of India Limited (23/01/2030) **

  • Bajaj Finserv Limited

  • Onesource Specialty Pharma Limited

  • TeamLease Services Limited

  • Cipla Limited

  • Krishna Institute Of Medical Sciences Limited

  • Cummins India Limited

  • Multi Commodity Exchange of India Limited

  • 7.72% Government of India (26/10/2055)

  • GMR Airports Limited

  • Biocon Limited

  • Craftsman Automation Limited

  • Havells India Limited

  • Bharat Petroleum Corporation Limited

  • Solar Industries India Limited

  • Polycab India Limited

  • Mphasis Limited

  • Neuland Laboratories Limited

  • Max Healthcare Institute Limited

  • Hindustan Petroleum Corporation Limited

  • Dixon Technologies (India) Limited

  • Samvardhana Motherson International Limited

  • Premier Energies Limited

  • Godrej Properties Limited

  • ABB India Limited

  • Muthoot Finance Limited

  • One 97 Communications Limited

  • Swiggy Limited

  • Bharat Dynamics Limited

  • Lupin Limited

  • Maruti Suzuki India Limited

  • Maruti Suzuki India Limited March 2026 Future

  • Lupin Limited March 2026 Future

  • One 97 Communications Limited March 2026 Future

  • Muthoot Finance Limited March 2026 Future

  • Godrej Properties Limited March 2026 Future

  • Samvardhana Motherson International Limited March 2026 Future

  • Hindustan Petroleum Corporation Limited March 2026 Future

  • Max Healthcare Institute Limited March 2026 Future

  • Mphasis Limited March 2026 Future

  • Polycab India Limited March 2026 Future

  • Solar Industries India Limited March 2026 Future

  • Havells India Limited March 2026 Future

  • Biocon Limited March 2026 Future

  • GMR Airports Limited March 2026 Future

  • Multi Commodity Exchange of India Limited March 2026 Future

  • NTPC Limited March 2026 Future

  • Cipla Limited March 2026 Future

  • Bajaj Finserv Limited March 2026 Future

  • Power Grid Corporation of India Limited March 2026 Future

  • APL Apollo Tubes Limited March 2026 Future

  • Hindalco Industries Limited March 2026 Future

  • HDFC Asset Management Company Limited March 2026 Future

  • Union Bank of India March 2026 Future

  • Hindustan Unilever Limited March 2026 Future

  • Pidilite Industries Limited March 2026 Future

  • Grasim Industries Limited March 2026 Future

  • Glenmark Pharmaceuticals Limited March 2026 Future

  • Shriram Finance Limited March 2026 Future

  • Aurobindo Pharma Limited March 2026 Future

  • SRF Limited March 2026 Future

  • Trent Limited March 2026 Future

  • State Bank of India March 2026 Future

  • Vodafone Idea Limited March 2026 Future

  • Jindal Steel Limited March 2026 Future

  • Tata Consultancy Services Limited March 2026 Future

  • Crompton Greaves Consumer Electricals Limited March 2026 Future

  • Sun Pharmaceutical Industries Limited March 2026 Future

  • United Spirits Limited March 2026 Future

  • Bharti Airtel Limited March 2026 Future

  • Bandhan Bank Limited March 2026 Future

  • Yes Bank Limited March 2026 Future

  • Divi's Laboratories Limited March 2026 Future

  • Apollo Hospitals Enterprise Limited March 2026 Future

  • Punjab National Bank March 2026 Future

  • Mahindra & Mahindra Limited March 2026 Future

  • ITC Limited March 2026 Future

  • RBL Bank Limited March 2026 Future

  • IndusInd Bank Limited March 2026 Future

  • SBI Life Insurance Company Limited March 2026 Future

  • Hindustan Aeronautics Limited March 2026 Future

  • Titan Company Limited March 2026 Future

  • Ambuja Cements Limited March 2026 Future

  • DLF Limited March 2026 Future

  • Bank of Baroda March 2026 Future

  • Larsen & Toubro Limited March 2026 Future

  • Eternal Limited March 2026 Future

  • Kotak Mahindra Bank Limited March 2026 Future

  • Tata Steel Limited March 2026 Future

  • ICICI Bank Limited March 2026 Future

  • HDFC Bank Limited March 2026 Future

  • Reliance Industries Limited March 2026 Future

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  • Miscellaneous

  • Bank - Private

  • Refineries

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Steel & Iron Products

  • Engineering - Construction

  • IT - Software

  • Telecommunication - Service Provider

  • Hospital & Healthcare Services

  • Automobiles - Passenger Cars

  • e-Commerce

  • Auto Ancillary

  • Insurance

  • Cement & Construction Materials

  • Defence

  • Finance - NBFC

  • Construction - Real Estate

  • Household & Personal Products

  • Steel/Sponge Iron/Pig Iron

  • Power Generation/Distribution

  • Diamond & Jewellery

  • Engineering - Industrial Equipments

  • Cigarettes/Tobacco

  • Chemicals

  • Trading

  • Breweries & Distilleries

  • Consumer Durables - Domestic Appliances

  • Retailing

  • Diversified

  • Metal - Non Ferrous

  • Finance - Asset Management

  • Finance - Investment

  • Professional Services

  • Diesel Engines

  • Electric Equipment

  • Airport Management Services

  • Finance - Stock Broking

  • Cable

  • Consumer Durables - Electronics

  • Fintech

View More

Fund Manager

  • Cash

  • CRISIL A+

  • CRISIL AA+

  • CRISIL AA-

  • CRISIL AAA

  • Derivatives

  • Equity

  • MFU

  • REITs & InvITs

  • Sov

View More

About Axis Equity Savings Fund

Scheme Analysis

Axis Equity Savings Fund is a Hybrid - Equity Savings fund and belongs to Axis Mutual Fund. It was launched on 14-Aug-2015 and currently has an AUM of ₹901.88 crore. Axis Equity Savings Fund is benchmarked against Nifty 10 yr Benchmark G-Sec as primary index and NIFTY 50 Equity Savings Index as secondary index.

The NAV of Axis Equity Savings Fund ended up ₹0.11(0.5%)yesterday to ₹22.2.

Among its top 3 holdings the fund has exposure to Net Receivables / (Payables), and

The Axis Equity Savings Fund is managed by Devang Shah and Hardik Shah.

Fund House Contact

One Lodha Place, 22 & 23 Floor, Senapati Bapat Marg, Lower Parel Mumbai - 400 013

022-43255161
022-43255199
www.axismf.com