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 0.72 1.27 3.41 10.27 10.22 8.26
Nifty 10 yr Benchmark G-Sec 0.26 0.08 7.75 8.93 5.38 7.17
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 3.41 10.27 10.22 2.29 936.06
ICICI Prudential Equity Savings Fund - Cumulative option Dec 05, 2014 6.57 9.05 9.62 0.98 16,487.15
Kotak Equity Savings Fund - Regular - Growth Oct 13, 2014 5.49 12.18 11.45 1.76 8,782.37
SBI Equity Savings Fund - Regular Plan - Growth May 27, 2015 3.69 10.84 11.51 1.56 6,169.17
HDFC Equity Savings Fund -GROWTH Sep 17, 2004 3.92 10.57 12.40 1.88 5,739.47
DSP Equity Savings Fund - Regular Plan - Growth Mar 28, 2016 4.37 10.25 10.67 1.29 3,773.40

Fund Holdings as on 30-September-2025

  • Net Receivables / (Payables)

  • HDFC Bank Limited

  • Reliance Industries Limited

  • Clearing Corporation of India Ltd

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

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

  • ICICI Bank Limited

  • Bank Nifty Index October 2025 Future

  • Larsen & Toubro Limited

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

  • 182 Days Tbill (MD 10/10/2025)

  • Bharti Airtel Limited

  • Tata Steel Limited

  • Kotak Mahindra Bank Limited

  • Mahindra & Mahindra Limited

  • Eternal Limited

  • Infosys Limited

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

  • Hindustan Unilever Limited

  • Tata Consultancy Services Limited

  • S.J.S. Enterprises Limited

  • SBI Life Insurance Company Limited

  • Hindustan Aeronautics Limited

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

  • 7.44% Power Finance Corporation Limited (15/01/2030) **

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

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

  • Aditya Infotech Limited

  • JB Chemicals & Pharmaceuticals Limited

  • 7.37% Government of India (23/01/2054)

  • Apollo Hospitals Enterprise Limited

  • Ambuja Cements Limited

  • Zydus Lifesciences Limited

  • NTPC Limited

  • Awfis Space Solutions Limited

  • IndusInd Bank Limited

  • Canara Bank

  • State Bank of India

  • Fortis Healthcare Limited

  • Cohance Lifesciences Limited

  • DLF Limited

  • Bank of Baroda

  • Bajaj Finance Limited

  • Steel Authority of India Limited

  • Dixon Technologies (India) Limited

  • UltraTech Cement Limited

  • 7.69% REC Limited (31/03/2033)

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

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

  • 6.87% REC Limited (31/05/2030) **

  • 7.15% Indian Railway Finance Corporation Limited (14/11/2039) **

  • Punjab National Bank

  • ITC Limited

  • Indian Bank

  • The Federal Bank Limited

  • Tech Mahindra Limited

  • Hero MotoCorp Limited

  • Godrej Consumer Products Limited

  • Sun Pharmaceutical Industries Limited

  • United Spirits Limited

  • Onesource Specialty Pharma Limited

  • Crompton Greaves Consumer Electricals Limited

  • Indus Infra Trust

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

  • Sansera Engineering Limited

  • Power Grid Corporation of India Limited

  • Premier Energies Limited

  • Vodafone Idea Limited

  • Divi's Laboratories Limited

  • Healthcare Global Enterprises Limited

  • HDFC Life Insurance Company Limited

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

  • Jindal Steel Limited

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

  • Jyoti CNC Automation Ltd

  • Oil & Natural Gas Corporation Limited

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

  • Tata Power Company Limited

  • Aurobindo Pharma Limited

  • Craftsman Automation Limited

  • Grasim Industries Limited

  • Cipla Limited

  • Pidilite Industries Limited

  • Voltamp Transformers Limited

  • Cholamandalam Investment and Finance Company Ltd

  • TeamLease Services Limited

  • Cummins India Limited

  • SRF Limited

  • Brigade Enterprises Limited

  • Shriram Finance Limited

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

  • Bajaj Finserv Limited

  • Nestle India Limited

  • Bajaj Auto Limited

  • Titan Company Limited

  • Neuland Laboratories Limited

  • Emcure Pharmaceuticals Limited

  • REC Limited

  • Krishna Institute Of Medical Sciences Limited

  • Tata Motors Limited

  • Bharat Petroleum Corporation Limited

  • Swiggy Limited

  • Wipro Limited

  • ABB India Limited

  • Sona BLW Precision Forgings Limited

  • Bandhan Bank Limited

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

  • Havells India Limited

  • GMR Airports Limited

  • Biocon Limited

  • Coforge Limited

  • Muthoot Finance Limited

  • Bharat Dynamics Limited

  • Indian Energy Exchange Limited

  • Lupin Limited

  • Lupin Limited October 2025 Future

  • Indian Energy Exchange Limited October 2025 Future

  • Muthoot Finance Limited October 2025 Future

  • Biocon Limited October 2025 Future

  • GMR Airports Limited October 2025 Future

  • Havells India Limited October 2025 Future

  • NTPC Limited October 2025 Future

  • Bandhan Bank Limited October 2025 Future

  • Tata Motors Limited October 2025 Future

  • REC Limited October 2025 Future

  • Titan Company Limited October 2025 Future

  • Bajaj Auto Limited October 2025 Future

  • Bajaj Finserv Limited October 2025 Future

  • Power Grid Corporation of India Limited October 2025 Future

  • Shriram Finance Limited October 2025 Future

  • SRF Limited October 2025 Future

  • Pidilite Industries Limited October 2025 Future

  • Grasim Industries Limited October 2025 Future

  • Vodafone Idea Limited October 2025 Future

  • Aurobindo Pharma Limited October 2025 Future

  • Oil & Natural Gas Corporation Limited October 2025 Future

  • Mahindra & Mahindra Limited October 2025 Future

  • Jindal Steel Limited October 2025 Future

  • Divi's Laboratories Limited October 2025 Future

  • Sun Pharmaceutical Industries Limited October 2025 Future

  • United Spirits Limited October 2025 Future

  • Bharti Airtel Limited October 2025 Future

  • Crompton Greaves Consumer Electricals Limited October 2025 Future

  • Apollo Hospitals Enterprise Limited October 2025 Future

  • Punjab National Bank October 2025 Future

  • Hindustan Aeronautics Limited October 2025 Future

  • SBI Life Insurance Company Limited October 2025 Future

  • Steel Authority of India Limited October 2025 Future

  • Bank of Baroda October 2025 Future

  • DLF Limited October 2025 Future

  • Canara Bank October 2025 Future

  • ICICI Bank Limited October 2025 Future

  • IndusInd Bank Limited October 2025 Future

  • Zydus Lifesciences Limited October 2025 Future

  • Ambuja Cements Limited October 2025 Future

  • Tata Consultancy Services Limited October 2025 Future

  • Hindustan Unilever Limited October 2025 Future

  • Eternal Limited October 2025 Future

  • Larsen & Toubro Limited October 2025 Future

  • Kotak Mahindra Bank Limited October 2025 Future

  • Tata Steel Limited October 2025 Future

  • Reliance Industries Limited October 2025 Future

  • HDFC Bank Limited October 2025 Future

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  • Miscellaneous

  • Bank - Private

  • Refineries

  • Pharmaceuticals & Drugs

  • IT - Software

  • Bank - Public

  • Steel & Iron Products

  • Engineering - Construction

  • Telecommunication - Service Provider

  • Hospital & Healthcare Services

  • Household & Personal Products

  • e-Commerce

  • Automobiles - Passenger Cars

  • Auto Ancillary

  • Cement & Construction Materials

  • Insurance

  • Power Generation/Distribution

  • Defence

  • Trading

  • Finance - NBFC

  • Construction - Real Estate

  • Business Support

  • Consumer Durables - Electronics

  • Automobile Two & Three Wheelers

  • Cigarettes/Tobacco

  • Breweries & Distilleries

  • Consumer Durables - Domestic Appliances

  • Chemicals

  • Electronics - Components

  • Electric Equipment

  • Steel/Sponge Iron/Pig Iron

  • Engineering - Industrial Equipments

  • Oil Exploration

  • Diversified

  • Diesel Engines

  • Professional Services

  • Finance - Investment

  • Consumer Food

  • Diamond & Jewellery

  • Automobiles-Trucks/Lcv

  • Finance Term Lending

  • Airport Management Services

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Fund Manager

  • Cash

  • CRISIL A+

  • CRISIL AA+

  • CRISIL AA-

  • CRISIL AAA

  • Derivatives

  • Equity

  • ICRA AAA

  • REITs & InvITs

  • Sovereign

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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 ₹936.06 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 down ₹-0.01(-0.04%)yesterday to ₹22.4.

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